AVGO

Micron's (MU) AI memory rally is boosting chip ETFs and AI infrastructure funds with exposure to Micron, Nvidia and the booming HBM market.

Shares of Broadcom (NASDAQ:AVGO) have been fluctuating sideways since melting up for the month of April. And while the name is far less heated than many of its peers in the semiconductor scene, gaining just over 19% year to date, far less than the more than 71% surge in the iShares Semiconductor ETF (NASDAQ:SOXX), I ... One Expert Sees Broadcom at $630 — and the AI Infrastructure Math Backs the Case

David Miller, Catalyst Funds CIO, joins 'Power Lunch' to discuss where investors can find growth at a reasonable price.

(Bloomberg) -- Qualcomm Inc. reached a deal with TikTok owner ByteDance Ltd. to supply chips for artificial intelligence data centers, according to people familiar with the matter, marking a key win for a company trying to expand from smartphone processors into AI infrastructure.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good N

Broadcom (AVGO) has become one of the AI trade’s big winners, with the stock up 75% over the past year as investors bet aggressively on its custom AI chips. But beneath the AI narrative, VMware has become the financial backbone supporting that valuation. See a Closer look at AVGO's software business.

ADI's AI data center revenues surge 90% as demand for optical and power solutions drives record sales and margin expansion.

PALO ALTO, Calif., May 26, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops, and supplies semiconductor and infrastructure software solutions, today announced the BCM68850, the industry’s first 50G ITU-PON home gateway SoC featuring an integrated neural processing unit (NPU) and native Wi-Fi 8 compatibility. This launch completes the industry’s most advanced wireless broadband portfolio, pairing 50G PON with a durable Wi-Fi 8 foundation est

The Investment Committee discuss how they're trading the tech boom and share the best strategies to navigate the high-flying sector.