The chip designer is in talks with lenders on a deal that would benefit Anthropic and other AI companies, with a total potential raise of up to $100 billion

Broadcom just posted 143% AI revenue growth and booked more orders than it shipped, yet the stock slid 13% in a week. Here is whether that selloff opens a window or signals something deeper.

US equity indexes rose in midday trading on Friday, rebounding from a sharp-selloff in the previous

JEPI's 8% monthly yield looks like an obvious win over SCHD's modest payout, but the IRS treats those two income streams in ways that can quietly flip the comparison depending on where you hold them.

The debt package could help fund Anthropic and other AI customers.

While Marvell stock has been hot, Broadcom looks like the better buy.

Marvell scored a blockbuster Google deal Thursday and watched investors celebrate. By Friday morning, the fine print arrived, and the stock was sliding fast while its biggest rival quietly climbed.

All three major US stock indexes were up in late-morning trading Friday despite long-dated Treasury

On this episode of Stock Movers: - Broadcom (AVGO) is in talks with a group of lenders to raise more than $60 billion in debt for an AI chip financing deal that will benefit Anthropic PBC and other companies, according to people with knowledge of the matter. - Ross Stores (ROST) shares climb after the off-price retailer boosted its earnings per share forecast for the full year. The company said it saw strength throughout the second quarter, with comparable store sales growth supported by "both an increase in new customers and higher engagement from existing customers." - BJ's Wholesale (BJ) boosted its adjusted earnings per share guidance for the full year; the guidance beat the average analyst estimate.

Google just handed Marvell a $12.2 billion validation of its custom chip ambitions, but the warrant's fine print reveals something far more significant than a supply deal, and it reshapes who actually controls Marvell's future.

NVDA heads toward its Q2 earnings release with revenues expected near $91 billion as AI, Data Center and Blackwell demand fuel growth prospects.

Nvidia initiated, Teradyne downgraded: Wall Street's top analyst calls

Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.4% and the actively trad

Wall Street just upgraded three of the biggest names in tech, but bullish consensus and the best investment are two very different things. One of these giants trades at a fraction of its peers' multiples while growing faster than either of them.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Broadcom stock is down 24% from its record closing high in early June but Wall Street believes the AI spending cycle will again send shares higher.

NVIDIA reports after the close on August 26, and the setup heading into that print is unlike anything the stock has seen in years. Here is why analysts, prediction markets, and booked backlog all point in the same direction.

Markets are clawing back from a brutal Thursday selloff, but the real action is in the analyst calls, where BMO Capital just pulled the trigger on three major chip stocks at once and DZ Bank opened SpaceX coverage with a Sell.

Treasury yields just handed AI stocks a brutal week, and while most investors ran for the exits, one Broadcom buyer kept hitting the buy button. The reasoning behind that conviction goes deeper than a simple dip-buying reflex.

Recent advancements in AI chips have been exemplified by Cloudera's partnership with NVIDIA, which introduces native GPU acceleration for Apache Spark 4.1 within Cloudera Data Engineering. This integration, facilitated by the NVIDIA CUDA-X library cuDF, promises up to fourfold faster processing on NVIDIA GPUs compared to traditional CPUs, without necessitating code alterations. The collaboration aims to accelerate data preparation workflows, thereby reducing cloud compute costs across hybrid...

On August 20, Broadcom (NASDAQ:AVGO) was reported by Bloomberg News to be negotiating more than $60 billion in fresh debt to fund an AI chip financing arrangement that benefits Anthropic and other customers. The deal could swell to as much as $100 billion once every piece is counted, according to people familiar with the matter. […]

Broadcom, AMD, and SK Hynix look like buys on the dip.

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

Broadcom Inc (NASDAQ:AVGO, XETRA:1YD), the US semiconductor company, is in talks to raise more than $60 billion in debt to fund a financing deal that would supply AI chips to Anthropic and other companies. That is according to Bloomberg, which cited people familiar with the matter. The...

Broadcom Inc. is discussing an artificial intelligence chip financing package with major financial institutions that could ultimately total up to $100 billion.

Taiwan Semiconductor Manufacturing Co. is the world’s largest chipmaker. Here’s how it grew into the semiconductor behemoth it is today.

