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Marvell Technology (MRVL) lifted its revenue outlook for fiscal 2027 and fiscal 2028 in its late-August report. The stock, at about $206, is up more than 220% over the past twelve months and down about 32% over the past three months. The bear case is the gross margin, and management supplied the number. The counter sits one line further down, in an operating margin that has widened two years running.
NVIDIA (NVDA) has been an easy stock to hold. The shares trade near $224, up about 32% over the past year and comfortably ahead of the S&P 500. The tape has not changed. What changed is how management describes the company, and the description it dropped is the one most holders bought into.
Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 5.8% in the morning session after the company reported second-quarter 2026 financial results that failed to impress as its sales outlook for the next quarter fell below Wall Street’s expectations.
Qualcomm (QCOM) is down 32% over the past three months, and the cause is not a mystery. The smartphone market has contracted as memory prices climbed, and Apple is exiting faster than the company had guided. Management has a credible plan to replace that revenue. The harder question is what the replacement earns.
Nvidia (NVDA) is buying AI platform Hugging Face for $12.9 billion in a move that could extend Nvidia's reach in the AI ecosystem beyond being just a chip supplier. Futurum CEO Daniel Newman reacts to this headline news and what the acquisition of Hugging Face represents for Nvidia's growing market share of the AI landscape.
Broadcom CEO Hock Tan said on Wednesday that sales of the chips that connect AI servers grew more than 2.5 times from a year earlier.
Cathie Wood appears to have made a sharp choice inside the same AI trade. ARK Invest’s August 28 transaction disclosure showed sales of 156,286 shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) and purchases of 243,707 shares of NVIDIA Corporation (NASDAQ:NVDA). Based on the August 28 closing prices, the moves were worth an estimated $72.8 million […]
Tech stocks were higher late Thursday afternoon, with the State Street Technology Select Sector SPDR
Broadcom (AVGO) reported incrementally bullish artificial intelligence commentary around its fiscal
Kyndryl Holdings (KD) has expanded its alliance with Broadcom to deliver end-to-end consulting around VMware Cloud Foundation, with a focus on AI-ready private clouds, automation and security for mission-critical enterprise systems. The news comes after a mixed period for Kyndryl Holdings, with the share price at US$13.09 and a 7.83% 90 day share price return. The year to date share price return is down 48.65% and the 1 year total shareholder return is down 59.11%, pointing to some recent...
Fabless chip and software maker Broadcom (NASDAQ:AVGO) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 85.5% year on year to $29.59 billion. On the other hand, next quarter’s revenue guidance of $34.8 billion was less impressive, coming in 1.1% below analysts’ estimates. Its non-GAAP profit of $3.32 per share was 2.5% above analysts’ consensus estimates.
Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) shares fell 3.3% Thursday afternoon despite the company issuing a bullish long-term forecast for its artificial intelligence business, projecting AI revenue of $230 billion in fiscal 2028. The company also raised its fiscal 2027 AI revenue outlook to $115...
Broadcom just posted AI chip growth that dwarfs nearly every semiconductor result this year, yet the stock sold off anyway. The real question is whether the market priced in the wrong number entirely.
Nvidia is reportedly spending billions to acquire a platform that built its reputation by giving everything away for free, and the biggest threat this deal is meant to neutralize comes from Nvidia's own best customers.
Jim Cramer says Broadcom's AI revenue forecast is the jaw-drop number of the year, but the customer driving it is a company no retail investor can actually own, and that hidden dependency may be the only thing that matters for AVGO shareholders.
Find insight on Nvidia, Broadcom, HPE and more in the latest Market Talks covering technology, media and telecom.
Broadcom (AVGO) reported quarterly earnings on Wednesday that only modestly beat Wall Street's expectations. CFRA Research senior vice president and equity analyst, Angelo Zino, shares his thoughts on Broadcom's earnings print, highlighting what it signals about the broader semiconductor industry.
Broadcom just posted its ninth straight quarterly beat and watched its stock sink anyway. The AI revenue numbers are staggering, but the real story is what management said about 2027 and 2028 that has analysts scrambling to revise their models.
Broadcom expects its artificial intelligence-related sales to double next year and again the following year. Broadcom stock fell Thursday.
Broadcom's (AVGO) fiscal Q3 results beat expectations across the board, with revenue and EPS topping
Broadcom's (AVGO) guidance that its artificial intelligence revenue will double in fiscal 2027 was s
One stubborn number buried in Nvidia's latest earnings report signals something that almost never survives at hardware scale, and it is the reason this investor keeps adding shares despite a valuation that looks stretched on the surface.
Don't be fooled by guidance -- or by the sell-off. Broadcom stock remains fairly priced.
Broadcom's (AVGO) valuation remains "compelling" for investors as its growth continues to be robust,
CRDO's AEC growth runway is widening as hyperscaler penetration deepens, 1.6T transition advances and Neocloud demand broadens its customer base.
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