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NASDAQ:AVGO 5 March 2026 - 17 April 2026

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Broadcom Jumps on Meta AI Chip Deal as Marvell Gets New Bull Call

Broadcom Jumps on Meta AI Chip Deal as Marvell Gets New Bull Call

UPDATE April 15, 2026, 23:00 - Broadcom shares rose after Meta extended a multi-year partnership to co-develop custom AI chips through 2029, reinforcing its position as a key supplier in the race to build large-scale AI infrastructure. The deal includes over one gigawatt of initial computing capacity and signals a broader shift by tech giants toward in-house silicon to reduce reliance on Nvidia. Meanwhile, Marvell drew fresh bullish calls from analysts, with price targets lifted on expectations of strong multi-year growth in AI-driven data center demand, including custom chips and networking.
15 April 2026
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Broadcom Stock Gets Fresh Meta AI Lift as Duolingo Stock Falls on Growth Fears

Broadcom Stock Gets Fresh Meta AI Lift as Duolingo Stock Falls on Growth Fears

Shares of Broadcom jumped in late trading Tuesday after Meta rolled out a multi-year AI chip deal with the company, fueling the recent surge in optimism for the semiconductor designer. Duolingo, on the flip side, slipped roughly 2.2% as the language-learning platform continued to face investor pushback on sluggish growth and softer earnings forecasts.
15 April 2026
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US Stock Market Week Ahead: Iran Talks, Bank Earnings and PPI Top What to Watch Before Monday’s Open

US Stock Market Week Ahead: Iran Talks, Bank Earnings and PPI Top What to Watch Before Monday’s Open

Wall Street’s Monday open could hinge on weekend U.S.-Iran discussions and initial tanker moves through the Strait of Hormuz. On Saturday, three supertankers navigated a trial passage while negotiators gathered in Islamabad, offering investors a glimpse at potential relief from the energy shock that rattled markets in March.
11 April 2026
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Nvidia Stock Edges Up, but Broadcom’s Google TPU Deal Raises Stakes in AI Chip Race

Nvidia Stock Edges Up, but Broadcom’s Google TPU Deal Raises Stakes in AI Chip Race

In late-morning trading, Broadcom was up 3.6% to $346.00, outpacing Nvidia’s 1.8% rise to $181.36, while Alphabet added 3.7% to $316.68.A fresh development not in the original piece: Seaport downgraded Broadcom to Neutral, warning that AI chip suppliers may increasingly have to help finance giant data-center buildouts, a concern sharpened by Broadcom’s own disclosure that the Anthropic deployment is still being discussed with “operational and financial partners.”
8 April 2026
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NVIDIA Corporation Faces Fresh Slurm Scrutiny After SchedMD Deal Raises AI Control Fears

NVIDIA Corporation Faces Fresh Slurm Scrutiny After SchedMD Deal Raises AI Control Fears

Nvidia Corp is under the microscope again after a Reuters piece spotlighted worries among AI and supercomputing pros that its acquisition of SchedMD might steer Slurm—the job-scheduling software widely used on large computing clusters—toward favoring Nvidia hardware. In response last week, Nvidia said its customers “benefit from our open source and free software” and pledged ongoing support and upgrades for Slurm for all users.
7 April 2026
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US Stock Market Today: Wall Street Rallies, Nasdaq Jumps, but S&P 500 Still Faces Worst Quarter Since 2022

US Stock Market Today: Wall Street Rallies, Nasdaq Jumps, but S&P 500 Still Faces Worst Quarter Since 2022

U.S. stocks pushed higher Tuesday after the Wall Street Journal said President Donald Trump was open to ending the military operation in Iran even if the key Strait of Hormuz remained mostly shut to shipping—a route that handles roughly 20% of the world’s oil. The Dow was up 1.2% to 45,764.14 by early afternoon, the S&P 500 gained 1.5% to 6,440.34, and the Nasdaq advanced 2.0% to 21,214.90.
31 March 2026
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Broadcom vs Oracle vs Marvell: Fresh AI Stock Calls Put Custom Chips in Focus

Broadcom vs Oracle vs Marvell: Fresh AI Stock Calls Put Custom Chips in Focus

Fresh commentary dropped Monday put Broadcom ahead of both Oracle and Marvell in AI-related stock picks, with investors zeroing in on Broadcom’s custom AI portfolio as a key driver for the next wave of artificial-intelligence spending. In her column for Motley Fool, Adria Cimino made the case for Broadcom over Oracle as the stronger AI growth bet. Another Motley Fool article, also shown on Yahoo Finance, pointed to Broadcom’s heft as a clear advantage compared to Marvell.
30 March 2026
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Wall Street Shaken by $100 Oil: Dow Drops, Airlines Slide, Rate-Cut Bets Pushed Out

Wall Street Shaken by $100 Oil: Dow Drops, Airlines Slide, Rate-Cut Bets Pushed Out

Stocks on Wall Street slipped Monday, pressured by spiking oil that put renewed heat on inflation worries and weighed on travel and bank names, while chipmakers rebounded just enough to keep the Nasdaq mostly stable. By 11:58 a.m. EDT, the Dow Jones Industrial Average had shed 398.03 points, or 0.84%, landing at 47,103.52. The S&P 500 slipped 0.44%; the Nasdaq Composite edged down just 0.06%. “With oil prices going up 50% in a matter of weeks — that’s a displacement this market hasn’t seen in years,” said Dennis Dick, founder and market structure analyst at Triple D Trading. https://www.reuters.com/business/wall-st-futures-slump-iran-war-drags-oil-near-120-stokes-inflation-worries-2026-03-09/
9 March 2026
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Microsoft Stock Price Week Ahead: Can MSFT Hold Near $409 as AI Demand Faces a CPI Test?

Microsoft Stock Price Week Ahead: Can MSFT Hold Near $409 as AI Demand Faces a CPI Test?

Microsoft shares settled at $408.96 on Friday, ticking down 0.4% after edging lower in the last session. The stock remains close to $409 as the company moves into next week, with investors parsing renewed signals of AI demand while the broader macro picture turned gloomier toward week’s end.
7 March 2026
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Corning stock slides after Broadcom warns AI racks will stick with copper longer

Corning stock slides after Broadcom warns AI racks will stick with copper longer

Corning Incorporated dropped roughly 4.4% to $138.43 around 11:40 a.m. ET Thursday. Broadcom gained 5.3%, while Ciena, another optical-networking player, tumbled about 15.2%. On Broadcom’s earnings call, CEO Hock Tan told analysts that customers still favor direct-attached copper for “scale-up” connections within AI racks, adding, “CPOs will come in its time. Not this year, maybe not next year.”
5 March 2026
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