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Broadcom (AVGO) Pairs AI Chip Boom With A Software Security Push
Insider Monkey48d agoneutral
Broadcom (AVGO) Pairs AI Chip Boom With A Software Security Push

Broadcom (NASDAQ:AVGO) has drawn significant market attention in 2026 for its custom AI chips. But the company’s August 6 announcement of new VMware vDefend and Avi Load Balancer capabilities is a reminder that its infrastructure software business, the one built to throw off steady, high-margin cash, is still evolving too. With the stock sitting roughly […]

Does Broadcom (AVGO) Now Lead The Biggest AI Infrastructure Spend Outside GPUs?
Simply Wall St.48d agoneutral
Does Broadcom (AVGO) Now Lead The Biggest AI Infrastructure Spend Outside GPUs?

Broadcom (NasdaqGS:AVGO) has become a dominant supplier for hyperscale AI clusters used by major cloud and AI providers such as Anthropic, OpenAI, and Meta. Multi-year commitments from these customers are channeling significant capital expenditure into Broadcom's AI infrastructure hardware, even as some of that spend bypasses GPU market leader Nvidia. The agreements increase Broadcom's visibility on future AI related revenue tied to large scale data center buildouts. Broadcom is one of...

5 Safest Dividend ETFs Retirees Can Buy in August and Hold Forever
24/7 Wall St.49d agobullish
5 Safest Dividend ETFs Retirees Can Buy in August and Hold Forever

Cash yields look attractive right now, but retirees who park everything there risk watching inflation quietly erode their purchasing power for decades. These five dividend ETFs offer a different path, though each one comes with a hidden trade-off most investors overlook.

AI Chips Update - AMD Advances AI Strategy With Taalas Acquisition
Simply Wall St.49d agoneutral
AI Chips Update - AMD Advances AI Strategy With Taalas Acquisition

Advanced Micro Devices (AMD) has announced a definitive agreement to acquire Taalas, a specialist in AI inference silicon, aiming to enhance its compute solutions in the dynamic AI inference market. Taalas’ technology, which optimizes inference dataflows to reduce compute and memory bottlenecks, is set to bolster AMD’s AI roadmap by improving inference performance and efficiency. The acquisition will enable AMD to integrate Taalas’ solutions with its existing hardware and software platforms,...

World shares are mixed after US stocks fall back, while oil rebounds
Associated Press49d agobullish
World shares are mixed after US stocks fall back, while oil rebounds

World shares were mixed Friday after a modest retreat on Wall Street, while the price of Brent crude gained more than 1%. In early European trading, Germany's DAX rose 0.4% to 26,253.77, while the CAC 40 in Paris edged 0.2% higher to 8,715.47. Selling of computer chipmakers and other stocks linked to the boom in artificial intelligence appeared to taper off a bit as Tokyo's Nikkei 225 lost 0.1% to 65,606.71.

Forkast News50d agoneutral
Anthropic SPVs Stack $71 Billion in Chip-Lease Debt in 60 Days

The headline figure is $71 billion in chip-lease debt secured in roughly 60 days, but the true story of Anthropic’s recent capital expansion lies in the mechanics of the special purpose vehicle. By utilizing these structured finance vehicles, Anthropic has sequestered massive hardware deployments entirely off its corporate balance sheet. This is not corporate debt […]