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Cathie Wood, head of Ark Investment Management, often makes moves in some of her favorite tech stocks around earnings season. That's exactly what she's doing with Broadcom (AVGO), adding shares of the chipmaker ahead of its upcoming earnings report. Last year, the flagship Ark Innovation ETF gained ...
Watching the AI rally from the sidelines felt responsible when retirement loomed, but playing it safe has a price tag too. Three ETFs now offer a way to get back in the game without handing your future to a single stock.
Intel's stunning 176% run has the semiconductor sector buzzing, but with AMD trading at a jaw-dropping 123x earnings and a fresh dilution event on the table, figuring out where to hold and where to fold across chip stocks has never been more consequential.
AVGO's premium valuation is backed by surging AI semiconductor growth, expanding accelerator programs and leadership in AI networking.
Wall Street keeps punishing Qualcomm for its handset headaches while ignoring two growth engines quietly building toward a $40 billion target. The valuation gap between what the market prices in and what management just promised on Investor Day is where the real story lives.
Most investors obsess over picking the AI chip winner, but one company sits at a tollbooth every hyperscaler must pass through regardless of which architecture dominates, and that changes the retirement math completely.
NVDA's $500B financing push is likely to lower AI factory funding barriers, boosting demand for GPUs, networking products and software.
Broadcom controls two chokepoints inside every major AI cluster, and hyperscalers have already signed the contracts to prove it. The question is whether that grip justifies buying the stock today or waiting for a setup with more margin for error.
Recent developments in the AI chip market highlight a significant shift towards advanced chip packaging technologies. According to BCC Research, this market is expected to grow substantially, from $38.6 billion in 2024 to $87.6 billion by 2030, driven by increasing demand for AI and high-performance computing applications. This growth is largely influenced by the need for improved data throughput, reduced latency, and greater interconnect density, surpassing what traditional packaging can...
The best AI stocks of 2026 are shifting. See which AI stocks to watch as money quietly rotates, and why this year's winners may not last.
The chip and software giant's reported profits more than doubled over the past year -- which happens to be how this gap closed both times before.
At $422, Broadcom (AVGO) is being priced to deliver 26% revenue growth annually for the next 5 years simply to defend today's 68.4x multiple. That sits below the 32% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.
On August 4, Broadcom (NASDAQ:AVGO) said its software business had joined NVIDIA (NASDAQ:NVDA) and other industry partners as a founding member of the Open Secure AI Alliance, an effort to build open, collaborative defenses against AI-driven cyberattacks. It is a modest headline next to the numbers coming out of Broadcom’s chip business, but it hints […]
As Broadcom has outperformed the SPX over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.
Nvidia and Broadcom both posted staggering AI revenue this quarter, but one strategy bets on a handful of hyperscalers while the other bets on every model builder alive. The divergence between those bets reveals a quiet but widening competitive gap.
NVIDIA posted the largest data center quarter in history, yet one rival is growing AI revenue faster and quietly locking up the customers who matter most. The custom silicon war is already underway, and the scoreboard looks nothing like the headlines.
Ark Invest was a buyer of tech stocks that have hit fresh all-time highs in the last three months.
Two newly public quantum computing companies are about to report earnings. Their results will test the appetite for the budding technology that has captivated some corners of Wall Street.
Marvell Technology's expanded NVIDIA alliance and $2B investment can strengthen its AI infrastructure role and help it challenge AVGO and ALAB.
Taiwan Semiconductor and Broadcom are expecting strong growth.
AMD and Broadcom both just posted monster AI quarters, but only one of them actually complements an Nvidia position without picking a fight with it. The case for each comes down to a fundamental question about how the datacenter gets built.
Marvell surged over 145% this year before pulling back sharply, and that gap between peak hype and current price is exactly where the most interesting trades hide. Here is what the numbers say about where MRVL goes from here.
Taiwan Semiconductor's July revenues jump 44.7% as AI demand stays robust, N2 ramps up, and global N3 expansion supports growth.
Cathie Wood's firm added roughly $43M in AI chip stocks on Monday while continuing to pare its Deere position
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.
The AI target looks more achievable every quarter -- and almost all of it rests on six buyers.
A retiree who chose VYM for its reliable quarterly deposits may have traded away a surprising fortune without realizing it, and the expense ratio has almost nothing to do with it.
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