Notícias

The Cloud Infrastructure Services Providers in Europe (CISPE) has joined forces with four other ‌trade groups to urge EU antitrust regulators to suspend some ‌business practices of U.S. chipmaker Broadcom, according to a joint letter seen by Reuters. CISPE , which ​has nearly 50 members across Europe and counts Microsoft and Amazon as associate members,  in March asked for an interim measure on its own after Broadcom last year revamped its VMware cloud service provider ecosystem, which ‌it acquired in 2023.

SNOW is expanding its AI platform and customer base, but Broadcom's faster AI growth, record bookings, and major partnerships make it the stronger buy.

The average of price targets set by Wall Street analysts indicates a potential upside of 32.8% in Broadcom Inc. (AVGO). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Here is how Marvell Technology convinced the market its already bright future was accelerating at a pace few saw coming.

Recently, Zacks.com users have been paying close attention to Broadcom Inc. (AVGO). This makes it worthwhile to examine what the stock has in store.

Broadcom Inc. (NASDAQ:AVGO) is one of the high-growth wide-moat stocks to buy. On July 6, Reuters reported that Broadcom expanded its partnership with Apple through 2031 to develop and supply custom chips. The agreement reinforces Broadcom’s role in providing complex radio-frequency, Wi-Fi, Bluetooth, and other networking components used in Apple products. Analysts cited by Reuters […]

Broadcom's AI revenue is compounding at a pace that has Wall Street running out of superlatives, but a retail investor putting $5,000 in today faces a valuation and customer-concentration risk that could just as easily flatline that bet as double it.

In a significant development for the AI chip sector, Arteris, Inc. has announced an expanded partnership with Arm to enhance semiconductor cybersecurity. This alliance builds on a five-year collaboration, utilizing Arteris' Cycuity Radix hardware security assurance product. By integrating Cycuity Radix into Arm's CPU design processes, the partnership aims to proactively address potential security vulnerabilities and strengthen the security assurance of processor cores. This strategic move...

This JPMorgan stock pick is an aggressive buy, and rising Wall Street targets back it, even as an insider quietly sells.

Meta Platforms, Inc. (NASDAQ:META) is one of the high-growth wide-moat stocks to buy. On July 9, Reuters reported that Meta plans to begin manufacturing its in-house AI chip, code-named Iris, in September. The company is working with Broadcom on design and Taiwan Semiconductor Manufacturing Company on production. Reuters also reported that Meta plans to deploy […]

This was partially due to a broad investor pivot away from software companies into hardware makers.

We recently published Ray Dalio Stock Portfolio: 10 Best Stocks to Buy. Broadcom Inc. (NASDAQ:AVGO) is one of Ray Dalio’s best stocks to buy. On July 8, Evercore ISI called the multiyear agreement with Broadcom Inc. (NASDAQ:AVGO) strategically positive and said the partnership with Broadcom helps Apple’s effort to strengthen AI compute silicon for future […]

The company's historic AI boom is undeniable, but it's also reshaping the business in ways that could challenge its premium valuation.

The chipmaker's recent strength is tempting, but its long-term behavior tends to magnify the market's moves, not counter them.

The market is offering an unusually high cash return to own this chip giant, forcing a hard look at whether its core business is stalling or simply reloading.

TYLSemi, a startup founded by executives from recent Qualcomm acquisition AlphaWave, on ‌Tuesday said it has raised $43 million in early ‌funding to help companies build their own AI chips. The market for such AI ​chips is booming, with major companies such as Meta Platforms working with Broadcom and others to develop custom semiconductors. Broadcom and its rival Marvell Technology both have proprietary technology for making chips ‌talk to each ⁠other at high speed, and the only way to access that technology is to work with ⁠them to develop a custom chip.

Broadcom Inc. (NASDAQ:AVGO) is among the Best AI Stocks. On July 6, Reuters reported that Broadcom Inc. (NASDAQ:AVGO) expanded its partnership with Apple through 2031 to develop and supply custom chips. It extends a relationship that analysts estimate generates about 20% of Broadcom’s annual revenue. The report said the agreement eased investor concerns that Apple would replace […]

Today’s S&P 500 gains wouldn’t suggest it, but most of the index’s components are actually in the red. The S&P 500 is up 0.4% while the Equal Weight S&P 500 is moving in the other direction, down 0.3%. Nearly two-thirds of names in the S&P 500 were down despite session gains, signaling that stocks on the rise are doing the heavy lifting, offsetting the larger group of laggards and then some.

Broadcom dominated every AI headline in 2026 while retail investors kicked themselves for missing it. But the actual dollar returns tell a story that should make those investors feel a lot better about what they already owned.

Citi raised its Apple price target to $365, betting AI momentum and resilient demand will fuel further gains after earnings.

The chipmaker's headline numbers looked grim, but one corner of its business was already signaling the AI-fueled turnaround to come.

Investing.com -- Morgan Stanley reiterated an Overweight rating on Broadcom in a note on Tuesday, pushing back on investor concerns that MediaTek could significantly erode Broadcom's share of Google's TPU business.

A cooler-than-expected inflation print sent chip stocks surging Tuesday, but AMD sitting at a 185x P/E after a 150% year-to-date run raises a sharp question: is this a breakout toward $600 or the setup for a painful unwind?

NVDA's expanding AI partnerships deepen its ecosystem across cloud, networking, autos and telecom as rivals intensify AI investments.

Based on the average brokerage recommendation (ABR), Broadcom Inc. (AVGO) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

NVIDIA, AMD, and Broadcom are all chasing the same AI silicon gold rush, but their valuations tell wildly different stories about who actually has room to run before 2027.

Micron and Broadcom may be on sale now, but they will hit new all-time highs before investors know it.

In early July 2026, Broadcom Inc. announced that it and Apple Inc. had expanded their long-running technology collaboration through 2031 with new multi-year agreements for Broadcom to develop and supply custom ASIC silicon across multiple generations of Apple products. This long-dated Apple deal, alongside Broadcom’s rapidly growing AI semiconductor business and deepening relationships with major cloud and AI customers, reinforces its role as a key infrastructure supplier to some of the...

A prominent AI investor argues that the real winners of the AI boom are not the labs building the models, and the cash flow numbers already suggest a massive redistribution is quietly underway.

Jim Cramer used Monday’s Squawk on the Street to explain why SK Hynix’s sharp overnight decline in South Korea may not signal a change in the company’s underlying outlook. The Korean chipmaker, which is the world’s largest supplier of high-bandwidth memory to NVIDIA, delivered a strong U.S. market debut on Friday before falling into bear-market ... Jim Cramer: South Korea Is Mispricing SK Hynix. Here’s Why He’s Still Bullish on AI Memory