Seaport Research's Jay Goldberg has some bullish ideas for 2026 - but none are as high-conviction as his longstanding bearish call on Nvidia. That stance has garnered some attention this year, even as ...

Shares of Broadcom (NASDAQ: AVGO) have been soaring this year as the semiconductor company scored major AI chip wins, but ...

Oracle Cloud Infrastructure is launching the first public cloud instances powered by Ampere Computing’s custom, ...

Marvell Technology (MRVL) found itself at the center of Wall Street anxiety as a pair of high-profile reports ignited fears ...

Broadcom is knocking on the door of joining Nvidia, Apple, Alphabet, Microsoft, and Amazon in the $2 trillion club.

Discover upcoming MacBook battery improvements, the latest Apple battery tech, and key MacBook 2026 leaks, helping readers ...

Summary: During a recent episode of The AI Investor Podcast, 24/7 Wall St. analysts Eric Bleeker and Austin Smith broke down the competitive dynamic between Google (NASDAQ: GOOGL)’s custom TPU chips ...

Broadcom stock falls 11% post-earnings despite beat and guidance raise. Jim Cramer calls it a buying opportunity. CNBC Club ...

Investment bank Needham lifted its price target on Rivian's stock to $23 per share following these announcements. "RIVN ...

Broadcom President and CEO Hock Tan disclosed that Anthropic signed a $10 billion custom chip deal this fall with Anthropic, ...

Nvidia and Broadcom are two of the best-positioned chip stocks for the AI infrastructure boom. Alphabet has a cost advantage ...

Broadcom shares fell more than 11% on Friday after the chipmaker warned growing sales of lower-margin custom AI processors ...