Broadcom Inc. - Common Stock (NQ:AVGO)

The DeepSeek Disruption: How R1’s $6 Million Breakthrough Shattered the AI Brute-Force Myth

Topics Artificial Intelligence Earnings

February 05, 2026

In January 2025, a relatively obscure laboratory in Hangzhou, China, released a model that sent shockwaves through Silicon Valley, effectively ending the era of "brute-force" scaling. DeepSeek-R1...

Silicon Sovereignty: Meta Charges Into 2026 with ‘Iris’ MTIA Rollout and Rapid Custom Chip Roadmap

Topics Artificial Intelligence Economy

February 05, 2026

In a definitive move to secure its infrastructure against the volatile fluctuations of the global semiconductor market, Meta Platforms, Inc. (NASDAQ: META) has accelerated the deployment of its...

Silicon Sovereignty: Google’s $185 Billion Bet on ‘Ironwood’ and Trillium Redefines the AI Arms Race

Topics Artificial Intelligence Economy

Broadcom Inc. (NASDAQ:AVGO) Passes the "Caviar Cruise" Quality Stock Screen ↗

February 05, 2026

Via Chartmill

February 05, 2026

In a decisive move to secure its dominance in the generative AI era, Alphabet Inc. (NASDAQ: GOOGL) has unveiled a massive expansion of its custom silicon roadmap, centered on the widespread deployment...

The semiconductor industry has reached a definitive turning point as of February 2026, marking the most significant architectural shift in transistor design since the move to FinFET a decade ago....

Topics Artificial Intelligence Economy

The Great Power Flip: How Backside Power Delivery is Breaking the AI ‘Power Wall’

February 05, 2026

While Broadcom stock has pulled back, analysts’ sentiment remains bullish on AVGO.

Topics Artificial Intelligence

Broadcom Stock Is Pulling Back. Here’s What Analysts Expect Next.

February 05, 2026

Broadcom Strengthens Its Nvidia Alternative AI Chip Role, Gains On Google CapEx Surge ↗

Topics Artificial Intelligence

February 05, 2026

Broadcom shares rose after Alphabet forecast up to $185 billion in 2026 AI infrastructure spending, boosting optimism for Broadcom's custom chip business and long-term growth outlook.

Via Benzinga

Topics Artificial Intelligence

AMD Shares Plummet 17%: The 2026 AI Outlook and the End of the Hype Phase

February 05, 2026

The high-octane momentum of the artificial intelligence sector hit a significant wall on February 4, 2026, as Advanced Micro Devices (NASDAQ:AMD) saw its stock price plummet by 17.3%. The sell-off,...

Via MarketMinute

Topics Artificial Intelligence Earnings Economy

The $180 Billion Gamble: Alphabet’s Massive 2026 Spending Spree Ignites Investor Fear and Supply Chain Fever

February 05, 2026

Despite delivering a resounding earnings beat for the final quarter of 2025, Alphabet Inc. (NASDAQ: GOOGL) has sent shockwaves through the financial markets by signaling an unprecedented capital...

Via MarketMinute

Topics Artificial Intelligence Earnings Economy

Broadcom Stock Rises On Google's Massive Capex Hike ↗

February 05, 2026

Broadcom will be a major beneficiary of Google's massive spending increase on AI data centers, analysts say. Broadcom stock rose Thursday.

Via Investor's Business Daily

Topics Artificial Intelligence

The Edge AI Pivot: A Deep-Dive Into Qualcomm (QCOM) in 2026

February 05, 2026

As of February 5, 2026, Qualcomm Incorporated (NASDAQ: QCOM) stands at a pivotal crossroads in its 40-year history. Long celebrated—and occasionally scrutinized—as the undisputed king of smartphone...

Via Finterra

Topics Artificial Intelligence Economy Intellectual Property

TSMC to Quadruple Advanced Packaging Capacity: Reaching 130,000 CoWoS Wafers Monthly by Late 2026

February 05, 2026

In a move set to redefine the global AI supply chain, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has finalized plans to aggressively expand its advanced packaging capacity. By late 2026,...

NVIDIA Shakes the ‘Power Wall’: Spectrum-X Ethernet Photonics Bridges the Gap to Million-GPU Rubin Clusters

Topics Artificial Intelligence Economy

February 05, 2026

As the artificial intelligence industry pivots toward the unprecedented scale of multi-trillion-parameter models, the bottleneck has shifted from raw compute to the networking fabric that binds tens of...

