Broadcom, under CEO Hock Tan, now finds itself at the epicentre of one of the world’s fastest-growing markets — AI chips

Wall St rallies as Intel, Nvidia, and SLB lead gains. Banks surge 6%, while Truist climbs on strong profits. Investors eye Trump’s policy outlook.

Shares of Broadcom Inc. rallied 3.50% to $237.44 Friday, on what proved to be an all-around great trading session for the stock market, with the S&P 500 Index rising 1.00% to 5,996.66 and the Dow Jones Industrial Average rising 0.

Applied Digital CEO Wes Cummins talks about the demand signals in the data center space, the progress of the company’s massive North Dakota build-out and the opportunities he sees in 2025.

The shift toward custom AI chips has intensified competition among semiconductor giants. Companies such as Broadcom and Marvell have surged in relevance and stock value as they co

Analyst N. Quinn Bolton notes 2024's divergence in fortunes for semiconductor companies exposed to different end markets. AI stocks outperformed.

Broadcom's recent fiscal performance underscores its resilience, with AI-related revenue driving better-than-expected fourth-quarter results. The company anticipates $14.6 billion in revenue and an EBITDA margin of approximately 66% for the upcoming quarter, cementing its position alongside NVIDIA Corp NVDA in the AI infrastructure race.

Nvidia ( NVDA -3.00%) has been the poster child of the AI revolution so far, and rightfully so. Its processors are the heart of the vast majority of AI data centers. As time marches on, though, data center operators are looking for other ways of handling even more data, and handling it even faster.

SoftBank-backed Qraft Technologies has three AI-powered exchange-traded funds, including its momentum fund AMOM.

Nvidia still has the stock-boosting power, but its strength may be waning as some investors wonder how long it will last.

IT services company Advizex investments in 2025 are in HPE-Juniper networking, Nvidia, Broadcom-VMware services, AI and XaaS.