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The Latest Breaking News from Harlan Sur

Broadcom's 10GW AI Deal With OpenAI Could Generate Up To $300 Billion Revenue, Analysts Highlight Growth From Custom Silicon And Networking Solutions

Broadcom (NASDAQ:AVGO) and OpenAI have launched a multi-year partnership to deploy 10 gigawatts of custom artificial intelligence silicon and rack-level systems, integrating compute Application-Specific Integrated Circuits (ASICs) along with Broadcom's Ethernet, Peripheral Component Interconnect Express (PCIe) and optical connectivity solutions. The deal expands beyond compute chips to networking silicon and…

Benzinga

Nvidia Is The Winner In Intel Partnership: Analyst Says Deal Widens 'Customer Base'

A semiconductor partnership between NVIDIA Corporation (NASDAQ:NVDA) and Intel Corp (NASDAQ:INTC) could benefit both companies, but one analyst sees a clear winner in the tie-up.

Benzinga

Broadcom's $120B AI Bet: Can Hock Tan Outpace Nvidia With Next-Gen Chips?

Broadcom Inc (NASDAQ:AVGO) is no longer content to trail in NVIDIA Corp.'s (NASDAQ:NVDA) shadow. Armed with a $120 billion AI revenue target by 2030 — and CEO Hock Tan whose bonus depends on hitting it — the semiconductor giant is positioning itself to challenge Nvidia's dominance.

Benzinga

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AI Chip Business Fuels Broadcom's Strong Quarterly Report

Broadcom stock rocketed after the company delivered a beat-and-raise earnings report and touted its robust AI chip business.

Investors Business Daily

Broadcom Bets Big On AI: Possible New Partnership With OpenAI Sparks Rally

Broadcom Inc (NASDAQ:AVGO) shares rallied in early trading on Friday on media reports of its possible partnership with OpenAI, which is gearing up to mass-produce its first proprietary AI chip.

Benzinga

Should You Buy the Post-Earnings Plunge in Marvell Stock?

Marvell stock tumbles as the chipmaker misses expectations for Q2 data center revenue and future guidance. A JPMorgan analyst recommends buying the post-earnings dip in MRVL shares.

Barchart

Nvidia Q2 Guidance Shows Demand Outstrips Supply For 'New Oil And Gold Of AI Revolution'

Nvidia Corporation (NASDAQ:NVDA) analysts are highlighting the company's growth in the second quarter and pending opportunity as China regulations become clear.

Benzinga

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Amazon, Meta Among Early Adopters Of Nvidia's Jetson Thor Robotics Platform

Nvidia (NASDAQ:NVDA) stock is trading higher on Monday as it rolled out its Jetson AGX Thor developer kit and production modules, a next-generation robotics platform built to power millions of robots, including humanoids, with advanced AI capabilities.

Benzinga

Arm AI Ambitions Grow, But Analysts Warn Of Margin Trouble Ahead

Arm Holdings (NASDAQ:ARM) underwhelmed with its latest quarterly results, prompting Wall Street analysts to revise their ratings on the chip designer.

Benzinga

Texas Instruments Nails Q2 Numbers, But Guidance Short-Circuits Rally

Shares of Texas Instruments Inc (NASDAQ:TXN) tanked in early trading on Wednesday, despite the company reporting upbeat second-quarter results.

Benzinga

AI Stock Astera Labs, IBD Stock Of The Day, Clears Key Level As Earnings Test Nears

Astera Labs is looking to reignite its AI stock rally as Nvidia and other chips stocks have bounced back in recent weeks.

Investors Business Daily

Why This Analyst Thinks Marvell Stock Is Headed for $130 After Custom AI Event

JPMorgan reiterated its bullish view on Marvell stock after the company’s Custom AI investor event. MRVL shares are currently trading at a discount versus Nvidia and Broadcom.

Barchart

IBD 50 Stocks To Watch: Chip Giant KLA Eyes Buy Point After 62% Rebound

KLA Stock: The chip giant is attempting to break out past a buy point after a 62% rebound in recent months.

Investors Business Daily

AI Chip Stocks Advance Amid Higher Market Estimates

AI chip stocks rose Monday as several Wall Street analysts reiterated their bullish views on the artificial intelligence market.

Investors Business Daily

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Barchart

This ‘Strong Buy’ Chip Stock Just Scored a New ‘Overweight’ Rating. Should You Buy It Now?

This chip stock has been upgraded by analysts and raised its 2025 outlook when it reported Q1 results.

Kiplinger

Stock Market Today: Stocks Rise on Good Volatility

Investors, traders and speculators continue to process the "known unknown" of global tariff-and-trade war negotiations.

Barchart

Is AVGO Stock Set to Bounce Back as Analysts Predict 50% Upside?

With strong fundamentals and exceptional growth projected in the coming years, AVGO is a reasonably priced AI stock to buy right now.

Investors Business Daily

Nvidia, Semiconductor Stocks Attempt Rebound After Tariff Tumble

Semiconductor stocks, including AI chip leader Nvidia, wavered Monday as investors deliberated buying the dip vs. catching a falling knife.

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Investors Business Daily

Nvidia Stock Fails To Score At 'Super Bowl Of AI'

Nvidia stock ended the week lower after it failed to capitalize on goodwill from the company's GTC conference.

Investors Business Daily

Broadcom Rallies As Chipmaker Shows AI Demand Remains Healthy

Broadcom provided welcome news to investors concerned that the buildout of AI infrastructure had run out of steam.

Investors Business Daily

AI Chip Design Work Boosting Synopsys Sales, But Stock Lagging

Chip design software firm Synopsys is benefiting from a surge of design activity around semiconductors for AI applications. But SNPS stock so far has not benefited.

Benzinga

Broadcom Likely For Upside Backed By AI Pipeline, Market Recovery, VMWare Synergy: Analyst

JP Morgan analyst maintains Overweight rating on Broadcom Inc with price target of $210. Expects better than expected earnings and growth in AI products, with strong demand and revenue opportunities.

Investors Business Daily

Nvidia Guidance Called Conservative As Blackwell AI Chip Production Ramps

Nvidia stock wavered Thursday as investors considered quibbles with the AI chipmaker's beat-and-raise earnings report.

Barchart

Up 160% in 3 Months, Is It Too Late to Buy Astera Labs Stock?

Breakout semiconductor stock ALAB has more than doubled in just a few months.

Investors Business Daily

Astera Labs Heads Skyward After Stellar Q3 Earnings Report

Astera Labs delivered a beat-and-raise third-quarter earnings report thanks to its heavy exposure to the artificial intelligence megatrend.

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