Notícias

Both chipmakers recently reported strong earnings results.

Both companies are delivering impressive revenue growth.

Investing.com -- U.S. equity futures were mixed early Thursday, a day after major averages snapped a three-day losing streak driven by rising Treasury yields amid renewed U.S.-Iran hostilities. S&P 500 futures were up 0.1%, Dow futures rose 0.2%, and Nasdaq 100 futures climbed 0.1%.

Broadcom (AVGO) reported third quarter earnings results that modestly beat Wall Street's estimates. StoneX Financial equity research analyst Cody Acree shares his thoughts on the earnings print.

Jim Cramer wants Nvidia to announce the largest share repurchase in corporate history, and his valuation argument is harder to dismiss than his collateral logic deserves to be.

The company expects $16 billion in third-quarter AI semiconductor revenue as investors assess whether its powerful growth can continue.

Broadcom is scheduled to report results for its fiscal third quarter after-market hours on Wednesday, September 2, with Wall Street looking for another quarter of exceptional growth.

Broadcom Stock Is Set for Results. Wall Street Expects $29.4 Billion in Revenue.

On Aug. 27, 2026, the tech giant reported $96.2 billion in quarterly revenue, up 106% year over year, resetting expectations for AI spending power.

Nvidia's Strong AI Demand Sends Intel, AMD and Broadcom Stocks Higher

The day before Nvidia reports earnings that analysts expect to roughly double year over year, OpenAI dropped a chip benchmark that rattled the AI hardware world and forced a question no investor wanted to sit with overnight.

Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

More than a year of the company's own earnings calls already described the exact demand shift that eventually re-rated AMD stock, even though options traders were not positioned for it.

Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.

QCOM is set to report Q3 results with new Snapdragon launches boosting AI, PCs and smartphones, but competition and Android demand remain key challenges.

(Bloomberg) -- Intel Corp. is expected to report strong second-quarter earnings after the market close Thursday, but even blowout results likely won’t be enough to reverse the stock’s July slide. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Le

Earnings are the most important thing, and expectations are high. But interest rates are rising, and energy tensions aren't easing.

Micron Rockets Higher, Dragging Global Chip Stocks Into Green Zone

US equity futures were higher pre-bell Thursday as oil prices fell to their lowest since the start o

The market has gotten a bit irrational with Broadcom's stock.

A short-term correction will not prevent long-term catalysts from taking shape.

Shares of Broadcom (NASDAQ:AVGO) are down 14% in Thursday morning trading, sinking to around $410 after closing Wednesday at $479.23. The reversal follows the company’s fiscal Q2 2026 earnings release after the close on June 3. The pain is spreading. Advanced Micro Devices (NASDAQ:AMD) is off 4% to around $521, and Intel (NASDAQ:INTC) is down ... Broadcom Sinks 14% on Soft AI Chip Outlook Despite Earnings Beat, Dragging Down AMD and Intel

Broadcom Stock Tumbles As Investors Demand More From AI Boom

US stock futures slipped as doubts about President Trump's ability to end the war with Iran rattled Wall Street.

This may be a time to reset expectations.

Broadcom Inc. (AVGO) delivered earnings and revenue surprises of +1.82% and +0.68%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Shares of Broadcom (AVGO) are sliding in Wednesday's extended hours in spite of the AI chipmaker beating fiscal second quarter earnings estimates and releasing third quarter guidance that outpaced Wall Street forecasts. CFRA Research senior vice president Angelo Zino reacts to Broadcom's latest earnings print and how much longer he expects the "downstream winners" of the AI infrastructure buildout to continue to gain from this phenomenon.

Chip giant heads into earnings after a 65% rebound and rising AI spending expectations.

Broadcom shares edged higher ahead of the company's earnings on Wednesday.