Alphabet stunned Wall Street with its 2026 spending plans. What companies could benefit?
Alphabet (GOOG) (GOOGL) stunned Wall Street on Wednesday when it said it would spend between $175B and $185B on capital...
Tag: AVGO
Celestica, Arista, Credo among BNP Paribas’ top AI stocks for 2026
Celestica (CLS), Arista (ANET), and Credo Technologies (CRDO) are among investment firm BNP Paribas' top artificial...
The Ithaka Group adds HWM, AVGO, CRDO and exits BX, ELF, MRVL, TTD
Ithaka Group underperformed the Russell 1000 Growth Index in Q4 2025, returning a loss of 5.9% gross as compared to a gain...
Wells Fargo upgrades Broadcom, Analog Devices and Monolithic Power Systems to Overweight
Wells Fargo upgraded Broadcom (AVGO), Analog Devices (ADI) and Monolithic Power Systems (MPWR) to Overweight from...
Insider trades: Block, Broadcom, Micron among notable names this week
Insider activity was relatively light during the first full trading week of 2026, with transactions seen across companies...
Nvidia, Broadcom, AMD among BofA’s top chip stocks to ‘ride the wave’
Nvidia (NVDA), Broadcom (AVGO), and AMD (AMD) are among Bank of America's top picks in the semiconductor industry as it...
Chip stocks mixed as CES 2026 kicks off
Chip stocks were mixed on Monday after the CES 2026 kicked off in Las Vegas with the industry's key names set to grace the...
Insider Trades: Nike, Oracle, Broadcom among notable names this week
Companies including Nike (NKE), CrowdStrike (CRWD) and Oracle (ORCL) saw significant insider activity in the...
U.S. to impose new tariffs on Chinese semiconductors starting June 2027
The United States will move to impose new tariffs on China’s semiconductor industry, introducing duties from June 23,...
Nvidia, AMD, Broadcom, others in focus as Truist sees AI strength in 2026
Nvidia (NVDA), AMD (AMD) and Broadcom (AVGO) were among the artificial intelligence-focused stocks in focus on Friday as...