News

AVGO's AI-driven semiconductor growth surges in Q1, with AI revenues more than doubling as hyperscale demand powers stronger Q2 forecasts.

Shares of Qualcomm (NASDAQ:QCOM) are up 11% at midday Friday, with Skyworks Solutions (NASDAQ:SWKS) higher by 9% and Qorvo (NASDAQ:QRVO) tacking on 7%. The mobile and RF (radio frequency) chip trade is rallying broadly, but the bid is concentrated in the smaller, more focused names in the group. Investors are picking pure-play winners while passing ... Qualcomm Surges 12%, Skyworks Rallies 9%, Qorvo Rises 7%: The Mobile Chip Trade Picks Smaller Winners

CSCO shares jump 33% in a month as AI networking orders surge and its hyperscaler AI outlook improves despite margin pressure.

Trillion dollar companies are typically profitable. SpaceX lost about $5 billion in 2025, according to its IPO registration statement.

What if the best semiconductor investment isn't an AI darling? This boring tech stock has compounded at 17% annually for 10 years.

Marvell Technology heads into Q1 earnings results with AI-driven data center demand, booming custom silicon growth and rising competition in focus.

Broadcom's custom AI chip business is slated to take off this year.

Carillon Tower Advisers, an investment management company, released its first-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The first quarter of 2026 was volatile due to market shifts, including increased geopolitical risk and inflation fears from rising energy prices. The S&P declined […]

Few mega-caps have ridden the AI infrastructure wave as cleanly as Broadcom (NASDAQ:AVGO). With AI semiconductor revenue compounding at triple-digit rates and CEO Hock Tan publicly targeting $100 billion in AI sales by 2027, the question is no longer whether the company can grow, but how much of that growth is already priced in. Our ... This Will be Broadcom’s Stock Price In 2030

LITE's AI networking push gains traction as hyperscaler demand drives record revenues and rapid growth in optical connectivity shipments.

Bank of America Corporation (NYSE:BAC) is one of the Most Undervalued US Stocks According to Hedge Funds. On May 8, Reuters reported that Bank of America Corporation (NYSE:BAC) has hired Richard Hardegree as Vice Chair of Mergers and Acquisitions. ​Hardegree is a seasoned investment banker at UBS and brings over 30 years of M&A experience […]

Broadcom, Meta, UCLA and other partners are launching a US$125 million AI semiconductor research and talent hub over five years. The company is also working with Applied Materials on next generation AI chip packaging technologies. Both efforts focus on energy efficient, high performance AI computing and closer ties between industry and academia. For investors watching NasdaqGS:AVGO at a share price of about US$414.57, these moves sit alongside a very strong multi year share price run, with...

Broadcom is locked in a clash of titans with rival artificial intelligence chip giant Nvidia but seems to be holding its own as the member of Investor's Business Daily's Sector Leaders list hovers just below a buy point. As it awaits its second-quarter results, due June 3, Broadcom ended trading Thursday just below a cup base's pivot of 414.61 after recently scoring an all-time high, according to chart analysis tools on IBD's MarketSurge. In April, Broadcom scored a partnership with Google parent Alphabet.

Broadcom Inc. (NASDAQ:AVGO) is one of the best stocks to buy according to Goldman Sachs’ Conviction List. Goldman added Broadcom to its U.S. Conviction List on January 5, alongside Dick’s Sporting Goods, while removing Capital One, Cadence Design Systems, and Houlihan Lokey. Goldman’s list is meant to highlight 20 to 25 differentiated Buy-rated U.S. ideas, […]

Five-year partnership aims to support next-generation semiconductor research.

Broadcom and Meta Trigger $125 Million AI Chip Race

Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 4.9% in the afternoon session after the company announced a collaboration with Broadcom to accelerate the development of advanced chip packaging technologies for next-generation AI systems.

All three of the major indexes (^DJI, ^IXIC, ^GSPC) rebounded on Thursday and ended the trading session in positive territory. Yahoo Finance Markets and Data Editor Jared Blikre assesses the day's market moves while also taking a closer look at the record rally driving cybersecurity stocks higher.

US stocks (^DJI, ^IXIC, ^GSPC) — namely the Dow Jones Industrial Average — are gaining back some ground ahead of Thursday's close as investors continue to digest Nvidia's (NVDA) first quarter earnings. The AI chip stock's movement has largely been muted despite the company boasting record quarterly revenue ($81.62 billion). Gradient Investments senior portfolio manager Keith Gangl weighs in on how investors are viewing Nvidia's results through the broader lens of geopolitical pressures stemming from the US-Iran war. Catch up on the top moments from Nvidia's earnings call, as well as what Nvidia CFO Colette Kress told Yahoo Finance about the company's CPU sales forecasts.

Advanced Micro Devices (AMD) stock closed the May 20 trading session 8.1% up at $447.58, according to Yahoo Finance. It is currently trading 0.8% down at $444.0, according to Yahoo Finance at the time of writing, Thursday morning, May 21. ARM closed 15.05% higher at $256.73.Intel closed 7.36% ...

The iShares Core S&P 500 ETF (NYSEARCA:IVV) and Vanguard’s S&P 500 fund are the two most commonly recommended core holdings in American retirement accounts, and the honest verdict is that picking between them is closer to choosing between two identical sedans than two different cars. IVV tracks the same 500 companies, charges the same headline ... Forget VOO: This iShares S&P 500 ETF Pays Distributions on the Same Day at Half the Bid Ask Spread

Broadcom Inc. (AVGO) possesses solid growth attributes, which could help it handily outperform the market.

The Roundhill Generative AI & Technology ETF deserves a bit more attention.

We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Taiwan Semiconductor Manufacturing Company (NYSE:TSM) ranks #2 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short interest: 0.5% Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is effectively selling shovels in a gold rush with […]

We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Broadcom Inc. (NASDAQ:AVGO) ranks #6 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1.2% Broadcom Inc (NASDAQ:AVGO) is one of the most important pick-and-shovel names in the AI revolution. It […]

One way to take advantage of Broadcom stock's current strong showing with earnings due is via a diagonal put spread.

NVDA tops Q1'27 estimates as Blackwell ramps up and Data Center revenues jump 92%, with Q2 guidance calling for $91B sales.

New ethics filings reveal a portfolio concentrated in the exact companies shaping his administration's biggest deals.

CRDO jumped 8.3% after teaming with Rebellions to integrate ZeroFlap cables into RebelPOD, targeting scalable AI factories for enterprise inference.

Broadcom Inc. (NASDAQ:AVGO) is one of the top tech stocks in billionaire Ken Fisher’s portfolio. On May 13, Broadcom Inc. (NASDAQ:AVGO) sued the European Union antitrust regulators over requests for documents containing legal advice it received regarding the VMware acquisition. In the lawsuit filed at the Luxembourg-based General Court, the chip giant insists it is […]