We recently compiled a list of the 10 Best Semiconductor Stocks to Buy for the AI Boom. In this article, we are going to take a look at where Broadcom Inc. (NASDAQ:AVGO) stands against the other semiconductor stocks.
Yesterday, a group of technology companies, including Oracle, Softbank and OpenAI, gathered at the White House to announce Stargate. Stargate is an AI-related joint venture, bringing these companies and other investors together to build out next-generation AI infrastructure in the U.S.
The Stargate artificial-intelligence project that Trump announced on Tuesday will ultimately require hundreds of thousands of Nvidia processors across its 20 data centers. To work together, those chips will need to be networked.
Broadcom made key strategic moves aimed at bolstering its presence in the AI and cloud infrastructure markets. See why I think AVGO stock remains a strong buy.
Broadcom Inc., the global semiconductor and infrastructure software giant, is facing backlash from its clients over significant changes to VMware's licensing model.
The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains its stronghold as the premier AI GPU provider,
Artificial intelligence (AI) stocks led the market higher last year as investors bet on the potential of this technology to revolutionize many industries -- and our daily lives. The S&P 500 index climbed 23% and the Nasdaq advanced 28%,
Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum are rising fast.
Trump announced a $500 billion AI infrastructure initiative with tech CEOs, leading to stock gains. AI ETFs like Invesco Top QQQ poised to capitalize.
AMD faces stiff competition from Nvidia and custom AI chips. Read why AMD stock is underperforming, with a $96 price target and declining growth prospects.
Shares of Taiwan Semiconductor Manufacturing (NYSE: TSM) were one of several artificial intelligence (AI) stocks moving higher today, a broad response to President Trump's announcement of the new Stargate AI infrastructure project yesterday afternoon.
The U.S. market "could be much bigger than we thought," Reitzes wrote, noting that most of the Stargate spending seems incremental to Nvidia. By his math, even $20 billion in additional spending on Nvidia products during calendar 2026 supports Nvidia's growth rate, while a number like $40 billion isn't out of the realm of possibility.