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The largest companies are huge because they have run their businesses very well.

Broadcom (NASDAQ:AVGO) has drawn significant market attention in 2026 for its custom AI chips. But the company’s August 6 announcement of new VMware vDefend and Avi Load Balancer capabilities is a reminder that its infrastructure software business, the one built to throw off steady, high-margin cash, is still evolving too. With the stock sitting roughly […]

Ray Dalio built Bridgewater on one principle: never let a great story override the math. Applied to NVIDIA, Micron, and Broadcom right now, that principle points somewhere most investors are not looking.

Alphabet's growth opportunities look like an embarrassment of riches.

Broadcom (NasdaqGS:AVGO) has become a dominant supplier for hyperscale AI clusters used by major cloud and AI providers such as Anthropic, OpenAI, and Meta. Multi-year commitments from these customers are channeling significant capital expenditure into Broadcom's AI infrastructure hardware, even as some of that spend bypasses GPU market leader Nvidia. The agreements increase Broadcom's visibility on future AI related revenue tied to large scale data center buildouts. Broadcom is one of...

NVIDIA keeps shattering revenue records while Broadcom quietly builds the custom silicon that hyperscalers hope will free them from Jensen Huang's grip. One of these strategies carries far more upside asymmetry heading into 2027, and the answer may surprise you.

In the most recent trading session, Broadcom Inc. (AVGO) closed at $427.49, indicating a +1.65% shift from the previous trading day.

Beyond GPUs, AI's next winners may emerge across networking, software and quantum as investment broadens and governments boost next-gen computing.

Advanced Micro Devices just posted huge growth forecasts, but on its earnings call, analysts zeroed in on whether the company can actually build it all without the success eating its own margins.

Get paid a healthy income now for a chance to own the AI leader at a price well below today's, an income you keep whether the stock soars or sinks.

AMD's post-earnings dip highlights near-term PC and gaming weakness, but surging Data Center demand and AI deployments support long-term growth prospects.

These supporting stocks often get ignored in favor of higher-profile names.

Applied Optoelectronics reports solid earnings, giving a boost to investors who hope it can be more than a meme stock.

The tech sector is chock-full of companies with high-quality earnings growth.

Broadcom may look like another AI chip stock, but its long-term custom-chip contracts give it a level of demand visibility that many rivals lack.

For the past two years, investors have treated artificial intelligence as a technology story. If you wanted exposure to the AI boom, you bought Nvidia (NVDA). Maybe Microsoft. Perhaps Broadcom or AMD. The winners all seemed to make chips, servers, or software. Caterpillar (CAT) just proved that ...

Cash yields look attractive right now, but retirees who park everything there risk watching inflation quietly erode their purchasing power for decades. These five dividend ETFs offer a different path, though each one comes with a hidden trade-off most investors overlook.

Advanced Micro Devices (AMD) has announced a definitive agreement to acquire Taalas, a specialist in AI inference silicon, aiming to enhance its compute solutions in the dynamic AI inference market. Taalas’ technology, which optimizes inference dataflows to reduce compute and memory bottlenecks, is set to bolster AMD’s AI roadmap by improving inference performance and efficiency. The acquisition will enable AMD to integrate Taalas’ solutions with its existing hardware and software platforms,...

AI infrastructure spending is entering its heaviest deployment phase yet, and three stocks spanning GPUs, custom silicon, and data center power are sitting right at the center of that trade heading into August.

World shares were mixed Friday after a modest retreat on Wall Street, while the price of Brent crude gained more than 1%. In early European trading, Germany's DAX rose 0.4% to 26,253.77, while the CAC 40 in Paris edged 0.2% higher to 8,715.47. Selling of computer chipmakers and other stocks linked to the boom in artificial intelligence appeared to taper off a bit as Tokyo's Nikkei 225 lost 0.1% to 65,606.71.

Broadcom sits at a tollbooth on the AI buildout, and one look at its order book raises a question worth asking: why are so many chip investors still looking elsewhere?

<p>Where to invest in AI in 2026? Experts from J.P. Morgan, Pictet & Chantico break down AI stocks, ETFs, capex trends, and portfolio strategies for advisors.</p>

Here is a way to collect an attractive income stream on an AI chip powerhouse now, which you keep no matter what, while lining up a chance to buy the stock at a serious discount if it ever stumbles.

The headline figure is $71 billion in chip-lease debt secured in roughly 60 days, but the true story of Anthropic’s recent capital expansion lies in the mechanics of the special purpose vehicle. By utilizing these structured finance vehicles, Anthropic has sequestered massive hardware deployments entirely off its corporate balance sheet. This is not corporate debt […]

Synaptics (SYNA) delivered earnings and revenue surprises of +1.65% and +0.98%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

A record quarter and a guide above expectations met a stock that had already climbed for four straight sessions, and the mix underneath that growth is what actually changed.

The handset chip business still supplies most of Qualcomm's revenue, and it is now shrinking year over year on the Android side and stepping down on the Apple side at the same time.

The next leg of growth runs through AI accelerators, and that is the piece management says carries a gross margin slightly below the company average.

Microsoft and Broadcom are both winning the AI trade, but they are winning it in completely different ways, and betting on the wrong one right now carries very different risks.

The earnings multiple looks ordinary, but the sales multiple is where the real bet on margins sits.