Key Takeaways Nvidia and Broadcom shares surged Wednesday after Google parent Alphabet, a customer of both chipmakers, said ...
Shareholders of Google’s parent company aren’t happy about its plans for enormous investments this year, but a host of other ...
The Nasdaq is currently experiencing a significant pullback. It is currently down 3.5% and has gone below the 20,000 level to ...
In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA) and other AI stocks after the volatility ...
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 13.6% in the morning session as stocks heavily tied to ...
If demand for these high-end chips falters, sales of ancillary products -- like those in Broadcom's arsenal -- could suffer as well. Microsoft helped kick-start the AI revolution with its hefty $ ...
Comdivision CEO explains Broadcom VMware’s partner strategy and execution in 2025 as VCF services are key while resellers and ...
Broadcom’s shares are very volatile and have ... Speaking at the World Economic Forum in Davos, Switzerland, Microsoft CEO Satya Nadella praised DeepSeek's efforts, calling the new model ...
Heading into today's trading, Broadcom, Nvidia, and Microsoft were selling for 200 times, 56 times, and 37 times earnings, respectively. Alphabet was the outlier, selling for a discount at 27 ...
so the demand for Broadcom’s AI chip components could diminish fast as the DeepSeek breakthrough causes the landscape to change. Investors were very bullish on Microsoft, even last week.