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↗️ GitLab (GTLB). Shares of the maker of software-development tools soared premarket after its second-quarter result topped expectations both on revenue and earnings. ↗️ Dell Technologies (DELL): Shares rose 9% premarket after it reported a big earnings and revenue beat thanks to demand for its servers.
Today Earnings (a.m.): Brown-Forman, Ollie’s Bargain Outlet Earnings (p.m.): Broadcom, Hewlett Packard Enterprise, Snowflake, Five Below Economic data: ADP national employment report (August), July durable-goods and factory orders, Federal Reserve Beige Book, EIA weekly petroleum status report Central banks: Bank of Canada interest rate announcement Tomorrow Fed speakers: Fed governor Christopher Waller.
Though Wall Street analysts expect around 70% earnings growth this year and next, the stock is down 30% from its all-time high in June.
The chip giant's operating costs have barely moved while its revenue soars. The next test comes at $29.4 billion.
REVIEW PREVIEW NEWSLETTER Feeling the Chill. It’s a new month, and suddenly investors have fresh worries about old problems like interest rates, the bond market, and the Iran War. The Dow Jones Industrial Average lost 0.
Days before its Q3 report, Broadcom made a move that could matter more than the headline numbers.
Broadcom stock forecast before Q3 earnings. Analysts see 38% upside, but shares now carry the weakest money flow of 14 chip stocks.
During a recent episode of The AI Investor Podcast, Eric Bleeker covered the news regarding OpenAI's new custom chip, Jalapeño, and its comparison to Nvidia's Blackwell. OpenAI designed the chip with Broadcom and Celestica, which could be a boon to each of those company's stocks as we look ahead to 2027 and 2028. Eric also explored the implications for the broader semiconductor landscape now that the news about this latest chip is official.
During a recent episode of The AI Investor Podcast, Eric Bleeker broke down Nvidia's massive earnings report and staggering 70 percent revenue growth forecast for 2028. Eric analyzed Nvidia's attractive valuation relative to the broader market, contrasting its growth trajectory with Broadcom, and explored reports that Nvidia is in talks to acquire Hugging Face for over 13 billion dollars, signaling an even deeper push into AI model infrastructure.
The company expects $16 billion in third-quarter AI semiconductor revenue as investors assess whether its powerful growth can continue.
Disruptive innovation has made stocks a winning asset class over time, and a top-heavy index has helped accelerate long-term wealth creation for investors.
Broadcom (AVGO) has launched VMware Private AI Cloud, VMware AI Factory and the AgentMinder governance stack, giving enterprises tools to run AI models and autonomous agents close to their own data inside private clouds. Broadcom shares have been through a choppy few months, with the 90 day share price return down 22.72% and the 30 day share price return down 4.87%. At the same time, a 1 year total shareholder return of 25.09% and a very large 5 year total shareholder return suggest that...
Morgan Stanley sees massive AI growth ahead for the chip giant
AVGO Q3 earnings are likely to benefit from surging AI chip demand and software growth, but margin pressure and a stretched valuation raise caution.
Every time the hyperscalers write a check to build out AI, one mid-cap chip company's name keeps appearing on the invoice, and the pattern behind that is exactly why this stock stays in the buy column.
A global bond selloff sent long-term yields surging to levels not seen in over a year, and the chips sector is bearing the brunt as traders reprice the market's most ambitious AI growth bets.
Broadcom sits 25% below its peak while 44 Wall Street analysts line up behind a price target that towers above the current price, and one respected firm sees something in the backlog numbers that the broader market appears to be ignoring entirely.
Broadcom and Marvell both design custom chips for the same hyperscaler clients, both raised their outlooks, and both trade on the AI ASIC boom. So why do their risk profiles, valuations, and investor theses point in completely opposite directions?
The S&P 500 carries 500 company names, but the math tells a different story about where your money actually goes. Three ETFs attack that problem from completely different angles, and the returns so far in 2026 suggest the strategy is working.
Today Executive Moves: John Ternus takes the helm at Apple, succeeding Tim Cook Fed speaker: Fed governor Michael Barr, 9:05 a.m. ET Earnings (a.m.): Medtronic, Alimentation Couche-Tard Earnings (p.
Fabless chip and software maker Broadcom (NASDAQ:AVGO) will be reporting results this Wednesday after the bell. Here’s what to look for.
Ark is getting more selective inside the AI trade
This is no longer just a chip company; it is becoming the central bank for the AI revolution. NVIDIA is helping establish financing platforms to raise over $500 billion of third-party capital for its customers. It has also directly invested nearly $50 billion in the Frontier AI labs, effectively underwriting its own demand.
The programs the deal covers in the near term were already inside the targets management had published, and it is connectivity rather than custom silicon that management points to for the raise that did arrive.
The semiconductor specialist has been weighed down by uncertainty around AI. That paradigm is shifting.
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