BofA Sees Meta’s AI Chip Breakthrough as Major Turning Point for Cost Control
Bank of America calls Meta’s custom AI chip progress and faster, cheaper 14GW infrastructure buildout a “big positive.” Iris production starts September 2026.
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Apple Commits Over $30 Billion to U.S. Manufacturing in Major Broadcom Deal
The largest investment under Apple’s American Manufacturing Program.
Broadcom and Apple Extend Partnership Through 2031 with Multi-Year Custom Chip Deal
The new multi-year agreement covers custom ASIC silicon and wireless components.
Anthropic’s AI Chip Ambitions Spark Semiconductor Sell-Off
Anthropic has started developing a custom AI chip and is in early talks with Samsung. The news sparked a sell-off in Nvidia, AMD, and semiconductor stocks amid growing custom silicon trend.
Qualcomm Unveils Dragonfly C1000 and Lands Multi-Generation Meta AI Deal
At Investor Day 2026, Qualcomm announced Dragonfly C1000 for AI workloads, major Meta partnership, Microsoft collaboration, and sharply raised long-term targets.
JPMorgan Says Buy Broadcom Now – “Aggressive Buyers” at Current Levels
JPMorgan stays bullish on Broadcom, says AI chip demand strong, Google deal intact, sees 54% upside despite recent stock drop.