Adobe appoints new CEO to succeed Narayen in December
Adobe (ADBE) executive Anil Chakravarthy has been chosen to succeed CEO Shantanu Narayen, starting in his chief executive role this December with Narayen becoming executive chair. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking Business News Reporter Jake Conley and Interactive Brokers Chief Strategist Steve Sosnick to discuss the details of Adobe's succession plans.
Yahoo1 hour agoAVGO
Here’s the Real Reason Nvidia Is Buying Hugging Face
Nvidia stock rose after it announced a $12.9 billion deal for Hugging Face. This is what's behind the move.
Yahoo2 hours agoAVGO
AI Chips Update - AI Circuit Breaker Revolutionizes Security In Autonomous Systems
Recent developments in AI chip technology have been highlighted by Capsule Security's introduction of an "AI circuit breaker," which is designed to stop rogue AI agents in real-time. By fine-tuning the NVIDIA Nemotron small language models, Capsule's solution achieved a 98% accuracy rate in stopping unauthorized actions, significantly outperforming other leading models. This innovation provides a crucial layer of security for enterprises, enabling them to monitor and control AI agents'...
Yahoo3 hours agoAVGO
AVGO Stock’s 27% Selloff Is Sending A Signal – But Morningstar Sees AI Demand Getting Stronger Through 2030
Morningstar said Broadcom’s 2028 outlook exceeded its own estimates and expects demand for the company’s AI chips to remain strong over the next two years.
Yahoo4 hours agoAVGO
Social Buzz: Wallstreetbets Stocks Mixed Premarket Friday; Micron to Rise, Lululemon to Fall
The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Friday's
Yahoo4 hours agoAVGO
Broadcom CEO Says AI Demand Could Be ‘Significantly’ Higher — But Land, Power, Chips and Substrates Are Holding Back Data Center Deployments
Broadcom Inc. is positive on generating billions of dollars in AI revenue, but believes issues around supply chain constraints and the actual deployment of data centers remain. Demand Still Outpaces Supply Amid AI Boom When asked about business doubling next...
Yahoo4 hours agoAVGO
Broadcom: The AI Tollbooth Is Becoming An Earnings Machine
Broadcom's AI semiconductor revenue surged 221% YoY, with multi-generational client programs and strong operating leverage. Read why AVGO stock is a buy.
SeekingAlpha5 hours agoAVGO
The Bull Case For Kyndryl Holdings (KD) Could Change Following Expanded VMware-AI Alliance With Broadcom
In August 2026, Kyndryl Holdings announced an expanded alliance with Broadcom to provide end-to-end consulting and managed services for VMware Cloud Foundation, targeting AI-ready, secure private and hybrid cloud environments with strengthened cyber recovery capabilities. A distinctive aspect of the collaboration is the planned upskilling of several thousand Kyndryl consultants to implement agentic workflows and policy-driven AI governance across VMware estates, aiming to reduce operational...
Yahoo12 hours agoAVGO
Wall Street sees nearly 40% upside for one AI chip giant
One custom chipmaker keeps landing on analyst buy lists, and the price targets are telling.
Yahoo14 hours agoAVGO
Hock Tan Just Put a $230 Billion Number on Broadcom's 2028 AI Revenue. That Is 4 Times This Year's.
Supply is secured for two straight doublings, the CEO says. Deployment is the part no chipmaker can promise.
Yahoo16 hours agoAVGO
Broadcom Redraws the AI Silicon Runway While Dell's 16% Sprint Pulls Wall Street Off the Mat
Wall Street clawed back ground on Wednesday as long yields eased and Dell exploded 16% higher on the AI-server print. After the close, Broadcom lifted its FY27 AI revenue outlook to roughly $115 billion and, for the first time, put a $230 billion number on FY28. Snowflake set up a 20% pre-market gap on its own guidance raise.
ChartMillyesterdayAVGO
Why Are Nasdaq, S&P 500 Futures Rising Premarket? TSLA, AVGO, SNOW, HPE, PLTR, LULU Stocks In Focus
Retail sentiment on Stocktwits remained ‘bearish’ on SPY and moderated to ‘neutral’ on QQQ.
YahooyesterdayAVGO
Oil pulls back, Broadcom disappoints - what’s moving markets
Investing.com - U.S. stock futures were little changed on Wednesday evening as investors weighed renewed tensions between the U.S. and Iran, rising interest-rate concerns and a fresh batch of corporate news. Oil prices eased after a three-day rally, while investors looked ahead to Friday’s key U.S. labor market report for clues on the Federal Reserve’s next move.
