9:47am ET
Investing
Marvell Technology Must Position Itself as The ‘Anti-Broadcom’
Broadcom and Marvell both crushed their AI quarters, but the real story is how one company's weakness quietly became the other's most powerful sales pitch.
AVGO Coverage Page 8
10:56am ET
Investing
Amazon Just Handed Qualcomm a Slice of AWS’s AI Buildout
AWS is sitting on a $496 billion backlog and doubling its power capacity, and the pressure is now pulling a surprising new name into the AI silicon race alongside Broadcom. Whether that…
10:34am ET
Investing
Queen of Capital Gains: Pelosi Bets $3 Million on Bloom Energy — Then It Got Added to the S&P 500
Nancy Pelosi's husband quietly built a multimillion-dollar stake in a fuel-cell company weeks before a major index announcement sent its stock soaring. Whether that timing reflects brilliant research or something more raises…
10:22am ET
Investing
Qualcomm Rises 5% on Multi-Generation Amazon AI Silicon Deal; Broadcom Ticks Up, Amazon Holds Flat
Amazon just handed Qualcomm a multi-generation AI silicon deal that sent shares surging against a falling market, but the fine print raises a pointed question about whether this credential ever becomes a…
10:00am ET
Investing
This Stock Just Became One of the Most Important AI Picks. Here’s Why
Broadcom just delivered an earnings report that analysts say rewrites the AI semiconductor playbook entirely, and the numbers behind its custom chip roadmap suggest the biggest demand wave is still ahead.
9:00am ET
Investing
Nvidia Is Worth $5 Trillion. But This Could Be the Next Big Catalyst for the Stock
Nvidia just crossed $5 trillion in market cap and posted triple-digit revenue growth, yet analysts argue the most powerful catalyst for the stock has not even hit full stride yet.
12:52pm ET
Investing
AI Is Moving Into Everyday Business — These 5 Stocks Sit Squarely in the Path of the Surge
Goldman Sachs data suggests nearly half of all businesses could be running AI in daily operations within months, and the physical infrastructure scrambling to keep up has created a very specific set…
12:50pm ET
Investing
Nvidia Is No Longer Just a Chip Company. It’s the Infrastructure Platform for All of AI
Jensen Huang calls it a full-stack AI factory platform, not a chip company, and that distinction is reshaping where billions in hyperscaler spending actually land across five companies fighting over the same…
9:52am ET
ETF
The S&P 100 ETF Just Dumped Nike and Colgate for 4 AI Stocks. Here’s What That Means for Your Portfolio
The iShares S&P 100 ETF just swapped out a toothpaste giant and a mall REIT for four AI infrastructure plays, and the move reveals something uncomfortable about what this so-called blue-chip fund…
9:38am ET
Investing
Broadcom vs Marvell: One of These AI Chip Stocks Is a Clear Winner
Broadcom and Marvell both just reported blowout AI chip quarters, but the gap between them runs far deeper than raw revenue numbers. Picking the right one depends on what kind of risk…
8:47am ET
Investing
AMD’s Whole AI Story Has One Threat It Cannot Ignore: Broadcom
AMD is posting explosive AI growth, but one rival is quietly locking in the same hyperscaler customers through a strategy that could shrink AMD's market before anyone notices the ceiling.
10:31am ET
Investing
Qualcomm Lost a Third of Its Value in 3 Months. One Wall Street Pro Sees 140% Upside From Here
Qualcomm has lost nearly a third of its value while its semiconductor peers surged, leaving one Wall Street analyst staking a reputation on a price target that towers over every other major…
9:20am ET
Investing
Cramer Says Nvidia Spent $13 Billion to Make Sure You Never Buy a Rival’s Chip
Jim Cramer called it both offensive and defensive, but the two halves of the Hugging Face deal are not equally interesting, and the one that actually moves the stock is the one…
7:09pm ET
Investing
Nvidia Is Now Paying to Train Plumbers, and the Stock That Should Benefit Most Just Hit a 52-Week Low
Nvidia just committed serious money to train plumbers and electricians, and the retailer that sells to those exact tradespeople responded by printing a 52-week low. Something in that equation does not add…
1:22pm ET
Investing
Broadcom Tripled AI Chip Sales and the Stock Still Fell. Is AVGO the Nvidia Alternative Investors Missed?
Broadcom just posted AI chip growth that dwarfs nearly every semiconductor result this year, yet the stock sold off anyway. The real question is whether the market priced in the wrong number…