Notícias

Qualcomm (QCOM) told investors in its fiscal Q3 2026 call that its share of Apple's recent iPhone launch would be materially lower than its prior estimate of 20%. In the same call, management raised its non-handset revenue target for fiscal 2029 to $40 billion—nearly doubling its prior $22 billion goal as automotive, IoT, and data center expand. Anyone buying the stock today is deciding whether that replacement revenue arrives on schedule.

Broadcom Inc. (AVGO) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

NVIDIA just posted triple-digit growth and Broadcom matched it with a custom chip story that has hyperscalers quietly betting billions against the GPU. Something has to give, and the timeline is closer than most investors realize.

BrainChip Holdings Ltd. has launched the AKD1500 PCIe development card, designed to facilitate edge AI evaluation by enabling installation in standard PCIe slots of desktops and industrial PCs. This development offers broad accessibility for developers, allowing them to validate AI models using existing frameworks, and seamlessly transition from evaluation to deployment across various hardware forms. The AKD1500 card, part of BrainChip’s diverse product line, supports the rising demand for...

Broadcom has higher AI revenue growth projections, but Nvidia's larger and more diversified business could make its growth more durable.

Broadcom is generating gobs of free cash flow to support rapid dividend raises.

Salesforce CEO Marc Benioff joins a growing group of tech leaders warning about AI risks and potential slowdown.

Splitting a half-million dollars between two popular ETFs feels like textbook diversification, but a quiet look under the hood reveals something most investors never bother to check before their next contribution.

During the September 14 episode of Mad Money, Jim Cramer addressed the broader tech sector pullback and mentioned Broadcom Inc. (NASDAQ:AVGO) as an attractive option for investors looking past short-term volatility. He stated: Well, it’s a tough time to come out to San Francisco, a day when the whole AI complex is getting hammered because […]

Retirees chasing a simple $500 monthly check from VYM run straight into a gap between how yields are calculated and how cash actually lands in your account, and the math gets uncomfortable fast.

Recently, Jim Cramer interviewed OpenAI’s CFO Sarah Friar, noting that both OpenAI and Anthropic had backed calls to slow development on the most powerful AI models so safety protocols could catch up. When Cramer pressed her on whether OpenAI might slow its AI buildout, she explained the company would always make investment decisions by prioritizing […]

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) custom AI chip plans and global launch of Meta One reinforced Bank of America’s "buy" rating, with the broker highlighting potential savings and subscription revenue. Citing Bloomberg, analysts noted Meta plans to deploy MTIA 450, or Arke,...

Broadcom and Oracle have underperformed over the past year, but they could jump significantly given their impressive growth and bright prospects.

Semiconductor stocks are posting a third straight session of gains, but one chip name is running so far ahead of the pack that it raises an uncomfortable question about whether the move reflects genuine conviction or something riskier.

Anchor Number: $8.5 Billion Bank of America estimates that Meta Platforms (NASDAQ:META) could save roughly $8.5 billion in 2027 by running AI workloads on its own custom silicon instead of buying third-party chips. That figure is an outside analyst estimate, not company guidance, and it hinges on a specific chip roadmap: Meta plans to deploy […]

Camtek stock has averaged a 48% annualized return over the past 10 years.

AI slowdown fears are shaking chip stocks, but Broadcom CEO Hock Tan remains confident. Here’s what he sees that investors may be missing.

Nvidia's shares look like a great deal right now.

Marvell Technology's AI-driven data center growth is accelerating across custom silicon, optics and switching, but competition remains fierce.

Cybersecurity is at the center of this hottest AI debate.

Broadcom's AI chip orders are tripling while the stock keeps sliding, and investors are stuck debating whether the business has already won or whether the hardest part of the trade is still ahead.

Broadcom just posted its ninth consecutive earnings beat and guided AI revenue up 236% year-on-year, yet the stock keeps sliding while the rest of the sector holds firm. One top analyst thinks the selloff created a rare window that closes fast.

Marvell's stock has cratered even as its AI data-center business posts record numbers and analysts pile on upgrades, and one KeyBanc analyst is drawing a very different conclusion from the selloff than the rest of the market.

Investing in the semiconductor space requires a nuanced approach.

One of the stock market’s most successful and active money managers is making eyebrow-raising moves within the artificial intelligence (AI) arena.

One semiconductor giant, one banking titan, and one Dividend King all share a trait that has quietly minted long-term millionaires, and each still carries a live catalyst that could power the next leg higher this fall.

Marvell Technology (MRVL) has more than tripled over the past year. It has also fallen about 28% in three months and trades about 30% below its 52-week high. If you are wondering whether the growth story broke, it did not. Marvell raised its revenue guidance on August 27, 2026, and the stock fell anyway.

Ciena (CIEN) trades near $334, a little over half its 52-week high, and the easy read on an AI networking supplier down that far is that it has gone on sale. It is still up more than 150% over the past year, and the company has just guided fiscal 2027 to record profitability. The risk here is not demand. It is what the new prices are attached to.

I just don’t see the bull market returning in force for a while… and maybe a long, long while.

Jim Cramer built his case that AI spending fears are overblown on three stocks, but two of them moved in the exact wrong direction on the day he made the call.