YahooyesterdayAVGO
Stock market today: Dow, S&P 500, Nasdaq futures rise as investors shrug off Middle East tensions
Markets searched for gains after three days of declines and as investors looked ahead to Friday's labor market report.
YahooyesterdayAVGO
Dow, S&P 500, Nasdaq Futures Rise As Investors Look Past Iran Tensions, Focus On Earnings: AVGO, SNOW, DELL, HPE Stocks In Focus
While Broadcom and Hewlett Packard Enterprise posted disappointing results, sending shares lower overnight, Dell shares surged after blockbuster results.
YahooyesterdayAVGO
Billionaire Dan Loeb Exited Nvidia and Broadcom. Is He Calling the Top in AI Chips?
Dan Loeb’s Third Point exited its remaining Nvidia and Broadcom common-share positions during Q2, according to the firm’s August 14 Form 13F. The prior positions, approximately 190,000 Nvidia shares and 50,000 Broadcom shares, were eliminated by June 30. That makes for a striking AI-chip headline, but NVIDIA Corporation (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO) were small […]
YahooyesterdayAVGO
Broadcom Sees $230B In AI Revenue By 2028, Driven By 'Geniuses' OpenAI, Anthropic: Analyst Says Some Risks Remain Unresolved
Demand is outpacing supply as major AI labs ramp custom accelerators, strengthening Broadcom’s position as a key Nvidia alternative in AI infrastructure.
YahooyesterdayAVGO
US Stock Futures Rangebound After S&P 500, Dow Snap Three-Day Losing Streak As Oil Steadies — MSFT, DELL, UBER, ASTS, AVGO In Focus
Dell Technologies tops the S&P 500 following robust quarterly earnings.
YahooyesterdayAVGO
Billionaire has bold take on 'hot money' rotation
Billionaire entrepreneur addresses the recent rotation of “hot money” in the market.
YahooyesterdayAVGO
Can AMD's Saudi AI Buildout Challenge NVIDIA and Broadcom?
AMD is scaling its Saudi AI push with HUMAIN, targeting 250 MW from 2027 and up to 1 GW by 2030 as it challenges NVIDIA and Broadcom.
YahooyesterdayAVGO
If the AI Boom Slows Down, History Says This Is the Smartest Way to Protect Your Long-Term Portfolio
The Schwab US Dividend Equity ETF is a safe all-weather investment.
YahooyesterdayAVGO
MiniMax Co-Founder Reveals 280% Revenue Growth on Slower R&D Spending: What It Means for the AI Infrastructure Trade
A Chinese AI lab nobody on Wall Street watches just reported revenue growing at more than twice the pace of its research spending, and the implications land squarely on the three American chipmakers holding up a multi-trillion dollar buildout bet.
YahooyesterdayAVGO
Cramer Says Nvidia at 23 Times Earnings Needs a Half Trillion Dollar Buyback
Jim Cramer wants Nvidia to announce the largest share repurchase in corporate history, and his valuation argument is harder to dismiss than his collateral logic deserves to be.
YahooyesterdayAVGO
Apple v. OpenAI: Governance Lessons in Trade Secret Protection from Both Sides of the “V”
By Mary Guzman Apple’s July 10, 2026 lawsuit against OpenAI, filed in the Northern District of California just five weeks after OpenAI’s confidential Form S‑1 targeted a trillion‑dollar valuation, presents a governance case study with implications far beyond Silicon Valley. In Apple Inc. v. Liu, No. 5:26‑cv‑07078, Apple alleges that OpenAI Group PBC, OpenAI Foundation, […] The post Apple v. OpenAI: Governance Lessons in Trade Secret Protection from Both Sides of the “V” appeared first on ExecEdg
YahooyesterdayAVGO
Credo Technology Reports Q1 Results: Should Investors Hold or Fold?
CRDO's strong Q1 growth and AI demand face a key test as optical ramps, customer concentration and valuation raise risks.
YahooyesterdayAVGO
Should Investors Buy CLS Stock as Earnings Estimates Improve?
Celestica estimates are rising as AI infrastructure demand, new hyperscaler programs and strong cash flow boost Celestica's growth outlook.
YahooyesterdayAVGO
Review & Preview: September Blues
REVIEW PREVIEW NEWSLETTER Feeling the Chill. It’s a new month, and suddenly investors have fresh worries about old problems like interest rates, the bond market, and the Iran War. The Dow Jones Industrial Average lost 0.
Yahoo2 days agoAVGO
Broadcom's earnings loom, but this reveal came first
Days before its Q3 report, Broadcom made a move that could matter more than the headline numbers.
