AVGO34 news sentiment

Aug 13 2026

nasdaq.comArchivedNeutral tone

The Next Big AI Market Bottleneck Is Here: 8 Stocks to Play the Boom in Optics

Key Points Marvell and Broadcom are leaders in optical DSPs, while Lumentum has a virtual monopoly for InP lasers. Coherent and Applied Optoelectronics provide the critical transceiver infrastructure that connects switches and servers. Amphenol, Corning, and Ciena provide technology used to transport data within and outside of data centers. 10 stocks we like better than Marvell Technology › The pace of artificial intelligence (AI) innovation continues to accelerate, and as it does, the need for faster connectivity is intensifying. This is leading to a shift in the data center away from traditi

AI InfrastructureData CentersMarketsOptical ConnectivityOptical DspsSemiconductors

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13 Aug 2026 09:40

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Aug 12 2026

nasdaq.comArchivedNeutral tone

1 Vanguard ETF That Outperforms the S&P 500 and Still Has Room to Run

Key Points The "Magnificent Seven" stocks account for over 53% of this Vanguard ETF. This has helped the ETF outperform the S&P 500 in 13 of the past 20 years. Sluggish performance among its top 10 holdings has slowed returns this year.10 stocks we like better than Vanguard Morningstar Growth ETF › The S&P 500 is the stock market's most important index, tracking the 500 largest American companies on the market. It has become the main benchmark investors use to measure their returns, with outperformance and underperformance largely dependent on how it compares. Although investing in an S&P 500

Consumer DiscretionaryETFGrowth StocksIndustrialsMarketsTech

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12 Aug 2026 15:35

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Aug 12 2026

finance.yahoo.comArchivedPositive tone

TSMC & Sony Establish JV in Japan to Develop Smartphone Image Sensors

Taiwan Semiconductor Manufacturing Company TSM, or TSMC, and Sony Semiconductor Solutions have executed a legally binding definitive agreement to establish Advanced Vision Semiconductor Manufacturing Corporation, a joint venture (JV) in Kumamoto, Japan. The JV will focus on developing and manufacturing smartphone image sensors, with volume production set to start in 2029. The latest move follows the non-binding memorandum of understanding (MOU) the companies signed in May to pursue a strategic partnership for next-generation image sensor development and manufacturing. The collaboration also ai

AcquisitionAIJoint VentureSemiconductorsShareholderSplit

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12 Aug 2026 14:37

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Aug 12 2026

finance.yahoo.comArchivedPositive tone

NVIDIA's $500B Funding Push: Can It Unlock More Revenue Growth?

NVIDIA Corporation NVDA is taking a major step to accelerate the AI infrastructure buildout by partnering with six leading financial institutions to create financing platforms that could mobilize more than $500 billion of third-party capital over time. The partnerships involve Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR. The initiative could become an important growth catalyst because financing has emerged as a key hurdle for customers seeking to build large AI factories. By connecting customers with long-term capital, NVIDIA aims to make it easier for AI labs, enterprises

AI InfrastructureEarningsFinancingRevenue GrowthSemiconductors

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12 Aug 2026 14:22

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Aug 12 2026

finance.yahoo.comArchivedNeutral tone

Photonics Emerges As the Next AI Infrastructure Trade: ETFs in Focus

GPUs have long been viewed as the critical bottleneck in artificial intelligence (AI), but attention is increasingly shifting toward data transmission. As GPU clusters scale to tens of thousands of chips for training massive foundation models, traditional copper connections face growing limitations in distance, speed and power consumption. Optical connectivity uses light instead of electrical signals, enabling data centers to support multi-terabit bandwidth with ultra-low latency and greater energy efficiency. Hence, photonics is increasingly replacing copper-based data transmission in support

AIETFNetworkingOptical NetworkingPhotonics

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12 Aug 2026 14:00

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Aug 12 2026

finance.yahoo.comArchivedPositive tone

2 Reasons to Avoid ADI and 1 Stock to Buy Instead

2 Reasons to Avoid ADI and 1 Stock to Buy Instead Analog Devices has had an impressive run over the past six months as its shares have beaten the S&P 500 by 8.9%. The stock now trades at $390.17, marking a 20% gain. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move. Is now the time to buy Analog Devices, or should you be careful about including it in your portfolio? Get the full stock story straight from our expert analysts, it's free. Why Is Analog Devices Not Exciting? Despite the momentum, we're cautious about Analog Dev

