Artificial intelligence stocks were moving higher today as earnings season kicked into full swing and as investors continue to digest the impact of DeepSeek on the AI sector. The
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and SoftBank are leading the newly announced Stargate initiative under President Trump — a project aiming to invest $500 billion into AI frameworks over the coming years.
Nvidia is the gold standard and leading provider of the graphics processing units (GPUs) used to train and run AI systems. The company is believed to control as much as 98% of the data center GPU market, according to semiconductor analyst firm TechInsights. If AI models can be trained on lower-cost, inferior chips, Nvidia has a lot to lose.
We recently published a list of 10 AI Stocks Analysts Are Focusing On These Days. In this article, we are going to take a look at where Broadcom Inc. (NASDAQ:AVGO) stands against other AI stocks analysts are focusing on these days.
We recently published a list of Jim Cramer is Talking About These 10 Stocks. In this article, we are going to take a look at where Broadcom Inc. (NASDAQ:AVGO) stands against other stocks that Jim Cramer is talking about.
Synaptics signed a licensing agreement with Broadcom that it says will accelerate its AI strategy. The agreement includes Wi-Fi 8, ultra-wideband, Wi-Fi 7, advanced Bluetooth and next-generation global positioning system/global navigation satellite system products and technology.
Whether you like or dislike her politics, one thing former House Speaker and current Rep. Nancy Pelosi has proven to be is a great investor. Earlier this month, it was disclosed that Pelosi sold shares of Apple while buying positions in Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG).
Nvidia shares tumbled Wednesday, dashing hopes for a quick recovery from losses earlier in the week amid concerns about the competitiveness of American AI firms and their spending on the emerging technology.
AI chip maker Broadcom (AVGO) is tumbling 14% today after a Chinese startup, DeepSeek, reportedly developed a top-notch AI model using old semiconductors.