Broadcom

Semiconductors

Brightening Prospects for Intel’s Foundry Drive Stock Gains

Photo via James D. DeCamp/ZUMAPRESS/Newscom

The US government took a 10% stake in Intel last year and the Trump administration has been arguably its best sales advocate.

2 min read

Photo via JOHN ANGELILLO/UPI/Newscom

Markets

Marvell Joins S&P as Volatility Slams Chip Sector

There’s been a bit of a vibe shift since Nvidia CEO Jensen Huang tabbed Marvell as “next trillion-dollar company” just a week ago.

1 min read
Photo via IMAGO/Vernon Yuen/IMAGO/Nexpher Images/Newscom

Semiconductors

Broadcom Selloff Shows Breaking Records Doesn’t Satisfy ‘Perfection’-Seeking AI Investors

Broadcom expects AI-related chip revenue to climb 200% to $16 billion in the current quarter, short of Wall Street’s most bullish forecasts.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Hapabapa via iStock and Vincent Isore, Florian Gaertner, imageBROKER/Mojahid Mottakin, Andrej Sokolow, Wladimir Bulgar/Science Photo Library, and Kyodo via Newscom

Artificial Intelligence

In AI Chip Race, Nvidia’s Biggest Customers Become Competitors

The types of chips that will keep AI’s momentum up are different from those that trained it, creating an opening for rivals to Nvidia.

4 min read

Electric Vehicles

Time to Revoke Tesla’s Magnificent Seven Card?

Photo via Allison Robbert – Pool via CNP/ZUMAPRESS/Newscom

Tesla trades at around 183 times forward earnings, behind only Boeing and Warner Bros. Discovery on the S&P 500.

2 min read

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