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The semiconductor industry has been the driving force behind the tech sector's sustained outperformance.
Fabless chip and software maker Broadcom (NASDAQ:AVGO) will be reporting earnings this Wednesday after the bell. Here’s what investors should know.
Broadcom's fiscal Q2 earnings results are expected to highlight soaring AI chip demand and VMware-led software growth, while lower-margin XPUs pressure margins.
Shares are up over 30% year-to-date and are outperforming the major indexes.
The artificial intelligence boom has survived just about everything investors have thrown at it. Concerns over China, export restrictions, sky-high valuations, and even recession fears have failed to derail a rally that has added trillions of dollars in market value to companies like Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Broadcom (NASDAQ:AVGO), and Meta Platforms (NASDAQ:META). Yet there ... Only One Man Can Kill the AI Boom: Fed Chair Kevin Warsh
Broadcom reports fiscal second-quarter earnings on June 3. The bar is high. The stock is up 80% over the past year and trades at 37 times forward earnings. One of the most respected semiconductor analysts on Wall Street just looked at all of that and said the company is likely to clear it anyway. ...
AI Optimism Sends Broadcom Stock Higher Ahead of Key Results
Shares of Broadcom (NASDAQ:AVGO) are up 6% in Tuesday’s premarket session, trading near $486 after closing Monday at $459.97. Marvell Technology (NASDAQ:MRVL) stock is up 17% to around $257, marking one of the sharpest single-session moves of the year for the custom-chip merchant. The double pop is being driven by two separate but reinforcing catalysts ... Broadcom Jumps 6% on Alphabet $80B AI Raise, Marvell Soars 18% on Jensen Huang’s $1T Endorsement
Stock Market Today: The Dow Jones index dropped Tuesday with U.S.-Iran talks ongoing. AI name Marvell stock soared 19%.
At $459.97, Broadcom (NASDAQ:AVGO) looks attractively positioned for investors with a 12-month horizon. The stock just touched a 52-week high of $465.99 and sits on the doorstep of an earnings report that prediction markets are pricing as a near-certain beat, which makes the next 90 days a real test of the bull thesis. Broadcom designs ... Buy, Sell or Hold Broadcom Before Earnings Tomorrow?
MXL teams up with Edgecore Networks to advance AI-driven edge networking, combining open infrastructure and 10Gbps connectivity solutions.
Wall Street's main stocks are expected to open generally lower on Tuesday, despite oil prices and bond market pressure easing after President Trump said Hezbollah and Israel had agreed to "stop shooting" at each other. Dow Jones futures were down 214 points or 0.4%, while S&P 500 and...
DriveNets raised $410 million to expand AI networking infrastructure.
FEATURE The rebound in software stocks looked set to fizzle out as Wall Street pivoted back toward the chip and server makers that have helped power the market to all-time highs in recent months. Oracle fell 5%, ServiceNow dropped 5.
Broadcom (NASDAQ:AVGO) shares climbed more than 6% in premarket trading on Tuesday after Alphabet announced plans to raise $80 billion in new equity capital to support a major expansion of its artificial intelligence infrastructure. The fundraising initiative reinforced investor confidence in companies positioned to benefit from the rapid growth of AI-related spending, including Broadcom, which maintains a deep strategic relationship with Google.
Two stories were moving markets on Tuesday—Google parent Alphabet unveiled a plan to issue $80 billion of equity, and Nvidia CEO Jensen Huang said Marvell Technology could top a $1 trillion valuation. Both events were giving Broadcom stock a boost. Alphabet’s plan to raise tens of billions of dollars to help pay for its AI infrastructure drew a mixed response from the market, but bodes well for Broadcom.
Investing.com -- Broadcom shares gained over 6% in premarket trading Tuesday after Alphabet unveiled plans to raise $80 billion in equity, a massive fundraise aimed at accelerating its AI infrastructure buildout.
↘️ Alphabet (GOOGL): The stock fell more than 2.5% premarket after the company said it plans to raise $80 billion to help finance AI infrastructure investments. Shares in Berkshire Hathaway (BRK.B), which agreed to buy $10 billion of stock, are little changed ahead of the bell.
Retail sentiment for GOOGL remained ‘bearish’
Broadcom's custom chips are well suited to capitalize on the artificial intelligence (AI) inferencing boom.
Broadcom's custom chips and AI networking are winning market share in data centers.
Wall Street has spent years pricing AI chip stocks on one core assumption: raw computing power wins. More transistors, more speed, more performance. That was the race, and investors bid up names including Nvidia (NVDA), Taiwan Semiconductor Manufacturing Company (TSM), and Broadcom (AVGO) ...
Alphabet and Broadcom are two great ways to play the AI boom.
In late May 2026, Broadcom and partners including Samsung, FuriosaAI, Applied Materials, LSEG, and telecom operators announced new Wi‑Fi 8, 50G PON, FWA, and AI accelerator platforms that tie Broadcom’s chips deeper into both AI data centers and next‑generation broadband networks. These moves highlight how Broadcom is trying to link its fast‑growing AI semiconductor franchise with “edge AI” in homes and enterprises, potentially widening the company’s role across the full path from cloud to...
Broadcom Inc. (NASDAQ:AVGO) is one of the 12 Stocks Most Bought by Hedge Funds in Q1 2026. On May 28, Susquehanna analyst Christopher Rolland increased the firm’s price target on Broadcom Inc. (NASDAQ:AVGO) from $450 to $490 and maintained a Positive rating on the stock. The research firm updated its model ahead of the company’s […]
Anthropic has taken its first formal step toward a public listing, confidentially submitting a draft S-1 registrati...
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