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Investing.com -- Citi raised its price target on Broadcom to $500 per share in a note on Tuesday, reiterating a Buy rating on the chipmaker and calling it its top semiconductor pick for 2026, ahead of the company's fiscal second-quarter earnings due June 3.
Rising oil prices and a sudden halt for technology stocks are slowing Wall Street’s record-breaking run on Tuesday. After coming into the day with a gain of nearly 179% for the year so far, for example, Micron Technology dropped 3.9%. Also weighing on Wall Street was another rise in oil prices as the war with Iran threatens to drag on.
Celestica Inc. recently made its DS6000-series 1.6TbE switches available for order, offering high-bandwidth, air- and hybrid-cooled platforms powered by Broadcom Tomahawk 6 silicon to support AI and machine learning data center back-end networks. By aligning these 1.6TbE switches with open standards such as UEC and OCP ESUN, Celestica is positioning its networking hardware as a foundational building block for large-scale “AI factory” infrastructure worldwide. Next, we’ll explore how...
The Zacks Artificial Intelligence thematic screen features a diverse set of companies involved in the AI frenzy. Use it to your advantage.
A series of bullish catalysts just launched Qualcomm stock to record highs.
Memory stocks climbed as investors bet on tighter supply and stronger chip margins.
Broadcom's custom chip business is rapidly accelerating.
Broadcom (NasdaqGS:AVGO) is reportedly in advanced talks with private credit firms, including Apollo Global Management and Blackstone. The company is seeking a record $35b to $55b financing package to support AI chip development and long term supply agreements. The funding would back Broadcom's custom AI chip commitments with major clients such as Google, Anthropic, Meta, and OpenAI. If completed, this would be the largest private credit transaction on record for a technology related...
Broadcom (AVGO) is a semiconductor giant with a vast product portfolio spanning wired infrastructure, wireless communications, enterprise storage, and industrial end markets. The company positioned itself as a major player in enterprise infrastructure software following its 2023 acquisition of ...
After signing a deal with Broadcom for 10 gigawatts of data center capacity in October last year, OpenAI is struggling to find financiers.
Artificial intelligence has already reshaped the stock market. Semiconductor stocks have rallied, utilities are suddenly growth plays again, and hyperscalers are spending hundreds of billions of dollars building data centers across the U.S. At the same time, President Donald Trump has pushed for more domestic manufacturing, energy production, and AI infrastructure investment as part of ... BlackRock’s Larry Fink Says AI Is Creating a New Trillion Dollar Asset Class — And Trump’s Policies May Acc
Broadcom (NasdaqGS:AVGO) has released VMware Cloud Foundation 9.1, an AI and Kubernetes native private cloud platform aimed at enterprise AI workloads. The new version focuses on intelligent resource optimization, advanced memory and storage tiering, and automated scaling for production AI deployments. VCF 9.1 introduces a zero trust security architecture, multi vendor GPU and CPU support, and governance features to address AI infrastructure cost, security, and compliance concerns. For...
Introduction Over more than three decades, Arm evolved into a leading CPU architecture supplier for smartphones and embedded devices, licensing CPU architectures and core designs to customers such as Apple (AAPL), Qualcomm (QCOM), Nvidia (NVDA), Samsung, and MediaTek instead of manufacturing chips itself. In 2025, that business model began changing with the introduction of Arm’s ... Arm Is Quietly Becoming The CPU Backbone Of AI
On Friday The Wall Street Journal cited sources who said that Apple and Intel had reached a preliminary agreement for Intel to manufacture chips for the iPhone-maker. Intel stock was up 16% in midday trading on the news; it has risen 246% this year. Apple uses Taiwan Semiconductor Manufacturing to make its Apple Silicon chips that run all its devices.
Investing.com -- Apollo Global Management Inc. and Blackstone Inc. are in discussions with Broadcom Inc. regarding approximately $35 billion in financing to support the chipmaker’s artificial intelligence chip development, according to a Bloomberg report Friday.
Investors can’t get enough of Nvidia, AMD, Intel, and Micron as earnings season widens the divide between chip and software stocks.
(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are among private credit lenders involved in talks with chipmaker Broadcom Inc. over a roughly $35 billion financing, the latest indication that companies are mobilizing all sources of capital to fund the AI build-out. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS Fires on Iranian Targets as Trump Demands Deal From
Smart glasses are entering their iPhone moment in 2026, and for the first time in a generation, Meta and Google are defining the inflection. Industry projections show category sales rising from 6 million units in 2025 to 20 million units in 2026, and Apple’s flagship smart glasses do not ship until 2Q 2027, with full-display ... Smart glasses are about to have their iPhone moment and Apple is late to the party
APPN tops Q1 estimates as cloud subscriptions revenues jump 25%, and the company raises its full-year 2026 outlook.
NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks to buy for the next 15 years. On May 6, NVIDIA announced that its Multipath Reliable Connection/MRC transport protocol, a key feature of the Spectrum-X Ethernet fabric, is now open to the industry via the Open Compute Project. Developed in collaboration with industry leaders like Microsoft, […]
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