Q
Quant'AbondanceL'abondance, quantifiée.

Actualités

Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

24,364 signal articles · 86 in last 24h · 115,849 total before filter · latest 28m ago
86last 24h
1752last 7d
293● bullish (7d)
169● bearish (7d)
205publishers
AllMacro315Earnings814M&A101Regulatory25Product16Analyst25
✕ clear all filtersticker: AVGOSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Broadcom earnings: How sustainable is the rally behind AI build-out?
Yahoo Finance Video74d agobullishVIDEO
Broadcom earnings: How sustainable is the rally behind AI build-out?

Shares of Broadcom (AVGO) are sliding in Wednesday's extended hours in spite of the AI chipmaker beating fiscal second quarter earnings estimates and releasing third quarter guidance that outpaced Wall Street forecasts. CFRA Research senior vice president Angelo Zino reacts to Broadcom's latest earnings print and how much longer he expects the "downstream winners" of the AI infrastructure buildout to continue to gain from this phenomenon.

Broadcom revenue hits record on AI chip surge but outlook disappoints
Proactive74d agobullish
Broadcom revenue hits record on AI chip surge but outlook disappoints

Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) reported record second-quarter revenue and earnings on Wednesday, driven by surging demand for custom AI accelerators, though shares fell more than 5% in after-hours trading as AI semiconductor guidance for the third quarter came in below some investor...

Broadcom Revenue Climbs on AI Chip Demand
The Wall Street Journal74d agobullish
Broadcom Revenue Climbs on AI Chip Demand

The semiconductor and software maker says semiconductor revenue from AI more than doubled to $10.8 billion in the quarter, boosted by increasing demand for custom AI accelerators and AI networking, Chief Executive Hock Tan said.

Broadcom (NASDAQ:AVGO) Beats Q1 Sales Targets But Stock Drops
StockStory74d agoneutral
Broadcom (NASDAQ:AVGO) Beats Q1 Sales Targets But Stock Drops

Fabless chip and software maker Broadcom (NASDAQ:AVGO) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 47.9% year on year to $22.19 billion. On top of that, next quarter’s revenue guidance ($29.4 billion at the midpoint) was surprisingly good and 4.1% above what analysts were expecting. Its non-GAAP profit of $2.44 per share was 1.8% above analysts’ consensus estimates.

Broadcom stock falls despite Q2 earnings, guidance beat
Yahoo Finance Video74d agobearishVIDEO
Broadcom stock falls despite Q2 earnings, guidance beat

Broadcom (AVGO) topped fiscal second quarter estimates for adjusted earnings ($2.44 per share vs. estimates of $2.39) and revenue ($22.19 billion vs. estimates of $22.13 billion). But that may not have been enough to impress Wall Street investors as the chip stock falls in Wednesday's extended hours trading. Market Domination Overtime's Josh Lipton takes a closer look at the fresh earnings print.

Move Over, Magnificent 7. Traders Are Flocking to SanDisk, Marvell, Micron, and the Parabolic 7
24/7 Wall St.74d agoneutral
Move Over, Magnificent 7. Traders Are Flocking to SanDisk, Marvell, Micron, and the Parabolic 7

The Magnificent 7 has a new challenger. Strategist Ben Emons, in a post amplified by Bloomberg’s Joe Weisenthal on X, has dubbed a basket of seven semiconductor and AI-hardware names the “Parabolic 7.” Weisenthal’s shared data suggests that the group has vastly outperformed both the Magnificent 7 and the SOX semiconductor index since mid-2025. The ... Move Over, Magnificent 7. Traders Are Flocking to SanDisk, Marvell, Micron, and the Parabolic 7

HSBC massively revamps Broadcom's stock price target
TheStreet74d agoneutral
HSBC massively revamps Broadcom's stock price target

In every major technology cycle, there comes a moment when the numbers stop looking like projections and start looking like history being made in real time. Broadcom (AVGO) may be the king of the moment. HSBC raised its price target on Broadcom, maintaining its Buy rating, as the firm dramatically ...

Is It Too Late To Consider Broadcom (AVGO) After Its 89% One Year Surge?
Simply Wall St.74d agobullish
Is It Too Late To Consider Broadcom (AVGO) After Its 89% One Year Surge?

If you are wondering whether Broadcom stock is priced attractively or already reflects high expectations, it helps to start with a clear view of how the current share price lines up against different valuation checks. The stock last closed at US$481.57, with returns of 14.1% over the past week, 14.3% over the past month, 38.5% year to date and 89.0% over the past year. These figures naturally raise questions about how much of the story is already in the price. Recent headlines have focused...

Bitcoin Is No Longer a Top 10 Global Asset. The Real Story Is What Replaced It
24/7 Wall St.74d agoneutral
Bitcoin Is No Longer a Top 10 Global Asset. The Real Story Is What Replaced It

Bitcoin (CRYPTO:BTC) slipping out of the top 10 global assets isn’t a new story — but it keeps returning with new wrinkles that matter for investors. One month it’s firmly seated alongside the world’s largest companies and commodities, the next it’s knocked back down the rankings by a sharp drawdown. That kind of volatility makes ... Bitcoin Is No Longer a Top 10 Global Asset. The Real Story Is What Replaced It

Tech ETF inflows surge and defy AI concentration risks
Yahoo Finance Video74d agobullishVIDEO
Tech ETF inflows surge and defy AI concentration risks

In the latest installment of Yahoo Finance's ETF Report, BlackRock head of iShares investment strategy for the Americas, Kristy Akullian, sits down with Julie Hyman to lay out where the biggest tech ETF inflows are happening as the latest bout of AI momentum stokes the flame of the market.

Tech ETF inflows surge and defy AI concentration risks
Yahoo Finance Video74d agobullishVIDEO
Tech ETF inflows surge and defy AI concentration risks

In the latest installment of Yahoo Finance's ETF Report, BlackRock head of iShares investment strategy for the Americas, Kristy Akullian, sits down with Julie Hyman to lay out where the biggest tech ETF inflows are happening as the latest bout of AI momentum stokes the flame of the market.

Warren Buffett Bought the World’s Most Dominant AI Company — Then Sold It Within 6 Months
24/7 Wall St.74d agoneutral
Warren Buffett Bought the World’s Most Dominant AI Company — Then Sold It Within 6 Months

The artificial intelligence boom has created plenty of winners, but one company sits at the center of it all. Every major AI player — Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) — depends on a single manufacturer to turn advanced chip designs into physical products: Taiwan Semiconductor ... Warren Buffett Bought the World’s Most Dominant AI Company — Then Sold It Within 6 Months