Broadcom Limited (AVGO) PT Raised to $329 at Mizuho

Citi Positive on AMD, AVGO, MU and NVDA

Citi Positive on AMD, AVGO, MU and NVDA

The analyst comments "AMD can presumably resume shipping its AI GPU MI308X to China This morning, AMD stated that they were informed by the Department of Commerce that licenses to ship the MI308X AI GPU to China are being reviewed and they plan to resume shipments following the previous ban. AMD previously expected the revenue impact from China export requirements to be approximately $1.5 billion in 2025 (4% of sales). AMD up 7%but we view... More

Semiconductor cos to likely posts earnings beat, says Oppenheimer as it bumps PT

Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.

Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth.

It raised price targets for stocks like Nvidia (NASDAQ:... More

3 chip stocks to focus on during Q2 earnings season: KeyBanc

KeyBanc Capital Markets expects strong earnings momentum across the semiconductor sector this quarter, with AI-related demand and product ramps continuing to drive upside.

While near-term results may benefit from broad tariff-related pull-ins, the brokerage firm flags that investor attention is shifting toward the durability of growth into the second half (2H) of the year.

Hardware names exposed to AI infrastructure remain best-positioned, with KeyBanc emphasizing robust hyperscaler demand, rising platform complexity, and continued inventory replenishment as key themes for Q2.

Within that backdrop, KeyBanc highlights Advanced Micro Devices (NASDAQ: AMD),... More

Broadcom launches new Tomahawk Ultra networking chip in AI battle against Nvidia

By Max A. Cherney

SAN FRANCISCO (Reuters) -Broadcom's chip unit unveiled on Tuesday a new networking processor that aims to speed artificial intelligence data crunching, which requires stringing together hundreds of chips that work together.

The new chip is the latest piece of hardware that Broadcom has brought to bear against rival AI giant Nvidia. Broadcom helps Alphabet's Google produce its AI chips, which are perceived by developers and industry experts as one... More

Broadcom ships Tomahawk Ultra ethernet switch for AI and HPC workloads

Broadcom Inc. (NASDAQ: AVGO) announced it has begun shipping its Tomahawk Ultra ethernet switch, designed for high-performance computing and AI applications. The switch delivers 51.2 Tbps throughput with 250-nanosecond latency, according to the company's press release.

The Tomahawk Ultra processes up to 77 billion packets per second at line rate, even with... More

Broadcom Limited (AVGO) PT Raised to $305 at Oppenheimer

(Updated - July 15, 2025 8:13 AM EDT)

Oppenheimer analyst Rick Schafer raised the price target on Broadcom Limited (NASDAQ: AVGO) to $305.00 (from $265.00) while maintaining a Outperform rating.

The analyst commented: "Our $305 PT is based on 32x our CY26 EPS estimate, above group. The... More

Trump to unveil $70 billion in AI and energy investments - Bloomberg

Trump to unveil $70 billion in AI and energy investments - Bloomberg

Zuckerberg pledges ’hundreds of billions of dollars’ amid superintelligence push

Investing.com -- Meta Platforms Inc (NASDAQ: META) shares rose 1.2% on Monday as CEO Mark Zuckerberg outlined an ambitious artificial intelligence expansion effort on Threads, the companys social media app positioned as a rival to X. In a post detailing massive investments, Zuckerberg described Metas push to build cutting-edge infrastructure supporting superintelligent AI.

For our superintelligence effort, Im focused on building the most elite and talent-dense team in the industry, Zuckerberg wrote. Were also going to invest hundreds of billions of dollars into compute to build superintelligence. He added that Metas first advanced... More