High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Broadcom Inc. (NASDAQ:AVGO) is one of BlackRock’s 30 most important AI stocks right now. In early June, Broadcom Inc. (NASDAQ:AVGO) highlighted its broadband Edge AI portfolio. The range of AI-powered broadband offerings consists of a 50G PON gateway SoC, an extensive Wi-Fi 8 product portfolio, and a joint 5G and Wi-Fi 8 fixed wireless access […]
Wall Street just picked a new favorite in the AI chip race, and it isn't the company most investors expect. According to Investing.com, Cantor Fitzgerald analyst C.J. Muse raised his price target on Advanced Micro Devices (AMD) to $700 from $500 on June 29, keeping his Overweight rating. That ...
Broadcom Inc. (NASDAQ:AVGO) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 31 upward EPS revisions and 10 downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 25 upward revisions and 13 downward revisions. The gross number of upward revisions is strong, […]
We recently published Jim Cramer’s Biggest Winners to Buy: Top 20 AI & Other Stocks He Got Right in 2026. Broadcom Inc. (NASDAQ:AVGO) is one of the stocks discussed by Jim Cramer. Chip designer Broadcom Inc. (NASDAQ:AVGO) is one of the most important firms in today’s AI era, courtesy of its ability to design custom […]
The iShares Core Dividend Growth ETF (NYSEARCA:DGRO) and the Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) look like siblings on any fund screener: both hunt large-cap U.S. companies with a history of raising dividends, both charge single-digit basis points, and both distribute quarterly. The real divergence sits in the fine print of their index rules, and that ... DGRO vs. VIG: Which Dividend-Growth ETF Compounds Your Income Faster?
Broadcom and OpenAI unveiled Jalapeño, OpenAI's first Intelligence Processor, advancing their 10 GW chip partnership and a potential $200 billion revenue opportunity by 2029.
DriveNets is expanding its AI Fabric portfolio with Broadcom’s Tomahawk 6 ASIC for large scale AI data centers. The new open Ethernet based networking platforms are aimed at hyperscale AI clusters and are targeted for deployment in Q3 2026. The partnership broadens Broadcom’s role in AI infrastructure by putting its latest high capacity, power focused silicon at the core of next generation data center networks. For investors watching Broadcom (NasdaqGS:AVGO), this new DriveNets...
These five unusually active July 10 out-of-the-money calls are priced below $0.20. Stellantis offers the highest probability of profit at 26.23%, while Chewy, Broadcom, PayPal, and Walmart round out the list of cheap, speculative bets for next week's expiration.
AMD's data center momentum is strong, but stretched valuation, competition, gaming weakness and margin pressure cloud near-term upside.
U.S. equities have been solid so far in 2026, and according to JPMorgan's global investment strategist, Kriti Gupta, the S&P 500 could climb as high as 9,000 by mid-2027. That would mark a gain of about 20% from where the index sits now. The bank's analysts back that outlook with two specific ...
June’s jobs report was weak. That’s perhaps understating it. In an economy of more than 300 million people, the U.S. economy was only able to eke out 57,000 jobs this past month. And on top of those numbers, revisions to prior month estimates hit investors in the face, suggesting that the consumer could be slowing ... The Economy Is Losing Steam After Adding Just 57,000 Jobs in June — But I’m Still Bullish On These 3 Unstoppable AI Stocks
Broadcom Inc. (AVGO) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
CRDO sees Active Electrical Cables driving AI connectivity growth as customer adoption expands and reliability gains strengthen its long-term growth outlook.
Shares of Broadcom (NASDAQ:AVGO) have gone almost nowhere in 2026, up just 4.15% year to date (YTD) while the rest of the AI chip complex has ripped higher. The U.S. markets are closed Friday for the Independence Day holiday, giving investors a clean moment to review the scoreboard heading into the second half. Advanced Micro ... Broadcom Has Barely Moved in 2026. Should You Switch to AMD or Intel Now?
QCOM's automotive and Snapdragon traction support its portfolio, but handset weakness, China risks and margin pressure cloud the stock outlook.
Broadcom Inc. (AVGO) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
The stock's incredible run had little to do with its past and everything to do with a future the market suddenly decided to believe in.
Marvell Technology is prioritizing rapid AI infrastructure growth as interconnects, optics and custom silicon expand despite gross-margin pressure.
The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026
Recent developments in the AI chip sector have seen a significant shift towards onchain tokenization of real-world assets, as evidenced by a new partnership between Bitget Wallet and Robinhood Crypto. This collaboration enables the integration of Robinhood Chain, an Ethereum Layer 2 solution, within Bitget Wallet, allowing users to trade Stock Tokens representing major companies like NVIDIA, Google, and Apple. The initiative demonstrates the growing trend of incorporating traditional finance...
NVIDIA Corporation (NASDAQ:NVDA) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Discussing stocks that have declined in the second quarter, Cramer mentioned the company and its possible competitors. Six: NVIDIA. NVIDIA, down just over 5% this month. At these levels, […]
Broadcom’s analyst derived fair value has shifted from US$476.78 to US$523.73, putting a fresh spotlight on how the stock is being framed after recent earnings. Behind that move, research houses are debating whether the post earnings pullback, AI custom chip exposure, and customer concentration risks justify seeing Broadcom as an opportunity or a story that needs more proof. As you read on, you will see how to interpret these changing price targets and track the evolving narrative around the...
Investors seem to be missing or misunderstanding the key details of Nvidia’s long-term strategy. We can see this in the stock's performance. Nvidia (NVDA) stock is up 5.94% year to date at the time of writing, Thursday morning, July 2. Meanwhile, the SPDR S&P 500 index (SPY) is up about 9.36% ...
Investors received a sharp reminder that there are other players in the high-stakes AI chip game.
Broadcom and ON Semiconductor give chip investors two very different paths into the next semiconductor cycle. The question is which stock offers the better setup as AI spending, industrial demand, and valuation all come into play.
The iShares MSCI South Korea ETF (NYSEARCA:EWY) just gave back a chunk of its blockbuster year in a single week. EWY closed near $192, down roughly 12% on its most recent trading day. The fund is still up sharply year-to-date, and that round trip in miniature is the EWY story for the next year: the ... The 2 Signals That Will Determine EWY’s Next 12 Months: AI Memory Demand and Samsung Concentration
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