The Bespoke Silicon Revolution: Broadcom’s $50 Billion Surge Redefines the AI Hardware Landscape

Topics Artificial Intelligence

February 05, 2026

As of early 2026, the artificial intelligence industry has reached a critical inflection point where generic hardware is no longer enough to satisfy the hunger of multi-trillion parameter models....

Stock Market Today: Dow, S&P 500, Nasdaq Futures Fall After Tech Selloff—Alphabet, Broadcom, Amazon In Focus (UPDATED) ↗

Topics Artificial Intelligence Economy Supply Chain

February 05, 2026

U.S. stock futures were swinging between gains and losses on Thursday as the Dow Jones fell after yesterday’s rotation out of tech stocks. Futures of major benchmark indices were mixed.

Via Benzinga

Topics Stocks

These S&P500 stocks that are showing activity before the opening bell on Thursday. ↗

February 05, 2026

Via Chartmill

Stocks Slip Before the Open as Tech-Led Selloff Continues, Amazon Earnings on Tap

February 05, 2026

March S&P 500 E-Mini futures (ESH26) are down -0.42%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.55% this morning, pointing to further losses on Wall Street as technology stocks face...

Nasdaq, S&P 500 Futures Subdued Ahead Of Amazon Earnings: Why GOOGL, AVGO, MSFT, HOOD Are On Traders' Radar Today ↗

Topics Artificial Intelligence Economy Stocks

February 05, 2026

Via Stocktwits

Topics Stocks

3 No-Brainer AI Stocks to Buy Right Now ↗

February 05, 2026

Demand for data center chips is not slackening.

Shares of Broadcom, which manufactures Google’s Tensor Processing Units (TPUs), rallied over 6% in Wednesday’s after-hours session.

Topics Artificial Intelligence

Nvidia And Broadcom Stocks Jump After-Hours, Thanks To Google’s Capex Boost ↗

February 04, 2026

Via Stocktwits

Topics Artificial Intelligence

Alphabet, Qualcomm, Arm Holdings, Broadcom And Snap: Why These 5 Stocks Are On Investors' Radars Today ↗

February 04, 2026

On Wednesday, Feb. 4, 2026 — GOOG, QCOM, ARM, AVGO, SNAP were among the stocks trending among investors.

Via Benzinga

Movers and shakers in today's after-hours session for S&P500 stocks? ↗

February 04, 2026

Via Chartmill

Broadcom Stock Jumps After The Close: Here's Why ↗

February 04, 2026

Broadcom shares are rising in extended trading Wednesday after Alphabet forecasted a massive jump in capital expenditures this year.

Via Benzinga

Prediction: Broadcom Will Be a $3 Trillion Company by the End of 2027 ↗

February 04, 2026

Broadcom's custom AI chip unit is growing rapidly.

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 4% in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end...

Topics Artificial Intelligence

Broadcom (AVGO) Stock Trades Down, Here Is Why

February 04, 2026

Via StockStory

Topics Artificial Intelligence Economy Government

How OpenAI's Revenue Growth Could Make These 3 AI Infrastructure Stocks Winners in 2026 ↗

February 04, 2026

OpenAI's success or failure will have a huge impact across the industry. These three artificial intelligence (AI) companies have a lot riding on it.

OpenAI CEO Sam Altman Says Nvidia 'Makes the Best AI Chips in the World.' How to Play NVDA Stock Amid New Drama?

Topics Artificial Intelligence

February 04, 2026

Nvidia stock fell more than 3% on Monday on reports that its planned $100 billion investment in OpenAI had stalled. However, both OpenAI's Sam Altman and Nvidia's Jensen Huang have pushed back on the...

This analyst has raised Broadcom's price target citing its role as a key supplier.

Topics Artificial Intelligence

Why This Analyst Just Raised Their Price Target on Broadcom Stock

February 04, 2026

Don't Know Which AI Stock To Buy? Here's the Easiest Way To Play the Once-in-a-Generation Tech Boom. ↗

Topics Artificial Intelligence

February 03, 2026

There's one ETF that will give you exposure to most of the top AI stocks.