Motley Fool35d agobullish
Prediction: TSMC Stock Is Going to Soar After July 16The foundry giant has underperformed the semiconductor sector this year, but it could step on the gas after its Q2 results are released next week.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
385last 24h
2023last 7d
330● bullish (7d)
179● bearish (7d)
205publishers
Verdict35d agoneutral
Apple signs $30bn Broadcom deal to boost US chip productionThe agreement aims to manufacture more than 15 billion chips in the US and create hundreds of jobs.
Motley Fool35d agoneutral
Why Broadcom Stock Rose TodayInvestors cheered news of a multibillion-dollar deal with a tech titan.
TheStreet35d agoneutral
Broadcom gets $30 billion Apple boost as valuation debate growsBroadcom stock got a new Apple-backed catalyst just as Wall Street was questioning how much good news was already priced in. TheStreet previously reported that Broadcom extended its Apple chip supply agreement through 2031, locking in a key supplier relationship for multiple generations of Apple ...
Motley Fool36d agoneutral
Why Broadcom Stock Fell 15% in JuneThe diversified semiconductor giant couldn't quite live up to high expectations in its second-quarter earnings report.
StockStory36d agoneutral
Why Broadcom (AVGO) Stock Is Trading Up TodayShares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 5.2% in the afternoon session after the company confirmed an expanded, multi-year partnership with Apple exceeding $30 billion for custom silicon components and wireless technologies.
Simply Wall St.36d agoneutral
Apple (AAPL) Secures Largest Ever US Chip Deal With Broadcom For $30 BillionApple (NasdaqGS:AAPL) has agreed a multi year US chip manufacturing and co development deal with Broadcom valued at more than US$30b. The agreement runs through 2031 and covers the production of over 15b custom chips for Apple products in the US. Broadcom plans a US$1.5b expansion of its Fort Collins, Colorado facilities to support the work. Apple, best known for its iPhone, Mac, and wearables ecosystem, is deepening its role in chip design and sourcing at a time when hardware and AI...
Motley Fool36d agoneutral
The Latest Selloff Is the Perfect Buying Opportunity for Nvidia and BroadcomThe market is giving investors a gift by putting these two stocks on sale.
Yahoo Finance Video36d agoneutralVIDEO
Broadcom stock jumps on Apple AI chip deal, while Nvidia's relative stock price dropsYahoo Finance's Josh Lipton takes a closer look at some of Wednesday's trending tickers and stories, including Nvidia's (NVDA) relative stock price; Broadcom's (AVGO) and Apple's (AAPL) AI chip deal; and travel-related stocks like Carnival (CCL), United (UAL), and Delta (DAL).
Yahoo Finance Video36d agoneutralVIDEO
Broadcom stock jumps on Apple AI chip deal, while Nvidia's relative stock price dropsYahoo Finance's Josh Lipton takes a closer look at some of Wednesday's trending tickers and stories, including Nvidia's (NVDA) relative stock price; Broadcom's (AVGO) and Apple's (AAPL) AI chip deal; and travel-related stocks like Carnival (CCL), United (UAL), and Delta (DAL).
Reuters Videos36d agoneutralVIDEO
Apple to spend $30 billion on US-made chips from Broadcom<body><p>STORY: ::Apple is spending $30 billion in Broadcom chips deal</p><p>::Stephen Nellis/Technology Correspondent</p><p>::July 8, 2026</p><p>"Apple and Broadcom on Wednesday announced a $30 billion deal that runs through 2031 for Broadcom to supply chips to Apple. Now, this isn't a completely new relationship between Apple, the maker of the iPhone and the iPad, and Broadcom, one of its longtime suppliers. In 2023, the two companies said that they had a multibillion, multiyear deal to supply chips from a factory in Fort Collins, Colorado to Apple. But what this is a major expansion of that partnership. So Apple will be getting 15 billion chips from that factory in Colorado, and Broadcom is saying that it will spend $1.5 billion to expand and modernize its manufacturing capacity there. For Apple, this is part of a broader push in the last few years to source more of the critical components in its iPhones and other products from the United States. Now, this has been a big focus of U.S. President Donald Trump, who really wants to see Apple make an iPhone in the United States. Well, that's probably not possible in the short term, according to most analysts. What is possible is sourcing more and more of the critical pieces inside the devices from the United States, regardless of where they're assembled. And that's a big part of what this represents for the deal between Apple and Broadcom announced on Wednesday."</p><p>Broadcom shares rose more than 4%, while Apple shares were down marginally.</p><p>Apple said on Wednesday the deal, which was struck earlier this week and runs through 2031, covers FBAR filters - or radio-frequency chips used for wireless connectivity in its devices - that it had been developing with Broadcom since at least 2023.</p></body>
