Nvidia’s stock has been ‘brutalized.’ Here’s the big disconnect.
Investors appear worried about the health of AI spending. But big AI customers don’t seem hesitant, an analyst notes.
Broadcom thumbs nose at mighty Nvidia
Nvidia and Broadcom may be fellow passengers on the AI hype train, but they occupy different carriages. Nvidia’s ...
Top Analysts Confirm Broadcom’s (AVGO) Buy-The-Dip Status
Broadcom (AVGO) shares slumped 5% yesterday despite the semiconductor titan delivering superb Q4 earnings results last week. More broadly, the ...
Nvidia: Enough Pain Already
Nvidia posts stellar earnings with $39B revenue and $43B forecast, fueled by AI demand. Click here to read more about NVDA ...
Exclusive: Nvidia and Broadcom testing chips on Intel manufacturing process, sources say
Chip designers Nvidia and Broadcom are running manufacturing tests with Intel , two sources familiar with the matter told ...
Broadcom (AVGO) Blasting Higher as it “Takes the Battle” to Rival Nvidia (NVDA)
Shares of semiconductor firm Broadcom (AVGO) kept surging today after a leading U.K. analyst said it was starting to emerge ...
The Next Platform2d
Broadcom And Marvell Ride The Compute Engine Independence Wave
Nvidia sells the lion’s share of the parallel compute underpinning AI training, and it has a very large – and probably ...
Why Broadcom, Netflix and Microsoft Are Lifting the Nasdaq Higher Today
Markets are still under a great deal of pressure. All thanks to more tariffs on Canada, Mexico, China and inflation threats, ...