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Nvidia Wins One of the Biggest Battles in the AI Infrastructure Race

JPMorgan issued a largely bullish note on Broadcom stock. Here’s why analyst Harlan Sur recommends buying AVGO shares at current levels.

Broadcom Stock Gets a Boost From $2.5 Billion Debt Buyback Initiative

Investing.com -- Shares of U.S. semiconductor companies climbed in premarket trading Thursday after President Trump said Apple has agreed to work with Intel to design and manufacture its chips domestically.

The rewriting of several major index inclusion criteria has set retail investors up to be fleeced.

Broadcom is now buying back $3 billion of its senior notes, after investors tendered $5.5 billion of notes.

The company announced a government-backed expansion for its AI business, and investors promptly headed for the exits.

Marvell’s custom AI chips and optical-networking exposure give investors a clearer data-center growth angle, with the next test tied to whether demand for custom chips and optical networking will translate into sales and profit growth.

The Wall Street firm’s checks indicate Broadcom and Google’s next-generation 2nm TPU program remains on track.

Investors weighed hawkish central bank messaging and rising Treasury yields, today, June 17, 2026.

The chipmaker's premium price tag melts away when you look a few years out, but that discount depends on a major acceleration in growth.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.98%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.99%. June E-mini S&P futures (ESM26 ) fell -1.19%, and June E-mini Nasdaq futures...

US stocks (^DJI, ^IXIC, ^GSPC) ended Wednesday's session in negative territory after Federal Reserve officials unanimously voted to hold interest rates at their June FOMC meeting today, while also forecasting at least one possible rate hike ahead. Yahoo Finance Markets and Data Editor Jared Blikre breaks down the trading day's market reactions to the Fed's big decision. This was Kevin Warsh's first FOMC meeting he presided over as the new chairman of the Fed.

If you are wondering whether Broadcom stock still offers value at current levels, this article will walk through what the numbers are saying about its valuation. Broadcom has recently traded around US$376.71, with returns of 1.2% over the past week, down 10.5% over the past month, up 8.4% year to date and up 51.1% over the past year, alongside a very large gain over the past five years. Recent news coverage has focused on Broadcom's role in semiconductors and related technologies, as...

Stocks slide as interest rates remain the same and Fed Chair Kevin Warsh starts writing a shorter song for the biggest central bank in the world.

Before the chipmaker's stock ripped higher, the turnaround in its biggest, most cyclical business was already playing out, quarter by quarter, for anyone listening.

TSM has nearly doubled in a year, but AI-driven growth, tight capacity and a 30%+ 2026 revenue outlook raise questions about how far it can run.

Broadcom Rebounds After JPMorgan Issues Strong Vote Of Confidence

Broadcom stock is down this month after issuing so-so guidance. J.P. Morgan says the market continues to underestimate the semiconductor and software company.

Sales and profit estimates for chip companies have moved higher, valuations have expanded—and volatility is picking up. What to do.

Everyone is watching the company's AI accelerators, but a massive, under-the-radar shift in its oldest business could be the real story.

Broadcom's gross margin slips as semiconductor mix surges, but AI chip demand and 84% revenue growth keep momentum strong heading into the Q3 outlook.

This semiconductor specialist is poised to soar to an all-time high in one firm's opinion.

We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. Broadcom Inc. (NASDAQ:AVGO) ranks #7 (see Billionaire Dan Loeb’s Top 5 AI Stock Picks). Billionaire Dan Loeb’s Stake: 50,000 Shares Valued at Approximately $15.48 Million (NEW Position) AVGO is down about 10% over the past month […]

We recently published Jim Cramer Called SpaceX A Meme Stock & Discussed These 7 Stocks. Broadcom (NASDAQ:AVGO) is one of the stocks discussed by Jim Cramer. Broadcom (NASDAQ:AVGO)’s shares have struggled recently. While they are up by 13% year-to-date, over the past month, they are down by 6%. The shift came after the firm’s latest […]

We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Billionaire Dan Loeb’s Top 5 AI Stock Picks). Billionaire Dan Loeb’s Stake: 275,000 Shares Valued at Approximately $92.93 Million Taiwan Semiconductor (NYSE:TSM) manufactures the physical chips designed by virtually every major semiconductor company […]

Broadcom stock is down this month after issuing so-so guidance. J.P. Morgan says the market continues to underestimate the semiconductor and software company.

(Bloomberg) -- It was 180 degrees off the hot trade on Wall Street. Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealUS Set to Offer Iran Broad Financial Gains in Peace DealSnub Nvidia Corp., the soaring king of artificial intelligence chips. Embrace Adobe Inc., a sinking casualty of AI disruptio

SpaceX is already trading like one of America's biggest companies — its profits are not.

FEATURE Artificial-intelligence stocks were mounting a comeback on Wednesday, having slumped the previous session, as hopes of a peace deal between the U.S. and Iran led investors to pile back into some of the market’s best-loved names.