Notícias

Chip designers have one distinct advantage.

Marvell Technology is riding a real data center ramp, but a large slice of the reported profit is behind its multiple sits below the operating line.

Nvidia reached a deal with some of Wall Street’s largest firms to help raise $500 billion to fund the AI infrastructure build-out. Apollo Global Management Blackstone BlackRock Brookfield Asset Management Goldman Sachs and KKR agreed to help Nvidia assemble financing in a deal that could be announced as soon as Monday, people familiar with the matter said. Spending commitments on data centers and other AI infrastructure have reached eye-popping levels, and Wall Street’s banks and investment firms have been rushing to finance the boom in increasingly creative ways.

AVGO expands VCF security with faster vDefend deployment, on-prem malware sandboxing and API protection as rivals intensify competition.

CBRS heads into Q2 earnings with 88% core revenue growth expected, AI inference momentum and OpenAI gains, but margin pressures remain.

Broadcom has major momentum heading into 2027.

A metric management once put at the top of its quarterly summary now surfaces only when someone asks for it.

Every AI investor faces the same dilemma: pick the winner of the compute race or find the one company that gets paid no matter who wins. One stock quietly sits on the bill of materials for Google, Meta, OpenAI, and Anthropic all at once.

The shareholder-friendliness of these companies often floats under the radar.

Here is how Avnet (AVT) and Broadcom Inc. (AVGO) have performed compared to their sector so far this year.

Intel just rattled its own shareholders with a massive equity raise while every other major chipmaker barely flinched, and the gap between Intel's selloff and the flat sector tells a story about where this company is actually headed.

TSMC Sales Soar to $14.5 Billion as AI Spending Keeps Accelerating

The PHLX Semiconductor Index has roared back to life, climbing more than 18% from its recent low on July 29. Yet it still has a long way to go to reclaim its summertime highs. Following last month's sharp decline, the index—consisting of names like Nvidia, Micron Technology, and Broadcom—needs an additional 18.

Taiwan Semiconductor is a fantastic stock pick.

Is MRVL a good stock to buy? We came across a bullish thesis on Marvell Technology, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on MRVL. Marvell Technology, Inc.’s share was trading at $211.02 as of August 6th 2026. MRVL’s trailing and forward P/E were 64.45 and 46.30 […]

Convenience has helped turn one online retailer into a global powerhouse, but controversial practices behind the experience have repeatedly drawn scrutiny.

VFIAX is one of the most popular ways Americans own the S&P 500, but two hidden costs quietly make it the wrong choice for millions of investors, and Vanguard already sells the fix.

Broadcom outpaced Nvidia over the past six months and is setting the foundation for continued outperformance.

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.