AVGO

Broadcom’s analyst derived fair value has shifted from US$476.78 to US$523.73, putting a fresh spotlight on how the stock is being framed after recent earnings. Behind that move, research houses are debating whether the post earnings pullback, AI custom chip exposure, and customer concentration risks justify seeing Broadcom as an opportunity or a story that needs more proof. As you read on, you wi

Broadcom is executing strongly, with Q2 revenue up 48% and AI semiconductor revenue more than doubling to $10.8 billion. Learn why AVGO stock is a hold.

Investors seem to be missing or misunderstanding the key details of Nvidia’s long-term strategy. We can see this in the stock's performance. Nvidia (NVDA) stock is up 5.94% year to date at the time of writing, Thursday morning, July 2. Meanwhile, the SPDR S&P 500 index (SPY) is up about 9.36% ...

Investors received a sharp reminder that there are other players in the high-stakes AI chip game.

The chipmaker's recent tear feels like a unique story, but its long-term behavior tells you more about the market you already own.

Broadcom and ON Semiconductor give chip investors two very different paths into the next semiconductor cycle. The question is which stock offers the better setup as AI spending, industrial demand, and valuation all come into play.

The iShares MSCI South Korea ETF (NYSEARCA:EWY) just gave back a chunk of its blockbuster year in a single week. EWY closed near $192, down roughly 12% on its most recent trading day. The fund is still up sharply year-to-date, and that round trip in miniature is the EWY story for the next year: the ... The 2 Signals That Will Determine EWY’s Next 12 Months: AI Memory Demand and Samsung Concentrati

Nvidia, CoreWeave, and Broadcom should be on your shopping list.