11:30am ET
Investing
This Stock is My Biggest Bet For 2026
One stock keeps earning a larger slice of my portfolio every quarter, and it is not because the thesis is obvious. Here is the specific combination of forces that keeps pulling my…
AVGO Coverage Page 26
11:00am ET
Investing
The 1 Reason Jim Cramer Won’t Stop Buying Nvidia
Jim Cramer keeps pounding the table on one chip stock even as rivals flood the AI market with competing silicon. The reason he gives sounds almost too simple, but the financials suggest…
10:35am ET
Investing
Zuckerberg’s New AI Model Costs 75% Less Than Rivals — Here’s His Pitch
Meta just broke its open-source religion to charge developers for AI, and Zuckerberg is betting a $145 billion infrastructure gamble on a pricing strategy that undercuts every major rival. Whether that math…
10:22am ET
Investing
Intel, AMD, and Applied Materials Drop 4% as SK Hynix Rout and Oil Spike Hit Chip Stocks
A surprise profit warning out of South Korea sent shockwaves through the chip sector Monday, and the fallout is hitting equipment makers and AI hardware names in ways that point to a…
10:11am ET
Investing
Forget Hyperscalers: Here Are the AI Gold Rush Winners to Buy Now
While the biggest names in tech burn through a historic spending spree, a small cluster of suppliers is quietly printing cash at a pace that has no precedent in this industry. Understanding…
8:43am ET
Investing
Broadcom and Marvell Are Bigger Threats to Nvidia Than You Know
Nvidia still dominates AI training, but a quiet shift in how hyperscalers spend their next trillion dollars is opening a lane for two chip designers most investors have barely considered.
8:24am ET
Investing
Broadcom vs Nvidia: Yes, Broadcom Is Set to Outpace Nvidia Through the Rest of 2026
Broadcom and NVIDIA both crushed their latest earnings, but the gap between them is widening in ways the headline numbers hide. One company carries a timing advantage, a marquee customer anchor, and…
10:00am ET
Investing
Got $10,000? Broadcom vs Marvell: Only One Will Match The AI Hype
Broadcom and Marvell both rode AI tailwinds to blockbuster quarters, but their cash flows, growth strategies, and risk profiles point in completely different directions. Before you put $10,000 into either ticker, understand…
2:23pm ET
Investing
Why I Can’t Stop Buying This “Boring” Chipmaker With Game Changing Upside
Every quarter, one chipmaker hands its shareholders a stronger reason to own it than the previous quarter, and most investors are still scanning the wrong names for AI exposure.
10:18am ET
Investing
Meta Platforms Jumps 6% on AI Cloud Ambitions: Can It Challenge Amazon and CoreWeave?
Meta Platforms is quietly repositioning itself to compete with Amazon Web Services and CoreWeave on AI compute, and Wall Street is starting to believe the economics actually work. But a billion-dollar regulatory…
7:35am ET
Investing
If You Invested $10,000 in Apple When Tim Cook Took Over, Here’s What It’s Worth Now
Tim Cook inherited Steve Jobs's shadow and a skeptical Wall Street, then quietly engineered one of the most stunning wealth-creation runs in stock market history. With his tenure now officially concluded as…
11:57am ET
Investing
Marvell Technology Climbs 7% on the AI Chip Recovery: Is It Overvalued Next to Broadcom and Nvidia?
Shares of Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) are up 7% to $247 and change in midday trading Thursday, riding a broad semiconductor rebound that’s lifted the entire AI chip complex.…
10:04am ET
Investing
AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are up 7% to $555.26 in early trading Thursday, leading a broad semiconductor rebound. Intel (NASDAQ:INTC) shares are up 5% to $116.14,…
3:36pm ET
Investing
The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25% Discount Zone
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) and Marvell Technology (NASDAQ:MRVL) both sell custom AI silicon and networking chips to hyperscalers. Broadcom trades near $370, roughly 25% below its 52-week high after a…
3:15pm ET
Investing
Broadcom Vs. Apple: AVGO Just Locked in Apple Through 2031 Which is Why You Should Buy it Over AAPL
Broadcom (NASDAQ: AVGO | AVGO Price Prediction) and Apple (NASDAQ: AAPL) both posted strong quarters, but the more interesting story sits in the contract between them. Broadcom’s newly finalized custom silicon extension…