GrowthInvestment StrategyQuarterly ResultsSemiconductorsValuation

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12 Aug 2026 13:29

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Aug 12 2026

finance.yahoo.comArchivedNeutral tone

Valens Semiconductor, Ltd. (VLN) Reports Q2 Loss, Beats Revenue Estimates

Valens Semiconductor, Ltd. (VLN) came out with a quarterly loss of $0.04 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.04 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this company would post a loss of $0.06 per share when it actually produced a loss of $0.05, delivering a surprise of +16.67%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. PTK Acquisition, which belongs to the Zacks Electronics - Semiconductors industry, posted revenues of $18.11 milli

EarningsEarnings EstimateEarnings ReleaseEarnings ReportEstimate RevisionsQuarterly Earnings

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12 Aug 2026 12:40

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Aug 12 2026

finance.yahoo.comArchivedPositive tone

Latest News In AI Chips - Advanced Chip Packaging Sparks Market Growth Shift

Recent developments in the AI chip market highlight a significant shift towards advanced chip packaging technologies. According to BCC Research, this market is expected to grow substantially, from $38.6 billion in 2024 to $87.6 billion by 2030, driven by increasing demand for AI and high-performance computing applications. This growth is largely influenced by the need for improved data throughput, reduced latency, and greater interconnect density, surpassing what traditional packaging can provide. The expansion of AI infrastructure and hyperscale data centers is spurring this demand, with Asia

5gAIChipmakersSemiconductors

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12 Aug 2026 12:37

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Aug 12 2026

finance.yahoo.comArchivedPositive tone

3 Reasons We Love Meta (META)

3 Reasons We Love Meta (META) Over the past six months, Meta's shares (currently trading at $591.67) have posted a disappointing 11.8% loss, well below the S&P 500's 11% gain. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation. Given the weaker price action, is this a buying opportunity for META? Find out in our full research report, it's free. Why Are We Positive on Meta? Famously founded by Mark Zuckerberg in his Harvard dorm, Meta Platforms (NASDAQ:META) operates a collection of the largest social networks in the world - Facebo

Consumer InternetEarningsEarnings Per ShareGrowth RateGrowth StocksProfitability

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12 Aug 2026 09:37

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Aug 11 2026

finance.yahoo.comArchivedPositive tone

Is Broadcom’s (AVGO) Next Big Bet Hidden in Plain Sight?

On August 4, Broadcom (NASDAQ:AVGO) said its software business had joined NVIDIA (NASDAQ:NVDA) and other industry partners as a founding member of the Open Secure AI Alliance, an effort to build open, collaborative defenses against AI-driven cyberattacks. It is a modest headline next to the numbers coming out of Broadcom's chip business, but it hints at where the company sees itself heading: not just building the AI boom's hardware, but helping secure it.Is Broadcom's (AVGO) Next Big Bet Hidden in Plain Sight? Bull Case: A Chip Business Growing Faster Than Anyone Expected When Broadcom reporte

AICybersecurityEarningsFree Cash FlowGrowthSemiconductors

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11 Aug 2026 18:50

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Aug 11 2026

finance.yahoo.comArchivedPositive tone

Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

After her legendary returns in 2020 and bouncing back to trounce the market again in 2025, Cathie Wood is hoping that it doesn't take another four years before her next victory lap. The founder, CEO, and chief investment officer at Ark Invest has been heating her firm's transaction activity this summer. Wood kicked off the new trading week by buying shares in Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), and Cloudflare (NYSE: NET) on Monday. Ark Invest is adding to existing positions in all three cases. Let's take a closer look at what she may find so appealing right now in these three inves

AICybersecurityEarningsNet IncomeRevenue GrowthSemiconductors

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11 Aug 2026 16:53

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Aug 11 2026

finance.yahoo.comArchivedPositive tone

Quantum trade moves beyond science fiction: AlphaCheck

Good morning. Stocks wavered on Tuesday. Reports of progress on Middle East peace talks remained top of mind, as investors watched for swings in oil prices, which remained subdued in the first hour of trading. Here's a check of the markets in early trading, as of 11:00 a.m. ET, based on a heat map powered by Yahoo Finance AlphaSpace data. Industrial (XLI) stocks climbed, leading the major S&P 500 sectors, while consumer staples (XLP) were on the back foot. Within tech, semiconductor hardware companies continued to rally. Here are the top stocks Yahoo Finance readers viewed this morning: Oracle

Balance SheetEarningsIPOQuantum ComputingSemiconductorsTech

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11 Aug 2026 16:24

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Aug 11 2026

finance.yahoo.comArchivedPositive tone

The Market Now Says a Rate HIKE Is Coming. There’s a Dividend Fund Literally Built for This

Quick Read Markets now price 53% odds of a September rate hike, punishing SCHD's bond-proxy tilt while FDRR screens dividend payers for positive yield correlation. FDRR's top three holdings are NVIDIA, Apple, and Alphabet, which together exceed 22% of the portfolio, fueling an 86% five-year return but adding significant growth-stock concentration risk. Directing new contributions to FDRR while leaving existing SCHD lots intact captures the rate hedge without crystallizing embedded capital gains in taxable accounts. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI s

DividendsFree Cash FlowInflationRate HikeTreasuriesYield Curve

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11 Aug 2026 16:12

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Aug 11 2026

finance.yahoo.comArchivedPositive tone

Can MRVL's NVDA Alliance Help it Challenge ALAB & AVGO?

