Notícias

The small company is winning big orders from hyperscalers.

Micron, AMD, Intel, Broadcom, and Nvidia are the new pop stars of the stock market.

This cohort is linked by one common theme.

OpenAI and Broadcom have launched Jalapeño, a custom AI inference chip tailored for large language model workloads. The chip is the first product in a planned multi generation AI compute platform aimed at accelerating AI deployment. Jalapeño reached tape out in about nine months, highlighting rapid hardware and software co development between the two companies. For investors tracking Broadcom, ticker NasdaqGS:AVGO, Jalapeño adds a new layer to the company’s role in AI infrastructure. The...

Broadcom's stock looks like a great buy right now.

Broadcom Inc. (NASDAQ:AVGO) is one of the best trending AI stocks to watch in 2026. Reuters reported on June 18 that Architect Labs announced that it has raised $24 million in seed funding to build a company that ​will employ AI to speed and ease the design ‌of custom chips. It further stated that Broadcom […]

Broadcom Inc. (NASDAQ:AVGO) is one of the best future stocks to buy and hold for 10 years. On June 18, Broadcom announced the results of its cash tender offers for various series of outstanding senior notes, while simultaneously increasing the aggregate purchase price capacity to $3.0 billion. This expanded budget allows the company to purchase […]

As Broadcom takes another major step in the AI race with OpenAI's first custom AI chip, here's how investors should approach AVGO stock.

If you own VanEck Semiconductor ETF (NASDAQ:SMH) for AI exposure, you are betting on the same handful of chip designers everyone else holds. SMH is the default vehicle for the trade: a concentrated basket led by NVIDIA, Taiwan Semiconductor, and Broadcom that has produced the headline gains of the AI cycle. The case for owning ... Forget the AI Chipmakers. For 0.47% This Fund Owns the Companies Building the Data Centers

It's not too late to invest in these high-flying stocks.

Before the chipmaker's stock surged, management was telling anyone who would listen that they were deliberately holding back sales in their biggest market.

A custom chip from the maker of ChatGPT takes aim at the AI chip leader's pricing power -- but maybe not its crown.

Nvidia and Broadcom both offer AI exposure and dividends, but the better stock depends on what investors value most.

Beyond the AI-fueled sales boom everyone is watching, one quietly expanding number reveals a more durable profit engine at work.

AI's real bottleneck isn't chips, it's power. Meet the stocks delivering the electricity, grid, and equipment behind every data center, from Constellation to GE Vernova.

Today, June 26, 2026, investors weighed tech volatility and shifting sentiment as memory costs come into focus.

Could a delayed mega-IPO be the first crack in the AI spending boom?

The company’s "Jalapeno" chip is a positive sign for investors as the AI-inference race heats up.

The sticker shock on AMD shares fades when you look a few years out, but the real question is whether the company can deliver the growth that makes today’s price a bargain.

At $195.74, NVIDIA (NVDA) looks set up for roughly 51% of upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.

Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending. OpenAI just shared its plans to spice things up with Jalapeño, its custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal is less of a […]

When it comes to income, investors essentially have two choices: stocks or bonds. While the S&P 500 yields just 1%, there are plenty of pockets of the stock market where investors can snag 3%-plus dividend yields, including utilities, REITs, pipelines, and one of the most hated sectors, cable and telecom. “Yields are very attractive,” says Russ Brownback, BlackRock’s deputy chief investment officer for global fixed income and co-manager of the undefinedBlackRock Strategic Income Opportunities fund.

Marvell Technology (NASDAQ: MRVL) and Broadcom (NASDAQ: AVGO) both just delivered AI-fueled earnings beats, yet the businesses look nothing alike under the hood. Marvell posted 231.37% YTD gains chasing custom XPU wins. Broadcom quietly compounded with elite margins and a software stack. The contrast deserves a closer look before anyone pays up. Custom Silicon Lifts ... The Quiet Gross Margin Reality Check That Points to a Dangerous Valuation Gap Between Marvell and Broadcom

MRVL nearly doubles Q1 fiscal 2027 operating cash flow to a record $638.8M, even as it completes major acquisitions and boosts investment spending.

OpenAI IPO Delay Report Sparks Sharp Selloff in AI and Memory Stocks

AVGO's role in OpenAI's Jalapeno chip boosts its custom AI silicon roadmap, with deployment set for late 2026 and revenue visibility improving.

The semiconductor sector declined on Friday as high memory and storage costs weighed on stocks.

Broadcom looks like a great stock to buy after its recent pullback.

onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion into "Physical AI" systems. This acquisition is part of onsemi's strategic initiative to enhance its capabilities by integrating Synaptics’ Edge AI compute solutions, which will help onsemi address broader end markets including automotive and industrial sectors. The transaction is expected to position onsemi at the intersection of power, sensing, connected computing, and...

Micron Rockets Higher, Dragging Global Chip Stocks Into Green Zone