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Jim Cramer Explains “Why We’ve Stuck With Broadcom”
Insider Monkey120d agoneutral
Jim Cramer Explains “Why We’ve Stuck With Broadcom”

Broadcom Inc. (NASDAQ:AVGO) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer praised the company’s CEO, as he said: Six is Broadcom. Now, this is a sleeper because you don’t see its name anywhere. It makes custom chips for Google, Meta, ByteDance, Anthropic, […]

Assessing Applied Materials (AMAT) Valuation After Earnings Beat And New AI Chip Equipment Partnerships
Simply Wall St.120d agobullish
Assessing Applied Materials (AMAT) Valuation After Earnings Beat And New AI Chip Equipment Partnerships

Applied Materials (AMAT) is back in focus after beating quarterly earnings and revenue expectations and lifting its outlook as AI and data center demand intersects with fresh partnerships around advanced chip packaging and wafer cleaning. See our latest analysis for Applied Materials. Those AI and data center partnerships with Broadcom and SCREEN sit against strong momentum in the stock, with a 30 day share price return of 17.99%, a 1 year total shareholder return of 184.03% and a 5 year...

Apollo, Blackstone work on $36 billion debt deal for Anthropic, Bloomberg News reports
Reuters120d agoneutral
Apollo, Blackstone work on $36 billion debt deal for Anthropic, Bloomberg News reports

Apollo Global Management and Blackstone are working to bring in additional investors ‌for about $36 billion debt financing tied to AI ‌startup Anthropic PBC's efforts to expand its AI infrastructure, Bloomberg ​News reported on Thursday. The debt would be used to buy custom chips from Google. Broadcom, which helps Google develop the chips, is backstopping ⁠payments on the largest portions of the transaction, the report added.

Apollo Shops $36 Billion Debt Deal to Buy Google Chips for Anthropic
Bloomberg120d agobullish
Apollo Shops $36 Billion Debt Deal to Buy Google Chips for Anthropic

(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are working to bring additional investors into a roughly $36 billion debt financing deal to help Anthropic PBC build out its AI infrastructure. Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran’s Khamenei Says No Going Back for Middle East Rocked by WarUS, Iran Agree to 60-Day Truce Renewal Pending Trump SignoffOura Ring 5 Is 40% Smalle

Stocks In AI Bottleneck Soar 1,000%. Now Nvidia Is Demanding 20X More Supply
24/7 Wall St.120d agobullish
Stocks In AI Bottleneck Soar 1,000%. Now Nvidia Is Demanding 20X More Supply

The AI boom has already burned through one shortage after another. First it was GPUs. Then high-bandwidth memory. Then power infrastructure, transformers, cooling systems, and even land near major electric grids. Yet as hyperscalers continue pouring hundreds of billions into AI data centers, another chokepoint is moving front and center — optics. That may sound ... Stocks In AI Bottleneck Soar 1,000%. Now Nvidia Is Demanding 20X More Supply

Warner Bros./Paramount Skydance deal spawns $15B leveraged loan, largest since Global Financial Crisis
Pitchbook120d agoneutral
Warner Bros./Paramount Skydance deal spawns $15B leveraged loan, largest since Global Financial Crisis

Warner Bros. Discovery (WBD) this week wrapped its $15 billion-equivalent cross-border term loan B financing, a record-setting deal for transaction size in the leveraged loan market. WBD goes into the record books as the second-largest TLB syndication of all time, trailing only the $16.45 billion TXU deal in 2007. For additional context, there have only been three USD institutional loan deals ever totaling $10 billion or more, and two of those were before the Global Financial Crisis. That makes

ETF Turns $100k to $1.28m in 1 Year. Reddit Says It’ll Double Again
24/7 Wall St.121d agoneutral
ETF Turns $100k to $1.28m in 1 Year. Reddit Says It’ll Double Again

One hundred thousand dollars dropped into Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) on May 28, 2025 was worth around $1.28 million by the close on May 27, 2026. People who bought a 3x leveraged semiconductor fund into the back half of the AI capex cycle and held are laughing their way to the bank, ... ETF Turns $100k to $1.28m in 1 Year. Reddit Says It’ll Double Again

Microsoft’s AI Spending Won’t Derail Dividend Safety Inside Vanguard’s VIG
24/7 Wall St.121d agoneutral
Microsoft’s AI Spending Won’t Derail Dividend Safety Inside Vanguard’s VIG

The Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) owns only companies with at least 10 consecutive years of dividend growth, screens out the highest yielders, and lets compounding work. VIG has returned 22% over the past year and 244% over the past decade, a track record that owes as much to its tech-heavy roster as to traditional ... Microsoft’s AI Spending Won’t Derail Dividend Safety Inside Vanguard’s VIG

Broadcom (AVGO): Top 10 Steve Cohen Stock To Buy
Insider Monkey121d agobullish
Broadcom (AVGO): Top 10 Steve Cohen Stock To Buy

Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Best Stocks in Steve Cohen’s Portfolio. Broadcom Inc. (NASDAQ:AVGO) renewed its partnership with London Stock Exchange Group (LSEG) on May 19, 2026, with a new five-year agreement. The deal expands LSEG’s deployment of VMware Cloud Foundation 9 across its complex infrastructure, adding strength to its multi-cloud strategy. […]

Broadcom Nearing 52-Week High: Buy, Sell or Hold?
24/7 Wall St.121d agoneutral
Broadcom Nearing 52-Week High: Buy, Sell or Hold?

At $421.86, Broadcom (NASDAQ:AVGO) is testing resistance. With shares pressing against a 52-week high of $442.36 and earnings days away, the question of whether to chase, fade, or wait deserves a direct answer. Broadcom designs custom AI accelerators, networking silicon, and infrastructure software for the world’s largest hyperscalers, with VMware anchoring its software arm. The ... Broadcom Nearing 52-Week High: Buy, Sell or Hold?

Is Broadcom (AVGO) One of the 10 Safe Stocks to Buy for the Long Term in 2026?
Insider Monkey121d agobullish
Is Broadcom (AVGO) One of the 10 Safe Stocks to Buy for the Long Term in 2026?

Broadcom Inc. (NASDAQ:AVGO) is included among the 10 Safe Stocks to Buy for the Long Term in 2026. On May 27, Broadcom Inc. (NASDAQ:AVGO) announced a partnership with Samsung Electronics to introduce a new broadband-focused reference platform for the global fixed wireless access (FWA) market. The platform combines Broadcom’s BCM6776 Wi-Fi 8 System-on-Chip (SoC) with […]

Broadcom (AVGO) Could Be Positioned For The Next Big Shift In AI Infrastructure
Insider Monkey121d agoneutral
Broadcom (AVGO) Could Be Positioned For The Next Big Shift In AI Infrastructure

With a five-year EPS forecast of 49.11%, Broadcom Inc. (NASDAQ:AVGO) is among the 12 Best Future Stocks to Buy Right Now. On May 19, Evercore ISI analyst Mark Lipacis raised the firm’s price target on Broadcom Inc. (NASDAQ:AVGO) to $582 from $490 and maintained an Outperform rating after conducting first-quarter AI channel checks. The firm highlighted that […]

Jim Cramer Says DoorDash Is a Buy Despite 30% Decline. The Real Problem: Wall Street Wants Semiconductors Only
24/7 Wall St.121d agobullish
Jim Cramer Says DoorDash Is a Buy Despite 30% Decline. The Real Problem: Wall Street Wants Semiconductors Only

“Last year I invested in this stock, and I am currently down 30%, patiently waiting on a rebound.” That confession came from a caller on the May 26 episode of Mad Money, asking Jim Cramer whether DoorDash still belonged in his “own it, don’t trade it” bucket. Cramer’s answer was immediate: “I think DoorDash is ... Jim Cramer Says DoorDash Is a Buy Despite 30% Decline. The Real Problem: Wall Street Wants Semiconductors Only

Goldman Says Nvidia and Micron Are the Biggest AI Winners: 5 Stocks to Take Advantage of it Now
24/7 Wall St.121d agoneutral
Goldman Says Nvidia and Micron Are the Biggest AI Winners: 5 Stocks to Take Advantage of it Now

Goldman Sachs just named NVIDIA and Micron Technology the biggest AI winners of the next earnings cycle, and the stock is already moving. Micron is up 214% year-to-date. If you are still trying to decide whether the AI compute and memory supply chain has more room, the crowd that owns it has stopped waiting for ... Goldman Says Nvidia and Micron Are the Biggest AI Winners: 5 Stocks to Take Advantage of it Now