AVGO Broadcom Inc.

Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) has agreed to provide Anthropic (Unlisted (US):ANTHRO) with up to $42 billion in financing tied to its AI infrastructure buildout, according to the Claude developer's IPO prospectus seen by Reuters. The facility could cover roughly one-third of...

The chipmaker could finance roughly a third of Anthropic's five-year computing commitment while also supplying key infrastructure.

With US Treasury yields around their highest level in decades, many investors are paying more attention to bonds and overlooking parts of the equity market. That can create pockets of mispricing, especially in technology, where some solid businesses trade as if rising rates have written them off. This article highlights three tech stocks that screen as potentially underappreciated and shows how they might fit into a value focused watchlist. The three stocks below are just a sample, and the...

Every time I run the numbers on Broadcom, something keeps pulling me back to add more shares, and one specific scenario is the only thing that could make me stop.

Nvidia just unlocked nearly $100 billion in buyback firepower while demand for its chips outstrips supply through 2028, and the valuation tells a story most investors are reading backwards.

A report says chip designer Broadcom agrees to lend Anthropic up to $42 billion and that the artificial-intelligence company would become Broadcom’s largest customer next year.

Investing.com -- Anthropic has disclosed a $42 billion financing agreement with Broadcom as part of a partnership that extends beyond typical chip supply arrangements, Reuters reported Thursday citing the artificial intelligence company's IPO prospectus.

Marvell Technology (MRVL) stock returned 201% in the past year, against 17.7% for the S&P 500. Investors value it as an AI data center chip company at 85.6 times earnings, versus 22.1 for the S&P 500. Investors paying that multiple are counting on data center growth staying fast. Management used to tell a second growth story too, and it no longer leads with that story. So what did Marvell's management stop leading with.

SCHD's rulebook kicked out one of the market's hottest chip stocks before its biggest run, and the reason it happened reveals a hidden cost that no expense ratio will ever show you.

Cerebras Systems (CBRS) sells AI hardware and rents out computing power through its own cloud. The shares trade 37.3% below their 52-week high, even though management raised its 2026 revenue forecast in August. Cerebras still reports a loss. Anyone buying the shares today is paying for growth still to come. So how much of that growth has Cerebras already signed.

Qualcomm (QCOM) stock is up 46% over six months. It still trades about 26% below its high of the past year. At 21 times earnings, about the market's level, the price appears to assume Qualcomm keeps growing as Apple sales shrink. Qualcomm plans to fill that gap with car and data center chips, and is raising prices as memory costs climb. Both plans are under way. So is there a case for waiting before you buy Qualcomm.

Bond yields have climbed to levels not seen since before the global financial crisis, and capital is getting picky about where it goes. That pushes attention toward the companies supplying the chips, tools and factories behind AI data centers, where spending plans are still grabbing headlines. For investors, that shift in focus could matter. This article breaks down three semiconductor supply chain stocks from the screener that may be worth a closer look. The three semiconductor supply chain...

Government borrowing costs are at their highest since just before the global financial crisis 19 years ago, and long bond yields now sit at multi decade highs. Expensive growth stories can struggle when the risk free rate offers more income on its own. That is why investors are hunting for chip related businesses with solid records and clear demand from AI. This article highlights three such stocks from our AI hardware supply chain screen. The three stocks covered below are just a sample, and...

The complaint targets Micron components and downstream products without establishing infringement or disrupting current shipments.

Apple just renewed a deal with a company whose chips it stopped buying, and that contradiction tells you everything about where Qualcomm's real power sits and why one investor keeps pressing the buy button.

Marvell Technology (MRVL) stock, at $263.27 a share (September 29, 2026 close) and a market value of about $231 billion, trades at 80 times its past twelve months of adjusted earnings per share. That is steep for one year of profit, but Marvell's sales are growing fast, so the next two years matter more. What, then, is the real price of Marvell stock once you count the profit expected in those years.

On August 4, 2026, Advanced Micro Devices (AMD) guided third-quarter revenue to about $13 billion, above its $11.2 billion second-quarter guide. AMD stock has gained 25.4% since the August 3 close, the day before that release, against 0.9% for the S&P 500. Many rallies have no new company numbers behind them, so one backed by a higher forecast is worth a look. Below we look at AMD's new guidance, its share price trend, and what could lift the stock further.

Marvell stock has greatly outperformed Broadcom's this year, but will that continue?

Broadcom's 36% net margin and $27B free cash flow offer stability, while NVIDIA's 56% margin and $97B cash generation power explosive growth.

Anthropic filed confidentially for an IPO at a valuation that would place it above some of the most established names in tech, yet its financials raise hard questions about whether public markets will price ambition the same way private backers did.

Broadcom's net margin towers at 36%, but customer concentration and a hefty SBC load cloud the picture; Qualcomm trades at half the valuation despite handset headwinds.

Apple stock drops 2.7% on a double top and Ternus restructuring news. See the support levels traders now watch.

Advanced Micro Devices, Inc. (AMD) has announced a definitive agreement to acquire World Labs, an AI research entity led by Dr. Fei-Fei Li. This strategic acquisition aims to enhance AMD's capabilities in developing AI hardware, software, and systems as AI technology evolves into areas like reasoning and robotics. By integrating World Labs' expertise in advanced AI models, AMD seeks to shape future technology roadmaps and bolster its position in providing infrastructure for an open AI...