Marvell Technology MRVL and NVIDIA NVDA are collaborating on advanced networking and optical technologies. Their expanded partnership includes silicon photonics and advanced optical interconnect solutions, areas in which MRVL has established capabilities in optical DSPs, silicon photonics and high-speed connectivity, and NVIDIA has NVLink Fusion. Initially in 2025, Marvell Technology and NVIDIA collaborated to give hyperscalers and other customers greater flexibility in developing custom AI computing infrastructure while allowing them to leverage NVIDIA's broader rack-scale architecture, netwo

AI InfrastructureNetworkingPartnershipSemiconductors

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11 Aug 2026 15:15

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Aug 11 2026

finance.yahoo.comArchivedPositive tone

The AI Trade Has a New Battleground and One Stock is Emerging as a Winner

Quick Read After peaking near $309 and pulling back to $208, MRVL earns a BUY rating with a $273 price target implying 31% upside. AVGO trades at a far cheaper 23x forward earnings versus MRVL's 54x, but Marvell's smaller revenue base supports faster percentage growth. Marvell's $75 billion custom silicon pipeline and 18 ramping XPU sockets target a $94 billion data center market by 2028. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Marvell Technology (NASDAQ:M

AIData CenterEarningsFree Cash FlowPrice TargetPrice Target

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11 Aug 2026 14:30

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Aug 11 2026

finance.yahoo.comArchivedPositive tone

ARK Invest buys Nvidia, Broadcom stock dips, sells Deere

ARK Invest picked up shares of Nvidia and Broadcom on Monday as both chipmakers retreated, while offloading roughly $36.8 million in Deere stock — the day's biggest individual transaction — per the firm's daily fund disclosures. ARK founder and CEO Cathie Wood purchased 122,422 Nvidia shares worth about $26.6 million across five of the firm's exchange-traded funds. Nvidia stock fell 2.86% on Monday following reports that the chipmaker is working with a group of major financial firms — including Apollo Global, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs, and KKR — to arran

AIChipmakersSemiconductorsStock PurchasesStock Sales

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11 Aug 2026 13:50

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Aug 11 2026

finance.yahoo.comArchivedPositive tone

I’m Buying Nvidia Ahead of Aug. 26 Earnings Exactly For The Reason You Think

Quick Read NVDA commands over 80% of the high-end AI accelerator market as Microsoft, Meta, Alphabet, and Amazon collectively commit $200B to AI infrastructure. AMD's MI-series and AVGO's custom silicon both lack NVDA's full-stack advantages, including CUDA lock-in, NVLink networking, and a 71% gross margin. China's export restrictions erased roughly $4.6B per quarter in H20 sales, yet management still guided Q2 revenue to $91B. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. I keep buying NVIDIA (NASDAQ:NVDA) shares, and the Au

AI InfrastructureBalance SheetDividendsEarningsEarnings ReportFree Cash Flow

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11 Aug 2026 12:12

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Aug 11 2026

nasdaq.comArchivedPositive tone

Adeia (ADEA) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Monday, Aug. 3, 2026 at 5 p.m. ET CALL PARTICIPANTS Vice President and Investor Relations - Chris ChaneyPresident and Chief Executive Officer - Paul DavisChief Financial Officer - Keith Jones TAKEAWAYS Revenue -- $96.1 million, driven by the execution of six license agreements across over-the-top, e-commerce, consumer electronics, and Pay-TV sectors.Non-GAAP Diluted EPS -- $0.34, compared to $0.25 in the same period last year.Adjusted EBITDA -- $56.4 million, representing an adjusted EBITDA margin of 58.7% for the quarter.Cash from Operations -- $54.6 millio

