Broadcom’s AI Forecast Suggests Hyperscalers Want More Than Just Nvidia GPUs
Big Tech’s appetite for AI infrastructure isn’t being sated anytime soon, and Broadcom Inc. (NASDAQ:AVGO) is proof of…
Broadcom Earnings: AI Chip Sales Tripled. Here’s the $34.8 Billion Number Investors Need to Watch.
Broadcom Inc. (NASDAQ:AVGO) reported its Q3 results after the market closed on Wednesday, Sept. 2, 2026. Here are…
We’re exiting a data center stock to protect big gains as the AI trade hits a rough patch
We’re exiting our position in Corning , selling 395 shares at roughly $146 each. Following Tuesday’s trade, Jim…
Nvidia $3.5 billion deal boosts MediaTek shares 10%
MediaTek CEO Rick Tsai (R) talks with Nvidia CEO Jensen Huang (left) during a keynote speech for Computex…
Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
Big Tech’s AI spending is putting a longtime strengths to the test
The artificial intelligence spending boom is testing one of Big Tech’s greatest strengths: pristine balance sheets. Club holdings…
CNBC Daily Open: Nvidia is selling more shovels than ever in the AI gold rush
Nvidia’s logo is displayed at their headquarters on Aug. 26, 2026 in Santa Clara, California. Benjamin Fanjoy |…
Anthropic and Nscale strike $45 billion cloud deal, sources say
Dario Amodei, co-founder and chief executive officer of Anthropic, during an interview on “The Circuit with Emily Chang”…
We’re booking a 300% profit in an AI winner and buying more of a healthcare name
We are selling 165 shares of Broadcom at roughly $361.27 and buying 50 shares of Cardinal Health at…
CNBC Daily Open: Watching Iran’s economy; a losing game for bonds
Treasury Secretary Scott Bessent speaking to CNBC on May 14th, 2026 from Beijing, China. CNBC Hello, this is…
Stock winners and losers as Anthropic passes OpenAI as hottest AI upstart
Anthropic is pulling ahead of OpenAI in the frontier model race, laying the foundations for a new hierarchy…
Marvell pops on AI chip deal letting Google buy up to $12.2B in shares
Marvell Technology shares rallied 6% on a deal that would allow Google to buy up to $12.2 billion…