News

CRDO heads into fiscal Q1 earnings with surging revenues and EPS estimates, strong AI demand and risks from valuation, supply and customer concentration.

The rack platform and the server line behind the run were both named in the company's own calls before the stock moved.

Klein's bullish thesis rests on a convergence of deeply negative sentiment, a near-unbroken historical earnings track record, and an expectation that CEO Hock Tan will directly confront the dominant bear narrative on the call. Broadcom is the most direct publicly traded expression of the custom ASIC AI chip debate — the market's current verdict on whether Google's in-house chip development will erode AVGO's hyperscaler revenue is weighing visibly on the stock.

Intel's factories are still losing money on wafers they mostly sell to Intel, and the stock's multiple likely assumes that changes.

Nvidia and Broadcom both rode the AI infrastructure wave to record quarters, but reading their earnings calls back-to-back exposes two very different bets investors are quietly underwriting. One faces a threat from its own best customers.

Every quarter, one semiconductor company keeps outgrowing its own guidance while quietly locking in partnerships that look less like vendor contracts and more like infrastructure ownership. Here is why the buy button stays warm.

The global chipset industry is experiencing a significant transformation as artificial intelligence (AI) integrates with 5G technology, leading to an unprecedented wave of investment and innovation. With AI spending surpassing $300 billion and projected to potentially reach $1 trillion annually by 2029, strategic investments in AI-native 5G chips and advanced process nodes are accelerating. These developments are causing shifts in supply chain dynamics and competitive positions, particularly...

Hock Tan engineered a semiconductor company that profits whether hyperscalers bet on GPUs or custom silicon, and the demand already booked stretches years into the future. Here is why that structure keeps pulling me back to the buy button.

While Wall Street piles into the usual semiconductor giants, three mid-cap names buried deeper in the AI stack are quietly booking orders into 2027 and posting triple-digit revenue growth that most investors have not noticed yet.

Broadcom reports in days, Micron follows at month's end, and NVIDIA just printed numbers that rewrote expectations for the entire AI hardware trade. Three stocks sit at the center of a supply crunch that management teams say runs well past 2027.

The companies target secure, AI-ready private cloud solutions as firms seek greater automation and compliance.

By Lewis Krauskopf NEW YORK, Aug 28 (Reuters) - A fresh look at the U.S. labor market in the coming week along with quarterly results from semiconductor company Broadcom will test a market rally that

A number of stocks jumped in the afternoon session after Nvidia reported blowout quarterly earnings and issued an upbeat revenue forecast, easing investor fears of a slowdown in artificial intelligence infrastructure spending. Shares across the semiconductor industry surged following the chipmaker's strong second-quarter beats on both revenue and profit, alongside an upbeat revenue outlook for the upcoming third quarter. Peer chipmakers and hardware suppliers, including Broadcom, Micron Technolo

A number of stocks jumped in the afternoon session after Nvidia reported blowout quarterly earnings and issued an upbeat revenue forecast, easing investor fears of a slowdown in artificial intelligence infrastructure spending. Shares across the semiconductor industry surged following the chipmaker's strong second-quarter beats on both revenue and profit, alongside an upbeat revenue outlook for the upcoming third quarter.Peer chipmakers and hardware suppliers, including Broadcom, Micron Technolog

Marvell Technology (NASDAQ:MRVL) reported record fiscal second-quarter 2027 revenue of $2.739 billion, up 13% sequentially and 37% from a year earlier, as demand for data-center connectivity and custom silicon products continued to rise. Chairman and Chief Executive Officer Matt Murphy said revenue

On Aug. 27, 2026, the tech giant reported $96.2 billion in quarterly revenue, up 106% year over year, resetting expectations for AI spending power.

BNP Paribas sees OpenAI’s Jalapeño, a custom AI inference chip developed with Broadcom, as a positive for AVGO stock as demand for specialized AI infrastructure grows.

Marvell Technology's (MRVL) second-quarter results rose above Wall Street's estimates amid a surge i

NVIDIA just handed investors a report that left every semiconductor peer in the dust, and now the stock sits near all-time highs with a market cap that would make most countries nervous. The question of whether to lock in gains or press the bet has never carried higher stakes.

Eric Criscuolo, Market Strategist at the NYSE, recaps a week driven by three highly anticipated catalysts — PCE, Nvidia earnings, and Jackson Hole — following a quiet, range-bound start as markets awaited the key events. A breakthrough in Iran-Strait of Hormuz negotiations pulled oil sharply lower mid-week, lifting tech and setting a constructive tone heading into earnings. Nvidia delivered another blowout quarter with 75% revenue growth guidance for fiscal 2028, while Salesforce surged over 20% and helped the broader software group shake off AI disruption fears. Looking ahead, Fed Chair Warsh's Jackson Hole speech and next week's jobs report, ISM data, and earnings from Broadcom, Dell, and Snowflake will set the tone as summer unofficially comes to a close.

Nvidia's Strong AI Demand Sends Intel, AMD and Broadcom Stocks Higher

Cathie Wood Makes a Bold AI Chip Rotation From AMD to Broadcom

Google's Marvell Deal Puts New Pressure on Broadcom's AI Strategy

Enterprises should treat post-quantum cryptography as a current business issue rather than a distant technology concern, according to Michael Jordan, Distinguished Engineer for Cybersecurity and Compliance at Broadcom (NASDAQ:AVGO). Speaking during The Six Five Summit's AI Unleashed 2026 event, Jor

AVGO's AI semiconductor growth is accelerating on custom XPU and networking demand, even as NVIDIA and AMD intensify competition.

OpenAI says its first homegrown inference chip can do up to 1.9 times more AI work per watt than the comparison systems, and it went from initial design to tape-out in nine months. The more investable surprise is who helped turn that sketch into silicon. Broadcom Inc. (NASDAQ:AVGO) handled Jalapeño’s physical implementation and supplied the […]

Broadcom looks like both a short-term and long-term buy.

Nvidia's long-range forecast strengthens Broadcom's custom-chip outlook without guaranteeing supplier share.

By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they

Broadcom stock has delivered a very large 5 year gain, yet current checks show a mixed picture on value as the Discounted Cash Flow (DCF) estimate points to some upside while market multiples look roughly in line and recent price moves have turned weaker. The stock is up about 7x over 5 years, which means any further upside case now rests heavily on how sustainable investors think that earnings and cash flow profile is. Custom AI chip demand and related infrastructure deals can support the...