Broadcom Ltd is a global technology company that designs, develops, and supplies a wide range of semiconductor and infrastructure software solutions. The company specializes in producing chips that facilitate communication and data processing across various devices and networks, including those used in smartphones, enterprise storage systems, broadband access, and data centers. Additionally, Broadcom offers software solutions that enable businesses to optimize their operations, manage network security, and enhance performance across cloud-based and on-premises environments. Through its comprehensive portfolio, Broadcom plays a critical role in advancing connectivity and computing technologies in various industries. Read More
Shares of mobile app technology company AppLovin (NASDAQ:APP) fell 5.6% in the afternoon session after a scathing report from short-seller CapitalWatch alleged the software firm had become a "safe haven" for illicit funds and had ties to a global money laundering syndicate.
JPMorgan analyst Harlan Sur says AI-driven demand and improving cyclical trends could keep semiconductor and chip equipment stocks strong into 2026, highlighting top picks like Nvidia, Broadcom, Micron, and KLA.
As of January 2026, the artificial intelligence industry has reached a pivotal physical threshold. For years, the scaling of large language models was limited by compute density and memory capacity. Today, however, the primary bottleneck has shifted to the "Energy Wall"—the staggering amount of power required simply to move data between processors. To shatter this [...]
The landscape of artificial intelligence is undergoing a seismic shift. For years, the industry’s hunger for compute power was satisfied almost exclusively by off-the-shelf hardware, with NVIDIA (NASDAQ: NVDA) reigning supreme as the primary architect of the AI revolution. However, as the demands of large language models (LLMs) grow and the cost of scaling reaches [...]
In a definitive moment for the semiconductor industry, Taiwan Semiconductor Manufacturing Company (TSMC: NYSE:TSM) has officially entered the "Angstrom Era." During its Q4 2025 earnings call in mid-January 2026, the foundry giant confirmed that its N2 (2nm) process node reached the milestone of mass production in the final quarter of 2025. This transition marks the [...]
A number of stocks fell in the afternoon session after rising geopolitical tensions between the US and Europe over control of Greenland sparked a broad, risk-off mood in asset markets.
A number of stocks fell in the afternoon session after geopolitical tensions between the United States and the European Union escalated, sparking fears of a renewed trade war.
Shares of e-commerce platform Shopify (NYSE:SHOP) fell 3.9% in the afternoon session after geopolitical tensions between the United States and the European Union escalated, sparking fears of a renewed trade war.
Shares of enterprise software giant Oracle (NYSE:ORCL) fell 3.9% in the afternoon session after geopolitical tensions between the United States and the European Union escalated, sparking fears of a renewed trade war.
As of January 20, 2026, the artificial intelligence industry has reached a critical inflection point where the availability of cutting-edge silicon is no longer limited by the ability to print transistors, but by the physical capacity to assemble them. In a move that has sent shockwaves through the global supply chain, NVIDIA (NASDAQ: NVDA) has [...]
As the artificial intelligence industry moves toward the unprecedented scale of million-GPU "superfactories," the physical limits of traditional networking have become the primary bottleneck for progress. Today, January 20, 2026, NVIDIA (NASDAQ:NVDA) has officially moved its Spectrum-X Ethernet Photonics switch system into a critical phase of volume production, signaling a paradigm shift in how data [...]
In a decisive move toward vertical integration, OpenAI has officially unveiled the roadmap for its first custom-designed AI processor, codenamed "Titan." Developed in close collaboration with Broadcom (NASDAQ: AVGO) and slated for fabrication on Taiwan Semiconductor Manufacturing Company's (NYSE: TSM) cutting-edge N3 process, the chip represents a fundamental shift in OpenAI’s strategy. By moving from [...]
The global semiconductor landscape shifted violently this week as Broadcom (NASDAQ: AVGO) saw its shares slide by 4.2% on January 14, 2026. The sell-off, which at one point saw intraday losses exceeding 5%, was triggered by a sweeping new cybersecurity directive from Beijing. This latest maneuver in the ongoing
Following its latest quarterly report on January 15, 2026, Taiwan Semiconductor Manufacturing Company (NYSE:TSM) has stunned global markets with an earnings report that underscores the "voracious and relentless" nature of artificial intelligence demand. The world’s largest contract chipmaker reported record-breaking revenue and net income for the fourth quarter
