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Bears insist smarter AI agents will shrink the GPU compute bill, and that argument sounds reasonable until you do the math on what an agent actually burns per task.
Aug 24 (Reuters) - S&P 500 and Nasdaq futures slipped on Monday as investors prepared for a pivotal week marked by the prospect of fresh U.S. sanctions on Iran, Federal Reserve Chair Kevin Warsh's
This company has the technology and scale to benefit from the continued AI build-out.
The famous investor dumped three top chip stocks and bought another one with a clear near-term catalyst.
The chip giant's stock slid after its most important AI customer expanded work with a rival. The last time a design-away scare hit the company, what followed was a 500% gain.
Stanley Druckenmiller and Dan Loeb both completely exited their stakes in Broadcom during the second quarter.
Custom AI chips will see more demand over the next few years.
Nvidia stands out as the top semiconductor stock for the coming years because of its dominant AI ecosystem, not to mention it's the most popular AI stock in the ecosystem.
Dan Loeb's Third Point exits Broadcom ahead of second-quarter results as the stock has surged in 2026.
Nvidia is growing revenue at 85% annually yet its valuation multiple tells a different story than most investors expect. Before writing off NVDA as overpriced, the forward PEG ratio raises a question worth sitting with.
The fund manager recently booked gains in Sandisk stock and redeployed capital into Broadcom.
In a single quarterly filing, D.E. Shaw made a massive bet on a freshly minted space giant while slashing its position in one of the hottest AI chip stocks by more than half. What those two moves reveal about where smart money sees the next big trade is worth a closer look.
The Vanguard Information Technology ETF has delivered strong returns over the last 10 years.
The dominant AI chip names have all pulled back sharply in August even as their latest earnings painted a picture of demand growing faster than supply. Before two pivotal earnings reports reset the narrative, three semiconductor stocks are flashing the kind of entry that rarely shows up twice.
A massive new hardware deal is rewriting the rules for AI silicon suppliers.
Wall Street sees 85% upside in Broadcom versus 45% for Microsoft. But bigger upside doesn't always mean the better buy. Here's why I'm sticking with Microsoft as the smarter AI stock for 2026.
Analysts published bullish new takes on the current frenzy for AI build-outs.
Recently, Broadcom’s role as a core custom AI chip supplier came under scrutiny after Google expanded its long-term partnership with Marvell Technology to co-develop additional accelerators and controllers for its AI hardware ecosystem. At the same time, Broadcom is exploring a very large debt-financing package, reportedly up to US$100.00 billion, to back AI chip deals for Anthropic and others, underscoring both its centrality to AI infrastructure build-outs and the financial and competitive...
Broadcom Inc. (AVGO) closed the most recent trading day at $368.45, moving +1.21% from the previous trading session.
Anthropic PBC has hired Amir Salek, a founder of the custom chip program at Alphabet Inc.’s Google, as the AI lab lays the groundwork for a push into making its own semiconductors.
The world's largest foundry is rebounding as investors prepare for the earnings report that could reset semiconductor expectations.
Broadcom is building a massive AI financing machine that could unlock chip demand, accelerate revenue, and strengthen its edge in custom silicon—though credit risks remain.
BMO initiates coverage on Broadcom stock with an "Outperform" rating. Here’s how high it believes AVGO shares could fly in 2026.
Wall Street sees more room despite Nvidia's massive run
Dan Loeb opened new positions in SpaceX, Warner Bros. Discovery, and TTM Technologies in Q2.
Tech stocks were mixed Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XL
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