By Chibuike Oguh NEW YORK, June 4 (Reuters) – Global stocks rose slightly in a choppy session on Thursday, with European gains followed by a mixed session on Wall Street as investors weighed a hurdle in the AI ​​push, while oil prices fell, dragged down by a ceasefire between Israel and Lebanon. In the United…
Broadcom (AVGO) isn’t just suffering a sharp pullback following its results. The stock has fallen nearly 15%, erasing roughly $320 billion in market value and placing it among the biggest individual stock declines of the mega-cap era. The trigger was Broadcom’s AI perspective. The company beat expectations for quarterly earnings, but its AI chip sales…
AI trading has been moving from one hardware bottleneck to another, with many speculating where the next bottleneck could be in order to secure astronomical profits. What many don’t realize is that these bottlenecks raise a serious question for companies: where to deploy their cash to gain a supply advantage over their competitors. This makes…
Advanced Micro Devices (AMD) stock rose on strong Q4 data center revenue of $5.38 billion (+39% YoY) and Meta Platforms’ (META) 6GW GPU deal. Broadcom (AVGO) shares rose today, boosted by a long-term TPU supply deal from Google through 2031 and first-quarter AI chip revenue of $8.4 billion (+106% YoY). The analyst who called NVIDIA…
Anthropic has signed a deal with Google and Broadcom for about 3.5 gigawatts of computing capacity built on Google’s tensor processing units, with the capacity expected to come online starting in 2027, the company said. The agreement expands an existing relationship. Broadcom CEO Hock Tan said during an earnings call last month that Broadcom would…
The technology sector has taken a beating in 2026. Many stocks are a long way from their all-time highs and a few are down more than 25%. I believe there are great deals available and investors should not waste this investment opportunity that arises only every few years. The three stocks I have in my…
Artificial intelligence (AI) stocks are currently unpopular in the market. There is too much uncertainty surrounding the war in Iran and skepticism about the benefits of AI spending. This is causing markets to sell off AI stocks, and it may seem like a terrible time to buy. However, I think the opposite is true. AI…
If you have $5,000 available to split between two chip stocks before their next earnings reports, I would use those funds to invest in Advanced microdevices (NASDAQ:AMD) and Broadcom (NASDAQ:AVGO). Both companies are experiencing strong growth that should continue this current quarter and beyond. AMD typically reports its fiscal first-quarter results in early May, while…
Taiwan Semiconductor Manufacturing (TSM) reported Q4 2025 revenue of $33.73 billion, up 20.4% year-on-year, with 77% of revenue coming from 7nm and below advanced node wafers, while committing $52 billion to $56 billion in capital expenditures in 2026 to serve 534 customers across demand. AI. Broadcom (AVGO) reported Q1 FY2026 AI chip revenue of $8.4…
AI stocks may have lost some shine in 2026, but Broadcom (AVGO) management made a surprising revelation during its fiscal 2026 first-quarter earnings call that could change how investors view the company’s position in the AI ​​boom. Let’s find out what that is and if it’s still not too late to buy AVGO stock. www.barchart.com…
