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Broadcom (AVGO) Surged on Robust Earnings and Outlooks
08.10.2025 14:02
ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter showed strong performance for the stock market and ClearBridge Dividend Strategy. Although the strategy lagged its S&P 500 Index benchmark in the quarter, it gained from its exposure […]
Broadcom Announces Tomahawk® 6 – Davisson, the Industry’s First 102.4-Tbps Ethernet Switch with Co-Packaged Optics
08.10.2025 13:01
Breakthrough 102.4-Tbps CPO Ethernet Switch Delivers Unmatched Power Efficiency and Link Stability to Enable Cluster Scale-Up and Scale-OutPALO ALTO, Calif., Oct. 08, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced that it is now shipping Tomahawk® 6 – Davisson (TH6-Davisson), the company’s third-generation Co-Packaged Optics (CPO) Ethernet switch. Designed specifically for the accelerating demands of AI networking, TH6-Davisson is the industry’s first to deliver an unprece
Broadcom Delivers the Future of AI Infrastructure with End-to-End AI Networking Solutions at 2025 OCP Global Summit
08.10.2025 13:00
Company to Feature Industry’s Leading Open, Scalable and Power Efficient Solutions for Scale-up and Scale-out AI NetworksPALO ALTO, Calif., Oct. 08, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced it will showcase major advancements in its scale-up and scale-out AI networking solutions at the 2025 Open Compute Project (OCP) Global Summit. Featuring innovations such as the Tomahawk® 6, Tomahawk Ultra, Jericho4 Ethernet switches, and its third-generation TH6-Davisson Co-packa
Earnings Season Is Starting. Can Strong Profits Keep the Stock Market Rally Going?
08.10.2025 12:14
Third-quarter profit growth should be solid. Tech and AI will lead the way, but earnings momentum could broaden too.
The AI Bubble Is Here. 9 Stocks to Play It.
08.10.2025 12:09
Seaport Global analyst Jay Goldberg is firmly in the bubble camp. While chips are a critical part of the AI chain, he’s not sure that the business cycles are synced: “So saying that ASML, Applied Materials Lam Research and KLA are AI stories is a bit of stretch, but AI is definitely one of many important drivers of their business.”
Broadcom (AVGO) Seen as “King of AI Custom Silicon,” Says Mizuho
08.10.2025 10:06
Broadcom Inc. (NASDAQ:AVGO) is one of the AI Stocks Shaping Wall Street’s Next Big Rally. On October 6, Mizuho analyst Vijay Rakesh reiterated an Outperform rating on the stock with a $410.00 price target. The firm believes that the stock remains well positioned. “AVGO To Continue Leading AI Custom Silicon with an Expanding Pipeline Driving EPS […]
Jim Cramer on Ambiq Micro: “We Got to Be Careful of That”
08.10.2025 09:34
Ambiq Micro, Inc. (NYSE:AMBQ) is one of the stocks Jim Cramer recently talked about. During the lightning round, a caller asked about the stock, and Cramer replied: “Oh, Ambiq Micro, look, we got to be careful of that. There are so many good semiconductor companies out there. I’d rather see you in Broadcom, AVGO. I […]
Broadcom's Silent Grip On AI Compute
08.10.2025 09:30
Broadcomâs record $10B XPU order boosts AI chip revenue and backlog, but high client concentration poses risks. See more on AVGO stock here.
Broadcom (AVGO): A Proven Performer Leading the Pack of Profitable Dividend Stocks
08.10.2025 06:14
Broadcom Inc. (NASDAQ:AVGO) is included among the 13 Most Profitable Dividend Stocks to Buy Right Now. Broadcom Inc. (NASDAQ:AVGO) has quietly positioned itself as a prominent player behind the ongoing artificial intelligence surge. In the third quarter of FY 2025, the company reported about $16 billion in revenue, marking an increase of 22% from the […]
Earnings Are Coming. Wall Street Hopes Strong Profits Can Keep the Market Rally Going.
06.10.2025 17:43
Third-quarter profit growth should be solid. Tech and AI will lead the way, but earnings momentum could broaden too.
Broadcom (AVGO): The Non-Nvidia Winner in Chip Designers
06.10.2025 14:47
Middle Coast Investing, an investment advisor firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter was favorable for Middle Coast Investing. Its collective portfolio outperformed the S&P 500 and is ahead of benchmarks year to date. In Q3 2025, the US Portfolios returned 9.6% compared […]
AMD Stock Soars 27% After Inking a Huge AI Chip Deal With OpenAI
06.10.2025 14:18
The chip maker announced a long-term deal to become a key supplier to OpenAI’s artificial-intelligence infrastructure buildout. OpenAI plans to deploy 6 gigawatts worth of AMD Instinct graphics processing units, or GPUs, over the course of the partnership. As part of the agreement, OpenAI received a warrant to purchase up to 160 million shares of AMD stock at 1 cent apiece, representing roughly 10% of AMD’s total shares outstanding.
MRVL Surges 31% in a Month: Should You Hold or Fold the Stock?
06.10.2025 14:06
Marvell Technology's 31% surge rides on booming AI and data center demand, but lofty valuation and fierce rivals keep investors cautious.
Oracle vs JPMorgan Chase: Which Will Be the Next $1 Trillion Stock?
06.10.2025 13:05
Both Oracle and JPMorgan Chase have large market caps, but operate in very different sectors.
ChatGPT Parent OpenAI, AMD Partner In Landmark AI Deal
06.10.2025 12:20
Advanced Micro Devices (NASDAQ:AMD) shares surged premarket Monday following a landmark agreement with OpenAI to deploy up to 6 gigawatts of AMD Instinct GPU power for the tech giant's next-generation AI infrastructure. The initial phase will see a 1-gigawatt rollout of AMD Instinct MI450 GPUs in the second half of 2026, with plans for subsequent expansions across multiple generations of AMD's data center chips. Under the agreement, OpenAI will designate AMD as a core compute partner, leveraging
3 Top Growth Stocks to Buy in October
06.10.2025 12:15
These three companies offer distinct paths to growth as Q3 earnings reveal which businesses can sustain momentum in the shifting global economy.
TSM Soars 18% in a Month: Should You Buy, Sell or Hold the Stock?
06.10.2025 12:07
Taiwan Semiconductor's 18% surge underscores its AI-fueled momentum and dominant chipmaking edge. However, near-term headwinds suggest holding may be the wiser move.
A Fresh Look at Broadcom (AVGO) Valuation as Investor Confidence Builds
06.10.2025 12:02
Broadcom (AVGO) stock has been drawing investor attention lately, thanks in part to steady gains over the past month and eye-catching returns this year. Some are now re-examining the company’s track record and growth outlook. See our latest analysis for Broadcom. Broadcom's latest share price climb reflects steady investor confidence, with momentum building throughout the year as the company continues delivering strong fundamentals. The stock’s one-year total shareholder return of nearly 1%...
Meet the Unstoppable Semiconductor Stock Crushing Nvidia, AMD, and Broadcom Right Now
06.10.2025 08:32
Data center networking equipment and components are just as important as chips when it comes to powering the artificial intelligence revolution.
How Much Longer Can the AI Bubble Last? Inside Wall Street’s Great Debate.
06.10.2025 05:00
The same appears to be true for investors witnessing tech stocks’ increasingly stretched valuations, thanks to the artificial-intelligence revolution. The market knows the AI bubble has to burst eventually, but the question is how much longer it can inflate before the chewing gum splatters on traders’ faces. Nvidia the world’s most valuable company, now has a market value of $4.5 trillion.