By Shashwat Chauhan and Tharuniyaa Lakshmi Sept 30 (Reuters) - US stock index futures fell in choppy trading on Wednesday, as heavyweight technology stocks eased ahead of a key inflation report and

Can the chip designer's year-end winning streak reach 14?

Semiconductor stocks have shrugged off rising yields, higher oil prices and fresh AI doubts, and investors now look to Micron's results for the next read on demand.

When US Treasury yields sit at a 25 year high and risk free income looks tempting, investors start questioning why they should bother with equities at all. That doubt can create mispricing in solid businesses that still generate cash and maintain tight balance sheets. This piece walks through three such high quality but unloved stocks that our value work flags as potential bargains right now. The stocks highlighted below are only a small sample. The full screen surfaced 28 more companies with...

30-year Treasury yields are at their highest level since 2002.

A 40-year retirement puts two demands on an income portfolio that most dividend funds only half-answer, and choosing the wrong ETF can mean watching your real purchasing power quietly erode while the quarterly checks keep arriving on schedule.

Marvell has left NVIDIA, Broadcom, and the entire semiconductor ETF in the dust this year, and that performance gap now puts shareholders in an uncomfortable spot with a real decision to make.

AI semiconductor revenue more than tripled, raising the bar for mix, customer concentration and profitability.

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how processors and graphics chips stocks fared in Q2, starting with Broadcom (NASDAQ:AVGO).

The arrival of Anthropic’s S-1 prospectus, as reported by Reuters on September 28, 2026, signals an ambition that defies conventional market logic. While the document has not yet appeared on the SEC’s EDGAR database—a delay that has kept the market waiting since the confidential filing on June 1—the details circulating describe a company aiming for […]

Advanced Micro Devices (AMD) stock returned 277% in the twelve months to September 28, 2026. That nearly quadrupled the value of a holding. The run turned out to be about data center chips: the server processors and AI accelerators AMD sells. A gain that size looks obvious afterward, but the fair way to judge it is by what was public beforehand. So what did AMD's management say before its stock ran.

The biggest profits in AI infrastructure hide in three chokepoints that most investors walk right past, and two of them are priced as if the boom is already over.

Intel (INTC) stock rose 12.1% on September 21, 2026. A $10,000 holding at the prior close was worth about $11,210 when that day ended. In the days before, reports said SK Hynix was in talks with Intel about making memory chips in the United States. That news was public before September 21, which means it cannot explain the jump. So why did Intel stock jump that day.

Broadcom might not be the most obvious dividend stock investment at first glance.

Marvell has already tripled this year while most investors are still focused elsewhere, and the company just locked in a deal with Google that could reshape its entire revenue mix. The question is whether the stock's sky-high multiple leaves room for another leg up or sets the stage for a painful correction.

Marvell Technology (MRVL) is expected to raise its fiscal 2029 artificial intelligence revenue forec

Recent headlines around Nvidia’s new Open Agent Safety Platform show how fast the artificial intelligence story is moving from hype to hard infrastructure. That shift can leave many pure AI stocks looking crowded, while some essential picks tied to chips, software and cloud tools still trade at subdued valuations. This article breaks down three such underappreciated AI plays from our screener so you can judge the opportunity for yourself. The stocks highlighted below are just a starting...

Nvidia, AMD, Intel and Broadcom fell in Monday premarket trading after OpenAI paused some advanced AI model training and testing.

Key Stats for Broadcom StockCurrent Price: $352. 81Target Price (Mid): ~$1,160Street Target: ~$530Potential Total Return: ~229%Annualized IRR: ~34% / yearWhat Happened?On Sept.

Qualcomm just sealed a renewed patent deal with Apple, and the market moved fast. Whether this resets the ceiling for QCOM shares or simply buys time before a bigger reckoning depends on what replaces billions in revenue that could vanish by fiscal 2027.

Broadcom (NASDAQ:AVGO) and Marvell (NASDAQ:MRVL) both help hyperscalers design specialized AI accelerators. Both are seen as major custom AI chip plays. But their stock prices tell a different story. Marvell shares have gained about 193% this year, while Broadcom has barely moved, with a year-to-date gain of roughly 2%. Don’t Miss: NVIDIA (NVDA) vs. Broadcom […]

NVIDIA's board just authorized the largest share repurchase increase in history, yet the stock barely moved while rivals AMD and Broadcom slipped into the red. The gap between that record headline and the muted market reaction reveals something important about where chips stand right now.

AI stocks show diverging fortunes in Q3, with software plays and Nvidia rebounding while Ciena, CoreWeave, Broadcom and Google lagged.

Recent developments in the AI chips sector highlight a significant transformation in the electronic chemicals and materials industry. Artificial intelligence is playing a crucial role in improving semiconductor manufacturing through process optimization, defect detection, and materials discovery. This demand surge is driven by massive investments in data centers and national semiconductor strategies, with AI-powered infrastructure reshaping the materials needed in these facilities. As AI...

Oil shock has put the AI trade under a fresh macro test.

Qualcomm just posted 61% automotive growth and raised its non-handset target to $40 billion, yet the market keeps valuing it like a company living and dying by smartphone chips. Something in that gap is worth a closer look.

Broadcom and Marvell are both gaining from the AI infrastructure boom, but one stock offers a better risk-reward proposition.