Alphabet’s 160% rally in a year reflects value of owning ‘most of the stack’ in AI
Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US, on Wednesday, ...
Tag: Broadcom Inc
Arm’s quarter shows how it’s carving a lucrative path in the crowded CPU resurgence
Arm Holdings shares fell Wednesday evening despite the chip designer reporting a better-than-expected quarter and giving an upbeat outlook for ...
Big Tech earnings show how big, smart spending can be rewarded by the market
I am growing tired of the endless bubble talk about all of the data center spending. It's obvious from this ...
OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling
Shares of companies tied to artificial intelligence infrastructure fell Tuesday after a report that OpenAI has fallen short of internal ...
Micron and Sandisk continue rally as demand for memory expected to persist
The Micron Memory Japan K.K. booth at the Semicon Japan exhibition in Tokyo, Dec. 18, 2025.Kiyoshi Ota | Bloomberg | ...
OpenAI brings its models to Amazon’s cloud after ending exclusivity with Microsoft
Amazon Web Services CEO Matt Garman speaks at the HumanX conference in San Francisco on April 7, 2026.Big Event Media ...
Amazon custom chips get a boost from Meta, giving the cloud giant another path to win in AI
Amazon stock is finally getting the breakout we have been waiting for — and another artificial intelligence chip win on ...
We’re booking a 375% gain in a stock to raise cash for unloved names
We are selling 25 shares of Broadcom at roughly 418.57. Following the trade, Jim Cramer's Charitable Trust will own 365 ...
AMD, Oracle, Microsoft and the IGV lead a monster week for tech stocks
Big Tech stocks were on track to wrap a massive week on Friday, with shares of Oracle, Advanced Micro Devices ...
Meta commits to 1 gigawatt of custom chips with Broadcom as Hock Tan decides to leave board
Broadcom CEO Hock Tan.Lucas Jackson | ReutersMeta and Broadcom on Tuesday announced a sweeping deal that extends an existing partnership ...
