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24,133 signal articles · 327 in last 24h · 114,498 total before filter · latest 33m ago
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Bloomberg36d agoneutral
Apollo’s $35 Billion AI Chip Credit Deal Is Set to Begin Trading

(Bloomberg) -- More money managers and dealers are about to get their hands on pieces of the largest private credit deal on record — when a chunk of a $35 billion financing package for Broadcom Inc. and Anthropic PBC’s AI infrastructure expansion begins trading.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches

Investing.com36d agobearish
Meta falls as massive AI infrastructure spending plans overshadow chip progress

Investing.com -- Meta Platforms (NASDAQ:META) shares declined 2.6% Thursday morning as the company’s ambitious plans to double its computing capacity reminded investors of the astronomical capital expenditures required to win the artificial intelligence race. While the social media giant announced it will begin manufacturing its first in-house AI chip this September—a move intended to eventually lower computing costs—the sheer scale of the company’s near-term spending plans triggered immediate a

Broadcom gets $30 billion Apple boost as valuation debate grows
TheStreet36d agoneutral
Broadcom gets $30 billion Apple boost as valuation debate grows

Broadcom stock got a new Apple-backed catalyst just as Wall Street was questioning how much good news was already priced in. TheStreet previously reported that Broadcom extended its Apple chip supply agreement through 2031, locking in a key supplier relationship for multiple generations of Apple ...

Why Broadcom (AVGO) Stock Is Trading Up Today
StockStory36d agoneutral
Why Broadcom (AVGO) Stock Is Trading Up Today

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 5.2% in the afternoon session after the company confirmed an expanded, multi-year partnership with Apple exceeding $30 billion for custom silicon components and wireless technologies.

Apple (AAPL) Secures Largest Ever US Chip Deal With Broadcom For $30 Billion
Simply Wall St.36d agoneutral
Apple (AAPL) Secures Largest Ever US Chip Deal With Broadcom For $30 Billion

Apple (NasdaqGS:AAPL) has agreed a multi year US chip manufacturing and co development deal with Broadcom valued at more than US$30b. The agreement runs through 2031 and covers the production of over 15b custom chips for Apple products in the US. Broadcom plans a US$1.5b expansion of its Fort Collins, Colorado facilities to support the work. Apple, best known for its iPhone, Mac, and wearables ecosystem, is deepening its role in chip design and sourcing at a time when hardware and AI...

Apple to spend $30 billion on US-made chips from Broadcom
Reuters Videos36d agoneutralVIDEO
Apple to spend $30 billion on US-made chips from Broadcom

<body><p>STORY: ::Apple is spending $30 billion in Broadcom chips deal</p><p>::Stephen Nellis/Technology Correspondent</p><p>::July 8, 2026</p><p>"Apple and Broadcom on Wednesday announced a $30 billion deal that runs through 2031 for Broadcom to supply chips to Apple. Now, this isn't a completely new relationship between Apple, the maker of the iPhone and the iPad, and Broadcom, one of its longtime suppliers. In 2023, the two companies said that they had a multibillion, multiyear deal to supply chips from a factory in Fort Collins, Colorado to Apple. But what this is a major expansion of that partnership. So Apple will be getting 15 billion chips from that factory in Colorado, and Broadcom is saying that it will spend $1.5 billion to expand and modernize its manufacturing capacity there. For Apple, this is part of a broader push in the last few years to source more of the critical components in its iPhones and other products from the United States. Now, this has been a big focus of U.S. President Donald Trump, who really wants to see Apple make an iPhone in the United States. Well, that's probably not possible in the short term, according to most analysts. What is possible is sourcing more and more of the critical pieces inside the devices from the United States, regardless of where they're assembled. And that's a big part of what this represents for the deal between Apple and Broadcom announced on Wednesday."</p><p>Broadcom shares rose more than 4%, while Apple shares were down marginally.</p><p>Apple said on Wednesday the deal, which was struck earlier this week and runs through 2031, covers FBAR filters - or radio-frequency chips used for wireless connectivity in its devices - that it had been developing with Broadcom since at least 2023.</p></body>

The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25% Discount Zone
24/7 Wall St.36d agobearish
The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25% Discount Zone

Broadcom (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) both sell custom AI silicon and networking chips to hyperscalers. Broadcom trades near $370, roughly 25% below its 52-week high after a Google diversification scare. Marvell has quietly tripled off spring lows. The businesses tell very different stories. Broadcom Posts Records While Marvell Reaccelerates Broadcom’s Q2 FY2026 landed at ... The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25

Broadcom Vs. Apple: AVGO Just Locked in Apple Through 2031 Which is Why You Should Buy it Over AAPL
24/7 Wall St.36d agobullish
Broadcom Vs. Apple: AVGO Just Locked in Apple Through 2031 Which is Why You Should Buy it Over AAPL

Broadcom (NASDAQ: AVGO) and Apple (NASDAQ: AAPL) both posted strong quarters, but the more interesting story sits in the contract between them. Broadcom’s newly finalized custom silicon extension with Apple runs through 2031, hard-wiring roughly 20% of AVGO’s annual sales to the world’s largest device maker. That single fact reframes how these two NASDAQ names ... Broadcom Vs. Apple: AVGO Just Locked in Apple Through 2031 Which is Why You Should Buy it Over AAPL