Balance SheetEarningsEarnings ReleaseFinancial ResultsFourth QuarterGuidance

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11 Aug 2026 02:58

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Aug 10 2026

finance.yahoo.comArchivedNegative tone

3 Reasons to Sell HUBG and 1 Stock to Buy Instead

3 Reasons to Sell HUBG and 1 Stock to Buy Instead Hub Group trades at $46.22 and has moved in lockstep with the market. Its shares have returned 9.6% over the last six months while the S&P 500 has gained 10.9%. Is there a buying opportunity in Hub Group, or does it present a risk to your portfolio? Dive into our full research report to see our analyst team's opinion, it's free. Why Do We Think Hub Group Will Underperform? We're passing on Hub Group for now. Here are three reasons why there are better opportunities than HUBG, plus one stock we'd rather own. 1. Long-Term Revenue Growth Disappoin

EarningsEdge ComputingGrowth RateGrowth StocksSoftware

Published

10 Aug 2026 22:01

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Aug 10 2026

nasdaq.comArchivedPositive tone

Semiconductor Equipment Makers vs. Chip Designers: Who's Actually Winning the AI Cycle?

Key Points ASML Holdings and Applied Materials provide essential equipment and expertise for making AI processors. Nvidia and Broadcom are leading chip designers, with pricing power that could last as the artificial intelligence boom plays out.10 stocks we like better than Nvidia › There are many ways to play the artificial intelligence (AI) boom right now, and two of the best angles are to invest in semiconductor equipment makers like ASML Holdings(NASDAQ: ASML) and Applied Materials(NASDAQ: AMAT), or by owning chip designers like Nvidia(NASDAQ: NVDA) and Broadcom(NASDAQ: AVGO). Over the past

AIEarningsMarketsRevenue GrowthSemiconductorsShare Price

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10 Aug 2026 21:50

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Aug 10 2026

finance.yahoo.comArchivedPositive tone

Schwab Trading Activity Index™: STAX Score Increases Modestly in July

Schwab Trading Activity Index vs. S&P 500 (Graphic: Charles Schwab) Schwab clients were net buyers, using late-month dips to add exposure across individual stocks, ETFs, and options Key Takeaways: The Schwab Trading Activity Index™ (STAX) increased to 59.80 in July, up slightly from its score of 59.12 in June. Clients remained net buyers in July, using late-month dips to add exposure across individual stocks, ETFs, and options. The strongest buying interest came from two clear groups: Gen X clients, who continued to lead net buying by age cohort, and self-directed traders, whose bullish activi

EtfsOptionsRatesTechnologyTrading Activity

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10 Aug 2026 17:30

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Aug 10 2026

finance.yahoo.comArchivedPositive tone

Broadcom Boosts VCF Security: Can it Fend Off Nutanix and IBM?

Broadcom AVGO has expanded the security capabilities of VMware Cloud Foundation ("VCF") with new enhancements to VMware vDefend and VMware Avi Load Balancer. The upgrades are designed to strengthen multi-layer cyber defense for private clouds while improving infrastructure efficiency and simplifying security operations through AI-powered automation. The enhancements arrive as enterprises increasingly deploy AI, Kubernetes and traditional virtualized workloads within a common private-cloud environment. It is also likely to boost VCF's competitive prowess against solutions offered by Nutanix NTN

AICloud ComputingCybersecurityHybrid CloudRevenue Growth

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10 Aug 2026 17:19

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Aug 10 2026

finance.yahoo.comArchivedNegative tone

Cerebras Q2 Earnings Loom: Buy or Sell CBRS Stock Ahead of Results?

Cerebras Systems CBRS is set to release its second-quarter 2026 results on Aug. 12. The company anticipates second-quarter 2026 core revenues of $194 million, implying 88% year-over-year growth. The Zacks Consensus Estimate for revenues is pegged at $194.16 million. Cerebras reported revenues of $193.4 million in the first quarter of 2026. The consensus mark for loss has been steady at 21 cents per share over the past 30 days. Cerebras reported a loss of 4 cents per share in the first quarter of 2026, 71.43% narrower than the Zacks Consensus Estimate of a loss of 14 cents. Consensus Estimate T

AI InferenceCloud ComputingEarningsEarnings ReleasePrice TargetRevenue Growth

Published

10 Aug 2026 17:07

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Aug 10 2026

nasdaq.comArchivedNeutral tone

Broadcom Stock Looks Like a Screaming Deal

Key Points Broadcom expects its custom AI chip business to top $100 billion in 2027. Yet, the stock isn't priced at a major premium, especially after its recent dip.10 stocks we like better than Broadcom › Broadcom(NASDAQ: AVGO) has been a great investment in 2026. The stock has risen over 20% so far, easily outperforming the broader market. However, I think this is just the beginning for Broadcom. If you look ahead to what's coming in 2027, I think it's pretty clear that Broadcom is due to have a tremendous year, and that the market hasn't fully grasped what's coming. Missed Nvidia in 2009? T

