Five U.S.-based AI infrastructure developers have strong potential to tap robust spending by big techs. These are: NVDA, AVGO, CEG, MRVL, INOD.
The A.I. evolution remains at the forefront of the market's mind. Joe Tigay turns to Broadcom (AVGO), Micron (MU) and Alphabet (GOOGL) as three names he expects to gather plenty of attention in the quarters to come.
Broadcom (AVGO -0.28%) doesn't have the same name recognition as some of its peers, like Nvidia, but that doesn't make the company any less influential in the artificial intelligence (AI) space. The company is making huge waves in the AI semiconductor market as companies ramp up spending to build new AI infrastructure.
Chinese artificial intelligence (AI) start-up DeepSeek sent shockwaves through the U.S. tech sector after its cost-effective, open-source, large language model (LLM) topped the download charts in Apple's App Store in the U.S., overtaking OpenAI's ChatGPT, which has been pouring billions of dollars in its AI infrastructure and burning through cash.
The semiconductor industry staged a strong comeback in 2024, fueled by growing demand across multiple sectors and the accelerating adoption of artificial intelligence.
Stanley Druckenmiller is one of those legendary investors who are worth listening to and learning from.
Jeff deGraaf, Renaissance Macro Research, joins 'Closing Bell' to discuss market trends as investors navigate a choppy February.
It comes as no surprise to most investors that with a market cap of $2.5 trillion, Amazon (AMZN 1.30%) is one of the stock market's biggest companies. And deservedly so.
Five AI infrastructure stocks to buy on the dip are: CEG, BWXT, AVGO, INOD, MTZ.
Broadcom Inc. (NASDAQ: AVGO), a semiconductor, enterprise software, and security solutions provider, saw its stock plunge over 17% on Monday, January 27. This can be attributed to the ripples DeepSeek created, sending tremors through the Silicon Valley.
Buy stocks like NVDA, MRVL and AVGO as the emergence of DeepSeek ruffles feathers.
China's artificial intelligence (AI) startup DeepSeek sparked a tech sell-off on Monday as investors reacted to fears over a cheaper, open-source large language model. Concerns about the potential impact on the AI dominance of the United States weighed heavily on markets.