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NU Q1 Earnings Call Highlights
MarketBeat134d agoneutral
NU Q1 Earnings Call Highlights

NU (NYSE:NU) executives said the digital banking company delivered another quarter of customer growth, revenue expansion and operating leverage, while emphasizing that higher credit provisions in the first quarter reflected seasonality, portfolio growth and product mix rather than deterioration in u

Chip Stocks Broadly Rising
Barrons.com134d agoneutral
Chip Stocks Broadly Rising

A basket of major chip stocks were all higher for the day on bets earnings momentum will keep tech companies flying high. Shares of Nvidia, the poster child of AI enthusiasm, rose 4.4%. Broadcom, Samsung Electronics, Taiwan Semiconductor, ASML, Texas Instruments, and AMD shares were all up, too.

Jim Cramer Makes Big Claim About Broadcom (AVGO) CEO
Insider Monkey134d agoneutral
Jim Cramer Makes Big Claim About Broadcom (AVGO) CEO

We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Broadcom Inc. (NASDAQ:AVGO) is one of the stocks discussed by Jim Cramer. Broadcom Inc. (NASDAQ:AVGO) is one of the largest semiconductor companies in the world. Its role in the AI market is defined through its ability to design custom […]

Alphabet (GOOGL)’s AI Cloud Surge Accelerates As Anthropic Commits $200 Billion To Google Infrastructure
Insider Monkey134d agobullish
Alphabet (GOOGL)’s AI Cloud Surge Accelerates As Anthropic Commits $200 Billion To Google Infrastructure

With an upside potential of 7.8%, Alphabet Inc. (NASDAQ:GOOGL) earns its place on our list of the best agentic AI stocks to buy right now. Alphabet Inc. (NASDAQ:GOOGL) appears to be expanding its role as a foundational infrastructure provider within the growing AI ecosystem. On May 5, 2026, Reuters reported that Anthropic plans to spend $200 billion […]

Investing.com134d agoneutral
Trump revamps stock portfolio, adding Nvidia and other AI names

Investing.com -- President Donald Trump’s latest OGE Form 278-T disclosure reveals a significant paring of his larger technology holdings during the first quarter of 2026. Large-scale sales of Amazon.com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META), and Microsoft Corporation (NASDAQ:MSFT) were recorded in the peak-valuation tier of $5 million to $25 million.

Wells Fargo Just Hiked Broadcom Price Target to $545: AI Semi Revenue Running 30-40% Higher Than Expected
24/7 Wall St.134d agoneutral
Wells Fargo Just Hiked Broadcom Price Target to $545: AI Semi Revenue Running 30-40% Higher Than Expected

Wells Fargo just delivered one of the most dramatic large-cap semiconductor revisions of the year, raising its price target on Broadcom (NASDAQ:AVGO) to $545 from $430 while maintaining an Overweight rating. The driver is a new “pluggable gigawatt-driven” framework that ties AI silicon demand to physical data center power capacity, implying AI semiconductor revenue is ... Wells Fargo Just Hiked Broadcom Price Target to $545: AI Semi Revenue Running 30-40% Higher Than Expected

Investing.com135d agobullish
This remains the best AI chip stock stock to buy, Wolfe says

Investing.com -- Wolfe Research has reiterated its bullish stance on artificial intelligence chip stocks ahead of earnings season, raising estimates on Nvidia and Broadcom while naming Nvidia its top pick despite the stock's recent underperformance against peers.

Cisco Soars on Sales Forecast, AI-Focused Restructuring Plan
Bloomberg135d agobullish
Cisco Soars on Sales Forecast, AI-Focused Restructuring Plan

(Bloomberg) -- Cisco Systems Inc. gained as much as 19% in late trading after the company delivered a better-than-anticipated sales forecast and announced plans to cut thousands of jobs, an attempt to focus on the fast-growing AI market.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands in China for Xi Trade Summit With Iran War in

Broadcom (AVGO) Valuation Check After Recent Momentum In AI Infrastructure Story
Simply Wall St.135d agoneutral
Broadcom (AVGO) Valuation Check After Recent Momentum In AI Infrastructure Story

Broadcom stock snapshot and recent performance Broadcom (AVGO) has been drawing fresh attention after recent trading left the stock at a last close of US$419.30. Its move over the past month and past 3 months has differed from its 1-day and 7-day declines. See our latest analysis for Broadcom. While the share price has eased over the past week and day, Broadcom’s 30-day and 90-day share price returns of 12.85% and 22.33% sit alongside a 1-year total shareholder return of 81.87%, with very...

Broadcom Inc. (AVGO): Chris Rokos Is Buying This Chip Stock
Insider Monkey135d agobullish
Broadcom Inc. (AVGO): Chris Rokos Is Buying This Chip Stock

We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Broadcom Inc. (NASDAQ:AVGO) ranks 2nd on this list. Broadcom Inc. (NASDAQ:AVGO) has consistently featured in the 13F portfolio of Rokos Capital Management since the second quarter of 2024. Back then, this position comprised 1.4 million shares. By late 2024, the fund had […]

3 High-Flying Stocks on Our Buy List
StockStory135d agobullish
3 High-Flying Stocks on Our Buy List

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.

Broadcom Enters Earnings As Citi's Top Semiconductor Pick
Benzinga135d agoneutral
Broadcom Enters Earnings As Citi's Top Semiconductor Pick

The question surrounding Broadcom (NASDAQ:AVGO) heading into its next earnings report is not whether the company belongs among the AI trade’s biggest winners. That debate ended a long time ago. The more pressing question is whether a business already generating tens of billions in AI-related revenue can keep growing fast enough to justify a valuation that has briefly crossed $2 trillion. Citi’s answer, for now, is yes. Analyst Atif Malik raised his price target on the stock from $475 to $500 on