AIEarningsMarketsSemiconductors

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10 Aug 2026 17:05

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Aug 10 2026

finance.yahoo.comArchivedPositive tone

Qualcomm's Android Growth Number Has Left The Front Of The Story

Photo by manseok_Kim on Pixabay A metric management once put at the top of its quarterly summary now surfaces only when someone asks for it. Qualcomm (QCOM) used to put a growth rate on Android revenue in its quarterly summary. That number is no longer at the front of the story. What sits there instead is a fiscal 2029 revenue target and a data center push whose first custom silicon revenue arrives in the December quarter. The Android growth rate a holder could check every quarter has been swapped for a target dated three fiscal years out. The Android Line That Used To Open The Summary In Nove

AutomotiveData CenterEarningsGrowth RateRevenueRevenue Growth

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10 Aug 2026 16:14

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Aug 10 2026

finance.yahoo.comArchivedNeutral tone

Alphabet's Higher AI Spending Could Boost These ETFs

Alphabet GOOGL is raising the stakes in the artificial intelligence (AI) race. The company increased its 2026 capital expenditure guidance to $195-$205 billion from the $180-$190 billion given during the second-quarter earnings release, per The Motley Fool as quoted on Yahoo Finance. GOOGL's AI Spending Takes Center Stage Alphabet's decision to raise its capital expenditure outlook highlights the enormous amount of investment required to expand AI capabilities. The spending is expected to support data centers, networking infrastructure, advanced computing systems and other AI-related technolog

AIBond OfferingEarnings ReleaseEtfsFree Cash FlowInitial Public Offering

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10 Aug 2026 15:40

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Aug 10 2026

finance.yahoo.comArchivedPositive tone

Is Avnet (AVT) Stock Outpacing Its Computer and Technology Peers This Year?

Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Avnet (AVT) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question. Avnet is one of 614 individual stocks in the Computer and Technology sector. Collectively, these companies sit at #2 in the Zacks Sector Rank. The Zacks Sector

EarningsEstimate RevisionsSemiconductorsTech

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10 Aug 2026 14:40

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Aug 10 2026

finance.yahoo.comArchivedPositive tone

TSMC Sales Jumps 45% as Nvidia-Driven AI Boom Powers Chip Demand

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (TSM) posted a 44.7% increase in July revenue. TSMC generated NT$467.58 billion ($14.5 billion) in July sales, up 5.6% from June. Revenue for the first seven months of the year reached NT$2.87 trillion, representing a 37% increase from the same period last year. Warning! GuruFocus has detected 6 Warning Sign with AVGO. Is AVGO fairly valued? Test your thesis with our free DCF calculator. The results come after TSMC delivered record second-quarter profit and margins, although management indicated profitability could mo

AICapital SpendingEarningsRevenue GrowthSemiconductorsTech

Published

10 Aug 2026 13:18

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Aug 10 2026

finance.yahoo.comArchivedPositive tone

Asian shares are mixed after gains on Wall Street, while oil prices climb

BANGKOK (AP) — Shares were mixed in Asia on Monday, with Japan's Nikkei 225 leading advances after stocks rose on Wall Street, ending last week with gains. Oil prices rose and U.S. futures were little changed. In Tokyo, the benchmark Nikkei 225 jumped 2% to 66,890.02, pulled higher by strong gains for technology companies. Computer chip equipment maker Tokyo Electron climbed 3.5%, while chip testing device maker Advantest rose 4.9%. In South Korea, the gains were more modest, as the Kospi added 0.8% to 6,305.86 as shares in major chipmakers slipped. Samsung Electronics lost 0.9%, while its sma

InflationInterest RatesTechTreasuries

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10 Aug 2026 07:26

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Aug 10 2026

nasdaq.comArchivedNegative tone

Prediction: Sandisk Will Reclaim Its All-Time High by the End of the Year

Key Points Sandisk is still gaining market share in the memory chip industry, and its recent results were superb. A 51% sequential revenue growth rate comes as hyperscalers commit to spending capital over multiple years. Sandisk trades at a reasonable valuation, with bearish fears about a cyclical slowdown overblown.10 stocks we like better than Sandisk › Sandisk(NASDAQ: SNDK) is one of the only growth stocks that can more than quadruple and still be undervalued. Superb fiscal 2026 fourth-quarter results and broader memory chip trends suggest that Sandisk can reclaim its all-time high of just

EarningsEarnings ReleaseFourth QuarterFree Cash FlowGrowth RateGrowth Stocks

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10 Aug 2026 07:20

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