Semiconductor News & Analysis Feed
157 articles
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
__fail__
2026-06-06
www.fool.com
2026-06-06
The Motley Fool
Nvidia still dominates the market for chips used in artificial intelligence (AI) data centers. But AI is such a tremendous opportunity that second place isn't so bad in this case. Statista estimates that the AI chip market will continue to grow, reaching $333 billion by the end of the decade.
That leaves plenty of room for other companies to make investors quite a bit of money over the coming yea
2026-06-06
www.investors.com
2026-06-06
Investor's Business Daily
__fail__
2026-06-06
www.zacks.com
2026-06-06
Zacks Investment Research
__fail__
2026-06-06
letsdatascience.com
2026-06-06
Let's Data Science
FUNDING & BUSINESS
broadcom
ai semiconductors
customer concentration
vmware
Broadcom Posts AI Revenue Surge, Triggers Investor Reassessment
7 sources
|
June 5, 2026
7.0
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
QUICK SUMMARY
Hide
Broadcom reported record fiscal Q2 revenue of $22.2 billion, up 48% year over year, with AI semiconductor revenue of $10.8 billion, up 143%, ac
2026-06-05
www.theglobeandmail.com
2026-06-05
The Globe and Mail
Chicago, IL – June 5, 2026 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Micron Technology, Inc. MU, Advanced Micro Devices, Inc. AMD, Broadcom Inc. AVGO and NVIDIA Corp. NVDA.
2026-06-05
news.google.com
2026-06-05
Yahoo Finance
2026-06-05
news.google.com
2026-06-05
Zacks Investment Research
2026-06-05
news.google.com
2026-06-05
MSN
2026-06-05
news.google.com
2026-06-05
Stocktwits
2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
__fail__
2026-06-05
www.fool.com
2026-06-05
The Motley Fool
Nvidia (
NVDA
+2.08%
) and Broadcom (
AVGO
12.47%
) have become two of the clearest ways to invest in the artificial intelligence (AI) infrastructure build-out. One designs the graphics processing units (GPUs) that train the largest AI models; the other builds custom chips and networking gear for the cloud companies racing to expand their data centers. And both have handed shareholders enormous ga
2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
__fail__
2026-06-05
www.cnbc.com
2026-06-05
CNBC
Asian tech shares on Friday tracked losses in U.S. chip stocks after a downbeat earnings report from Broadcom
sparked a rotation out of artificial intelligence-linked names into more defensive sectors.
The weakness was pronounced in South Korea's chip-heavy market. Samsung Electronics fell nearly 7%, while SK Hynix dropped more than 8%. Other tech-related names also came under pressure, with Sam
2026-06-05
www.foxbusiness.com
2026-06-05
Fox Business
__fail__
2026-06-05
news.google.com
2026-06-05
Yahoo! Finance Canada
2026-06-05
news.google.com
2026-06-05
Yahoo Finance
2026-06-05
news.google.com
2026-06-05
24/7 Wall St.
2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
__fail__
2026-06-05
news.google.com
2026-06-05
Kalkine Media