9:00am ET
Investing
One Number Tells Me Nvidia Stock Could Go Much Higher
A single data point buried in Nvidia's latest earnings call flipped my read on where this stock is actually headed, and the market has not caught up yet.
Companies
/Technology
Broadcom Inc
$352.81
▲ $2.45 (+0.70%) today
Markets closed · 7:36pm ET
AVGO Coverage
Page 7
9:49am ET
Investing
I Keep Buying Marvell Technology Because Its Type Historically Wins
Every time the hyperscalers write a check to build out AI, one mid-cap chip company's name keeps appearing on the invoice, and the pattern behind that is exactly why this stock stays…
9:15am ET
Investing
Semiconductor Stocks Slide as Global Bond Selloff Lifts Yields: Intel Drops 3%, NVIDIA and AMD Slip
A global bond selloff sent long-term yields surging to levels not seen in over a year, and the chips sector is bearing the brunt as traders reprice the market's most ambitious AI…
8:53am ET
Investing
Broadcom Has Floundered For Several Months: A Respected Wall Street Team Expects 80% Returns Ahead
Broadcom sits 25% below its peak while 44 Wall Street analysts line up behind a price target that towers above the current price, and one respected firm sees something in the backlog…
7:41am ET
Investing
Custom Silicon Kings: When to Choose Broadcom and When to Choose Marvell Technology
Broadcom and Marvell both design custom chips for the same hyperscaler clients, both raised their outlooks, and both trade on the AI ASIC boom. So why do their risk profiles, valuations, and…
4:25pm ET
ETF
VGT’s $58 Billion AI Chip Concentration Could Derail Your 2027 Returns
VGT carries 324 holdings, but a closer look at its semiconductor sleeve reveals a fund that behaves nothing like the diversified tech vehicle most investors think they own, and the stakes heading…
2:57pm ET
ETF
Read This Before Buying VYM. Retirement Investors Are Losing This Critical Income Sleeve.
VYM promises high dividend yield, but a quiet rule buried in its index methodology carves out an entire income category that many retirees are counting on without realizing it is missing.
1:45pm ET
Investing
Could Marvell Be the Next $100 Billion AI Stock?
Marvell just posted blowout earnings and locked in a landmark Google deal, yet shares fell 10% in a single session. Whether that selloff is a trap or a warning sign depends on…
1:30pm ET
Investing
Wall Street Is Looking Here. I’m Looking Somewhere Else
Everyone is chasing the same AI trade, but one chipmaker sitting in NVIDIA's shadow just posted 50% revenue growth and landed commitments worth gigawatts from two of the biggest names in tech.…
12:48pm ET
Investing
Marvell and Google: Misplaced Fear Should Drive Your Purchase Decision
Marvell shares dropped 10% after announcing what may be its most valuable customer agreement ever, and the gap between what traders feared and what the contract actually says is where the opportunity…
9:50am ET
Investing
This Thesis for Marvell Technology Keeps Me Accumulating Amid Tailwinds
A post-earnings drop handed one investor a reason to buy more Marvell Technology, not sell it, and a Google warrant that binds a hyperscaler to shareholder returns is only part of why…
9:15am ET
Investing
How a $5,000 Investment in Apple Compounded Under Tim Cook
Tim Cook turned Apple into a $4.7 trillion empire and left long-term investors sitting on gains that crushed the market, but with John Ternus now holding the keys and a 37 trailing…
8:30am ET
Investing
Prediction: Marvell Stock Could Be on the Verge of Another Big Move
Marvell has already handed investors a 188% gain this year, but with a pivotal earnings report looming and custom silicon bookings at an inflection point, the next move could be even bigger…
10:00am ET
Investing
Jim Cramer Sold 1 AI Chipmaker Over $80 Billion in Debt. But He Defended NVIDIA
Jim Cramer dumped one AI chipmaker over an $80 billion debt raise, then turned around and shrugged off the identical financing practice at NVIDIA. Whether that double standard holds up depends entirely…
9:53am ET
ETF
VUG vs. VOOG Is Not a Fee Fight | How the Cheaper Vanguard Growth ETF Is Losing
Two nearly identical Vanguard growth ETFs are posting returns that differ by five full percentage points this year, and the cheaper one is losing. The reason has nothing to do with fees.