AVGO

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These chipmakers trade anywhere from 6 to 33 times their expected earnings for this fiscal year or next -- and the cheapest one is the one I'd be most careful buying.

Broadcom's revenue has more than doubled in two years while Applied Materials posted modest gains.

The AI trade has helped drive markets higher, but there are signs its momentum may be fading. Read more here.

For custom chip designer Broadcom Inc. (NASDAQ:AVGO), the debate is all about whether the demand for AI products will sustain and grow. It is among the few firms capable of designing custom AI chips that big technology firms rely on to supplement NVIDIA’s high-power and expensive AI chips. Anthropic CEO Dario Amodei’s latest remarks about […]

MACOM Technology Solutions stock has more than doubled over the past year. BMO is the latest Wall Street firm to turn bullish on the chip maker.

XLK markets itself as diversified large-cap tech exposure, but a closer look at the holdings reveals a chip bet so large that even a quarterly rebalance may do nothing to shrink it.

CSCO's 8% three-month drop reflects margin and recurring-growth concerns, but surging AI demand and networking refresh opportunities support its outlook.

Nvidia just raised its dividend by 2,400%. Is Micron next?

Every AI boom crowns a new king, and betting on the current one at peak valuation is how investors get caught holding the bag when the throne shifts. There is a quieter company already collecting royalties from every challenger lining up to take that crown.