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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

A recent sell-off in high-flying chipmakers and momentum stocks is being viewed by Wall Street as an orderly unwinding of profits rather than a fundamental flaw in the artificial intelligence boom.

The chipmaker signaled a major turn in its business, and the market bought it. Now comes the hard part: proving the rally can last.

Broadcom (NASDAQ:AVGO) stock is outperforming the semiconductor sector today, climbing 5% to $390 after Apple announced an expanded multiyear chip agreement with the company. Meanwhile, Intel (NASDAQ:INTC) stock is down 2% to $108, while Advanced Micro Devices (NASDAQ:AMD) stock is lower by 1% to $513. The contrasting moves suggest that investors are rewarding Broadcom for ... Broadcom Spikes 5% on Expanded Apple Chip Deal; Intel and AMD Drift Lower

Apple and Broadcom announced a new deal for the iPhone maker to buy at least $30 billion in chips over the next several years.

(Updates with latest market prices and developments.) US stocks were lower intraday after Preside

Tech stocks were higher Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF

Wall Street is becoming more confident in Micron Technology (MU). A Melius analyst now says the chipmaker could become the sixth-largest public company in the United States. That would make it worth more thanBroadcom (AVGO) and even Taiwan Semiconductor (TSM). The analyst's claim is a bold ...

Nvidia stock and shares of other semiconductor companies wavered on Wednesday as the U.S.-Iran conflict dominated the headlines.

Tim Cook has less than two months left as Apple CEO. On Wednesday, he announced the largest domestic manufacturing commitment in company history: a multi-year deal with Broadcom expected to exceed $30 billion, the biggest single commitment ever made under Apple’s American Manufacturing Program. It closes a fifteen-year tenure defined by supply-chain mastery. Inside the ... Tim Cook’s Final Move as Apple CEO: The Biggest American Manufacturing Deal in Company History

Apple's New Broadcom Deal Could Strengthen Revenue Visibility for Years

Apple will manufacture over 15 billion US-made chips and invest $1.5 billion in Broadcom's Colorado facility.

Apple and Broadcom (NasdaqGS:AVGO) have entered a multi-year chip supply agreement valued at more than US$30b. The deal runs through 2031 and covers custom silicon and wireless connectivity components for multiple Apple product generations. As part of the agreement, Apple plans to invest US$1.5b to expand and modernize Broadcom's Fort Collins, Colorado manufacturing facility. For investors tracking Broadcom, this fresh agreement with Apple highlights how central the company is to high...

Apple (AAPL) and Broadcom (AVGO) are partnering on a $30 billion AI chip deal. Yahoo Finance Technology Editor Dan Howley explains more in the video above.

All three major US stock indexes were down in late-morning trading Wednesday, as hostilities re-esca

On The AI Investor Podcast, one point kept resurfacing when the panel discussed index concentration risk: “Nvidia is 8.5% of the NASDAQ, but it’s expected to contribute 37% of next year’s profits for the entire index. Nvidia, Micron, Broadcom combined, they’re just a little under half of all the profit contributions to the NASDAQ index ... Broadcom Stock: The 1 Number That Could Tell You a Market Turn Is Coming

The battle between JPMorgan’s two flagship covered-call income ETFs comes down to a simple trade-off: JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) offers the smoother ride, while JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) delivers the fatter distributions. In July 2026, that trade-off looks less balanced than usual, and the winner may not be the one ... JEPI vs. JEPQ: Which Is the Better Buy in July?

Apple has signed a $30 billion+ multiyear deal with Broadcom to design and produce more than 15 billion U.S.-made custom wireless connectivity chips for Apple products.

Broadcom stock has dipped 22% over the past month.

Chip stocks are on the move, inching higher to shake off some recent losses. The PHLX Semiconductor Index is up 1.3%, with 27 of its 30 stocks in the green despite the broader market sell-off fueled by a reignited U.

Apple’s major chip-supply agreement with Broadcom is part of its larger goal to increase manufacturing in the U.S.

Apple (AAPL) said Wednesday that Broadcom (AVGO) will produce chips to be used in the iPhone maker'

Apple Inc (NASDAQ:AAPL, XETRA:APC) announced a new multiyear agreement with Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) valued at more than $30 billion to design and manufacture custom silicon components and wireless connectivity technologies in the United States, marking the company's largest...

Broadcom (NASDAQ:AVGO) is now being talked about in $200 billion increments. That figure represents forward AI opportunity framing, surfaced on the company’s Q2 FY2026 earnings call, when JPMorgan analyst Harlan Sur pressed CEO Hock Tan on an implied $200 billion-plus 18-month backlog covering the back half of 2026 through fiscal 2027. Tan did not push ... Broadcom’s $200 Billion AI Opportunity Is Drawing New Interest From Investors

AI Stocks Tumble as Middle East Fears Rattle Wall Street

Nearly every major AI company is either making or considering making homegrown chips to reduce their reliance on Nvidia and cut costs.

NVDA, AVGO and QCOM slid in 1H 2026 as AI focus broadened, but product roadmaps, diversification and estimates point to potential 2H strength.

Chip stocks trimmed losses on Wednesday despite a decline in the overall market.

Chip stocks extended their decline on Wednesday as the overall market declined.

Apple plans to invest more than $30 billion in an extended partnership with Broadcom to produce custom chips it said Wednesday. Apple said the new agreement was the largest so far under its ‘American Manufacturing Program’ and would enable Broadcom to expand and modernize its manufacturing facilities in Fort Collins, Colorado, with a $1.5 billion capital expenditure investment. Apple shares were down 0.6% in premarket trading.