Artificial intelligence (AI) investing is still the market's most prevalent theme. As a result, investors need to pay ...

Broadcom AVGO is benefiting from strong demand for networking products and custom AI accelerators (XPUs). In fiscal 2024, AI ...

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

The European Cloud Commission Observatory (ECCO), set up by the Cloud Infrastructure Service Providers in Europe (CISPE) to ...

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

AI stocks are on the move after hours. The primary catalyst is earnings from Alphabet (Nasdaq: GOOGL).  While Alphabet shares ...

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 ...

so the demand for Broadcom’s AI chip components could diminish fast as the DeepSeek breakthrough causes the landscape to change. Investors were very bullish on Microsoft, even last week.

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

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 $ ...

Nvidia is the gold standard and leading provider of the graphics processing units (GPUs) used to train and run AI systems. The company is believed to control as much as 98% of the data center GPU ...