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FOUND: 2 - What They Never Told You

Nvidia's Empire Just Took A Hit - Broadcom's $10 Billion Deal Is The Plot Twist

For years, Nvidia Corp (NASDAQ:NVDA) has been the undisputed king of AI hardware, but OpenAI just threw a curveball. The ChatGPT maker has inked a $10 billion deal with Broadcom Inc (NASDAQ:AVGO) to co-design and mass-produce its own AI chips by 2026, signaling a seismic shift away from Nvidia's grip…

Benzinga

What's Going On With Nvidia Stock Friday?

Nvidia Corp. (NASDAQ:NVDA) shares traded lower Friday after Broadcom Inc. (NASDAQ:AVGO) delivered stronger-than-expected quarterly results and confirmed a landmark partnership with OpenAI that could intensify competition in the artificial intelligence hardware market.

Benzinga

OpenAI To Mass-Produce 1st Proprietary AI Chip With Broadcom, Secures $10 Billion Deal: Report

OpenAI is set to begin mass production of its first proprietary artificial intelligence chip next year through a partnership with Broadcom Inc. (NASDAQ:AVGO), marking a strategic shift away from its reliance on Nvidia Corp. (NASDAQ:NVDA) amid surging demand for artificial intelligence computing power.

Benzinga

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Broadcom, Lululemon, Opendoor, Docusign And Neonode: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks advanced on Thursday, with the Nasdaq Composite jumping over 200 points, or nearly 1%, to 21,707.69. The SP 500 added 0.8% to finish at 6,502.08, while the Dow Jones Industrial Average also rose 0.8%, closing at 45,621.29.These are the top stocks that gained the attention of retail traders…

Benzinga

Broadcom Q3 Preview: Can Nvidia's 'Baby Brother' Beat Estimates Once Again?

Semiconductor giant Broadcom Inc (NASDAQ:AVGO) reports third-quarter financial results after market close on Thursday.

Benzinga

Broadcom Vs. Nvidia: The AI Chip War You're Not Watching

In the escalating AI hardware arms race, Nvidia Corp (NASDAQ:NVDA) may hog the spotlight—but Broadcom Inc (NASDAQ:AVGO) is quietly firing back with smart silicon and hyperscaler-grade networking gear, setting up a surprisingly fierce head-to-head battle in the datacenter compute arena.

Benzinga

Jensen Huang Says Nvidia's Products Irreplaceable As Broadcom And Marvell Push Custom ASIC Chips To Challenge GPU Dominance: Here's Why

On Wednesday, Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang defended the company's dominant AI GPU platform, saying its full-stack architecture, ecosystem reach and performance-per-watt leadership make it irreplaceable, even as rivals Broadcom Inc. (NASDAQ:AVGO) and Marvell Technology Inc. (NASDAQ:MRV) ramp up custom AI chip production to challenge its market position.

Benzinga

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Tesla, Apple, Amazon Among Hedge Fund Favorites, SPY Emerges As Top ETF Buy

Hedge funds boosted their holdings in leading technology firms substantially in the second quarter of 2025, with Apple Inc (NASDAQ:AAPL), Amazon.com Inc (NASDAQ:AMZN), Nvidia Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Meta Platforms Inc (NASDAQ:META), Alphabet Inc (NASDAQ:GOOGL), Tesla Inc (NASDAQ:TSLA), and Broadcom Inc (NASDAQ:AVGO) being among the top bought stocks, per…

Benzinga

Hedge Fund Manager Paul Tudor Jones Bets Big On Opendoor: Exits Disney, Broadcom, Chinese Equities—Trims Exposure To Bitcoin, Alphabet

Billionaire hedge fund manager Paul Tudor Jones has made several notable portfolio moves during the second quarter of 2025, with a slew of exits and a surprising bet on a retail favorite stock.

Benzinga

Jim Simons' Renaissance Q2 Tech Shake-Up: Adds Netflix, Apple While Showing Chipmakers Broadcom, AMD The Door

Late investor Jim Simons‘ fund, Renaissance Technologies LLC, executed a major shake-up of its technology holdings in the second quarter, doubling down on streaming and consumer electronics while completely exiting major chipmaker stocks.

Benzinga

Nvidia, Broadcom, Marvell Lead Chip Stock Slide After Trump Hits China, Taiwan With New Tariffs

Artificial intelligence chip stocks including NVIDIA Corp. (NASDAQ:NVDA), Advanced Micro Devices Inc (NASDAQ:AMD), Broadcom Inc (NASDAQ:AVGO), Arm Holdings PLC-ADR (NASDAQ:ARM), Marvell Technology Inc (NASDAQ:MRVL), Micron Technology Inc (NASDAQ:MU), Lam Research Corp (NASDAQ:LRCX), Taiwan Semiconductor Manufacturing Co (NYSE:TSM), Super Micro Computer Inc (NASDAQ:SMCI) are trading lower on Friday as the Trump…

Benzinga

Nancy Pelosi Just Bought Tech Stock At 71% Discount To Current Price—Here's How

Former Speaker of the House Nancy Pelosi recently disclosed a new tech stock purchase and the buy was made at a huge discount to what retail investors have been paying. Here's how.

