Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
If you are wondering whether Broadcom's current share price reflects its true worth, the recent performance gives plenty to think about. The stock closed at US$427.45, with returns of 6.9% over 7 days, 35.9% over 30 days, 23.0% year to date and 115.4% over the last year, which will naturally influence how you think about future upside and risk. Recent coverage has focused on Broadcom's role within the semiconductor sector and its position in AI and networking supply chains. This helps...
Futures rose. President Trump "paused" his Hormuz opening effort. AI plays AMD, Astera Labs, Lumentum, Arista were earnings movers late.
Anthropic has committed to spend $200 billion with Google Cloud over five years as part of a recent agreement, The Information reported on Tuesday, citing a person with knowledge of the matter. The commitment suggests the AI startup accounts for more than 40% of the revenue backlog Google disclosed to investors last week, according to the report. Google parent Alphabet shares were up about 2% in extended trading on Tuesday following the report.
The semiconductor and networking specialist is rising on strong results from another major AI player.
Dow Jones tech titan Apple, along with AI chipmaker Broadcom, are in buy zones amid strong advances in recent weeks.
The Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) made a 160%-plus move in thirty days, and the fund added another 15% today to trade near $146. Returns like that show up when the most volatile sleeve of the market reverses sharply and a triple-leveraged ETF amplifies the bounce. The reason for the rip is simpler ... Up 160% in One Month, This AI ETF Can Still 5X
Broadcom Inc. (AVGO) could produce exceptional returns because of its solid growth attributes.
Markets price the obvious AI winners first.
Advanced Micro Devices (NASDAQ:AMD) keeps grabbing headlines as the consensus “NVDA alternative” in AI GPUs, the trade every retail account and hedge fund analyst seems to be piling into at the same time. But here’s what you should actually be watching. The AMD-as-Nvidia-alternative thesis is the most crowded second-derivative trade in semiconductors. CUDA’s software moat ... Forget AMD: 4 AI Stocks That Could Beat the Crowd
The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) solves a problem that has tripped up most thematic funds: how to own the AI build-out without locking yourself into a static index that gets stale when the cycle shifts. Portfolio managers Tony Kim and Reid Menge run an active book of 40-60 holdings selected through ... The $500 Billion Capex Question That Will Make or Break BAI in 2026
NVIDIA's fiscal 2026 free cash flow hits $96.6B as AI demand surges. Will increasing AI inference spending and 75% gross margins push it even higher?
MU hits a 52-week high as AI/HPC memory demand surges. Strong quarterly results and a low P/E keep bulls buying.
May is full of excellent AI investing opportunities.
Celestica rides the AI data center boom, boosting guidance as earnings and revenue are set to more than double by 2027 amid surging hyperscaler demand.
In the closing of the recent trading day, Broadcom Inc. (AVGO) stood at $414.71, denoting a -1.56% move from the preceding trading day.
FLXR is a Los Angeles-based ETF targeting high current income with a flexible, multi-sector strategy and daily liquidity for investors.
The April 2026 scoreboard for the artificial intelligence (AI) chip trade is in, and the winner is not the most-watched name on Wall Street. Qualcomm (NASDAQ:QCOM) stock surged 39.45% in April, decisively beating Broadcom (NASDAQ:AVGO) stock at 34.87% and leaving Taiwan Semiconductor (NYSE:TSM) stock far behind at a 17.19% gain. The gap of roughly 22 ... Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April
AVGO and AMAT tend outperform in May over the last decade
Advanced Micro Devices eyes strong Q1 2026 results as Data Center revenues surge on EPYC and Instinct demand, fueled by AI and cloud expansion.
CRDO stock has surged 28% YTD, fueled by AI infrastructure demand and AEC growth. Strong hyperscaler traction and M&A moves hint at further upside.
GlobalFoundries shares are rising after Cantor Fitzgerald upgrades the chip stock ahead of two major company events taking place this week.