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Every quarter, one chipmaker hands its shareholders a stronger reason to own it than the previous quarter, and most investors are still scanning the wrong names for AI exposure.
Investing.com -- The AI arms race dominated headlines this week, with Meta unveiling a new frontier model and a chip supply deal between Apple and Broadcom.
Meta led S&P 500 gainers on Friday as Wall Street welcomed its push to monetize the hundreds of billions its spending on AI infrastructure.
The ChatGPT developer’s recent model beats releases from Elon Musk’s SpaceX and Alphabet’s Google on Artificial Analysis’s intelligence ranking.
By Karen Roman BigBear.ai Holdings, Inc. (NYSE: BBAI) said its Pangiam Threat Detection solution received Dutch national approval from the Netherlands’ National Coordinator for Counterterrorism and Security. The authorization comes […]
Marvell Technology's five AI infrastructure growth engines underpin plans for 40% revenue growth in fiscal 2027 and 45% in fiscal 2028.
This is a hyper-growth chapter for Broadcom (AVGO), fueled by what management calls insatiable demand for AI infrastructure. The company's core engine is supplying custom accelerators and networking silicon to a handful of hyperscale customers, including Alphabet (GOOG.
Everyone is celebrating Broadcom's win, but it benefits Apple, too.
Apple's new $30 billion chip deal will secure over 15 billion U.S.-made chips and support custom silicon, wireless tech and AI-enabled devices.
While South Korean memory chipmaker SK Hynix (000660.KS) makes its debut on US market with a fresh listing on the Nasdaq, Yahoo Finance Markets and Data Editor Jared Blikre and Senior Business Reporter Ines Ferré take a closer look at the semiconductor landscape and memory chip trade.
Shares of Meta Platforms (NASDAQ:META) are up 6% in Friday morning trading, changing hands at $670 after Thursday’s close of $631.48. The move extends a hot stretch for Meta Platforms stock, which have climbed 15% over the past week. The catalyst is a rethink of what Meta Platforms is building. A Reuters-reported internal memo and ... Meta Platforms Jumps 6% on AI Cloud Ambitions: Can It Challenge Amazon and CoreWeave?
There were multiple recent catalysts that sent Meta stock higher from reports that the company plans to rent out its surplus compute to Mark Zuckerberg announcing the release of Muse Spark 1.1, and a reported internal memo about expanding its computing capacity and a new AI chip through a partnership with Broadcom. The Roundhill Magnificent Seven ETF was up 1.2%, mostly thanks to Meta’s climb.
The highly anticipated debut of SK hynix on the Nasdaq marks a significant development in the AI chips sector. As the Korean chipmaker responsible for the High Bandwidth Memory (HBM) vital to most advanced AI accelerators goes public, U.S. investors gain direct access to its stock for the first time. This public offering, reported to be the largest ADR in market history, underscores SK hynix's critical role in fueling the AI boom, particularly as its HBM chips power AI processors in major...
Tim Cook inherited Steve Jobs's shadow and a skeptical Wall Street, then quietly engineered one of the most stunning wealth-creation runs in stock market history. Here is how a single investment made on his first day measured up against everything that followed.
One of these stocks is up 683% over the past year and may still be worth buying today.
Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Best Data Center Stocks to Buy in July. On July 8, Apple announced a multi-year chip deal with Broadcom expected to exceed $30 billion, the largest U.S. manufacturing commitment to date, CNBC reported. The agreement covers the production of more than 15 billion U.S.-made chips as well […]
Yes, Jim Cramer has said a lot of things about a lot of stocks over the years. But when the "Mad Money" host identifies a single name as the market's directional signal, that is a different kind of call entirely. Cramer posted about it on X (formerly Twitter) on July 8. If there is going to be a ...
The chipmaker is a short hop from a milestone only a handful of companies have reached. Is the climb built to last?
These tech titans took their partnership to the next level. It's a win for shareholders.
Both Broadcom and Caterpillar are strong options for gaining exposure to the artificial intelligence (AI) buildout, with their consistent dividend payouts over time making them attractive to investors with an appetite for income.
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