Benzinga

Nvidia Is The Star―But Broadcom Is The AI Boom's Best-Kept Secret

Nvidia Corp (NASDAQ:NVDA) may dominate AI headlines, but JPMorgan's Harlan Sur thinks Broadcom Inc (NASDAQ:AVGO) deserves more credit for building the infrastructure that makes artificial intelligence work.

Benzinga

Broadcom's Relevancy Clashes With Its Valuation Risk, Driving Participation In Direxion's AVL, AVS ETFs

Thanks to another strong showing for its second-quarter earnings report, semiconductor giant Broadcom Inc. (NASDAQ:AVGO) has been one of the strongest performers among major publicly traded tech firms. On a year-to-date basis, AVGO stock has gained nearly 19%. Since the close of April 4, however, the security has nearly doubled…

Benzinga

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Benzinga

Nvidia, Palantir Fuel Historic Tech Rally — And It's Far From Done

In a quarter that began with fears of a tech wreck following President Donald Trump‘s sweeping tariff announcements, Wall Street’s tech darlings pushed sector benchmarks to one of their strongest quarterly gains on record, reigniting optimism for a continued summer rally.

Benzinga

Billionaire David Tepper Dumps Nvidia, Slashes 'Magnificent 7' Holdings — But Bets Big On These 2 AI And Blockchain Plays

Billionaire David Tepper‘s hedge fund Appaloosa Management L.P. made significant changes to its portfolio in the first quarter of 2025 as it reduced its holding in the Jensen Huang-led tech giant Nvidia Corp.

Benzinga

The AI Rally Just Flipped—These Stocks Are Now Outgunning Nvidia

The artificial intelligence rally that made Nvidia Corp. (NASDAQ:NVDA) a market juggernaut appears to have entered a new phase in 2025, as a sharp rotation in semiconductor leadership has seen rivals outperform the AI front-runner.

StockNews.com

3 AI-Powered Chip Stocks Benefiting from the AI Boom

AI is fueling an unprecedented boom in the semiconductor industry, as global chip sales are poised for another double-digit growth this year. With AI becoming deeply integrated into enterprise solutions, consumer electronics, and industrial automation, companies like Broadcom (AVGO), QUALCOMM (QCOM), and STMicroelectronics (STM) are benefiting big time from the…

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3 Semiconductor Stocks Driving the Tech Boom

The semiconductor industry is at the heart of the tech boom, serving as the backbone for innovations in computing, communication, and consumer electronics. Given this backdrop, it could be wise for investors to add NVIDIA Corp (NVDA), Broadcom (AVGO), and QUALCOMM (QCOM) to their watchlists. Continue reading….

StockNews.com

3 AI Hardware Companies Powering the Next Wave of Computing

The AI hardware industry is well-positioned for growth thanks to the growing adoption of cutting-edge technologies, which have revolutionized how computers process data. Amid this backdrop, it could be wise to buy AI hardware stocks, such as Broadcom (AVGO), QUALCOMM (QCOM), and International Business Machines (IBM). Continue reading….

MarketBeat

Market Momentum: 3 Stocks Poised for Significant Breakouts

ONON, RDDT, and AVGO are three stocks from three different sectors, all poised for breakouts, reflecting broader market strength.

StockNews.com

3 Semiconductor Innovators Powering Tomorrow’s Technologies

From cutting-edge AI chips to energy-efficient solutions, semiconductor stocks are driving innovation across industries. Amid this backdrop, it could be wise for investors to add NVIDIA Corp (NVDA), Broadcom (AVGO), and QUALCOMM (QCOM) to their watchlists. Read more….

Barchart

2 Chip Stocks to Buy in 2025 That Aren't Nvidia

The semiconductor industry is poised for explosive growth, and these two chip names that aren’t Nvidia stand out as solid investment opportunities for the upcoming year.

StockNews.com

3 Semiconductor Stocks Driving the Digital Revolution

As global industries become increasingly reliant on advanced computing and connectivity, semiconductor companies are well-positioned for sustained growth. Thus, investors could watch fundamentally solid semiconductor stocks NVIDIA Corp (NVDA), Broadcom (AVGO), and Taiwan Semiconductor (TSM). Keep reading….

Benzinga

Broadcom Likely For Upside Backed By AI Pipeline, Market Recovery, VMWare Synergy: Analyst

JP Morgan analyst maintains Overweight rating on Broadcom Inc with price target of $210. Expects better than expected earnings and growth in AI products, with strong demand and revenue opportunities.

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