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Ciena reported blowout Q3 earnings with revenue up 37% to $1.67 billion and backlog surging to $8.5 billion. Skyrocketing demand from hyperscalers connecting data centers for distributed AI training …
An analysis highlights four dividend ETFs—SCHD, VIG, DGRW, and NOBL—offering sustainable yields and growth. Top holdings mentioned in large-cap dividend growth strategies include Broadcom, Apple, and…
Semiconductor stocks rallied as falling Treasury yields, declining oil prices, and Nvidia CEO Jensen Huang's reaffirmed $3T–$4T AI infrastructure projection buoyed sentiment. The positive macro backd…
Broadcom is emerging as a prime beneficiary of hyperscalers designing custom AI accelerators like Meta's Iris, posing competition to Nvidia's merchant GPUs. Meanwhile, TSMC benefits broadly across bo…
Apple surged 3.56% to record highs following the debut of its first foldable, the iPhone Duo, alongside robust Q3 revenue of $109 billion. Supported by a 2.5-billion device installed base and a $30 b…
Qualcomm received a Buy rating driven by automotive strength and an Amazon AI infrastructure deal. Broadcom's AI chip revenue surged 221% to $16.7 billion, serving as a benchmark for custom silicon s…
TSMC's strong revenue surge and expanding advanced-node capacity highlight robust AI demand from key customers Nvidia and Broadcom. While 2nm ramp costs and geopolitical tail risks pose challenges, I…
Oracle confirmed massive full-year CapEx of $90 to $95 billion, sparking double-digit rallies across AI server makers HPE and Dell. The aggressive hyperscaler spending reaffirms robust demand for AI …
Skyworks Solutions confirmed its proposed merger with Qorvo is on track to close this year after clearing key U.S. antitrust waiting periods. The combined semiconductor company targets $500 million i…
EU antitrust regulators are probing Broadcom's VMware licensing changes and new subscription terms ahead of a March 31 deadline. Officials are assessing whether the overhaul harms smaller European cl…
Broadcom beat Q3 earnings with AI semiconductor revenue soaring 221% year-over-year to $16.7 billion, projecting further acceleration in Q4. Despite solid growth, record free cash flow, and a forward…
Nvidia and Broadcom are poised for major rebounds heading into 2027, driven by massive AI hyperscaler capital spending and compressed valuations. Nvidia projects 70% revenue growth backed by its Rubi…
The European Union is probing Broadcom's VMware licensing overhaul amid complaints from European cloud providers over rising costs and contract cancellations. Regulators are assessing potential anti-…
Broadcom faces heightened EU antitrust scrutiny regarding changes to VMware's licensing practices and partner programs. European regulators are questioning cloud providers about switching costs ahead…
U.S. stock indices dropped as hotter-than-expected August PPI inflation and crude oil surging past $100 per barrel stoked Federal Reserve rate hike fears. Tech and semiconductor equities led the down…
Broadcom earned a Buy rating and a $426 price target from 24/7 Wall St., driven by custom AI chip revenue surging 221% year-over-year. Long-term multi-year contracts with Google, Meta, and OpenAI bol…
Broadcom's AI semiconductor revenue surged to $16.7B in Q3, backed by robust demand for custom ASICs like Jalapeno that undercut standard GPU costs by half. Strong free cash flow margins and ambitiou…
Jim Cramer highlighted Nvidia and Broadcom as primary winners from OpenAI's GPT-6 Astra launch. Nvidia leads training with massive Grace Blackwell deployments, while Broadcom gains ground in inferenc…
Analyst commentary highlights Nvidia and Broadcom as prime beneficiaries of surging hyperscaler AI data center spending. Robust revenue guidance, custom AI ASIC demand, and GPU dominance suggest subs…
Billionaire investor Stanley Druckenmiller completely exited positions in Nvidia and Broadcom to build a sizable stake in AMD. He expects AMD's integrated CPU and GPU architecture, along with its Hel…