9:20am ET
Investing
Broadcom’s Brilliant Strategy Keeps Me Buying, Especially Now
Every time Broadcom slides, one investor hits buy without hesitation, and the reasoning behind that reflex goes deeper than a simple dip-buying instinct.
AVGO Coverage Page 23
7:17am ET
Investing
Who’s Really The King of Custom Silicon, Broadcom or Marvell Technology?
Broadcom and Marvell both design custom AI chips for the same hyperscaler clients, but their quarterly numbers tell two very different stories about who actually controls the future of cloud silicon.
6:13pm ET
Investing
Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’
Top hedge funds quietly rotated out of one chip giant and piled into another last quarter, and the price action since then suggests they knew something. Here is what Druckenmiller, Loeb, and…
10:00am ET
Investing
Stanley Druckenmiller’s Big Bet: New Broadcom, Intel and Arm Stakes in One Quarter
Stanley Druckenmiller opened three brand-new semiconductor positions in a single quarter, and the names he chose reveal a calculated bet that the AI infrastructure boom has room to grow far beyond the…
11:30am ET
Investing
Cisco vs. Broadcom: One Stock Looks Like the Better AI Play
Cisco just posted a networking super cycle quarter while Broadcom reported AI semiconductor numbers that border on absurd, and the two stocks now sit at nearly the same valuation multiple despite wildly…
2:15pm ET
ETF
Vanguard Quietly Changed the Index Behind Your VUG ETF. Here’s What Happens to Your Portfolio
Vanguard swapped the benchmark powering one of the most popular growth ETFs on the market, and most holders never saw it coming. What looks like a paperwork formality could quietly reshape which…
2:07pm ET
Investing
Broadcom Sinks 6% as BofA Flags $370B in AI Debt, AMD Climbs 4% on Baird’s $1,250 Call
Two AI chip giants moved in opposite directions Friday as Wall Street put a massive dollar figure on a financing structure that Broadcom and Nvidia both use, raising questions about which companies…
12:17pm ET
Investing
Corning, Lumentum And Applied Optoelectronics Shares Popping To End The Week
Optics stocks are surging into the weekend with no confirmed catalyst behind the move, while Broadcom sells off sharply even as the broader market hits record highs. The divergence points to a…
11:42am ET
Investing
Broadcom is Down Over 3 Months: One Wall Street Pro Sees 60%+ Gains Ahead
Broadcom sat out the AI rally that sent its closest peers surging double digits, yet one major Wall Street desk just set a price target that would make it the biggest winner…
11:00am ET
Investing
The $5.2 Trillion Company Just Asked Wall Street for $500 Billion More
NVIDIA just mobilized half a trillion dollars in outside capital to guarantee AI infrastructure keeps building, and credit markets responded in a way that surprised analysts. Here is what that signal means…
8:00am ET
Investing
Here’s What Jim Cramer Is Saying About Semis in August
Jim Cramer is calling a special Investing Club session on semiconductors, and the timing is no accident. Chip earnings this quarter have split the sector into clear winners and laggards, and Cramer…
7:00am ET
Investing
3 AI Infrastructure Stocks Powering the Data Center Boom in August
Three companies sit at the physical heart of the AI factory buildout, and each has posted explosive growth while raising guidance heading into fall. The question is whether their fundamentals justify the…
8:54am ET
Investing
Lumentum and Broadcom: Both Have Seen The Light in AI But How Should Investors Play Them?
Broadcom and Lumentum just posted blowout AI earnings, but they sit at very different layers of the optical stack and reward very different kinds of investors. Knowing which one fits your risk…
7:00am ET
Investing
3 Semiconductor Stocks to Buy Before the Next AI Earnings Wave in August
NVIDIA, Broadcom, and Marvell each report within days of each other this August, and what they say about the second half of the year could either extend the AI infrastructure boom or…
2:07pm ET
Investing
Intel Is Up 176% This Year. Is It Time to Take Profits on INTC, AMD, Broadcom, and NVIDIA?
Intel's stunning 176% run has the semiconductor sector buzzing, but with AMD trading at a jaw-dropping 123x earnings and a fresh dilution event on the table, figuring out where to hold and…