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The Latest Breaking News from Broadcom

New HBF spec outlines tech that can give GPUs terabytes of extra memory — Sandisk and SK hynix unveil spec with up to 16-Hi NAND stacks, 3 TB/s bandwidth, UCIe

Sandisk and SK hynix formally introduce HBF specification that promises up to 3 TB/s of bandwidth eventually, though only four companies are currently interested in the technology.

Tom’s Hardware

MarketBeat Week in Review – 07/27- 07/31

A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.

MarketBeat

Banks in talks to lend $15 billion for Anthropic data center backed by Google: WSJ

Big Tech has ‌been pouring ⁠billions of ⁠dollars into AI data centers and computing power as demand continues to outstrip supply.

The Economic Times

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Apple Earnings Prediction Market Preview: What Will Tim Cook Say in His Last Call as CEO?

Apple Inc. (NASDAQ:AAPL) reports third-quarter earnings after the bell Thursday, with the call at 5 p.m. ET.

Benzinga

Broadcom Just Signed a $200 Billion AI Agreement. It Solves the Company’s Biggest Problem.

Broadcom’s projected $200 billion Samsung partnership is less about size and more about securing the AI chip supply chain for years to come.

Barchart

Broadcom’s $200 Billion Samsung Deal Shows How Costly the AI Memory Race Has Become

Broadcom and Samsung signed a five-year, $200 billion deal for memory chips, including HBM, and potential advanced packaging collaboration to support Broadcom's AI accelerator growth.

MarketBeat

Broadcom Secures Memory Chip Deal With Samsung. What This Means for AVGO Stock Investors.

With this new deal running through 2030, how should investors approach AVGO?

Barchart

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Apple Briefly Tops a Historic $5 Trillion Valuation. It Is Only The Second Company To Ever Do So

Apple topped a $5 trillion valuation for the first time on Tuesday, becoming the second company to ever do so.

International Business Times

Broadcom Leads 3 AI Stocks Quietly Raising Their Dividends, One by 161%

Three tech stocks pair strong five-year dividend growth with controlled payout ratios and bullish analyst ratings.

Barchart

EXCLUSIVE: After Nvidia And SK Hynix, These 3 AI Stocks Could Be The Next Winners, CEO Says

The first wave of the AI boom crowned Nvidia Corp. (NASDAQ:NVDA) and memory leader SK Hynix Inc. (NASDAQ:SKHY) as Wall Street’s biggest winners. But as AI infrastructure spending broadens, the next opportunities may lie deeper in the supply chain.

Benzinga

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

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

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

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

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The Economic Times

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

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

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…

Barchart

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?

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Barchart

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.

MarketBeat

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.

Benzinga

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.

MarketBeat

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.

Kiplinger

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.

International Business Times UK

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.

Barchart

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.

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