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INSANE: 5 | Rare Historical Photos

US stocks today: Nasdaq jumps over 1% as chip stocks rally, investors eye AI earnings

U.S. stocks rose sharply, led by chipmakers like Broadcom on AI-driven optimism and a strong earnings outlook. Microsoft fell after announcing job cuts, while investors remained cautious about Fed policy. Markets are now focused on upcoming earnings and Fed minutes for direction amid elevated rate uncertainty.

The Economic Times

Which Semiconductor ETF Is Winning The AI Race In 2026?

The artificial intelligence race has made semiconductors the stock market’s best-performing industry in 2026, but not every ETF has benefited equally.

Broadcom’s Largest AI Customer Is Fleeing to MediaTek. AVGO Stock Is Still a Buy.

Broadcom’s Largest AI Customer Is Fleeing to MediaTek. AVGO Stock Is Still a Buy.

AI companies like Google are trying to reduce reliance on AI hardware companies as their huge margins are taking a bite out of hyperscalers' bottom lines.

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Ahead of Market: 10 things that will decide stock market action on Tuesday

Indian markets extended gains for a fourth straight session as Sensex jumped 521 points and Nifty closed above 24,430. Improved monsoon prospects, renewed FII buying, stable crude prices and optimism around earnings supported sentiment despite mixed global market cues.

The Economic Times

Broadcom and OpenAI Unveil Jalapeño: An Early Step to Massive AI Growth Potential

Broadcom and OpenAI unveiled Jalapeño, OpenAI's first Intelligence Processor, advancing their 10 GW chip partnership and a potential $200 billion revenue opportunity by 2029.

Five July 4th Fireworks: Unusual Options Activity Flags Cheap Lottery-Ticket Calls in CHWY, AVGO, PYPL, STLA and WMT

These five unusually active July 10 out-of-the-money calls are priced below $0.20. Stellantis offers the highest probability of profit at 26.23%, while Chewy, Broadcom, PayPal, and Walmart round out the list of cheap, speculative bets for next week's expiration.

Anthropic in talks with Samsung to develop custom AI chip

AI giant Anthropic is reportedly exploring the creation of its own custom AI chips, holding talks with Samsung for a potential partnership. This move aims to reduce reliance on external suppliers and address ongoing chip shortages, following similar moves by rivals like OpenAI, Amazon, Microsoft, and Meta.

The Economic Times

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1 High-Probability Iron Condor Trade on Broadcom Stock to Make Now with 29% Return Potential

Broadcom is currently a compelling candidate for an iron condor strategy with the stock being stuck in between the 50 and 200-day moving averages.

Following the Broadcom-OpenAI Deal, Wall Street Says AVGO Stock Still Could Gain 40% From Here

With the announcement of the first custom AI chip from OpenAI, Wedbush has another reason to be bullish on Broadcom.

OpenAI is copying Apple’s biggest competitive advantage — and Nvidia should be paying attention

OpenAI is copying Apple’s biggest competitive advantage — and Nvidia should be paying attention

OpenAI's custom AI chip is less about challenging Nvidia today and more about following Apple's successful strategy of controlling the entire technology stack

JPMorgan Stands by Sky-High Broadcom Target as Shares Slide

JPMorgan Stands by Sky-High Broadcom Target as Shares Slide

Broadcom shares are feeling the heat after its latest earnings report, but one of Wall Street's top banks sees the stock moving $100 above past highs.

5 AI Hardware Stocks Create a New ‘MANIA’ Trade That Replaces the Magnificent 7. Hedge Your Bets on the Hot Tickers with These 2 Leveraged ETFs.

5 AI Hardware Stocks Create a New ‘MANIA’ Trade That Replaces the Magnificent 7. Hedge Your Bets on the Hot Tickers with These 2 Leveraged ETFs.

Micron, AMD, Intel, Broadcom, and Nvidia are the new pop stars of the stock market.

Broadcom and OpenAI Just Unveiled the New Jalapeño AI Chip. What That Means for AVGO Stock.

As Broadcom takes another major step in the AI race with OpenAI's first custom AI chip, here's how investors should approach AVGO stock.

Nvidia and Broadcom Both Offer AI Exposure and Dividends. Barchart Data Helps Pick the Best Stock to Buy Now.

Nvidia and Broadcom Both Offer AI Exposure and Dividends. Barchart Data Helps Pick the Best Stock to Buy Now.

Nvidia and Broadcom both offer AI exposure and dividends, but the better stock depends on what investors value most.

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Broadcom Just Quietly Became OpenAI’s Preferred Choice for AI Inference. Here’s What That Means for AVGO Stock.

The company’s "Jalapeno" chip is a positive sign for investors as the AI-inference race heats up.

Goldman Sachs Predicts 3 Stocks to Benefit Most From $757B AI’s Capex Supercycle

These three stocks give investors three distinct ways to participate in one of the largest technology investment cycles of the decade.

The Economic Times

OpenAI spices things up with Jalapeno chips: Why the Sam Altman-led AI startup is building its own processors

OpenAI said it designed the chip from scratch in nine months. Broadcom handled silicon implementation, networking, and connectivity, while Celestica developed the physical computing hardware of the chip, including its circuit board, hardware frame, and system integration.

OpenAI just made its biggest move against Nvidia — and it could make ChatGPT cheaper to run

OpenAI has unveiled its first custom AI chip, designed to make ChatGPT faster, more efficient and less dependent on Nvidia hardware.

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International Business Times

OpenAI Makes Custom AI Chip Debut With Jalapeño As Part of Broadcom Deal

OpenAI on Wednesday unveiled its first custom-designed artificial intelligence chip, marking a major milestone in the company's effort to gain greater control over the hardware powering ChatGPT and its growing portfolio of AI products.

Tom’s Hardware

Broadcom and OpenAI unveil custom-built Jalapeño inference processor — OpenAI's first chip is a massive reticle-sized ASIC built in an ultra-fast nine-month development cycle

Broadcom and OpenAI reveal their Jalapeño custom-built inference ASIC that allegedly beats existing leading-edge in terms of performance-per-watt.

Broadcom Raises Tender Offer for Its Senior Notes to $3 Billion. What This Means for AVGO Stock.

The offer will purchase senior notes up to 2038.

Broadcom and OpenAI debut Jalapeño Intelligence Processor, plot an Apple-like move to 'build the full stack'

The AI arms race just got a little bit spicier as Broadcom and OpenAI target Nvidia.

The Economic Times

OpenAI unveils custom chip it designed with Broadcom to boost its AI infrastructure

OpenAI has unveiled its first custom AI chip, Jalapeno, developed with Broadcom to boost its infrastructure. This move aims to overcome computing power shortages and reduce reliance on Nvidia's GPUs. Designed for AI inference, the chip is comparable to Nvidia's and Google's offerings. OpenAI plans to deploy Jalapeno by year-end,…

I tested the TP-Link Archer BE770 and this full-featured Wi-Fi 7 router is an absolute networking bargain

The TP-Link Archer BE770 is a full-featured Wi-Fi 7 router with loads of useful ports that provides a high-performance experience on a budget.

This Tiny AI Memory Stock Is Taking on Samsung, Google, and Nvidia

Netlist stock surged after widening its patent dispute with Samsung and adding several major AI and server companies to a new ITC complaint.

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