Notícias

Nvidia's long-range forecast strengthens Broadcom's custom-chip outlook without guaranteeing supplier share.

By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they

Broadcom stock has delivered a very large 5 year gain, yet current checks show a mixed picture on value as the Discounted Cash Flow (DCF) estimate points to some upside while market multiples look roughly in line and recent price moves have turned weaker. The stock is up about 7x over 5 years, which means any further upside case now rests heavily on how sustainable investors think that earnings and cash flow profile is. Custom AI chip demand and related infrastructure deals can support the...

Advanced Micro Devices stock is being sold by Cathie Wood but the fund manager isn't giving up on the chip sector.

Ark Invest was a buyer of tech stocks down as much as 53% from their recent all-time highs.

OpenAI says its new Jalapeño AI chip could significantly reduce the cost of running artificial intelligence by delivering substantially higher efficiency and faster inference, but Jim Cramer remains skeptical that the chip threatens Nvidia Corp’s dominance. OpenAI’s Jalapeño Chip Targets...

Nvidia projected 70% revenue growth in fiscal 2028, lifting chip stocks and broader market sentiment on Thursday

What looks like a valuation argument is really a delivery schedule with named customers attached, plus one assumption about margins.

A $30 billion wireless contract offers stability while competition enters Broadcom's more valuable custom-AI territory.

The tech giant's earnings reports in recent quarters have drawn negative reactions from Wall Street.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before T

Chip and AI-linked stocks gained in sympathy after Nvidia’s Q2 report.

Cathie Wood’s ARK Investment Management bought a total of 57,705 AVGO shares across three of its funds.

Nvidia's (NVDA) fiscal second-quarter results more than doubled from a year ago and topped Wall Stre

Both NVIDIA and Broadcom just posted record quarters riding the same AI infrastructure wave, but for retirement investors, one of these chip giants fits the portfolio and one quietly works against it.

BNP sees custom accelerators becoming a bigger part of AI infrastructure.

Broadcom stock gained on news of fresh $60 billion debt talks with Blackstone and Apollo Global Management.

The company nearly doubled its long-term non-handset target in June, while a faster Apple exit and a cost squeeze went straight into the near-term numbers.

MaxLinear's Keystone ramp, rising 800G demand and next-generation 1.6T pipeline strengthens its AI optical push against larger rivals.

On August 16, Wells Fargo reported that JPMorgan Chase & Co. (NYSE:JPM) could soon become the first bank ever to reach a $1 trillion market valuation. Wells Fargo analyst Mike Mayo says the next stop after that is $2 trillion within seven to eight years following the bank’s record quarterly profit. Why This Matters Crossing […]

Marvell Technology (NASDAQ:MRVL) Chairman and CEO Matt Murphy said the artificial intelligence infrastructure market remains in its early stages, with connectivity emerging as a central constraint as computing, memory and storage systems scale. Speaking at The Six Five Summit 2026, Murphy said the

These two chipmakers have had very different 2026s.

PCE Inflation Increased More Than Expected

AI spending is minting new winners faster than most investors can track, and three stocks sitting at the intersection of memory, custom silicon, and GPU cloud infrastructure may be the clearest bets on where the next wave of capital flows.

Taiwan Semiconductor powers every major AI chip on the planet, yet its stock trades at a fraction of the valuations enjoyed by its own customers. Whether that discount closes or widens in 2027 depends on three things going right simultaneously.

Nearly half of Broadcom's revenue now comes from AI semiconductors, and the accelerators inside that line are built for a short list of core customers.

Photronics (PLAB) delivered earnings and revenue surprises of +25.00% and +3.50%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

AMD's surging Data Center demand and stronger technical momentum give it an edge over Broadcom, despite both benefiting from AI growth.

Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead speaks with Josh Lipton about Nvidia's (NVDA) biggest competition in AI data centers, as he anticipates the company's market share could fall to 70% from 90% over the next two years.

Semiconductor stocks: NVDA, AMD, and MU coil into matching triangles with RSI near 50 as Nvidia Q2 earnings land Wednesday.