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Jim Cramer spent Tuesday night hyping what could be a landmark AI IPO, then spent Wednesday morning explaining why a safety researcher at that same company just made him want nothing to do with it.
Broadcom (AVGO) stock sits about 23% below its 52-week high, and it has lost 6.9% over the past three months while the S&P 500 gained 3.6%. The latest drop followed a fiscal Q4 2026 revenue guide that fell short of Wall Street expectations. Set beside that guide was a revenue schedule stretching to fiscal 2028. That schedule is where the upside case lives.
A softer near-term forecast pulled Truist’s price target lower, even as Broadcom’s long-term AI numbers climbed.
Some stocks in the AI sector are undervalued.
NVIDIA has minted fortunes once before, and its latest earnings suggest the AI hardware machine is still accelerating. But ballooning supply commitments, margin pressure, and a China-shaped hole in its revenue raise a real question about what the next decade actually looks like.
Broadcom and Marvell both crushed their AI quarters, but the real story is how one company's weakness quietly became the other's most powerful sales pitch.
Matt Murphy said Marvell built credibility with hyperscalers over a decade, helping it land partnerships with Google, Nvidia, and all four major U.S. cloud companies
OpenAI is deepening its ties with Samsung Electronics Co. Ltd. (OTC:SSNLF) to co-develop next-generation chips, in a move to advance its enterprise AI services. “Our joint production and research on the next-generation chips we are developing is one of the...
Broadcom recently delivered a substantial update about future revenue, and that forecast is not yet being reflected in its stock price.
This chipmaker is poised to benefit from the long-term trend.
On September 8, at Goldman Sachs’ Communacopia conference, OpenAI CFO Sarah Friar confirmed that the company utilized its own frontier AI models to design the Jalapeno custom inference chip. This marks the first confirmed instance of a leading AI lab leveraging its own intelligence to architect the very silicon required to run it. By moving […]
Broadcom stock could skyrocket in the coming years.
A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focu
Marvell Technology (MRVL) trades at $223.55, down 22.6% over the past three months, even after a 249.5% gain over the past twelve. Management raised its revenue outlook again. What it did not raise is the non-GAAP gross margin behind that revenue, a line management ties to its custom silicon ramp.
Nvidia's quarterly revenue has more than doubled in two years, while Broadcom's has roughly doubled — but the gap between them is widening at an accelerating pace.
Broadcom (NASDAQ:AVGO) CEO Hock Tan said enterprise adoption of generative artificial intelligence remains in an early stage, with companies still working to identify use cases that offer a meaningful return on investment. Speaking at the Goldman Sachs Communacopia + Technology Conference, Tan said
The semiconductor and networking specialist is gaining ground amid reports of price hikes from another AI player.
Jim Cramer picks Nvidia and Broadcom as ChatGPT-6 Astra winners. Analysts see 42% to 44% upside for both chipmakers.
Investors looking to capitalize on the custom AI chip market need to take a closer look at these two companies dominating this space.
Cramer pointed to Nvidia's role training the model and Broadcom's custom chip partnership with OpenAI as reasons to buy both stocks
Taiwan Semiconductor Manufacturing is the IBD Stock Of The Day. TSM stock hit an early-entry buy point on Tuesday.
Intel’s stock jumped Tuesday after a report that it could raise prices in October.
Amazon’s AWS unit is now the loudest buyer in the AI compute market, and this morning it handed a piece of its silicon roadmap to a new supplier. Qualcomm announced a multi-generational product collaboration with Amazon to build next-generation AI data center infrastructure, extending AWS’s custom-chip strategy beyond in-house Trainium and incumbent Broadcom. The scale […]
Cathie Wood just loaded up on three stocks, spanning different corners of the AI chip market.
Nancy Pelosi's husband quietly built a multimillion-dollar stake in a fuel-cell company weeks before a major index announcement sent its stock soaring. Whether that timing reflects brilliant research or something more raises uncomfortable questions about who really benefits from congressional oversight.
Apple's strong iPhone and Mac demand, Broadcom's AI growth, and Shell's cash generation headline today's featured research reports.
Amazon just handed Qualcomm a multi-generation AI silicon deal that sent shares surging against a falling market, but the fine print raises a pointed question about whether this credential ever becomes a revenue line.
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