Jim Cramer made a bold call on Mad Money: “Oracle has made itself the king of the data center. It’s the fastest growing in the space.” That’s a strong statement, but the…
SOXL, the Direxion Daily Semiconductor Bull 3X ETF, surged an astonishing 11.6% on Monday. It was a good day for most stocks with the Dow closing up .5% and the S&P 500…
Does a hypothetical $150 oil level matter to Broadcom (NASDAQ:AVGO | AVGO Price Prediction)? A little, but probably not in the way you think. Broadcom (AVGO): AI Infrastructure Play The Case That…
Jeremy Phillips Jim Cramer made a pointed observation recently, and it’s worth unpacking for anyone watching the AI chip space. “While Broadcom has been a huge winner in the AI era, up nearly 500%…
Two of the most important custom chip makers in AI just delivered back-to-back blowout quarters, and the market is taking notice. The thesis is simple: custom AI accelerators sold by Broadcom and…
CNBC’s Kristina Partsinevelos put it plainly after Broadcom (NASDAQ:AVGO | AVGO Price Prediction) reported earnings this week: “Broadcom just did what Nvidia couldn’t explain.” That’s the whole story. But let’s unpack why…
Jim Cramer made a straightforward call on Broadcom (NASDAQ:AVGO | AVGO Price Prediction) after its latest earnings: the stock is undervalued, full stop. And when you look at what the business actually…
Jeremy Phillips A new framework for controlling AI chip exports is circulating inside the U.S. government, with significant implications for Nvidia (NASDAQ:NVDA | NVDA Price Prediction), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), and Qualcomm…
Jim Cramer made his position clear on AVGO the morning after Broadcom’s Q1 fiscal 2026 earnings hit the tape: “This is an undervalued stock versus where people thought it was going to…
Michael Williams Live Updates Five Questions Management Must Answer4:38pm ET FY2027 acceleration specifics: What does “accelerating each quarter” look like in numbers? Wall Street models $10.02 billion in FY2027 revenue. Is that too low?…
OpenAI recently closed the largest private funding round in history, raising $110 billion from Amazon (NASDAQ:AMZN | AMZN Price Prediction), NVIDIA (NVDA:NVDA), and SoftBank. Leading the way was Amazon with an investment…
Live Updates Let's Make a Deal12:33pm ETNetflix may have bowed out of the Warner Bros bidding, but it’s making another deal. The content streaming giant has acquired AI filmmaking platform InterPositive, whose…
Live Updates NVIDIA Shares Are Down 1.6% in Afternoon Trading While Consumer Staples Sink 2:40pm ETToday has turned into a route across the market. Interestingly, tech isn’t leading the sell-off. NVIDIA is down about…
Live Updates The 3 Biggest Takeaways from Broadcom's Wild Q1 Conference Call 6:08pm ETBroadcom’s (AVGO) conference call is winding down, and we’ll also be winding down updates on this live blog. Once…
Invest $10,000 in Vanguard High Dividend Yield ETF (NYSEARCA:VYM) at its November 10, 2006 launch and, based on verified historical data, that position would be worth meaningfully more today — with dividends…
