Notícias

Bank of America’s Vivek Arya walked onto CNBC with a number that sits well above consensus. His price target on NVIDIA (NASDAQ:NVDA) is $350, against a stock trading around $215. Arya is making a longer call, and this might lead to other analysts also revising their estimates upwards in the coming days and weeks. From ... BofA’s Vivek Arya Sees Nvidia at $350 as Agentic AI Drives an “Unprecedented” Chip Cycle

The Vanguard Mega Cap Growth ETF (NYSEARCA:MGK) is built for capital appreciation, with dividends an afterthought. With a 0.05% expense ratio and a portfolio engineered for capital appreciation, MGK pays a yield so thin it barely registers next to a money market fund. But MGK still distributes cash every quarter, and that cash comes from ... Why Apple and Microsoft’s Capex Wars Will Make or Break Your MGK Income This Year

All three stocks have solid potential upside, but one looks like the best buy right now.

Broadcom's nearly $2 trillion valuation is built on a dangerous misconception. While the market prices the company like a high-margin product monopoly similar to NVIDIA, its custom AI chip business may dilute overall profitability as the segment grows.

The AI boom was supposed to follow a familiar technology cycle. More demand would spark more production, supply chains would catch up, and prices would gradually fall as hardware aged. That’s how semiconductors have behaved for decades. Yet AI infrastructure is rewriting those rules in real time. Demand for computing power has accelerated so quickly ... What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention

Stanley Druckenmiller's fund, the Duquesne Family Office, just initiated stakes in custom silicon and CPU designers.

This cloud-based fintech firm delivers automation solutions for back-office financial operations, targeting small and midsize businesses.

Broadcom is a rare combination of a leading AI company with a long history of dividend growth.

Broadcom Inc., Applied Materials Inc., GlobalFoundries Inc., Meta Platforms Inc., and Synopsys, Inc. announced on Thursday that they have partnered with the UCLA Samueli School of Engineering to launch a $125 million Semiconductor Hub aimed at accelerating research and workforce...

A number of stocks jumped in the afternoon session after the broader market rallied on Iran peace progress and AI-linked growth names led the comeback in technology. Nvidia's Q1 results earlier in the week (beat-and-raise on $81.6B revenue with Q2 guidance of $89-92.8B and an $80B new buyback) initially produced a sell-the-news reaction, but the message digested over the next two sessions: AI capex is accelerating, not slowing.

New federal ethics disclosures show President Donald Trump traded shares of Broadcom (NasdaqGS:AVGO) while in office. The trading involved Broadcom and other large technology stocks that were affected by U.S. policy and diplomatic decisions. The overlap between these trades and ongoing government actions has sparked fresh public and regulatory concern about potential conflicts of interest. For Broadcom, which last closed at $414.14, this development adds a political and regulatory angle to...

The AI chip race has produced a handful of clear winners. Broadcom is one of them. But the question heading into its next earnings report is no longer about whether it is a top AI stock to own. The real debate now is: Can a company already pulling in billions from artificial intelligence keep ...

The billionaire tech investor continues to see upside in semiconductor stocks.

Arm Holdings' business model makes the stock a solid investment for those looking to capitalize on the growing demand for AI inference.

Broadcom joining Applied Materials’ EPIC platform adds another layer to the AI infrastructure story, as advanced packaging becomes more critical for custom accelerators, networking chips, and next-generation compute systems.

For years, investors treated artificial intelligence as a GPU story. Buy the chipmakers, ride the boom, and call it a day. But AI data centers have evolved into something much bigger — sprawling digital factories that need not only computing power, but also ultra-fast networking capable of moving oceans of data with almost no delay. ... Nvidia’s Hidden $60 Billion Business Is About to Overtake Broadcom

Applied Materials (NasdaqGS:AMAT) is joining Meta, Broadcom, GlobalFoundries, and Synopsys to fund a new US$125 million semiconductor research hub at UCLA. The hub is focused on next generation chip and AI technologies and is intended to support a more resilient U.S. semiconductor supply chain. This multi company partnership positions Applied Materials at the center of collaborative research across equipment, design, foundry, and end user segments. For you as an investor, this move...

Trillion dollar companies are typically profitable. SpaceX lost about $5 billion in 2025, according to its IPO registration statement.

The AI build-out is still just getting started, and these companies are positioned to capitalize.

AVGO's AI-driven semiconductor growth surges in Q1, with AI revenues more than doubling as hyperscale demand powers stronger Q2 forecasts.

Shares of Qualcomm (NASDAQ:QCOM) are up 11% at midday Friday, with Skyworks Solutions (NASDAQ:SWKS) higher by 9% and Qorvo (NASDAQ:QRVO) tacking on 7%. The mobile and RF (radio frequency) chip trade is rallying broadly, but the bid is concentrated in the smaller, more focused names in the group. Investors are picking pure-play winners while passing ... Qualcomm Surges 12%, Skyworks Rallies 9%, Qorvo Rises 7%: The Mobile Chip Trade Picks Smaller Winners

CSCO shares jump 33% in a month as AI networking orders surge and its hyperscaler AI outlook improves despite margin pressure.

Trillion dollar companies are typically profitable. SpaceX lost about $5 billion in 2025, according to its IPO registration statement.

What if the best semiconductor investment isn't an AI darling? This boring tech stock has compounded at 17% annually for 10 years.

Marvell Technology heads into Q1 earnings results with AI-driven data center demand, booming custom silicon growth and rising competition in focus.

Broadcom's custom AI chip business is slated to take off this year.

Carillon Tower Advisers, an investment management company, released its first-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The first quarter of 2026 was volatile due to market shifts, including increased geopolitical risk and inflation fears from rising energy prices. The S&P declined […]

Few mega-caps have ridden the AI infrastructure wave as cleanly as Broadcom (NASDAQ:AVGO). With AI semiconductor revenue compounding at triple-digit rates and CEO Hock Tan publicly targeting $100 billion in AI sales by 2027, the question is no longer whether the company can grow, but how much of that growth is already priced in. Our ... This Will be Broadcom’s Stock Price In 2030

LITE's AI networking push gains traction as hyperscaler demand drives record revenues and rapid growth in optical connectivity shipments.

Bank of America Corporation (NYSE:BAC) is one of the Most Undervalued US Stocks According to Hedge Funds. On May 8, Reuters reported that Bank of America Corporation (NYSE:BAC) has hired Richard Hardegree as Vice Chair of Mergers and Acquisitions. ​Hardegree is a seasoned investment banker at UBS and brings over 30 years of M&A experience […]