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Chinese Blockade Risks Put TSMC’s Central Chip Role Under Scrutiny
Simply Wall St.130d agoneutral
Chinese Blockade Risks Put TSMC’s Central Chip Role Under Scrutiny

Rising geopolitical tensions with China have sharpened focus on the risk of a potential blockade of Taiwan. Such a move could severely disrupt Taiwan Semiconductor Manufacturing’s chip production and shipments for key clients including Nvidia, AMD, Broadcom, and Apple. Investors are assessing how a prolonged disruption could affect global supply chains in technology, autos, and energy, while possibly shifting demand toward non Taiwanese chipmakers and shipping companies. Taiwan...

UBS drops aggressive Broadcom stock price forecast
TheStreet130d agobearish
UBS drops aggressive Broadcom stock price forecast

Sometimes the most interesting analyst moves aren't the regular clean upgrades but the ones that look different. A good example is what we see in Broadcom. The analyst firm cut a number, raised a target, and somehow made the bull case stronger in the process. UBS raised its price target on ...

TD Cowen Raises PT on Broadcom (AVGO), Keeps a Buy
Insider Monkey130d agobullish
TD Cowen Raises PT on Broadcom (AVGO), Keeps a Buy

​Broadcom Inc. (NASDAQ:AVGO) is one of the Best Stocks to Invest in For 5 Years According to Billionaires. On May 15, TD Cowen raised its price target on Broadcom Inc. (NASDAQ:AVGO) from $405 to $500 and maintained a Buy rating on the shares. ​The firm highlighted an important shift in AI infrastructure dynamics. TD Cowen […]

Why Broadcom (AVGO) Stock Is Up Today
StockStory130d agoneutral
Why Broadcom (AVGO) Stock Is Up Today

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 4.3% in the afternoon session after it received a flurry of bullish analyst ratings, with several firms significantly raising their price targets on optimism surrounding its role in the Artificial Intelligence (AI) boom.

Nvidia Q1 earnings: The 3 things this analyst will be watching
Yahoo Finance Video130d agoneutralVIDEO
Nvidia Q1 earnings: The 3 things this analyst will be watching

AI chip leader Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. D.A. Davidson head of technology research Gil Luria sits down with Julie Hyman to dive into what he'll be listening for on Nvidia's earnings call later this week and what is being signaled about the chipmaker's margins.

How The Broadcom (AVGO) Investment Story Is Shifting With AI Hopes And Fresh Concerns
Simply Wall St.130d agoneutral
How The Broadcom (AVGO) Investment Story Is Shifting With AI Hopes And Fresh Concerns

Broadcom’s fair value estimate has shifted slightly from US$475.49 to US$476.78, reflecting only a modest adjustment to where analysts see the stock’s long term potential. This small move sits against a backdrop of rising and trimmed price targets, as bullish analysts lean into AI related semiconductor demand, while more cautious voices question valuations and competitive positioning. As you read on, you will see how these conflicting calls shape the evolving narrative and what to watch as...

Is Broadcom (AVGO) the Fastest Growing S&P 500 Stock to Buy Now?
Insider Monkey130d agobullish
Is Broadcom (AVGO) the Fastest Growing S&P 500 Stock to Buy Now?

Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Fastest Growing S&P 500 Stocks to Buy Now. On May 14, 2026, Wells Fargo raised the firm’s price target on Broadcom Inc. (NASDAQ:AVGO) to $545 from $430 while maintaining an Overweight rating on the shares. The firm raised its fiscal 2027 and fiscal 2028 revenue estimates by […]

Jim Cramer Reveals Why Broadcom (AVGO) Is Powerful
Insider Monkey130d agoneutral
Jim Cramer Reveals Why Broadcom (AVGO) Is Powerful

We recently published Jim Cramer Discussed A Mysterious Yellow Light & These 9 Stocks. Broadcom Inc. (NASDAQ:AVGO) is one the stocks discussed by Jim Cramer. Broadcom Inc. (NASDAQ:AVGO) is one of the largest semiconductor design companies in the world. Its shares are up by 85% over the past year and by 22% year-to-date. Citi discussed […]

Michael Burry Says Today’s Top 10 Stocks Surged 784% in a Year. The Pre-Dot-Com Number Was 622%.
24/7 Wall St.131d agobearish
Michael Burry Says Today’s Top 10 Stocks Surged 784% in a Year. The Pre-Dot-Com Number Was 622%.

My children often tell me that “today” is the best or worst day ever. Sometimes both land on the same day. Apparently it is possible to have the worst day ever multiple times a week. Unrelated. The benchmark S&P 500 keeps tagging fresh records and the tech-heavy Nasdaq Composite refuses to roll over. And yet ... Michael Burry Says Today’s Top 10 Stocks Surged 784% in a Year. The Pre-Dot-Com Number Was 622%.

Another billionaire dumps mega-cap stock for AI bet
TheStreet131d agoneutral
Another billionaire dumps mega-cap stock for AI bet

Stanley Druckenmiller is one of the most-watched money managers on Wall Street, and his Duquesne Family Office Q1 2026 13F filing just landed. The headline number is brutal for Alphabet bulls. Duquesne sold all 385,000 shares of Alphabet (GOOGL) Class A stock during the quarter. That same stake had ...

Trump Personally Brokered the Apple-Intel Deal That Sent Intel from $20 to $125
24/7 Wall St.131d agoneutral
Trump Personally Brokered the Apple-Intel Deal That Sent Intel from $20 to $125

On a recent TBPN segment, host John Coogan walked listeners through what he framed as the most consequential industrial policy intervention in semiconductors since the CHIPS Act, namely Commerce Secretary Howard Lutnick meeting repeatedly with Tim Cook, Elon Musk, and Jensen Huang to push them to partner with Intel, with President Trump personally advocating for ... Trump Personally Brokered the Apple-Intel Deal That Sent Intel from $20 to $125