Yahoo2 days agoAVGO
28 Analysts Share Their Broadcom Stock Forecast Before Q3 Earnings
Broadcom stock forecast before Q3 earnings. Analysts see 38% upside, but shares now carry the weakest money flow of 14 chip stocks.
Yahoo2 days agoAVGO
Two Stocks That Will Benefit From OpenAI Announcement
During a recent episode of The AI Investor Podcast, Eric Bleeker covered the news regarding OpenAI's new custom chip, Jalapeño, and its comparison to Nvidia's Blackwell. OpenAI designed the chip with Broadcom and Celestica, which could be a boon to each of those company's stocks as we look ahead to 2027 and 2028. Eric also explored the implications for the broader semiconductor landscape now that the news about this latest chip is official.
Yahoo2 days agoAVGO
Nvidia Just Broke the Stock Market (Again)
During a recent episode of The AI Investor Podcast, Eric Bleeker broke down Nvidia's massive earnings report and staggering 70 percent revenue growth forecast for 2028. Eric analyzed Nvidia's attractive valuation relative to the broader market, contrasting its growth trajectory with Broadcom, and explored reports that Nvidia is in talks to acquire Hugging Face for over 13 billion dollars, signaling an even deeper push into AI model infrastructure.
Yahoo2 days agoAVGO
Broadcom Faces Crucial Earnings Test After AI Chip Sales Surge 143%
The company expects $16 billion in third-quarter AI semiconductor revenue as investors assess whether its powerful growth can continue.
Yahoo2 days agoAVGO
Broadcom: Why Q3 Is Not Going To Change Anything
Broadcom (AVGO) stock is rated Hold: valuation fair at $346â$382 amid VMware security risks. Read here for a detailed investment analysis.
SeekingAlpha3 days agoAVGO
Marvell: Market's Myopia On Alphabet Deal's Potential Is Baffling
Marvell Technology, Inc. post-earnings: Google partnership, AI/data center upside, and a valuation reset to 40x. Click for this MRVL earnings update.
SeekingAlpha4 days agoAVGO
Why Is Broadcom Stock Sliding Ahead of Earnings?
Broadcom stock fell on Friday as potential semiconductor tariffs sparked fresh supply chain concerns across AI data center infrastructure ahead of its Q3 earnings.
Benzinga7 days agoAVGO
Nvidia Earnings And The Ecosystem: The 70% Guide, And Everything It Sets In Motion
Nvidia (NVDA) reported results on Wednesday, August 27. The results were solid, but the â27 guide (F28) is what significantly surprised to the upside. Read more here...
SeekingAlpha7 days agoAVGO
Marvell: A Penny Beat Priced For A Blowout
Marvell Technology is rated a Hold and remains expensive versus Broadcom despite improved earnings and a bullish outlook. Read more on MRVL stock here.
SeekingAlpha7 days agoAVGO
In-Depth Analysis: Broadcom Versus Competitors In Semiconductors & Semiconductor Equipment Industry
In the dynamic and fiercely competitive business environment, conducting a thorough analysis of companies is crucial for investors and industry enthusiasts. In this article, we will perform an extensive industry
Benzinga7 days agoAVGO
Broadcom Is The New Nvidia, And That's The Problem
Broadcom Inc. stock outlook: flat YTD, rising ASIC competition from hyperscalers, possible price cuts, and share loss risks. Click for this AVGO update.
SeekingAlpha9 days agoAVGO
OpenAI’s Jalapeño AI chip brings new 'threat' to Nvidia margins as custom silicon gains ground
OpenAI’s Jalapeño chip beat Nvidia Blackwell systems on key inference-efficiency tests as custom AI silicon gains ground among major tech companies.
CNBC9 days agoAVGO
Broadcom Fell 12.6% on Its Last Beat — Can It Avoid a Repeat in September?
Broadcom is in the spotlight, with earnings on deck, key growth metrics in focus and a technical setup showing a golden cross under pressure.
Benzinga9 days agoAVGO
RBC Capital Reiterates Sector Perform on Broadcom, Maintains $400 Price Target
RBC Capital analyst Srini Pajjuri reiterates Broadcom (NASDAQ:AVGO) with a Sector Perform and maintains $400 price target.
Benzinga9 days agoAVGO
Broadcom: Firing On All Fronts, But Is The Price Really Justified?
Broadcom trades margin for volume in lower-margin AI segments, raising concerns about long-term pricing power and profitability. Read why AVGO stock is a hold.
