Broadcom Inc
Asia-Pacific markets track Wall Street’s tech recovery after Alphabet leads AI rally
SHANGHAI, CHINA – MARCH 01: Skyscrapers stand at the Pudong Lujiazui Financial District on March 1, 2022 in Shanghai, China. Xiao Yang | Visual China Group | Getty Images Asia-Pacific markets opened higher Tuesday, after Wall Street’s tech stocks rebounded on a rally in Google parent and hopes of a Fed rate cut. Optimism about Alphabet’s […]
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Broadcom is joining Alphabet in the AI rally. Why investors are jumping in
A Broadcom circuit board for chip testing is pictured during a lab tour as Broadcom prepares to launch new optical chip tech to fend off Nvidia in San Jose, California, U.S., September 5, 2025. Brittany Hosea-small | Reuters Broadcom shares rallied 11.1% on Monday, as investors poured back into several high-flying tech companies tied to […]
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Here are real AI stocks to invest in and speculative ones to avoid
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these worries will recede, as they did Friday, or flare up again will certainly be something to watch in the days and weeks ahead. We understand the concerns about valuations in the speculative aspects of the AI trade, […]
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Nvidia is king in AI chips, but Google and Amazon want to catch up by making their own
Nvidia outperformed all expectations, reporting soaring profits Wednesday thanks to its graphics processing units that excel at AI workloads. But more categories of AI chips are gaining ground. Custom ASICs, or application-specific integrated circuits, are now being designed by all the major hyperscalers, from Google‘s TPU to Amazon‘s Trainium and OpenAI’s plans with Broadcom. These […]
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Why Eaton’s CFO change isn’t a red flag — plus, Palo Alto’s buzzy new deal
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Thursday’s key moments. 1. The S & P 500 jumped 1.1% Thursday as the AI trade was back in full force following Nvidia ‘s blowout quarterly earnings. Shares of the chipmaker were up […]
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Nvidia’s earnings blowout, Walmart’s outlook, Fed minutes and more in Morning Squawk
Jensen Huang, chief executive officer of Nvidia Corp., during the US-Saudi Investment Forum at the Kennedy Center in Washington, DC, US, on Wednesday, Nov. 19, 2025. Stefani Reynolds | Bloomberg | Getty Images This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know […]
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Stock futures rally as Nvidia’s strong forecast reignites the AI trade: Live updates
Traders work at the New York Stock Exchange on Nov. 19, 2025. NYSE Stock futures rose Thursday as investors digested Nvidia’s latest quarterly beat. The report appeared to help restore confidence in major technology stocks, providing a boost to the broader market. Futures tied to the Dow Jones Industrial Average added 235 points, or 0.5%. […]
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Global tech stocks climb as Nvidia results spark relief rally soothing AI bubble concerns
Global tech stocks rallied Thursday as investors piled back into AI-related names, buoyed by Nvidia earnings. Nvidia topped forecasts for revenue, which jumped 62% to $57.01 billion year-on-year, and issued stronger-than-expected fourth-quarter sales guidance, giving investors the confidence they were looking for to continue placing bets on the AI industry. Shares were 5% higher in […]
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Stocks making the biggest moves after hours: Nvidia, Palo Alto Networks, Oddity Tech, AMD and more
Check out the companies making headlines in after-hours trading. Nvidia — Shares of the chipmaker rose more than 6% in extended trading on the back of better-than-expected third-quarter results . Nvidia earned $1.30 cents per share, excluding items, on $57.01 billion in revenue. Analysts polled by LSEG had expected $1.25 cents per share in earnings […]
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Alphabet rallies after Berkshire reveals stake. Why Buffett’s firm likely bought it
Key Points Berkshire Hathaway owned roughly $4.3 billion worth of Alphabet as of Sept. 30, making it the firm’s 10th largest equity holding, a filing showed. The Alphabet investment likely came from one of his two lieutenants, Todd Combs or Ted Weschler. Though its size suggests it likely had the blessing of Buffett, who is […]
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