Gavin Baker, managing partner and CIO at Atreides Management and a closely watched AI investor on X, laid out what he called the “mega bull case” for AI infrastructure in a post over the weekend.
Jim Cramer used Monday's Squawk on the Street to explain why SK Hynix's sharp overnight decline in South Korea may not signal a change in the company's underlying outlook.
In the most recent trading session, Broadcom Inc. (AVGO) closed at $384.05, indicating a -3.98% shift from the previous trading day.
Wedbush Securities tech strategist Dan Ives argued on CNBC on Monday that memory chips have become the most valuable slice of the AI supply chain, and that SK Hynix's blockbuster U.S.
Alphabet (NASDAQ:GOOG | GOOG Price Prediction) and Broadcom (NASDAQ:AVGO) both delivered blockbuster AI quarters, but the results hide a widening strategic gap.
Taiwan Semiconductor (NYSE:TSM | TSM Price Prediction) reports its
Broadcom (AVGO) disclosed insider stock sales totaling about $10.2 million, with two executives reducing their holdings through transactions reported in U.S. Se

This Stock is My Biggest Bet For 2026

11:30am, Monday, 13'th Jul 2026
I keep hitting the buy button on Apple (NASDAQ:AAPL | AAPL Price Prediction), and going into the back half of 2026 this is the largest position I own.
Nvidia ( NASDAQ:NVDA | NVDA Price Prediction ) remains the undisputed leader of the AI chip market, but leadership and dominance are not the same thing.
Broadcom (NASDAQ: AVGO | AVGO Price Prediction) and NVIDIA (NASDAQ: NVDA) both just posted blowout quarters, but the story underneath the numbers is diverging fast.
Nvidia is growing faster than the others. Broadcom expects monster 2027 growth.
Broadcom is the diversified incumbent with custom AI chips, networking hardware, and infrastructure software, while Marvell is making a more focused bet on custom silicon and the optical networking th
AI stocks have come under recent pressure amid concerns about spending. However, most signs point to strong continued growth.
Over five years, Nvidia turned $1,000 into more than Broadcom did -- but it was close. Over the past year, Broadcom pulled ahead as Nvidia's stock cooled.
Broadcom (NASDAQ: AVGO | AVGO Price Prediction) and Marvell Technology (NASDAQ: MRVL) both just delivered AI-fueled quarters, but the businesses behind the tickers look nothing alike.
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