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Both chipmakers recently reported strong earnings results.

Stocks fell this week on oil prices and Fed rate-hike expectations, though Oracle's earnings underscored AI infrastructure strength. MarketBeat analysts recap top stories on earnings, defense, AI, and other stock opportunities.

The U.S. struck targets near Kharg Island and the port city of Jask, Fox News reported.

Both companies are delivering impressive revenue growth.

Stocks pulled back after a strong jobs report stoked rate-hike concerns. MarketBeat writers recap earnings-season themes, covering AI, cybersecurity, retail, energy, and dividend stocks.

Third-quarter revenue hit $29.59 billion as AI-semiconductor sales reached $16.7 billion.

Investing.com -- Macquarie upgraded Broadcom to outperform in a note to clients on Thursday, arguing that the risk from Google bringing chip production in-house has largely played out and that the company is now the cleanest listed way to gain exposure to artificial intelligence developer Anthropic's compute buildout.

Investing.com -- U.S. equity futures were mixed early Thursday, a day after major averages snapped a three-day losing streak driven by rising Treasury yields amid renewed U.S.-Iran hostilities. S&P 500 futures were up 0.1%, Dow futures rose 0.2%, and Nasdaq 100 futures climbed 0.1%.

Broadcom more than tripled its profit and nearly doubled its revenue in the third quarter, as the company said demand for its custom semiconductors should continue growing for the next two years.

Broadcom (AVGO) reported third quarter earnings results that modestly beat Wall Street's estimates. StoneX Financial equity research analyst Cody Acree shares his thoughts on the earnings print.

Jim Cramer wants Nvidia to announce the largest share repurchase in corporate history, and his valuation argument is harder to dismiss than his collateral logic deserves to be.

War weary and headed down Wall Street can't shake off the war jitters. Futures are pointing lower again, with the tech-heavy Nasdaq off 0.6%, the S&P down 0.2% and the Dow sitting on the gain line. On the commodities market, Brent punched above $95 a barrel after the latest US strikes...

The company expects $16 billion in third-quarter AI semiconductor revenue as investors assess whether its powerful growth can continue.

Broadcom is scheduled to report results for its fiscal third quarter after-market hours on Wednesday, September 2, with Wall Street looking for another quarter of exceptional growth.

Broadcom Stock Is Set for Results. Wall Street Expects $29.4 Billion in Revenue.

Technology stocks face a test from the prospect of higher interest rates after Fed Chairman Kevin Warsh issued a warning about inflation.

By Lewis Krauskopf NEW YORK, Aug 28 (Reuters) - A fresh look at the U.S. labor market in the coming week along with quarterly results from semiconductor company Broadcom will test a market rally that

On Aug. 27, 2026, the tech giant reported $96.2 billion in quarterly revenue, up 106% year over year, resetting expectations for AI spending power.

Eric Criscuolo, Market Strategist at the NYSE, recaps a week driven by three highly anticipated catalysts — PCE, Nvidia earnings, and Jackson Hole — following a quiet, range-bound start as markets awaited the key events. A breakthrough in Iran-Strait of Hormuz negotiations pulled oil sharply lower mid-week, lifting tech and setting a constructive tone heading into earnings. Nvidia delivered another blowout quarter with 75% revenue growth guidance for fiscal 2028, while Salesforce surged over 20% and helped the broader software group shake off AI disruption fears. Looking ahead, Fed Chair Warsh's Jackson Hole speech and next week's jobs report, ISM data, and earnings from Broadcom, Dell, and Snowflake will set the tone as summer unofficially comes to a close.

Nvidia's Strong AI Demand Sends Intel, AMD and Broadcom Stocks Higher

By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they

The day before Nvidia reports earnings that analysts expect to roughly double year over year, OpenAI dropped a chip benchmark that rattled the AI hardware world and forced a question no investor wanted to sit with overnight.

Jalapeno chip will let OpenAI customers choose models that offer lower cost or faster answers

Bond traders have ramped up measures of credit risk associated with Broadcom Inc. as it backstops mega financing packages for the buildout of artificial intelligence.

Cathie Wood's ARK Invest launched a new autocallable ETF that tracks the firm's other funds, which hold stocks like Tesla, Palantir and AMD.

Many Fed officials favor raising rates to combat inflation, bond prices surge, Trump meets crypto execs, and more news to start your day.

Marvell Technology stock jumped after the chipmaker announced a deal to develop chips for Alphabet unit Google.

Marvell Technology said on Wednesday it has issued ‌Alphabet's Google a warrant to ‌buy a stake worth about $12.18 billion as ​part of a deal to help develop custom chips for the search giant. Shares of the custom chipmaker jumped ‌more than ⁠11% in premarket trading, while larger rival Broadcom was ⁠down over 3%. Demand for custom chips such as Google's tensor processing units (TPUs), ​used for ​AI workloads, ​has surged in ‌recent years as businesses seek alternatives to Nvidia's pricey graphics processors.

Even before Nvidia Corp.’s splashy $500 billion financing partnership this week, investors were starting to fret over the roughly $70 billion in phantom liabilities that don’t appear on major AI companies’ balance sheets, but could materialize at the worst possible time.

Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.