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Billionaire Dan Loeb Exited Nvidia and Broadcom. Is He Calling the Top in AI Chips?
Insider Monkey22d agoneutral
Billionaire Dan Loeb Exited Nvidia and Broadcom. Is He Calling the Top in AI Chips?

Dan Loeb’s Third Point exited its remaining Nvidia and Broadcom common-share positions during Q2, according to the firm’s August 14 Form 13F. The prior positions, approximately 190,000 Nvidia shares and 50,000 Broadcom shares, were eliminated by June 30. That makes for a striking AI-chip headline, but NVIDIA Corporation (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO) were small […]

Broadcom Q3 Earnings Call Highlights
MarketBeat22d agoneutral
Broadcom Q3 Earnings Call Highlights

Broadcom (NASDAQ:AVGO) reported record third-quarter fiscal 2026 revenue, operating income and free cash flow, driven by sharply higher demand for artificial intelligence semiconductors and custom AI accelerators. Revenue rose 86% year over year to $29.6 billion, while operating income increased 92

The Real Price of Marvell Stock's Growth
Trefis22d agoneutral
The Real Price of Marvell Stock's Growth

If you hold Marvell Technology (MRVL) stock, you’ve seen its price fluctuate. The company is posting strong growth, raising its revenue outlook for next year by $1.5 billion in a single quarter. Yet the stock is well off its highs, and it recently dropped even after reporting those results. This isn't a contradiction; it’s a signal that the market is focused on a new, more complicated question. The central risk for Marvell isn't that its AI-driven growth will stop. It’s that the very nature of t

No Surprises In Broadcom’s (NASDAQ:AVGO) Q2 Sales Numbers, Inventory Levels Improve
StockStory22d agoneutral
No Surprises In Broadcom’s (NASDAQ:AVGO) Q2 Sales Numbers, Inventory Levels Improve

Fabless chip and software maker Broadcom (NASDAQ:AVGO) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 85.5% year on year to $29.59 billion. On the other hand, next quarter’s revenue guidance of $34.8 billion was less impressive, coming in 1.1% below analysts’ estimates. Its non-GAAP profit of $3.32 per share was 2.5% above analysts’ consensus estimates.