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REVEALED: 2 - The Real Truth

OpenAI’s 700W Jalapeño ASIC outpaces 1,400W Nvidia flagship GPU — claims up to 1.9x throughput per kilowatt and 3.6x lower latency, co-developed with Broadcom

OpenAI arrived at Hot Chips on Tuesday with benchmarks claiming its first in-house chip beats Nvidia's GB300.

Tom’s Hardware

NVIDIA Earnings Could Move These 3 AI Stocks—Here’s What to Watch

NVIDIA's upcoming fiscal Q2 2027 earnings and guidance could ripple across the AI trade, with AMD, Broadcom and Micron all tied to its results in different ways.

MarketBeat

Marvell Takes a Shot a Broadcom's Throne With Google Deal

Broadcom shares have fallen over 10% as Marvell's new custom chip deal with Google raises competition concerns, putting focus on Broadcom's upcoming AI semiconductor guidance.

MarketBeat

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Broadcom Could Raise Up to $80 Billion As Anthropic AI Buildout Drives Massive Financing Push

The senior tranche, which would have priority for repayment, is expected to total roughly $45 billion, while a junior tranche could reach about $35 billion.

International Business Times

VIG, VYM, and VYMI: Which Vanguard Dividend ETF Is Right for You?

Vanguard offers three dividend ETFs—VIG, VYM, and VYMI—with distinct yields, holdings, and geographic focus, giving income investors varied ways to access dividend-paying stocks.

MarketBeat

Third Point Starts to Raise Alarm Bells on Broadcom After Dumping AVGO Stock in Q2

Dan Loeb's Third Point exits Broadcom ahead of second-quarter results as the stock has surged in 2026.

Barchart

Whale Rock Just Dumped Most of Its Nvidia Stake

Whale Rock slashed its Nvidia position in Q2, but Nvidia’s accelerating AI revenue and Wall Street targets suggest the hedge fund’s move may be more about portfolio rotation than weakening fundamentals.

Barchart

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Broadcom’s Secret Weapon Against Nvidia Isn’t Chips — It’s a Massive Off-Balance-Sheet Financing Machine

Broadcom is building a massive AI financing machine that could unlock chip demand, accelerate revenue, and strengthen its edge in custom silicon—though credit risks remain.

Barchart

Broadcom Stock Just Scored a New Bullish Rating. Here's Why.

BMO initiates coverage on Broadcom stock with an "Outperform" rating. Here’s how high it believes AVGO shares could fly in 2026.

Barchart

Marvell Constructs an AI Moat With Alphabet Warrants

Marvell secured a custom chip deal with Alphabet featuring $12.2 billion in equity warrants, challenging Broadcom's grip on the custom AI ASIC market and expanding Marvell's total-rack revenue potential.

MarketBeat

Broadcom seeks more than $60 billion in latest AI debt deal

The numbers under discussion would potentially bring the total raise to as much as $100 billion, according to the report.

The Economic Times

Google Is Reportedly Working with AMD for Its New TPU. What This Means for AMD Stock.

The Alphabet company's 10th-generation TPU is expected to be designed in collaboration with AMD instead of traditional partner Broadcom.

Barchart

Cathie Wood Bets Big on Broadcom and Cerebras, Trims AMD Stock for Third Straight Day

On Wednesday, Cathie Wood-led Ark Invest executed significant trades involving Broadcom Inc. (NASDAQ:AVGO), Cerebras Systems Inc. (NASDAQ:CBRS), and Advanced Micro Devices, Inc. (NASDAQ:AMD).

Benzinga

I tested the Asus ROG Strix GS-BE18000 and this stealth gaming router punches way above its weight

The Asus ROG Strix GS-BE18000 may not be as flashy as other gaming routers but it delivers top-tier speeds and performance at a fraction of the price.

Tom’s Guide

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The Economic Times

US Stock Market: Tiger Global trims big tech bets, adds AMD and SpaceX in Q2

Tiger Global reshuffled its tech portfolio in Q2, cutting stakes in Alphabet, Nvidia, Microsoft, Amazon, Meta, Broadcom and TSMC while exiting Netflix. The fund more than doubled its Intel holding and initiated positions in AMD and SpaceX, signalling a shift toward semiconductor exposure and emerging technology opportunities, according to filings.

Benzinga

Broadcom Plunges 5% as Its AI Boom Faces a $370 Billion Financing Question

Broadcom Inc. (NASDAQ:AVGO) traded down more than 5% Friday as a new estimate put an enormous number on the debt machine behind the chipmaker’s AI expansion.

Fortune

Anthropic needs to bring in Amazon-style earnings to justify its $2 trillion valuation—but it’s barely turned a profit

Investors are hoping for a $2 trillion listing in October backed by one of the fastest revenue ramps anyone has ever seen for a company that has yet to report an annual profit. That might bode well for OpenAI.

The Economic Times

US stocks: S&P 500 notches record-high close as rate-hike worries ease

The S&P 500 has hit a historic peak, largely influenced by a surge in technology stocks. With producer price inflation showing stability, expectations of a Federal Reserve rate hike have diminished. Memory chip giants Sandisk and Micron Technology reported impressive increases in their stock prices, alongside positive movements for other…

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International Business Times UK

Cathie Wood's ARK Invest Buys Nvidia Dip, Loads Up on Broadcom; Deere Stake Cut by $37M

Cathie Wood's ARK Invest ramped up its stakes in Nvidia and Broadcom amid the ongoing AI infrastructure expansion, while reducing its position in Deere by $36.8 million.

Benzinga

Nvidia's Chip Boom Is Spreading: JPMorgan Says These 6 Stocks Could Ride It

NVIDIA Corp. (NASDAQ:NVDA) may still be the face of the artificial intelligence chip boom, but JPMorgan says the next phase of the semiconductor rally could spread much further across the industry.

Barchart

Are Wall Street Analysts Predicting Broadcom Stock Will Climb or Sink?

As Broadcom has outperformed the SPX over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.

MarketBeat

AMD’s Helios Launch Could Create Winners Beyond AMD Stock

AMD's Helios rack-scale AI systems are set to ramp this quarter, benefiting ecosystem partners Broadcom, Hewlett Packard Enterprise, Astera Labs, and Core Scientific, per analyst ratings and price targets.

Barchart

Broadcom Will Survive the AI Bubble, But Everyone Else Won't. Here's Why.

Broadcom may look like another AI chip stock, but its long-term custom-chip contracts give it a level of demand visibility that many rivals lack.

Tom’s Hardware

New HBF spec outlines tech that can give GPUs terabytes of extra memory — Sandisk and SK hynix unveil spec with up to 16-Hi NAND stacks, 3 TB/s bandwidth, UCIe

Sandisk and SK hynix formally introduce HBF specification that promises up to 3 TB/s of bandwidth eventually, though only four companies are currently interested in the technology.

MarketBeat

MarketBeat Week in Review – 07/27- 07/31

A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.

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