Latest in Broadcom Nvidia
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We're downgrading Broadcom after shares go parabolic. A rival chipmaker is a buy
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.CNBC - 43m -
Broadcom is having its own ‘Nvidia moment’ as stock swells further
The newest member of the trillion-dollar market-cap club is looking ahead to a “likely sharp new product ramp” in the second half of 2025, according to an analyst.MarketWatch - 2h -
Broadcom jumps 11%, extending record run as Goldman expresses 'higher conviction'
After topping $1 trillion in market cap last week, Broadcom rallied further on Monday, driven by increased price targets from Wall Street.CNBC - 2h -
Broadcom's long and winding path to the trillion-dollar club, and how Trump played a role
Broadcom became the eighth U.S. tech company to eclipse $1 trillion in market cap on Friday after the stock's record gain.CNBC - 2d -
Broadcom is closing in on $1 trillion market cap. Here’s how many other companies have achieved that lofty status.
Shares of Broadcom were soaring Friday following a bullish forecast on sales of artificial-intelligence chips, putting the company on the cusp of becoming the next member of the trillion-dollar club.MarketWatch - 2d -
Broadcom Surges 24%, Hits $1 Trillion Market Cap Amid AI Boom
Nasdaq Climbs on AI Momentum; S&P 500, Dow Slide in Quiet WeekYahoo Sports - 2d -
After Nvidia’s boom, what’s next for AI-related stocks?
Investor attention is likely to spread to companies actually using the technologyFinancial Times - 2d -
Nvidia’s stock misses out on the big chip rally after Broadcom earnings
One analyst noted that the type of AI chip Broadcom makes could pick up market share relative to “costly” graphics processing units.MarketWatch - 3d -
Broadcom’s stock sees its best day ever as investors get ‘a reason to dream’
Analysts found things to nitpick in Broadcom’s earnings but noted major resonance in AI.MarketWatch - 3d -
Broadcom stock closes up 24%, pushing company past $1 trillion market cap for the first time
Shares of Broadcom popped more than 24% Friday, pushing the company's market cap beyond $1 trillion for the first time.CNBC - 3d -
Against a Wall: How Jensen Huang Saved Nvidia in the 1990s
With just a month of cashflow left, Huang was running out of options.Inc. - 3d -
AI chipmaker Broadcom shares soar 17% despite mixed quarterly results — here's why
We're increasing our price target on the stock after a slew of positive AI updates.CNBC - 3d -
Broadcom’s projections show more evidence of the AI boom expanding beyond Nvidia
Broadcom’s stunning projection for its potential opportunity in 2027 is more evidence that the artifical-intelligence boom in semiconductors is expanding beyond Nvidia — but there still is a lot of ...MarketWatch - 3d -
Broadcom’s stock soars as earnings call offers a bold AI forecast
The chip maker booked 220% growth in AI semiconductor revenue for the latest fiscal year — and sees future AI sales far greater than that $12.2 billion sum.MarketWatch - 4d -
Broadcom shares rise 13% on profit beat, 'massive' opportunity in AI
Broadcom is seeing soaring demand from the boom in generative AI infrastructure.CNBC - 4d -
Broadcom Revenue Surges on Semiconductor Business Momentum
For its fiscal first quarter, Broadcom expects revenue of $14.6 billion, up from a reported topline performance of $11.96 billion for the year-ago period.The Wall Street Journal - 4d -
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Supreme Court dismisses Nvidia’s appeal in securities lawsuit
The Supreme Court on Wednesday dismissed an appeal from Nvidia in a securities lawsuit against the chipmaking giant, allowing the case to move forward. The court dismissed the appeal as ...The Hill - 5d -
Supreme Court Won’t Decide Nvidia Securities Fraud Case After All
In an unsigned order, the justices dismissed the case against the tech giant as “improvidently granted,” meaning they had concluded that it had been a mistake to take it up.The New York Times - 5d -
Who will succeed Nvidia’s Jensen Huang? A new book raises this key question.
