Notícias

Broadcom’s custom AI silicon business has become the market’s shadow story, but the real fortunes are being made in the unglamorous plumbing behind it. Taiwan’s IC industry alone is projected to hit NT$8,445.0 billion (US$270.7B) in 2026, a 30% jump from 2025, and every one of those chips has to be packaged, tested, cooled, and ... Broadcom Is Quietly Dominating AI Chips. Here Are 5 Overlooked Stocks Powering the Same Boom

Broadcom (NASDAQ: AVGO) and NVIDIA (NASDAQ: NVDA) just delivered fresh AI semiconductor reports that point in similar directions but reveal very different business models. NVIDIA closed Q1 FY2027 on May 20, 2026, and Broadcom followed with Q2 FY2026 on June 3, 2026. One sells branded GPUs to everyone. The other designs custom silicon for a ... Broadcom vs Nvidia: The $100B AI Race and One Winner

Broadcom (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) both posted earnings centered on custom AI silicon. Broadcom reported Q2 FY2026 revenue of $22.187 billion, up 47.9% year over year, on June 3, 2026. Marvell followed with $2.418 billion in Q1 FY2027 revenue on May 27, 2026. Same theme, vastly different scale. Custom Accelerators Explode at Broadcom. Optics ... Broadcom Vs. Marvell: Why Broadcom’s Custom Silicon Dominance Crushes Marvell’s Premium-Priced AI Growth

Yahoo Finance Executive Editor Brian Sozzi discusses the current state of the AI "bubble" and tech trade with Slatestone Wealth Chief Market Strategist Kenny Polcari and Bianco Research President Jim Bianco.

LRCX soars 153.9% in H1'26, and AI infrastructure demand, margin gains and advanced packaging growth may keep the stock's rally alive.

Semiconductor shares retreated Wednesday as investors took profits following an 82% gain for the sector in the first six months of 2026

The AI stock bubble is looking bubbly.

For a 70-year-old recent widow trying to simplify her late husband’s portfolio, the appeal of Vanguard High Dividend Yield ETF (NYSEARCA:VYM) starts with a simple count: 618 individual stocks, with the top 10 representing 26% of assets. VYM was built for investors who need dividend income but cannot afford a single-name blowup that would eat ... VYM Delivers 200% in 10 Years, but the Income Tradeoff Costs $3,150 Annually

Amazon stock and Broadcom could get a boost from news Anthropic has struck a deal with the Trump administration over its latest AI model.

Or he genuinely thought Marvell, a company with a market capitalization of around $200 billion at the time and one that Nvidia is invested in, would beat AMD to join the exclusive club. The stock jumped 7.7% on Tuesday to close at an all-time high of $580.91 with a market capitalization of $947 billion.

US stock futures are pointing lower on the first of July after Wall Street rounded off its best quarter since 2020, with investors exercising some caution before jobs data and a speech from new Federal Reserve Chair Kevin Warsh. Nasdaq futures were down 0.4%, while Dow Jones and S&P 500...

Etched has emerged from stealth mode, unveiling its working AI chip alongside securing over $1 billion in customer contracts. The company announced the raising of $800 million in funding, highlighting significant support from notable investors and thought leaders in the AI field. Etched has achieved first-pass silicon success and is validating its rack-scale inference systems with clients, aiming to make AI inference significantly faster, cheaper, and more efficient. With production ramping...

President Donald Trump made more than $1 billion from his crypto ventures last year, according to his latest financial disclosure filing.

The iShares Semiconductor ETF (NASDAQ:SOXX) has had one of the most violent round trips in its history. SOXX is up 96% year to date and 148% over the past 12 months, yet it just shed almost 8% in a single week, closing near $590. That whipsaw, triggered by Broadcom’s softer AI chip sales forecast and ... This Semiconductor ETF’s 96% Gain Hinges on a Single $1 Trillion Question

Or he genuinely thought Marvell, a company with a market capitalization of around $200 billion at the time and one that Nvidia is invested in, would beat AMD to join the exclusive club. The stock jumped 7.7% on Tuesday to close at an all-time high of $580.91 with a market capitalization of $947 billion.

DuPont de Nemours raised its quarterly dividend by 200% to $0.60 per share, signaling strong confidence in its cash generation and future outlook amid a challenging industrial environment.

The S&P 500 and Nasdaq composite turned in 24 and 20 record closes, respectively, in the year's first half, lifted by the artificial-intelligence boom that has fueled sizable gains in the chip makers supplying the build-out.

The company's growth outlook is impressive, but a huge piece of its future depends on the flawless execution of one specific, high-concentration bet.

These analysts say Broadcom's pullback has created an opportunity for investors to snap up shares at a discount.

Qualcomm is forecasting impressive growth in its data center business over the next three years, driven by the growing traction in AI chips.

Chip Stocks Explode Higher: Nvidia, AMD, Intel Extend AI-Fueled Rally

Broadcom‘s (NASDAQ:AVGO) stock is having a rare moment of calm after a brutal stretch. Shares are up 1% to $377.31 in midday trading, a small rebound that does little to undo the damage. AVGO stock is down 16% over the past month, raising the obvious question for holders and watchers. The sharp drop comes after ... Broadcom Just Cratered 16% in a Month. Is It Time to Sell, or Buy More?

Marvell Technology and Broadcom are poised for solid growth in the future, driven by strong demand for custom AI processors.

China did it first. Now OpenAI is cutting its Nvidia use, yet Nvidia stock still rose. Here is why it keeps climbing.

The chipmaker's stock surged when its new product line took off, but management had been mapping out that exact trajectory for months.

Chip stocks are catching a strong risk-on bid at midday Tuesday, with mega-cap semiconductors leading the broader tape higher. Intel (NASDAQ:INTC) stock is up 7% to $140.56, while Advanced Micro Devices (NASDAQ:AMD) stock is up 7% to $577.13. The leveraged sector proxy is moving even harder. Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) shares are ... Intel, AMD Jump 7% as Chip Stocks Catch a Risk-On Bid

The company is aggressively entering the AI chip space and signing lucrative deals with tech giants.

The chipmaker looks expensive on today's numbers, but the real question is what you are paying for the earnings of tomorrow.

Broadcom recently unveiled a new inference-focused chip designed to meet OpenAI's needs, and the early results are promising.

Nvidia sits at the center of this story as the single largest driver of the sector’s index weight expansion over the past few years amid the AI boom. However, the broadening of the semiconductor trade to include Broadcom, TSCM, ASML, AMD, and more recently memory stocks like Micron and SanDisk has pushed the index higher and higher.