Broadcom Hits $2 Trillion Market Cap as Google Reveals New AI Chips Broadcom recently rose to all-time closing highs as key partner Google provided an update on its custom AI chip roadmap. MarketBeat · Apr 28
Amazon's Chip Business Is Bigger Than AMD, Could Soon Pass Broadcom, Intel Amazon’s chip business is scaling rapidly and approaching the size of top semiconductor firms, yet investors still largely value the company as a cloud and retail player. Barchart · Apr 27
Broadcom's Q2 2026 Earnings: What to Expect Broadcom will release its second-quarter earnings soon, and analysts anticipate a double-digit bottom-line growth. Barchart · Apr 27
Will 8th-Generation TPUs Move the Needle for Google Stock? Alphabet’s new 8th‑generation TPUs are positioned as the backbone of its next AI growth phase. Barchart · Apr 23
Broadcom Stock Is Trading at New All-Time Highs. Should You Buy Shares Here? Riding a wave of AI-driven partnerships and improving market sentiment, Broadcom has climbed to record highs. Should you buy the stock now? Barchart · Apr 23
Mizuho Analysts Are Bullish on Custom Chips: Broadcom Could Have 87% Compound Annual Growth Rate Through 2028 Mizuho met with executives at an analyst presentation and believes that Broadcom's AI revenue will continue to grow. Barchart · Apr 22
Lawmakers Bet Big on These 3 Stocks—Should You? Congressional disclosure filings from the past 90 days show lawmakers buying Netflix, Broadcom, and JPMorgan Chase, with AVGO purchases alone totaling more than $3 million. MarketBeat · Apr 22
Broadcom Breakup: AVGO Stock Slumps as Google Considers Its Rival for a Deal. Should You Buy the Dip? Even if Broadcom cedes some of its revenue from GOOG to its competitor, AVGO's profits are still likely to soar going forward. Barchart · Apr 22
Broadcom & Meta Extend AI Pact Into 2029 as Shares Climb to $400 Broadcom shares have returned to $400, as the company announces expanded AI partnerships with Google, Anthropic, and now Meta Platforms. MarketBeat · Apr 21
Here's Why the AI Infrastructure Story Is Just Getting Bigger for GOOGL GOOGL is in talks with Marvell to co-develop AI chips while committing up to $185 billion in 2026 capex, backed by a $240 billion Google Cloud contract backlog. MarketBeat · Apr 21
Why Anthropic's Custom Chip Plans Could Benefit Broadcom Recent reports indicate that Anthropic is considering developing its own chips. See why this sets up a potential AI opportunity for chip giant Broadcom. MarketBeat · Apr 17
Broadcom to supply Meta with custom silicon through 2029 — Broadom CEO Hock Tan departs Meta's board Broadcom inks deal with Meta to supply multi-GW of custom MTIA silicon through 2029, but Hock Tan will leave Meta's board. Tom’s Hardware · Apr 16
AI's Cash Splash Continues: Meta Platforms and Broadcom Expand Custom Chip Partnership Hyperscalers are ramping AI infrastructure spending to record levels this year, with a string of major partnerships and funding rounds across the sector. Meta’s newly expanded collaboration with Broadcom on custom MTIA chips adds another layer to that build-out, focusing on multi-generation silicon and multi-gigawatt capacity through 2029. Barchart · Apr 15
Why Buying Marvell Stock Here Is a Tech-Savvy Bet on the ‘Hidden Lever’ Behind Microsoft and Amazon Marvell is 15 times smaller than its main competitor but possesses a comparable engineering resource and a base of loyal giants. Barchart · Apr 14
MarketBeat · Apr 14 From CrowdStrike to Chewy, These Tanking Stocks Are Announcing Buybacks Big names across cybersecurity, e-commerce and software are down 30% or more in 2026, and management is responding with share buybacks.
Barchart · Apr 12 3 Top Stocks to Buy to Invest in Anthropic’s Project Glasswing Anthropic’s Project Glasswing is bringing AI into cybersecurity in a big way. With tech leaders like Microsoft, Broadcom, and Nvidia, among others, involved, here’s why these three top-rated stocks could be solid picks now.
MarketBeat · Apr 10 Broadcom Locks in Multi-Year AI Wins With Google and Anthropic Broadcom is back in the winners circle with new agreements in place with Google and Anthropic showing that the company's AI-driven growth is far from over.
Barchart · Apr 9 Seaport Research Warns on AVGO Stock: Broadcom Is Confronting the ‘Limits of the Industry’ The investment firm has downgraded the shares of the chip major.
Barchart · Apr 9 Broadcom Is Making AI Chips with Google. Does That Make AVGO Stock a Buy Now? Broadcom signed a long-term AI chip partnership with Google. Should you buy AVGO stock now?
Barchart · Apr 8 Broadcom Just Landed Game-Changing AI Deals. Is AVGO a Buy Now? These multi-year deals could cement Broadcom as one of the biggest winners of the AI infrastructure race.
Barchart · Apr 8 Broadcom Is Getting a New CFO. What Does That Mean for AVGO Stock? As Broadcom ushers in its first CFO change in over a decade, is the stock worth buying now?
Barchart · Apr 7 As Broadcom Expands AI Deals With Google and Anthropic, Should You Buy AVGO Stock? Broadcom has strengthened its position in the AI hardware ecosystem through expanded partnerships with Alphabet’s Google and AI startup Anthropic.
International Business Times UK · Apr 7 Anthropic Signs Mega Deal With Google, Broadcom: Why Bitcoin Miners Should Pay Attention AI companies like Anthropic are now competing for the same scarce energy resources Bitcoin miners seek, which could drive more miners to rent their computing power to AI firms instead of mining cryptocurrencies.
Tom’s Hardware · Apr 7 Broadcom to supply Anthropic with 3.5 gigawatts of Google TPU capacity from 2027 — Claude pioneer says its annual revenue run rate has passed $30 billion Broadcom disclosed in a securities filing on Monday that it’ll supply Anthropic with roughly 3.5 gigawatts of Google TPU capacity starting in 2027.
Barchart · Apr 1 A $2 Billion Reason to Buy Marvell Technology Stock Nvidia's investment acts as a vote of confidence for the custom chipmaker.