Broadcom's Quarterly Earnings Preview: What You Need to Know Broadcom is prepared to post its third-quarter results soon, with analysts predicting a triple-digit earnings growth. Barchart · Jul 27
Broadcom May Be the Biggest Winner From Alphabet's Earnings Alphabet raised its 2025 CapEx guidance to $195-$205 billion and posted 82% Cloud growth, signaling stronger TPU and AI infrastructure demand for chip partner Broadcom. MarketBeat · Jul 26
Intel Layoffs, Musk's Micron Moment, $200 Billion Samsung-Broadcom Pact and More: This Week in Tech It’s been another eventful week in tech, with AI infrastructure deals, chipmaker layoffs, and fresh commentary on the AI trade dominating headlines. Here’s a quick recap of the major tech stories that came in over the week. Benzinga · Jul 26
2 Stocks to Buy Now as Google Raises Its AI Spending Forecast Yet Again Alphabet's AI spending spree could hand Lumentum and Celestica another tailwind as demand outpaces infrastructure supply. Barchart · Jul 25
Samsung Electronics wins $200 billion Broadcom AI chip partnership, boosting foundry push The tie-up comes as global technology companies increasingly develop their own custom AI accelerators, rather than relying solely on general-purpose graphics processors, driving demand for specialised chip design and manufacturing partnerships. The next five years of collaboration will combine Broadcom's expertise in designing application-specific integrated circuits (ASICs), or chips for… The Economic Times · Jul 25
South Korea's SK Hynix, Samsung Electronics sign $950 billion partnership with US big tech The partnership includes the long-term supply of $750 billion in memory chips to US companies by SK Hynix and $200 billion in chips by Samsung Electronics to Broadcom, the presidential adviser, Kim Yong-beom, said at a briefing. The Economic Times · Jul 25
South Korea President Lee looking to open new era of AI in with global tech companies President Lee delivered a keynote address unveiling a "San Francisco AI Declaration" that outlined South Korea's AI ambitions and its vision for technological cooperation with the United States. Lee separately met Nvidia CEO Jensen Huang, OpenAI CEO Sam Altman, Anthropic CEO Dario Amodei and Broadcom CEO Hock Tan, before joining… The Economic Times · Jul 25
Texas Instruments vs. Qualcomm: One Pays Out 94% of Earnings. The Better Dividend Chip Stock Is Clear. Texas Instruments and Qualcomm offer different paths to AI growth and dividend income, but which chip stock gives investors the better setup? Barchart · Jul 24
Nvidia’s Rivals Are Coming for Its Crown, But the Smartest AI Bet Sits Further Down the Tech Stack Hyperscalers are building custom AI chips to cut their reliance on Nvidia. But whoever wins, every chip still runs through the same handful of companies, from Broadcom and TSMC down to ASML. Barchart · Jul 24
TSMC’s Price Hikes Could Show Which AI Chip Stocks Have Real Pricing Power TSMC plans 2027 price hikes of 5% to 10% plus HPC surcharges, testing pricing power at NVIDIA, Broadcom, AMD, and Qualcomm amid record TSMC revenue and margins. MarketBeat · Jul 24
NVIDIA's Next Breakout? Market Veteran Sees Plenty of Fuel Left in the AI Leader Market experts said NVIDIA Corp. (NASDAQ:NVDA) remains a core AI semiconductor holding, while peers such as Broadcom Inc. (NASDAQ:AVGO), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology Inc. (NASDAQ:MU) and Sandisk Corp. (NASDAQ:SNDK) continue to trade around hyperscaler spending, memory demand and AI infrastructure momentum. Benzinga · Jul 23
Insider Moves Are Sending Mixed Signals Across the Tech Sector Broadcom sees insider selling after volatile 2026 trading, while Netskope draws heavy insider buying post-earnings drop and Eli Lilly CEO David Ricks purchases Adobe shares. MarketBeat · Jul 22
Nasdaq Rallies Ahead of Magnificent 7 Earnings: Stock Market Today Earnings are the most important thing, and expectations are high. But interest rates are rising, and energy tensions aren't easing. Kiplinger · Jul 21
Cathie Wood Sells $11.7 Million of AMD Stock 2 Days After Ed Zitron Forecast Its Fall Due to OpenAI Cathie Wood's Ark Invest sold 23,573 AMD shares after AI critic Ed Zitron claimed OpenAI's unsustainable finances are impacting chipmakers, raising risks of a market crash. International Business Times UK · Jul 20
Barchart · Jul 20 The MANIA Stocks Are Tanking. Here's How to Take Advantage of Semiconductor Volatility. While several uber-popular semiconductor stocks are tanking, you may be wondering if you should buy the dip or hedge your bets against these names. Here's what I'd recommend.
Barchart · Jul 18 AI Investors Are Becoming Pickier. 2 Stocks Still Stand Out. The easy gains from AI may be over, but few companies still stand to benefit from the next wave of AI infrastructure spending.
MarketBeat · Jul 17 TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident TSMC posted record Q2 2026 revenue and profit, raised its full-year growth outlook to over 40%, and boosted 2026 CapEx plans, signaling robust AI chip demand.
International Business Times UK · Jul 17 OpenAI's Collapse Is a Matter of 'When, Not If': Ed Zitron Warns the Stock Market Will Pay the Price Tech analyst Ed Zitron critiques OpenAI's role in the AI bubble, predicting its collapse could mirror the Lehman Brothers' impact on the financial market.
MarketBeat · Jul 17 Has Broadcom Become Too Expensive for Its AI Story? Broadcom stock has stalled since November despite strong results, prompting Erste Group's downgrade over valuation, while Morgan Stanley still calls it a core AI winner.
The Economic Times · Jul 16 Beyond Nvidia: The hidden winners of the AI investment boom The real money in the AI build-out is being made where physical capacity can't keep pace with capital, argues Subho Moulik, Founder & CEO at Appreciate. His test for investors: does a company own a constraint that money cannot quickly relieve? Software can be scaled in an afternoon, but a…
Barchart · Jul 11 Broadcom Lands $30 Billion Chip Deal With Apple. Why It’s a Win-Win for AAPL and AVGO. Broadcom strengthened its growth outlook by securing a $30 billion chip agreement with Apple through 2031.
MarketBeat · Jul 11 MarketBeat Week in Review – 07/06 - 07/10 MarketBeat recaps the week's top stories, covering SK Hynix's debut, AI stock rotation, earnings from D.R. Horton, and analysis of Palantir, Microsoft, Meta, Broadcom, Rivian, ASML, and Circle.
Kiplinger · Jul 10 Meta Leads Again as Markets Look Forward to Earnings: Stock Market Today Every sector but healthcare was up on Friday, as investors, traders and speculators priced in broad optimism about the future.
MarketBeat · Jul 10 Broadcom's $30 Billion Apple Deal: This Chip Giant Is About More than Just AI Broadcom extended its chip supply deal with Apple through 2031, valued at over $30 billion, highlighting its non-AI semiconductor and infrastructure software revenue beyond its core AI chip business.
Barchart · Jul 9 Broadcom Declines on Erste Group’s Downgrade. Ignore the Noise and Keep Buying AVGO Stock. One analyst believes that all of the optimism around Broadcom is priced into AVGO stock.