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Broadcom (AVGO) Lands Apple Deal Worth Over $30 Billion Through 2031

Apple and Broadcom (NasdaqGS:AVGO) have entered a multi-year chip supply agreement valued at more than US$30b. The deal runs through 2031 and covers custom silicon and wireless connectivity components for multiple Apple product generations. As part of the agreement, Apple plans to invest US$1.5b to expand and modernize Broadcom's Fort Collins, Colorado manufacturing facility. For investors tracking Broadcom, this fresh agreement with Apple highlights how central the company is to high...

Simply Wall St.
Marvell: The Next Trillion Dollar AI Stock

While NVIDIA provides the AI brains, Marvell provides the essential nervous system. The entire AI ecosystem fundamentally requires Marvell's specialized connectivity and custom architecture to function.

Zacks
Beaten Down Technology Stock to Buy: Microsoft Corporation (MSFT) Embarks on Cost Cuts

Microsoft Corporation (NASDAQ:MSFT) is one of the best beaten-down technology stocks to buy now. On July 1, Business Insider reported that Microsoft Corporation (NASDAQ:MSFT) is poised to cut its workforce by under 2.5%. The cut, which will affect thousands of employees, is part of an effort to control costs. The cuts will mostly affect personnel […]

Insider Monkey
Is Meta Platforms, Inc. (META) A Top AI Stock on Wall Street’s Radar?

Meta Platforms, Inc. (NASDAQ:META) is one of the AI stocks on Wall Street’s radar. On July 2, Meta Platforms, Inc. (NASDAQ:META) chief executive officer Mark Zuckerberg acknowledged that the company’s AI agents have not progressed as quickly as expected. Likewise, the company’s bet on the new structure has not borne fruit. The remarks come as […]

Insider Monkey
Microsoft (MSFT) Unifies Copilot Strategy to Challenge ChatGPT and Claude

Microsoft Corp (NASDAQ:MSFT) is a top AI stock on Wall Street’s radar. On July 6, Wolfe Research cut its price target on Microsoft Corp (NASDAQ:MSFT) to $525 from $570, citing surging memory costs that lifted its FY27 capex forecast to $270 billion from $230 billion, while maintaining an Outperform rating. Analyst Alex Zukin noted Micron’s […]

Insider Monkey
Nokia (NOK) Taps SAP and Microsoft: Cloud and AI in Focus

Nokia Oyj (NYSE:NOK) is one of the best stocks to buy according to David Greenspan’s Slate Path Capital. Slate Path Capital increased its stake in Nokia stock by 7% during Q1 2026, and so the stock accounts for 4.3% of the portfolio. Nokia shares have more than doubled over the past year, and analysts see […]

Insider Monkey
Apollo Sounds the Alarm: AI Profits Are a No-Show Outside Tech, and AI-Heavy ETFs Could Pay the Price

Artificial Intelligence (AI) is probably the hottest financial sector right now, based on expectation and anticipation. The expectations are over its far-reaching productivity boosting capabilities to generate huge profits in practically every industrial sector that uses computers, and the anticipation is over AI’s commercial realization timing. The AI fervor is one of the biggest ... Apollo Sounds the Alarm: AI Profits Are a No-Show Outside Tech, and AI-Heavy ETFs Could Pay the Price

24/7 Wall St.
Nvidia market cap sheds $1 trillion: It's more of a rotation than a correction

Over $1 billion in Nvidia's (NVDA) market cap has been erased over the past two months. StockBrokers.com director of investor research Jessica Inskip joins the Opening Bid panel in assessing whether Nvidia and the semiconductor space were overdue for a sell-off like now, and how investors should be viewing this moment.

Yahoo Finance Video