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Investors are assessing strong momentum for hardware companies in the first half of the year.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

NVIDIA’s fundamentals have never looked stronger, yet its stock is limping through 2026. NVIDIA (NASDAQ:NVDA) is up just 3.2% year to date, a striking laggard in a sector where money is flooding into almost everything else. That is the paradox: the company at the center of the AI buildout has become the black sheep of ... How Nvidia Became The Black Sheep Of The Chip Stock Rally

NVDA's record cash flow, rising dividend and $119B buyback capacity show how AI demand is fueling shareholder returns and long-term investment.

(Bloomberg) -- Broadcom Inc. said Monday that it will provide custom chips for Apple Inc. in an expanded deal that runs through 2031.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsFIFA Allows Balogun to Play After Trump Call Sparking UproarThe companies have signed a new multi-year

Broadcom said on Monday that ‌the chipmaker and ‌Apple have agreed to expand ​their partnership through 2031 to develop and supply a range of custom ‌chips. Broadcom has ⁠been a long-standing supplier to Apple, ⁠providing key components, including custom radio frequency ​chips used ​in ​iPhones, Wi-Fi and ‌Bluetooth connectivity chips, and other networking semiconductors. Apple is one of Broadcom's largest customers.

By Wayne Cole and Harry Robertson SYDNEY/LONDON, July 6 (Reuters) - U.S. futures ticked higher and European stocks traded near record highs on Monday as the potential for increased energy supplies

Recent developments in the AI chip sector have led to a significant surge in demand for high-end multilayer ceramic capacitors (MLCCs), crucial components in AI server platform upgrades and custom ASIC development by cloud service providers. According to TrendForce, the book-to-bill ratios for leading Japanese and Korean MLCC suppliers have reached their highest levels since the pandemic, suggesting potential supply shortages. The AI-driven demand has caused a shift in production priorities...

July 6 (Reuters) - Wall Street futures rose on Monday as chip stocks stabilized after recent weakness, while a fall in oil prices helped extend a rally that lifted the main U.S. indexes the previous

Broadcom Inc. (NASDAQ:AVGO) is one of BlackRock’s 30 most important AI stocks right now. In early June, Broadcom Inc. (NASDAQ:AVGO) highlighted its broadband Edge AI portfolio. The range of AI-powered broadband offerings consists of a 50G PON gateway SoC, an extensive Wi-Fi 8 product portfolio, and a joint 5G and Wi-Fi 8 fixed wireless access […]

Wall Street just picked a new favorite in the AI chip race, and it isn't the company most investors expect. According to Investing.com, Cantor Fitzgerald analyst C.J. Muse raised his price target on Advanced Micro Devices (AMD) to $700 from $500 on June 29, keeping his Overweight rating. That ...

A little bit of everything for investors this holiday weekend!

Broadcom Inc. (NASDAQ:AVGO) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 31 upward EPS revisions and 10 downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 25 upward revisions and 13 downward revisions. The gross number of upward revisions is strong, […]

We recently published Jim Cramer’s Biggest Winners to Buy: Top 20 AI & Other Stocks He Got Right in 2026. Broadcom Inc. (NASDAQ:AVGO) is one of the stocks discussed by Jim Cramer. Chip designer Broadcom Inc. (NASDAQ:AVGO) is one of the most important firms in today’s AI era, courtesy of its ability to design custom […]

The iShares Core Dividend Growth ETF (NYSEARCA:DGRO) and the Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) look like siblings on any fund screener: both hunt large-cap U.S. companies with a history of raising dividends, both charge single-digit basis points, and both distribute quarterly. The real divergence sits in the fine print of their index rules, and that ... DGRO vs. VIG: Which Dividend-Growth ETF Compounds Your Income Faster?

Nebius and CoreWeave are rapidly growing.

Broadcom and OpenAI unveiled Jalapeño, OpenAI's first Intelligence Processor, advancing their 10 GW chip partnership and a potential $200 billion revenue opportunity by 2029.

MarketBeat's weekly roundup covers a weaker June jobs report, tech sector rotation, and top analyst picks including TSLA, AVGO, PLTR, MRNA, and NEE heading into Q2 earnings season.

DriveNets is expanding its AI Fabric portfolio with Broadcom’s Tomahawk 6 ASIC for large scale AI data centers. The new open Ethernet based networking platforms are aimed at hyperscale AI clusters and are targeted for deployment in Q3 2026. The partnership broadens Broadcom’s role in AI infrastructure by putting its latest high capacity, power focused silicon at the core of next generation data center networks. For investors watching Broadcom (NasdaqGS:AVGO), this new DriveNets...

These five unusually active July 10 out-of-the-money calls are priced below $0.20. Stellantis offers the highest probability of profit at 26.23%, while Chewy, Broadcom, PayPal, and Walmart round out the list of cheap, speculative bets for next week's expiration.

AMD's data center momentum is strong, but stretched valuation, competition, gaming weakness and margin pressure cloud near-term upside.

U.S. equities have been solid so far in 2026, and according to JPMorgan's global investment strategist, Kriti Gupta, the S&P 500 could climb as high as 9,000 by mid-2027. That would mark a gain of about 20% from where the index sits now. The bank's analysts back that outlook with two specific ...

June’s jobs report was weak. That’s perhaps understating it. In an economy of more than 300 million people, the U.S. economy was only able to eke out 57,000 jobs this past month. And on top of those numbers, revisions to prior month estimates hit investors in the face, suggesting that the consumer could be slowing ... The Economy Is Losing Steam After Adding Just 57,000 Jobs in June — But I’m Still Bullish On These 3 Unstoppable AI Stocks

Broadcom Inc. (AVGO) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

CRDO sees Active Electrical Cables driving AI connectivity growth as customer adoption expands and reliability gains strengthen its long-term growth outlook.

Shares of Broadcom (NASDAQ:AVGO) have gone almost nowhere in 2026, up just 4.15% year to date (YTD) while the rest of the AI chip complex has ripped higher. The U.S. markets are closed Friday for the Independence Day holiday, giving investors a clean moment to review the scoreboard heading into the second half. Advanced Micro ... Broadcom Has Barely Moved in 2026. Should You Switch to AMD or Intel Now?

QCOM's automotive and Snapdragon traction support its portfolio, but handset weakness, China risks and margin pressure cloud the stock outlook.

Broadcom Inc. (AVGO) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

The stock's incredible run had little to do with its past and everything to do with a future the market suddenly decided to believe in.

Marvell Technology is prioritizing rapid AI infrastructure growth as interconnects, optics and custom silicon expand despite gross-margin pressure.