Broadcom Inc
Buzz about Broadcom’s custom chips is testing, but not breaking Nvidia’s dominance
If money were not a factor, a Google software engineer says custom chips, like those from Broadcom , would always be his default selection to build cutting-edge artificial intelligence models. “I am a hundred percent using a custom chip of some sort if resources are not a constraint and I need to move fast and […]
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S&P 500 futures climb ahead of Fed decision, major tech earnings: Live updates
Traders work at the New York Stock Exchange on Jan. 27, 2026. NYSE S&P 500 futures rose Wednesday morning ahead of the Federal Reserve’s interest rate decision and earnings reports from major tech companies. Futures linked to the broad market index were up 0.25%, while Nasdaq 100 futures advanced about 0.77%. Dow Jones Industrial Average […]
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Meta inks deal to pay Corning up to $6 billion for fiber-optic cables in AI data centers
As Meta tries to rapidly construct massive data centers to keep pace with the artificial intelligence craze, it’s turning to a 175-year-old glass manufacturer for help. Meta has committed to paying Corning up to $6 billion through 2030 for fiber-optic cable in its AI data centers, Corning CEO Wendell Weeks told CNBC in an exclusive […]
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Tech’s massive AI spend is under scrutiny ahead of earnings. Here’s what to watch
From left, Mark Zuckerberg, CEO of Meta Platforms; Lauren Sanchez; Jeff Bezos, founder of Amazon.com; Sundar Pichai, CEO of Alphabet; and Elon Musk, CEO of Tesla, during the 60th presidential inauguration in the rotunda of the Capitol in Washington, Jan. 20, 2025. Julia Demaree Nikhinson | Bloomberg | Getty Images If 2025 was the year […]
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Nvidia set to supplant Apple as TSMC’s top customer, signaling chip industry’s ‘changing dynamic’
C.C. Wei, CEO of TSMC, and Jensen Huang, CEO of Nvidia, interact on stage during TSMC’s annual sports day in Hsinchu, Taiwan, Nov. 8, 2025. Ann Wang | Reuters When Jensen Huang first met Morris Chang decades ago, he told the founder of Taiwan Semiconductor Manufacturing Company that one day Nvidia would be the chip […]
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Jim Cramer says he’s not abandoning the Mag 7 stocks despite recent struggles. Here’s why
CNBC’s Jim Cramer said Thursday he’s not bailing on the tech giants known as the Magnificent Seven despite most of those stocks getting off to a sluggish start in 2026. “I think that the money will ultimately flow back to most of the [Mag 7] … because these companies just have too many levers, too […]
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These 4 turnarounds are making headway – plus, updates on our 30 other stocks
Jim Cramer and Jeff Marks, the Club’s director of portfolio analysis, on Thursday delivered updates on all 34 Club holdings during the January Monthly Meeting. Here are the highlights from the first meeting of 2026, starting with our four turnaround stories: 4 turnaround plays Nike: The apparel and sneaker retailer has shown real signs of […]
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Deutsche Bank says the ‘honeymoon is over’ for AI
This year will be the most difficult one yet for artificial intelligence, according to Deutsche Bank Research Institute. AI adoption has expanded in recent years, but Wall Street is betting that 2026 will see a reckoning of the technology — and the web of trades around the trend — as the market demands tangible returns […]
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Top Wall Street analysts are confident about these three stocks for the long term
Signage at the Broadcom Inc. headquarters in San Jose, California, June 2, 2025. David Paul Morris | Bloomberg | Getty Images Investors contended with bank earnings and geopolitical tensions this week, but the ongoing volatility may help uncover a few attractive stock picks. Stock ratings from top Wall Street analysts can help inform investors as […]
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OpenAI has committed billions to recent chip deals. Some big names have been left out
Open AI CEO Sam Altman speaks during a talk session with SoftBank Group CEO Masayoshi Son at an event titled “Transforming Business through AI” in Tokyo, on Feb. 3, 2025. Tomohiro Ohsumi | Getty Images In November, following Nvidia’s latest earnings beat, CEO Jensen Huang boasted to investors about his company’s position in artificial intelligence […]
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