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Strong Q1 Says Marvell Is Becoming Broadcom's Most Credible Rival
Trefis80d agoneutral
Strong Q1 Says Marvell Is Becoming Broadcom's Most Credible Rival

Marvell Technology (MRVL) is emerging as one of the most important behind-the-scenes architects of next-generation AI infrastructure. The market has noticed. The stock is up more than 2.3x year to date, and the valuation has re-rated, moving from under 10x trailing sales in early January to near 22x today. See how Marvell's price-to-sales multiple changed over time.

TSM vs Broadcom: Both Nearing 52-Week High, Only One is a Buy
24/7 Wall St.80d agobullish
TSM vs Broadcom: Both Nearing 52-Week High, Only One is a Buy

Broadcom (NASDAQ:AVGO) and Taiwan Semiconductor Manufacturing (NYSE:TSM) just reported quarters that put both stocks within striking distance of fresh 52-week highs. Broadcom designs custom AI accelerators for a handful of hyperscalers. TSMC fabricates leading-edge chips for nearly every major designer on the planet, including Broadcom itself. Their results tell the same AI story from opposite ... TSM vs Broadcom: Both Nearing 52-Week High, Only One is a Buy

Jim Cramer Explains “Why We’ve Stuck With Broadcom”
Insider Monkey80d agoneutral
Jim Cramer Explains “Why We’ve Stuck With Broadcom”

Broadcom Inc. (NASDAQ:AVGO) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer praised the company’s CEO, as he said: Six is Broadcom. Now, this is a sleeper because you don’t see its name anywhere. It makes custom chips for Google, Meta, ByteDance, Anthropic, […]

Assessing Applied Materials (AMAT) Valuation After Earnings Beat And New AI Chip Equipment Partnerships
Simply Wall St.80d agobullish
Assessing Applied Materials (AMAT) Valuation After Earnings Beat And New AI Chip Equipment Partnerships

Applied Materials (AMAT) is back in focus after beating quarterly earnings and revenue expectations and lifting its outlook as AI and data center demand intersects with fresh partnerships around advanced chip packaging and wafer cleaning. See our latest analysis for Applied Materials. Those AI and data center partnerships with Broadcom and SCREEN sit against strong momentum in the stock, with a 30 day share price return of 17.99%, a 1 year total shareholder return of 184.03% and a 5 year...

Apollo, Blackstone work on $36 billion debt deal for Anthropic, Bloomberg News reports
Reuters80d agoneutral
Apollo, Blackstone work on $36 billion debt deal for Anthropic, Bloomberg News reports

Apollo Global Management and Blackstone are working to bring in additional investors ‌for about $36 billion debt financing tied to AI ‌startup Anthropic PBC's efforts to expand its AI infrastructure, Bloomberg ​News reported on Thursday. The debt would be used to buy custom chips from Google. Broadcom, which helps Google develop the chips, is backstopping ⁠payments on the largest portions of the transaction, the report added.

Apollo Shops $36 Billion Debt Deal to Buy Google Chips for Anthropic
Bloomberg80d agobullish
Apollo Shops $36 Billion Debt Deal to Buy Google Chips for Anthropic

(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are working to bring additional investors into a roughly $36 billion debt financing deal to help Anthropic PBC build out its AI infrastructure. Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran’s Khamenei Says No Going Back for Middle East Rocked by WarUS, Iran Agree to 60-Day Truce Renewal Pending Trump SignoffOura Ring 5 Is 40% Smalle

Stocks In AI Bottleneck Soar 1,000%. Now Nvidia Is Demanding 20X More Supply
24/7 Wall St.80d agobullish
Stocks In AI Bottleneck Soar 1,000%. Now Nvidia Is Demanding 20X More Supply

The AI boom has already burned through one shortage after another. First it was GPUs. Then high-bandwidth memory. Then power infrastructure, transformers, cooling systems, and even land near major electric grids. Yet as hyperscalers continue pouring hundreds of billions into AI data centers, another chokepoint is moving front and center — optics. That may sound ... Stocks In AI Bottleneck Soar 1,000%. Now Nvidia Is Demanding 20X More Supply

Warner Bros./Paramount Skydance deal spawns $15B leveraged loan, largest since Global Financial Crisis
Pitchbook80d agoneutral
Warner Bros./Paramount Skydance deal spawns $15B leveraged loan, largest since Global Financial Crisis

Warner Bros. Discovery (WBD) this week wrapped its $15 billion-equivalent cross-border term loan B financing, a record-setting deal for transaction size in the leveraged loan market. WBD goes into the record books as the second-largest TLB syndication of all time, trailing only the $16.45 billion TXU deal in 2007. For additional context, there have only been three USD institutional loan deals ever totaling $10 billion or more, and two of those were before the Global Financial Crisis. That makes

ETF Turns $100k to $1.28m in 1 Year. Reddit Says It’ll Double Again
24/7 Wall St.81d agoneutral
ETF Turns $100k to $1.28m in 1 Year. Reddit Says It’ll Double Again

One hundred thousand dollars dropped into Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) on May 28, 2025 was worth around $1.28 million by the close on May 27, 2026. People who bought a 3x leveraged semiconductor fund into the back half of the AI capex cycle and held are laughing their way to the bank, ... ETF Turns $100k to $1.28m in 1 Year. Reddit Says It’ll Double Again