Semiconductor News & Analysis Feed
243 articles
2026-07-09
kalkinemedia.com
2026-07-09
Kalkine Media
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
2026-07-08
www.benzinga.com
2026-07-08
Benzinga
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
2026-07-07
digitimes.com
2026-07-07
Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device design for years. The move offers investors greater visibility, while global consumers may ultimately see faster, more integrated Apple hardware and network performance.
2026-07-06
news.google.com
2026-07-06
TradingView
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
As the artificial intelligence boom matures, investors must decide between proven giants and emerging specialized players. Comparing Broadcom (
AVGO
+5.12%
) and Navitas Semiconductor (
NVTS
6.22%
) reveals two very different paths to potential long-term returns.
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AVGO & NVTS: Performance Comparison
AVGO (Broadcom)
NVTS (Navitas Semiconductor)
YTD
1M
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6M
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AVGO
2026-07-03
news.google.com
2026-07-03
Yahoo Finance
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Chicago, IL – July 2, 2026 – Today, Zacks Investment Ideas feature highlights JPMorgan JPM, Sandisk Corp. SNDK, Micron Technology MU, Nvidia NVDA, Broadcom AVGO, Advanced Micro Devices AMD, Taiwan Semiconductor TSM, Arista Networks ANET, Meta Platforms META and Microsoft MSFT.
The second quarter of 2026 will likely be remembered as one of the strongest periods for U.S. equities in recent memory.
2026-07-02
www.zacks.com
2026-07-02
Zacks Investment Research
Zacks Investment Ideas feature highlights: JPMorgan, Sandisk, Micron Technology, Nvidia, Broadcom, AMD, Taiwan Semiconductor, Arista Networks, Meta Platforms and Microsoft
Zacks Equity Research July 02, 2026
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2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
Broadcom (NASDAQ: AVGO | AVGO Price Prediction) and NVIDIA (NASDAQ: NVDA) just delivered fresh AI semiconductor reports that point in similar directions but reveal very different business models.
Video Muted
NVIDIA closed Q1 FY2027 on May 20, 2026, and Broadcom followed with Q2 FY2026 on June 3, 2026. One sells branded GPUs to everyone. The other designs custom silicon for a handful of hyperscal
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Broadcom vs Nvidia: The $100B AI Race and One Winner
Vandita Jadeja
Wed, July 1, 2026 at 8:32 AM PDT 3 min read
AVGO
-0.83%
NVDA
+0.71%
Explore stocks on Coinbase
Trading disclosure
Quick Read
NVDA's Data Center revenue hit $75B while AVGO's custom AI silicon surged 143%, reflecting two radically different paths to AI dominance.
Trading at 22x forward vs AVGO's 32x, NVDA offers the cheaper valua
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Artificial intelligence (AI) compute workloads in data centers are now shifting toward inference. Deloitte estimates that inference workloads will account for two-thirds of AI-focused computational workloads in data centers this year, up from 50% in 2025.
This has led to a strong jump in demand for chips capable of executing inference workloads cost-effectively. Nvidia currently leads the market
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.cnbc.com
2026-06-30
CNBC
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Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
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2026-06-30
kalkinemedia.com
2026-06-30
Kalkine Media
Broadcom Inc (NASDAQ:AVGO) Leads AI Chip Market Focus
NASDAQ COMPOSITE
AVGO
3 min read | June 29, 2026 11:06 PM PDT | By Anmol Khazanchi
Google News:
Image source: Shutterstock
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
This Under-the-Radar Semiconductor Stock Is Beating Nvidia and Broadcom in 2026
Scott Levine, The Motley Fool
June 29, 2026 3 min read
NVDA
-2.01%
NVTS
-10.40%
AVGO
-2.57%
Explore stocks on Coinbase
Trading disclosure
Despite the recent tech sell-off, several semiconductor stocks have logged gains this year. Since the start of 2026, Nvidia (NASDAQ: NVDA) and Broadcom have risen about 3% and 5%, r
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Despite the recent tech sell-off, several semiconductor stocks have logged gains this year. Since the start of 2026, Nvidia (
NVDA
+0.38%
) and Broadcom have risen about 3% and 5%, respectively.
One semiconductor specialist, however, has outpaced all of them, and it's a name that many investors probably don't even know.
Image source: Getty Images.
Rubbing shoulders with Nvidia has a funny way o
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia, Micron, and Broadcom hold the stock market's fate in the palm of their hands
Brian Sozzi · Executive Editor
June 29, 2026 1 min read
MU
+0.94%
NVDA
+0.37%
AVGO
+3.73%
GOOGL
+1.82%
^GSPC
+0.72%
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Trading disclosure
Micron (MU) and Nvidia (NVDA) best deliver come earnings day, or else.
Quick insight: Goldman Sachs strategist Ben Snider estimated that AI infrastruct