Broadcom Financial News

Subscribe to enjoy similar stories. For a decade, one company has maintained a near-total stranglehold on the business of selling the advanced computer chips that power machine learning and artificial intelligence: Nvidia. Armed with the most advanced blueprints for graphics processing units, or GPUs, and helped by the rapid pace of innovation at Taiwan Semiconductor Manufacturing, the contract fabricator that makes 90% of the world’s advanced AI chips, Nvidia has become synonymous with AI processors.

Subscribe to enjoy similar stories. Nvidia and Broadcom are increasingly being drawn into direct competition as artificial-intelligence companies look for the most cost-efficient way to train and run AI models. Analysts at UBS think demand is growing quickly for Broadcom’s processors as an alternative.

Subscribe to enjoy similar stories. Tech stocks retreated Wednesday, with declines in Nvidia and other chip companies dragging the Nasdaq composite to its worst day in almost a month. Driving the moves: concerns about high valuations and additional regulation.

Subscribe to enjoy similar stories. The more the merrier is especially true during the holiday season. That applies to stocks, too.

According to LSEG data, the top 10 global companies saw a 13.2% decrease in their market value to $18.64 trillion at the end of Q1 2025, marking the biggest drop since June 2022.

Arm Holdings recently sought to acquire Alphawave, a UK-based supplier of semiconductor intellectual property, to secure a crucial technology that is crucial for building its own artificial-intelligence processors, according to three sources familiar with the matter. Alphawave, which has a market value of 707.1 million pounds ($913.36 million), has been working with its investment bankers to explore a sale after receiving acquisition interest from Arm and other potential acquirers, one of the sources told Reuters. Arm, however, has decided not to pursue a takeover of Alphawave after its initial discussions with the company, two of the sources said.

Intel surged nearly 15% on Thursday, as Wall Street cheered its decision to name former board member Lip-Bu Tan as CEO, who left in August over differences about the chipmaker's direction, after several years of market underperformance. Tan will be tasked with reviving the company's fortunes after it missed out on the artificial intelligence-driven semiconductor boom while plowing billions of dollars into building out its chip-making business. Intel has posted several quarters of market share losses in data centers and PCs, as well as billion-dollar losses in its manufacturing business, and over the past five years, the stock has lost about 60% of its value, a period of time when the Nasdaq Composite Index and S&P 500 have both more than doubled. «Tan in as CEO at Intel was as good as stakeholders could have hoped for,» said TD Cowen analysts, noting that he has «deep relationships» across the chip ecosystem that could draw customers to the company's contract manufacturing business. Tan will take the helm next week — three months after Intel ousted CEO Pat Gelsinger. Tan had been brought into the board two years earlier to help turn the company around, but left due to disagreements over the size of the company's workforce and its culture. Skepticism about Intel's future has deepened in recent months amid reports that rivals, including Broadcom, were evaluating the chip design and marketing business, while TSMC has separately studied controlling some or all of its plants.

Subscribe to enjoy similar stories. The best strategy for buying the dip in artificial intelligence stocks isn’t going all in on Nvidia. It’s spreading your bets among a bunch of AI-exposed companies.

Subscribe to enjoy similar stories. Apple Inc. on Wednesday unveiled its first-ever custom modem chip, Apple C1, while launching the iPhone 16e.

Nvidia has been riding on the success of the epic stock market bull run in 2023 and 2024, and that streak is still going full steam ahead. However, some other key players in the AI market may play spoilsport to the chipmaking giant's run in 2025, as per reports. But, will they ultimately be successful in stopping Nvidia's massive growth?

Broadcom has become a go-to supplier for big technology companies looking to reduce their dependence on pricey, supply-constrained AI processors made by front-runner Nvidia by developing their own advanced custom chips. That has pushed Broadcom's shares up more than 62 per cent so far this year. Broadcom has association with tech giants Meta, Google, and ByteDance.

AI stocks too, they are all the more important. Nvidia, TSMC and Broadcom are some of the AI stocks that are in its glorious heydays for the last couple of months, showing tremendous growth, backed by their neck-deep AI ventures. However, there is one more AI stock that is rising steadily and could soon the join the list of AI elites if everything goes alright.

Stan Druckenmiller, the billionaire investor is currently not running after the herd and opting for other options than Nvidia stocks, according to The Motley Fool's report.

Subscribe to enjoy similar stories. THE BOSSES of America’s trillion-dollar technology giants represent two CEO archetypes. First, the eccentric visionary founder: Mark Zuckerberg of Meta, Elon Musk of Tesla and Jensen Huang of Nvidia are obsessed with their products; wield untrammelled power thanks to the strength of their will, the size of their shareholding, or both; and make questionable sartorial choices.

Subscribe to enjoy similar stories. There’s a new trillion-dollar AI chip maker in town. The old one is still going to do just fine.

Broadcom forecast quarterly revenue surpassing Wall Street expectations and predicted robust growth in demand for its custom AI chips over the next few years. The optimistic outlook propelled the company's shares 24% higher, pushing its market capitalization past $1 trillion for the first time.

AI GPUs, its stock prices have now hit the roof, and that has now got the rapt attention of Apple, as they too want to enter the chipmaking field in a big way, and have planned some collaborations that can help them get towards this.

Stock indexes closed mixed on Wall Street at the end of a rare bumpy week