BROADCOM Aktie

 

Micron and Broadcom may be on sale now, but they will hit new all-time highs before investors know it....

A prominent AI investor argues that the real winners of the AI boom are not the labs building the models, and the cash flow numbers already suggest a massive redistribution is quietly underway....

In the most recent trading session, Broadcom Inc. (AVGO) closed at $384.05, indicating a -3.98% shift from the previous trading day....

AppLovin (NASDAQ:APP) is getting hammered Monday, sliding 12%. Despite significant research, there is no confirmed company-specific catalyst: no downgrade, no 8-K, no guidance revision. APP is caught in a broad AI and semiconductor risk-off session. What's Driving the Selloff The pain is sector-wide. NVIDIA (NASDAQ:NVDA) is off 3%, Broadcom (NASDAQ:AVGO) is down more than 3%, ... AppLovin Stock Tumbles 12% Amid Broader Selloff...

Broadcom just posted 143% AI revenue growth, yet its stock shed a quarter of its value in a single month while a founder quietly dumped over a million shares. The hyperscaler quietly disintermediating its own chip suppliers may explain why....

Nvidia (NASDAQ:NVDA) remains the undisputed leader of the AI chip market, but leadership and dominance are not the same thing. The next phase of the AI buildout is shifting from buying the fastest hardware available to lowering the cost of operating AI at hyperscale.  Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), and Microsoft (NASDAQ:MSFT) are ... Broadcom and Marvell Are Bigger Threats to Nvidia Than You Know...

Broadcom and NVIDIA both crushed their latest earnings, but the gap between them is widening in ways the headline numbers hide. One company carries a timing advantage, a marquee customer anchor, and an AI growth rate that puts its rival on defense through year-end....

The top threat for America's largest publicly traded company comes from within....

Der Chip Titans Index konnte kurz nach seiner Auflegung zunächst klar zulegen, korrigierte danach aber deutlich. Doch die Nachrichtenlage bleibt bei zahlreichen Mitgliedern grundsätzlich gut. In der vergangenen Woche gab es spannende News bei Micron oder Broadcom....

Chip industry sources said Meta's cloud AI chip procurement could soon catch up with Google or Amazon AWS among the four major cloud service providers. Qualcomm and Broadcom are expected to remain key partners and beneficiaries, while Arm is also involved, and MediaTek is described as a clear partner among Taiwanese IC design houses....

This trio is dominating the AI computing space....

Broadcom and Marvell are both riding the custom AI chip boom, but one offers faster growth while the other may be the better value for long-term investors....

The answer flips depending on when you would have bought. And the outcomes differ dramatically for three different time periods....

5 Charts To Navigate This Chaotic Market Authored by Adam Sharp via DailyReckoning.com, I have 5 charts for you today which put this crazy market into context and give some clarity on what might come next. We're at a fascinating crossroads for markets, geopolitics, and finance. Let's get started. Semis Party Like It's 1999 First up, semiconductor returns. The index below includes U.S. semi stocks like Nvidia, Micron, Intel, Broadcom, Marvell, Texas Instruments, and more: Source: Charlie Bilello  As you can see, during the dotcom bubble, semiconductor stocks soared 234% over 14 months in the period leading up to February 2000. That was the peak of the market, and tech stocks wouldn't recover for about 15 years. And in the past 14 months, SOX is up 237%. Reminiscent of the dotcom days. Maybe this time is different, and yes, the stocks are more profitable today. But it's undeniable that markets are getting bubbly. Semis are looking especially frothy. When AI spending inevitably slows down,...

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Broadcom and Marvell both rode AI tailwinds to blockbuster quarters, but their cash flows, growth strategies, and risk profiles point in completely different directions. Before you put $10,000 into either ticker, understand which one is actually built to deliver on the hype....

The deal with Apple should boost Broadcom's non-AI business....

The major chip deal with Broadcom is part of Apple's American Manufacturing Program....

Brazeal, Mark David - Vorstand - Tag der Transaktion: 2026-07-08...