UBS estimated that four U.S. technology giants that are members of the so-called “Magnificent 7,” will allocate around $267 billion as capital expenditure on AI applications in 2025, suggesting a jump ...
Investors are always scanning the horizon for the next big thing in stocks. For the past few years, it’s clear that Nvidia ...
BlackRock is the world's largest asset manager, with $11.5 trillion in client money under its supervision. Around $3.3 ...
The Microsoft CEO's claim about not being “chip constrained” has adversely affected investor sentiment for Nvidia. However, ...
As the marketplace for semiconductors grows beyond Nvidia, Broadcom — a major competitor — should see its stock price grow ...
AI-related chip stocks sold off a bit during the last couple of weeks of 2024, but they got a lift Friday on signs of strong AI chip demand. On Monday morning, Hon Hai Precision (OTC: HNHPF), also ...
We never did get a Santa Claus rally to close out last year and the overall weakness with which 2025 began is worth noting.
Major stocks rose on Monday after a report suggested that the incoming Trump administration could adopt a less aggressive ...
Wall Street is piling into chip stocks again after a brief end-of-year pause. The iShares Semiconductor ETF was up 3.7% shortly after the market opened. It rose nearly 3% on Friday. Super Micro ...
Shares of the semiconductor company Broadcom (NASDAQ: AVGO) soared last month after the company's fourth-quarter financial ...
Broadcom's debt-equity ratio remains a concern, though improvements have been made. Click here to read why I've downgraded ...
Broadcom shares more than doubled in 2024 amid market excitement around the ‘custom silicon’ wave ahead. Read why I upgrade ...