Custom AI Chips Are Coming for Nvidia’s Crown. Here Are 2 Companies Quietly Cashing In.
Nvidia (NASDAQ: NVDA) still sits at the center of the artificial intelligence (AI) boom, supplying most of the…
Should Broadcom’s AI XPV Platform and Debt Tenders Reshape the Core Thesis for AVGO Investors?
In early June 2026, Broadcom Inc. launched cash tender offers for up to US$2.50 billion of various long-dated senior…
LITE vs. AVGO: Which AI Infrastructure Stock Is the Better Pick Now?
Lumentum Holdings LITE and Broadcom AVGO are two technology companies playing important roles in enterprise networking, cloud infrastructure…
This Under-the-Radar AI Chip Leader Just Became a No-Brainer Buy This Week
When you hear about artificial intelligence (AI) chips, your mind instantly shifts to Nvidia or maybe even Advanced…
Chip Stocks Are Tumbling. Is It Time to Sell Cerebras, Broadcom, and Nvidia?
The past month or so has not been kind to many chip stocks. Investors have grown increasingly worried…
Wall Street CIO: The AI Trade is “Technically Unsustainable.” Buy These Two Industries Instead.
Quick Read MU peaked 200% above its 200-day moving average, and AVGO shed 19% in a week, signaling…
The AI Trade Just Had Its Worst Stretch in Months. Here Are 3 Reasons the Sell-Off Could Be a Buying Opportunity.
The artificial intelligence (AI) trade just went through its roughest stretch in months. After a nine-week run higher,…
Semiconductor Stocks Just Had Their Worst Day in Years. Is the AI Chip Boom Cracking, or Is This a Buying Opportunity?
Friday was brutal for chip stocks. The iShares Semiconductor ETF (NASDAQ: SOXX), a broad gauge of the group,…
Nvidia Started the AI Boom. These 2 Stocks Could Power the Next Phase.
For three years, the artificial intelligence (AI) trade was simple: Buy Nvidia, collect the upside, repeat. The graphics…
Anthropic And OpenAI Are So Desperate For Compute They Let Broadcom Finance Their Own Chips For Them
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Broadcom…
Stock Market Today, June 5: Broadcom Falls as Strong AI Results Fail to Lift Guidance
Broadcom (NASDAQ:AVGO), which designs and supplies semiconductor devices and infrastructure software solutions, closed Friday at $385.73, down 7.92%.…
NVDA, INTC, AMD, MU: Major Chip Stocks Fall For Second Day After AVGO’s Soft AI Guidance
Micron shares fell 3.3%, leading the declines in the chips space. Major chip stocks declined for a second…