News

Broadcom just posted its ninth straight earnings beat while AI revenue exploded triple digits year-over-year, yet the stock has barely moved in 2026. Something has to give, and our model has a strong opinion on which direction.

CRDO targets over 85% fiscal 2027 revenue growth as optics expand, but premium valuation and customer concentration keep execution in focus.

Broadcom Rallies as Anthropic Set to Overtake Google as Top AI Chip Customer

The semiconductor rally came alongside a roughly 3% decline in U.S. crude prices and lower Treasury yields, helping lift broader U.S. equity indexes.

Investors may be overlooking what sits beyond reported debt

LITE shares jump 12.1% in a month as AI-driven optical demand, OCS growth and margin expansion strengthen its outlook.

Marvell has dropped 20% in three months even as AI peers held steady, and one analyst sees that disconnect as the setup for gains that leave the Wall Street consensus looking timid.

Qualcomm (QCOM) stock is up about 37% over the past six months, even after falling 21% over the past three. The case for the next leg rests outside phones, where management expects growth fast enough to cover a shrinking Apple business. The first real test arrives in the December quarter, when management expects its two custom data center wins to start producing revenue.

Broadcom looks like the better buy at the moment.

China headlines, a tech selloff, and a $279 billion supply commitment that could go sideways if AI demand fades: here is why one investor keeps adding to Nvidia anyway.

Billions in guarantees are helping finance data centers and AI chips, but investors may need to look beyond reported debt.

A fabless semiconductor company just posted 115% revenue growth, beat earnings, and raised guidance, yet the stock cratered 43% from its highs. One Wall Street analyst thinks the selloff created one of the most mispriced setups in AI infrastructure right now.

Einride AB has announced a strategic collaboration with NVIDIA to enhance its autonomous trucking capabilities by integrating the NVIDIA DRIVE Hyperion platform into its operations. This collaboration aims to adapt NVIDIA’s compute, sensor, software, and safety architecture for heavy-duty freight, facilitating the scaling of autonomous deployment across Einride’s extensive freight network. The integration of NVIDIA's platform is expected to advance the development and validation of Einride's...

When Anthropic CEO Dario Amodei wrote a weekend essay proposing that the AI industry should deliberately restrict its pace of progress, few companies were more dependent on the market’s reaction than Broadcom. Anthropic is more than just a name in the conversation for Broadcom Inc. (NASDAQ:AVGO), it’s poised to become the chipmaker’s single largest custom […]

Jim Cramer watched what happened to Broadcom stock on September 14 and came to Mad Money that evening with a very specific read on the selloff.

The September Effect can sink stocks, but likely not these three.

Washington just put AI and defense infrastructure back under a spotlight, with plans for an "AI Force" and an AI tsar signaling fresh attention on chips, cloud capacity and contractors that can plug into federal demand. That shift could reshape where capital flows next and it creates both openings and risks for investors watching AI-related equities. This article unpacks 3 US-listed large caps exposed to this policy theme and explains how each stock connects to the AI and defense spending...

A volatile week saw AI regulation fears hit chip stocks before a recovery, with MarketBeat writers covering Micron, Nike, Tesla, Rocket Lab, Adobe, SpaceX and other stocks ahead of key inflation and jobs data.

These chipmakers trade anywhere from 6 to 33 times their expected earnings for this fiscal year or next -- and the cheapest one is the one I'd be most careful buying.

Broadcom's revenue has more than doubled in two years while Applied Materials posted modest gains.

For custom chip designer Broadcom Inc. (NASDAQ:AVGO), the debate is all about whether the demand for AI products will sustain and grow. It is among the few firms capable of designing custom AI chips that big technology firms rely on to supplement NVIDIA’s high-power and expensive AI chips. Anthropic CEO Dario Amodei’s latest remarks about […]

MACOM Technology Solutions stock has more than doubled over the past year. BMO is the latest Wall Street firm to turn bullish on the chip maker.

XLK markets itself as diversified large-cap tech exposure, but a closer look at the holdings reveals a chip bet so large that even a quarterly rebalance may do nothing to shrink it.

CSCO's 8% three-month drop reflects margin and recurring-growth concerns, but surging AI demand and networking refresh opportunities support its outlook.

Nvidia just raised its dividend by 2,400%. Is Micron next?

Every AI boom crowns a new king, and betting on the current one at peak valuation is how investors get caught holding the bag when the throne shifts. There is a quieter company already collecting royalties from every challenger lining up to take that crown.

NVIDIA (NVDA) is the strongest business in its peer group, and it is priced below every rival you can compare it with fairly, at 27.5 times earnings. Yet over the past twelve months NVDA returned 25.7% while AMD returned 239.7%. The best business in the group is one of its weakest stocks, and not because anyone doubts the demand.

Broadcom, Meta Platforms, and Microsoft are all trading close to flat for the year.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

Qualcomm (QCOM) told investors in its fiscal Q3 2026 call that its share of Apple's recent iPhone launch would be materially lower than its prior estimate of 20%. In the same call, management raised its non-handset revenue target for fiscal 2029 to $40 billion—nearly doubling its prior $22 billion goal as automotive, IoT, and data center expand. Anyone buying the stock today is deciding whether that replacement revenue arrives on schedule.