Tower Semiconductor is expanding into AI data center infrastructure through a collaboration with Nvidia on 1.6T optical modules, positioning silicon photonics as a key technology for high-speed AI ...

A wild finish to the week saw technology surge 4% on Friday, measured by the State Street Technology Select Sector SPDR ETF. The ETF still closed the week in the red however, down 1.9% on its ...

Alphabet and Broadcom designed a custom AI chip. Nvidia's units are attractive in a cloud computing environment. Listening to other companies' earnings reports outside of the ones you invest in is an ...

AMD and Broadcom are leading AI chip stocks, but they aren’t equal. Broadcom’s ASIC chips distinguish it from Nvidia and AMD, but AMD has lower profit margins, which offers a higher potential upside ...

Broadcom (AVGO) disclosed a $73B AI backlog but dropped 11% after earnings on valuation concerns. Broadcom expects Q1 2026 AI revenue to double year-over-year to $8.2B. CEO Tan sold 130,000 shares and ...

Meta Platforms is expanding its business with Nvidia in a chips-and-networking deal likely to be worth tens of billions of dollars. It’s a reminder the chip maker is still the leading designer of ...

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Broadcom Inc. will host a conference call to review its financial results for the fourth quarter and fiscal year 2025 and to discuss the business outlook today at 2:00 p.m. Pacific Time.