US stocks pulled back sharply at midday on Wednesday as investors dumped high-flying technology names and reassessed the AI trade's underlying economics. The S&P 500 fell roughly 0.8%, the Nasdaq slum
Market participants are bracing for Micron Technology (MU) to report earnings after Wednesday's close, with the bar set high as skepticism around the AI trade b
The consensus price target hints at a 33.6% upside potential for Broadcom Inc. (AVGO). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings est
Broadcom Inc. reported robust double-digit top-line growth driven by hyperscaler demand for custom accelerators and switches, with semiconductor segment AI revenue up 74%. Robust momentum in the AI se
Broadcom Inc. stands out with an asset-light AI strategy, exceptional execution, and a proven acquisition-driven model under Hock Tan. AVGO's Q4 2025 results showed 24% revenue growth, 65% AI revenue
Amazon's investment would be tied to an agreement for OpenAI to use the e-commerce company's in-house Trainium chips, according to a report.
I'm upgrading Broadcom to a strong buy after the sharp post-earnings pullback and think the risk-reward scenario is more favorable at current levels. Despite margin compression from AI hardware mix,
Rapidus challenges Taiwan Semiconductor's dominance in AI chip production with cost-cutting technology, aiming for mass production in 2028.
Central Pacific Bank Trust Division trimmed its stake in shares of Broadcom Inc. (NASDAQ: AVGO) by 7.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Excha
GAMMA Investing LLC grew its stake in Broadcom Inc. (NASDAQ: AVGO) by 6.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institut
Capital Asset Advisory Services LLC trimmed its position in shares of Broadcom Inc. (NASDAQ: AVGO) by 10.0% in the undefined quarter, according to the company in its most recent Form 13F filing with t
Broadcom Inc. is rated Buy, driven by a robust $73B AI hardware backlog and VMware integration, supporting topline visibility through FY2026. AVGO's two-engine model—custom silicon XPUs and high-mar
Kenny Polcari arguers that the uptick in unemployment should be "no surprise" to investors. The lag in economic data left markets "flying blind" and makes the case investors for ahead of expectations.
Third Point raised its NVIDIA stake to 2.85M shares as Q3 revenue hits $57B and AI chip demand accelerates for Blackwell and Rubin platforms.
Broadcom's stock slid after its Dec. 11 earnings update. Management warned that its fast-growing AI business may negatively impact its gross profit margin.
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