Notícias

Investing.com -- Macquarie upgraded Broadcom to outperform in a note to clients on Thursday, arguing that the risk from Google bringing chip production in-house has largely played out and that the company is now the cleanest listed way to gain exposure to artificial intelligence developer Anthropic's compute buildout.

On June 18, 2026, Marvell Technology drew investor attention with a price upgrade and renewed AI confidence.

UBS raised its target on Micron to a Street-high $1,625 from $535, arguing AI has structurally changed the memory market