24/7 Wall St.36d agobearish
The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25% Discount ZoneBroadcom (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) both sell custom AI silicon and networking chips to hyperscalers. Broadcom trades near $370, roughly 25% below its 52-week high after a Google diversification scare. Marvell has quietly tripled off spring lows. The businesses tell very different stories. Broadcom Posts Records While Marvell Reaccelerates Broadcom’s Q2 FY2026 landed at ... The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25
24/7 Wall St.36d agobullish
Broadcom Vs. Apple: AVGO Just Locked in Apple Through 2031 Which is Why You Should Buy it Over AAPLBroadcom (NASDAQ: AVGO) and Apple (NASDAQ: AAPL) both posted strong quarters, but the more interesting story sits in the contract between them. Broadcom’s newly finalized custom silicon extension with Apple runs through 2031, hard-wiring roughly 20% of AVGO’s annual sales to the world’s largest device maker. That single fact reframes how these two NASDAQ names ... Broadcom Vs. Apple: AVGO Just Locked in Apple Through 2031 Which is Why You Should Buy it Over AAPL
Stocktwits36d agoneutral
NVDA, AVGO, MU, INTC Stocks Gain: Top Wall Street Traders See No Signs Of Panic In Chips Or AI Even As Correction Territory LoomsA recent sell-off in high-flying chipmakers and momentum stocks is being viewed by Wall Street as an orderly unwinding of profits rather than a fundamental flaw in the artificial intelligence boom.
24/7 Wall St.36d agobullish
Broadcom Spikes 5% on Expanded Apple Chip Deal; Intel and AMD Drift LowerBroadcom (NASDAQ:AVGO) stock is outperforming the semiconductor sector today, climbing 5% to $390 after Apple announced an expanded multiyear chip agreement with the company. Meanwhile, Intel (NASDAQ:INTC) stock is down 2% to $108, while Advanced Micro Devices (NASDAQ:AMD) stock is lower by 1% to $513. The contrasting moves suggest that investors are rewarding Broadcom for ... Broadcom Spikes 5% on Expanded Apple Chip Deal; Intel and AMD Drift Lower
Investopedia36d agobullish
Broadcom Stock Jumps on New $30 Billion Deal to Supply Chips to AppleApple and Broadcom announced a new deal for the iPhone maker to buy at least $30 billion in chips over the next several years.
TheStreet36d agobearish
Veteran analyst drops massive Micron valuation predictionWall Street is becoming more confident in Micron Technology (MU). A Melius analyst now says the chipmaker could become the sixth-largest public company in the United States. That would make it worth more thanBroadcom (AVGO) and even Taiwan Semiconductor (TSM). The analyst's claim is a bold ...
24/7 Wall St.36d agoneutral
Tim Cook’s Final Move as Apple CEO: The Biggest American Manufacturing Deal in Company HistoryTim Cook has less than two months left as Apple CEO. On Wednesday, he announced the largest domestic manufacturing commitment in company history: a multi-year deal with Broadcom expected to exceed $30 billion, the biggest single commitment ever made under Apple’s American Manufacturing Program. It closes a fifteen-year tenure defined by supply-chain mastery. Inside the ... Tim Cook’s Final Move as Apple CEO: The Biggest American Manufacturing Deal in Company History
GuruFocus.com36d agobullish
Broadcom Stock Jumps After Apple Extends Multibillion-Dollar Chip DealApple's New Broadcom Deal Could Strengthen Revenue Visibility for Years
GuruFocus.com36d agoneutral
Apple Expands Broadcom Deal Beyond $30 Billion, Shares Rise 5%Apple will manufacture over 15 billion US-made chips and invest $1.5 billion in Broadcom's Colorado facility.
Simply Wall St.36d agoneutral
Broadcom (AVGO) Lands Apple Deal Worth Over $30 Billion Through 2031Apple and Broadcom (NasdaqGS:AVGO) have entered a multi-year chip supply agreement valued at more than US$30b. The deal runs through 2031 and covers custom silicon and wireless connectivity components for multiple Apple product generations. As part of the agreement, Apple plans to invest US$1.5b to expand and modernize Broadcom's Fort Collins, Colorado manufacturing facility. For investors tracking Broadcom, this fresh agreement with Apple highlights how central the company is to high...
Yahoo Finance Video36d agobullishVIDEO
Apple & Broadcom ramp up American manufacturing with $30B AI chip partnershipApple (AAPL) and Broadcom (AVGO) are partnering on a $30 billion AI chip deal. Yahoo Finance Technology Editor Dan Howley explains more in the video above.