(Bloomberg) -- Broadcom Inc.’s massive rally after last week’s earnings report is reminiscent of when Nvidia Corp. shares first started to take off back in 2023. The chipmaker now needs to ...

However, according to Chosun Biz, many industry insiders pointed out that if Samsung collaborates with Nvidia's competitor Broadcom, a different outcome may emerge. Samsung was initially expected ...

If AI models can be trained on lower-cost, inferior chips, Nvidia has a lot to lose. Broadcom supplies many of the networking products that work side-by-side with chips in the data center.

“We think the company’s core business remains fairly lousy (though this is hardly isolated to Broadcom),” the team wrote. “But the robust AI story is finding its own ‘NVIDIA moment ...

Nvidia and Broadcom shares surged Wednesday after Google parent Alphabet, a customer of both chipmakers, said it plans to ramp up spending on artificial intelligence. Alphabet said Tuesday that it ...

AVGO stock is doing even worse than NVDA: down 19.3% so far. This is due to the same reasons Nvidia is facing a downturn. Broadcom’s sales have been increasingly linked to AI, so the demand for ...

Bloomberg / Contributor / Getty Images, BING-JHEN HONG / Getty Images Nvidia and Broadcom shares surged Wednesday after Google parent Alphabet, a customer of both chipmakers, said it plans to ...

(Bloomberg) -- Broadcom Inc.’s massive rally after last week’s earnings report is reminiscent of when Nvidia Corp. shares first started to take off back in 2023. The chipmaker now needs to prove it ...

Broadcom's shares slumped around 17%, while Micron Technology was down around 11%. A slew of stocks, including chip maker Nvidia (NVDA), fell Monday after Chinese startup DeepSeek released a ...

Heading into today's trading, Broadcom, Nvidia, and Microsoft were selling for 200 times, 56 times, and 37 times earnings, respectively. Alphabet was the outlier, selling for a discount at 27 ...