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Find insight on Broadcom, IMAX and more in the latest Market Talks covering Technology, Media and Telecom.
VGT carries 324 holdings, but a closer look at its semiconductor sleeve reveals a fund that behaves nothing like the diversified tech vehicle most investors think they own, and the stakes heading into 2027 are far higher than the label suggests.
Broadcom is likely to close the gap and beat the S&P 500 this year.
VYM promises high dividend yield, but a quiet rule buried in its index methodology carves out an entire income category that many retirees are counting on without realizing it is missing.
The company raised revenue guidance for fiscal 2027 and 2028.
Marvell just posted blowout earnings and locked in a landmark Google deal, yet shares fell 10% in a single session. Whether that selloff is a trap or a warning sign depends on what you believe about one very concentrated bet.
Everyone is chasing the same AI trade, but one chipmaker sitting in NVIDIA's shadow just posted 50% revenue growth and landed commitments worth gigawatts from two of the biggest names in tech. The real question is whether the valuation leaves any room to be wrong.
Broadcom's revenue and profits are growing fast, but investors have mostly stayed away.
Broadcom (NasdaqGS:AVGO) has introduced a VMware Private AI Cloud platform for secure enterprise AI deployment. The platform includes AI ready data infrastructure, automated lifecycle management through VMware AI Factory, and support for leading AI models and heterogeneous hardware. Broadcom also announced AgentMinder and new security frameworks aimed at safely running autonomous AI within private cloud environments. The launch positions Broadcom to serve enterprises seeking scalable,...
Marvell shares dropped 10% after announcing what may be its most valuable customer agreement ever, and the gap between what traders feared and what the contract actually says is where the opportunity lives.
Broadcom is due to report earnings Wednesday after markets close, with traders expecting a big move from the chipmaker’s stock.
Ark Invest was a buyer of tech stocks down as much as 53% from their recent all-time highs.
Ark sold roughly $95 million of AMD while buying about $94 million of Nvidia and Broadcom.
Advanced Energy rides AI and semiconductor spending with strong earnings growth, while Fluence struggles with losses and weaker forecasts.
A post-earnings drop handed one investor a reason to buy more Marvell Technology, not sell it, and a Google warrant that binds a hyperscaler to shareholder returns is only part of why he keeps hitting the buy button.
Tim Cook turned Apple into a $4.7 trillion empire and left long-term investors sitting on gains that crushed the market, but with John Ternus now holding the keys and a 37 trailing P/E priced for perfection, the harder question is whether that run has any room left.
Marvell has already handed investors a 188% gain this year, but with a pivotal earnings report looming and custom silicon bookings at an inflection point, the next move could be even bigger or erase a significant chunk of those gains.
Nvidia Corp. is investing $3.5 billion into MediaTek Inc., deepening collaboration with the Taiwanese chipmaker at a time when it’s working to persuade more companies to build chips that plug into its dominant data center ecosystem.
Cathie Wood Goes Bigger on Broadcom as AI Chip Revenue Explodes
Broadcom Stock Is Set for Results. Wall Street Expects $29.4 Billion in Revenue.
