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Goldman Sachs Says Strong Earnings Could Rescue the AI Trade

Palomino Laboratories has completed its acquisition of Vega Links, positioning itself as a key player in the next-generation AI interconnect field. This strategic move significantly expands Palomino's addressable market to over $60 billion and accelerates its capabilities in AI infrastructure. With the integration of Vega Links’ expertise in high-speed AI and memory connectivity, Palomino aims to enhance AI interconnect technologies that improve bandwidth, latency, and power efficiency...

Investing.com -- Goldman Sachs reshuffled its U.S. Conviction List in its August update, adding Microsoft and five other names while removing Broadcom and three others.

Here's why Microsoft, Texas Instruments, and Broadcom look built for long-term returns.

This successful hedge fund manager seems to have had a snack craving in Q1.

NVIDIA and Broadcom just reported back-to-back blowout quarters selling to the same hyperscale customers with opposite strategies, and the gap between their stock reactions tells you something important about where AI infrastructure spending goes next.

A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.

Owning Nvidia and Microsoft while collecting a fat dividend income used to mean picking one or the other. A new generation of ETFs rewrites that tradeoff in three very different ways, and the mechanics behind each one matter before you buy.

Three-quarters of its sales already come from data centers, and the company's own guidance widens that share even as it plans for cloud spending growth to cool.

Baird just set the highest AMD price target on Wall Street after a brutal July selloff, and a surprise Microsoft announcement may have handed AMD the exact catalyst needed to justify it.

AMD heads into Q2 earnings with robust EPYC, Instinct and Ryzen AI demand, but a lofty valuation and fierce competition temper its growth outlook.

The business management once framed around a cyclical bottom is still growing, but it now gets a paragraph while artificial intelligence gets the company.

Just over half of revenue still leans on a shrinking handset market, and the businesses meant to replace it do not reach their targeted scale for years.

Marvell Technology (NASDAQ:MRVL) currently trades at $183.30, while Wall Street’s average 12-month price target sits at $256.91. That leaves the stock roughly 40% below where analysts think it should be, and the Street-high target implies more than double that gap. Marvell is one of two dominant custom AI silicon designers. Data center now accounts for ... Marvell Down Huge This Month: The Pros See 120% Returns in 12 Months

The consensus price target hints at a 33.7% upside potential for Broadcom Inc. (AVGO). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Intel swung from an operating loss to an operating profit with the costly part of its turnaround still running, and that swing is what the spending debate keeps drowning out.

Sterling Infrastructure's AI data center business is driving rapid growth, with revenue, earnings and backlog surging as demand for mission-critical projects accelerates.

Arista is a profitable AI infrastructure supplier, while BigBear.ai is positioning to win more government contracts.

Earlier this month, Samsung Electronics and Broadcom signed a long-term memorandum of understanding worth more than US$200 billion to supply high‑bandwidth memory and manufacture Broadcom’s next‑generation AI accelerators on Samsung’s advanced process technologies through 2030. This multi‑year collaboration materially strengthens Broadcom’s AI chip supply chain and capacity planning, potentially reinforcing its role at the core of large‑scale AI data‑center infrastructure. Against this...

During Thursday night's earnings call, Apple (AAPL) CEO Tim Cook highlighted a string of milestones, including the company's best-ever June quarter, with revenue reaching $109.4 billion. iPhone revenue surged 22% year-over-year to $54.3 billion, while Mac revenue climbed to a record $10.4 billion. Beyond the financial results, Cook reaffirmed Apple's commitment to US manufacturing, announcing plans to invest $600 billion in the United States over the next four years. The investment, which the company said includes the reinvestment of tariff-related funds, expands Apple's long-term domestic manufacturing strategy. As part of that effort, Apple has entered a new multiyear agreement with Broadcom (AVGO) under its American Manufacturing Program. The partnership is expected to contribute more than $30 billion in investment to build an end-to-end silicon supply chain and advanced manufacturing equipment in the United States.

During Thursday night's earnings call, Apple (AAPL) CEO Tim Cook highlighted a string of milestones, including the company's best-ever June quarter, with revenue reaching $109.4 billion. iPhone revenue surged 22% year-over-year to $54.3 billion, while Mac revenue climbed to a record $10.4 billion. Beyond the financial results, Cook reaffirmed Apple's commitment to US manufacturing, announcing plans to invest $600 billion in the United States over the next four years. The investment, which the company said includes the reinvestment of tariff-related funds, expands Apple's long-term domestic manufacturing strategy. As part of that effort, Apple has entered a new multiyear agreement with Broadcom (AVGO) under its American Manufacturing Program. The partnership is expected to contribute more than $30 billion in investment to build an end-to-end silicon supply chain and advanced manufacturing equipment in the United States.

Apple (AAPL) reported strong fiscal third-quarter results amid momentum in iPhone sales, though the

The sticker shock on AMD’s valuation fades once you look two years out, but the discount hinges on an aggressive growth story that deserves a closer look.

While the world sees a GPU company, management is building a major business in a market it has never addressed before. The company now has visibility to nearly $20 billion in total CPU revenue this year. This shift reframes the growth story from components to full systems.

A consortium of banks led by Morgan Stanley reportedly will lend $15 billion to Nexus Data Centers, a Texas-based privately held developer of large-scale, AI-ready data center campuses. Google will provide guarantees for the billion of dollars Anthropic needs to lease its centers.

Google would guarantee billions in lease and power obligations for around a 20% stake while the campus runs on tensor processing units co-designed with Broadcom.

The reported operating margin has risen in each of the last two years, and management plans to grow costs far more slowly than revenue from here.

Situational Awareness, an AI-focused hedge fund run by former OpenAI researcher Leopold Aschenbrenner, sold the bulk of its stock portfolio to Ken Griffin’s Citadel after being battered by heavy losses ‌in its tech holdings, two sources familiar with the matter told Reuters on Thursday. Situational was forced to unwind most of its ‌public equities portfolio, which included sizable holdings in several prominent AI names that have been rocked by the recent market selloff, the sources said, requesting anonymity as the discussions are ​confidential. The fund was under pressure to either raise fresh capital from investors or offload its entire book, and eventually chose the latter option, the sources added.

AVGO's AI accelerators and networking drive record semiconductor growth, while strong bookings and long-term deals support momentum into fiscal 2027.

Former OpenAI researcher Leopold Aschenbrenner’s $20-billion AI-focused fund is unwinding public equity bets as the sector’s recent selloff takes its toll.