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.
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Google Guarantees Anthropic’s First Major Data Center Leases in Landmark $35B Deal
TeraWulf, Cipher Digital, Hut 8, and Fluidstack secure major Anthropic leases backed by Google in a landmark $35 billion financing package.
Macquarie Downgrades Broadcom to Neutral Over Google’s Chip Shift
Macquarie cut Broadcom to Neutral, warning Google will build its own chips, reducing Broadcom’s future growth and profits.
Broadcom’s Q3 Outlook Lets Down Investors Expecting a Blowout
Broadcom reported $22.2B revenue and 143% AI growth in Q2 2026, but shares dropped after Q3 guidance fell short of Wall Street’s blowout expectations.
Qualcomm to Supply Millions of AI Chips to ByteDance as It Expands into Data Centers
Qualcomm will supply millions of AI ASICs to ByteDance (TikTok’s owner) to power its AI inference and Doubao chatbot.
Trump’s Massive Tech Stock Shopping Spree in Early 2026
U.S. President Donald Trump disclosed hundreds of millions in stock trades in Q1 2026 — heavy buys in Nvidia, Microsoft, Adobe, ServiceNow and more during the tech selloff.