For those holding Advanced Micro Devices, here is a way to get paid a real income now, money you keep no matter what, in exchange for capping your gains at a higher price.

A powerful business turnaround is fueling this chipmaker's stock, but a recent pullback forces every investor to ask if the real opportunity has already been priced in.

Most retirement investors already hold a concentrated chip bet without knowing it, and adding FTXL can quietly double down on the same handful of names. Getting the sizing right separates a smart tilt from a sector gamble that distorts your entire portfolio.

Investing.com -- Broadcom Inc. is negotiating with a group of lenders to secure more than $60 billion in debt financing for an artificial intelligence chip deal that would support Anthropic PBC and other companies, Bloomberg reported Thursday citing people familiar with the matter.

Broadcom is in talks with a group of lenders to raise more than $60 billion in debt for an AI ‌chip financing deal that will benefit Anthropic and other companies, ‌Bloomberg News reported on Thursday, citing people familiar with the matter. The financing could include a roughly $30 ​billion junior debt tranche, while the chip designer would guarantee a part of a senior-secured tranche that could range from about $60 billion to $70 billion, the report said. Broadcom plays a crucial role in helping design custom chips for firms like Alphabet and Meta, as tech companies ⁠look to develop chips in-house to reduce their reliance on market leader Nvidia.

Cathie Wood and Stanley Druckenmiller are looking at the same AI chip stock and moving in opposite directions. ARK Invest sold 25,917 Advanced Micro Devices, Inc. (NASDAQ:AMD) shares across four ETFs on August 17 while simultaneously adding Nvidia across five funds. The move continued a pattern of trimming AMD exposure: ARK’s second-quarter filing showed about […]

Stanley Druckenmiller's investment firm just swapped out Broadcom for a member of the "Magnificent Seven."

Cathie Wood's ARK Invest launched a new autocallable ETF that tracks the firm's other funds, which hold stocks like Tesla, Palantir and AMD.

The latest trades reveal where Wood sees fresh upside

Consensus turns today's multiple into a much lower one within two years, and by management's own account the constraint on getting there is capacity rather than demand.

A mechanical yield screen is quietly outpacing the S&P 500 this year by excluding most of the AI complex before a single share is purchased, and the valuation gap it creates raises a question worth answering before the rotation reverses.

Marvell's AI infrastructure business just posted record data center revenue and management keeps raising its multiyear outlook, yet the stock still sits well below its 52-week high. Here is what the numbers say about whether the rally has room left to run.

Credo Technology has turned into one of the wildest AI infrastructure trades of the year, but with the stock sitting near all-time highs and customer concentration severe enough to rattle any single hyperscaler pullback, the real question is whether the next leg up or a sharp reversal comes first.

Anthropic was built by people who left OpenAI, and now it has quietly flipped a metric that makes OpenAI's massive spending look less like a moat and more like a gamble with consequences for every chipmaker in the supply chain.

Qualcomm's non-handset business is inflecting fast enough that management expects it to replace the revenue Apple is taking away, and the first proof of that arrives in the December quarter.

Google just handed Marvell a $12.2 billion equity-linked custom-chip deal, and Broadcom shareholders are left wondering how much of their AI revenue story walked out the door with it.

Barclays models $18.5 billion of annual revenue and $6.15 of incremental EPS

TSMC's latest quarter shattered expectations and a fresh $100 billion U.S. commitment signals the chipmaker is betting everything on one unstoppable trend. Whether that bet ends at $437 or $620 hinges on a single technical milestone playing out over the next few months.

Investing.com -- Wolfe Research told clients in a note on Thursday that greater clarity on financing arrangements and the scale of gigawatt shipments leaves it positive on artificial intelligence semiconductor stocks heading into earnings, with Nvidia (NASDAQ: NVDA) as its preferred name.

Many Fed officials favor raising rates to combat inflation, bond prices surge, Trump meets crypto execs, and more news to start your day.

When some of Wall Street’s most prominent CEOs recently appeared on TV with Nvidia Corp.’s Jensen Huang, touting their $500 billion pact to finance AI chips, one participant stood out.

Some of Wall Street's most influential artificial intelligence (AI) stocks are being shuffled around by Third Point's billionaire boss.

The Vanguard Growth ETF has doubled during the past three years. But the rally may not be over.