SeekingAlpha9 days agoAVGO
AI Semiconductor Chips Vs. Software Stocks: Understanding Cyclicality And Disruption
Read this comparison of top AI software vs. semiconductor stocksâNVDA, MSFT, PLTR, CRWD, AVGO, AMD, MU & CRMâto know their valuations, risks, and catalysts.
SeekingAlpha10 days agoAVGO
'OpenAI’s Head of Data Centers Has Left Company' - Wall Street Journal
https://www.wsj.com/tech/ai/openais-head-of-data-centers-has-left-company-6d24fd83
Benzinga10 days agoAVGO
Broadcom Q3 Earnings Preview: I See Continued Margin Contraction
Broadcom Inc. fiscal Q3 2026 earnings preview: strong sales/EPS, but margin optimism may be high. Valuation rich vs. peers. Click for this AVGO update.
SeekingAlpha10 days agoAVGO
SK Hynix: Custom HBM Could Drive The Next Rerating
SK hynix (SKHY) Buy thesis: AI-driven custom HBM boosts defensibility and upside; 5x 2027 EPS could rerate to 8x, $210â$260 fair value.
SeekingAlpha10 days agoAVGO
More 'Naked Swimmers' Will Continue To Emerge As The Tide Recedes
Markets are near record highs as yields and energy prices rise. Click for an updated market outlook.
SeekingAlpha11 days agoAVGO
Broadcom: $100 Billion In AI Revenue Is A Lot To Ask
Broadcom AI revenue could top $100B by 2027 as it explores AI financing and debt backstops.
SeekingAlpha11 days agoAVGO
Forget Broadcom: Nvidia (NVDA) Is Still the Top Semiconductor Stock for 2027 and Beyond
Nvidia stands out as the top semiconductor stock for the coming years because of its dominant AI ecosystem, not to mention it's the most popular AI stock in the ecosystem.
Yahoo12 days agoAVGO
Third Point Starts to Raise Alarm Bells on Broadcom After Dumping AVGO Stock in Q2
Dan Loeb's Third Point exits Broadcom ahead of second-quarter results as the stock has surged in 2026.
Yahoo12 days agoAVGO
3 Semiconductor Stocks to Buy Before August Ends
The dominant AI chip names have all pulled back sharply in August even as their latest earnings painted a picture of demand growing faster than supply. Before two pivotal earnings reports reset the narrative, three semiconductor stocks are flashing the kind of entry that rarely shows up twice.
Yahoo13 days agoAVGO
Broadcom: The Market Has This One Wrong
Broadcom trades at a 19x 15-month forward P/E, a 21% discount to the sector median, indicating undervaluation. Learn more on AVGO stock here.
SeekingAlpha13 days agoAVGO
Microsoft vs. Broadcom: One Has 85% Upside, But I'm Picking the Other
Wall Street sees 85% upside in Broadcom versus 45% for Microsoft. But bigger upside doesn't always mean the better buy. Here's why I'm sticking with Microsoft as the smarter AI stock for 2026.
Yahoo13 days agoAVGO
Why Broadcom Stock Inched Higher on Friday
Analysts published bullish new takes on the current frenzy for AI build-outs.
Yahoo13 days agoAVGO
Broadcom (AVGO) Is Down 6.2% After Google Expands AI Chip Ties With Marvell - What's Changed
Recently, Broadcom’s role as a core custom AI chip supplier came under scrutiny after Google expanded its long-term partnership with Marvell Technology to co-develop additional accelerators and controllers for its AI hardware ecosystem. At the same time, Broadcom is exploring a very large debt-financing package, reportedly up to US$100.00 billion, to back AI chip deals for Anthropic and others, underscoring both its centrality to AI infrastructure build-outs and the financial and competitive...
Yahoo13 days agoAVGO
Broadcom Inc. (AVGO) Laps the Stock Market: Here's Why
Broadcom Inc. (AVGO) closed the most recent trading day at $368.45, moving +1.21% from the previous trading session.
Yahoo13 days agoAVGO
Marvell: A $120 Billion Diamond In The Rough
Marvell Technology, Inc. Strong Buy: AI infrastructure partnerships, custom silicon, and key acquisitions fuel growthâclick to see MRVL valuation risks and more.
SeekingAlpha14 days agoAVGO
Broadcom: You Snooze, You Lose
Broadcom stock outlook: Google-Marvell deal, AI networking TAM growth, and XPU demand suggest the sell-off is overdone. Click for this AVGO stock update.
SeekingAlpha14 days agoAVGO
Stocks making the biggest moves midday: Moderna, Robinhood, BJ's Wholesale, Coinbase & more
These are some of the stocks posting the largest moves midday.
CNBC14 days agoAVGO