Investors who read the book might be concerned about one issue: Nvidia is completely entwined with its CEO.MarketWatch - 5d -
How Jensen Huang Solicits Employee Emails to Keep Nvidia on Top
A new book on the rockstar CEO explores his ‘Top-5 Things’ messages, which lets him know what staffers are thinking about, so the company can stay abreast of nascent tech innovations.Inc. - 6d -
Nvidia's stock dips after China opens probe of the AI chip company for violating anti-monopoly laws
Shares of Nvidia have slipped after China said it is investigating the high-flying U.S. microchip company over suspected violations of Chinese anti-monopoly lawsABC News - 6d -
Nvidia shares fall after China opens investigation over possible violation of antimonopoly law
Nvidia shares were under pressure after a Chinese regulator said it was investigating the chipmaker over possible violations of the country's antimonopoly law.CNBC - Dec. 9 -
Nvidia Investigated by China for Allegedly Violating Anti-Monopoly Laws
The AI chip powerhouse is getting scrutiny for its $6.9 billion acquisition of Mellanox in 2019.Inc. - Dec. 9 -
Nvidia Faces Antitrust Investigation in China
The move by Chinese regulators came a week after the Biden administration expanded curbs on the sale of advanced U.S. technology to China.The New York Times - Dec. 9 -
China opens probe into Nvidia, accusing company of violating its anti-monopoly law
China on Monday accused U.S. chipmaker Nvidia of violating its anti-monopoly law, a move likely to escalate already-tense trade relations between the two countries as President-elect Donald Trump ...NBC News - Dec. 9 -
Nvidia Probed in China Over Possible Antimonopoly Violations
Beijing opened the investigation a week after the U.S. placed additional export controls on China’s access to high-end semiconductors.The Wall Street Journal - Dec. 9 -
Nvidia reportedly facing China antitrust probe. Why that matters for the stock.
Nvidia’s stock heads for a third-straight decline after report of China’s investigation due to antitrust concerns.MarketWatch - Dec. 9 -
Nvidia shares fall as China launches antitrust investigation into company
Tech corporation suspected of violating anti-monopoly law after Washington’s latest curbs on Chinese chip sector. China said on Monday it had launched an investigation into Nvidia over ...The Guardian - Dec. 9 -
China launches antitrust probe into Nvidia
Move comes as tensions deepen between Washington and Beijing over development of AIFinancial Times - Dec. 9 -
Cramer's week ahead: Inflation data and earnings from Oracle, Broadcom and GameStop
CNBC's Jim Cramer on Friday walked investors through next week's Wall Street action.CNBC - Dec. 6 -
This is the best-performing AI stock this year and it isn’t even close (and it’s not Nvidia)
This company may not have spent as much time in the spotlight as AI chip powerhouse Nvidia, but its stock has soared in 2024.MarketWatch - Dec. 6 -
Nvidia Partner Ooredoo Eyes Data Center Acquisitions Amid AI Push, CEO Says
Qatari telecom group Ooredoo is on a hunt to acquire data centers because it can’t build them fast enough to house Nvidia’s latest-generation of artificial-intelligence chips, its chief executive ...The Wall Street Journal - Dec. 6 -
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How long can Nvidia outrun the law of large numbers? Here’s some good news.
An analyst is encouraged by rumblings that Nvidia’s next-generation Rubin chip could be out earlier than expected in a boon to 2026 financials.MarketWatch - Dec. 5 -
Nvidia tangos with an activist hedge fund: An excerpt from Tae Kim's new book on the tech giant
Starboard Value's Jeff Smith knows his firm sold its Nvidia stake way too soon, Tae Kim writes in "The Nvidia Way: Jensen Huang and the Making of a Tech Giant."CNBC - Dec. 5 -
How Jensen Huang, CEO of Nvidia, Is Avoiding Billions in Taxes
The chief executive of Nvidia, Jensen Huang, has taken advantage of popular loopholes in the federal estate and gift taxes, which have quietly been eviscerated.The New York Times - Dec. 5 -
Nvidia Rules A.I. Chips, but Amazon and AMD Emerge as Contenders
Amazon, Advanced Micro Devices and several start-ups are beginning to offer credible alternatives to Nvidia’s chips, especially for a phase of A.I. development known as “inferencing.”The New York Times - Dec. 3 -
This bank’s outrageous predictions include the dollar tanking and Nvidia becoming twice the size of Apple
Denmark’s Saxo Bank annually produces their outrageous predictions -– which is their attempt to create unlikely-but-plausible forecasts, to spark discussion and challenge consensus.MarketWatch - Dec. 3
