CISPE Association of European Cloud Providers has published its 1st competition barometer. Criticism is that Broadcom's ...

One of the biggest market drivers of technology stocks over the past couple of years has been rapid advancements in the field ...

OpenAI's custom silicon design will resemble that of Google's TPU, expected to be taped out in the coming months.

Broadcom (AVGO) stock surged 4.3% on Wednesday and gained another 1.5% in today’s pre-market trading session. This surge was ...

In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA) and other AI stocks after the volatility created by DeepSeek AI. To learn more, check out the short video, consider ...

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and SoftBank are leading the newly announced Stargate initiative under President ...

Broadcom’s shares are very volatile and have ... Speaking at the World Economic Forum in Davos, Switzerland, Microsoft CEO Satya Nadella praised DeepSeek's efforts, calling the new model ...

Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek ...

This optimism is based on Broadcom's ability to broaden its customer base and capitalize on the growing demand for custom AI chips. As large IT companies including Microsoft, Meta, and Amazon want ...

If demand for these high-end chips falters, sales of ancillary products -- like those in Broadcom's arsenal -- could suffer as well. Microsoft helped kick-start the AI revolution with its hefty $ ...

Heading into today's trading, Broadcom, Nvidia, and Microsoft were selling for 200 times, 56 times, and 37 times earnings, respectively. Alphabet was the outlier, selling for a discount at 27 ...