Chip makers who specialize in semiconductors—after being caught up in optimism about artificial intelligence for the past two ...

Intel reportedly has its eye on a new golden goose. Timothy Arcuri, an analyst from firm UBS, wrote to investors that Intel ...

In 2024, AI-related revenue for Broadcom totaled $12.2 billion. However, Broadcom projects that the market for its XPUs and ...

Andrew Pyle, senior portfolio manager at CIBC Wood Gundy, explains his bullish call for Nvidia and Broadcom. March 28, 2025 ...

If the reports that Nvidia is interested in partnering with Intel's foundry business "potentially for gaming appplications" ...

Nvidia CEO Jensen Huang has doubts about Broadcom's ability to win market share in the AI chip market, an area where Nvidia ...

The information comes from Timothy Arcuri, an analyst at Swiss investment bank UBS. He stated in a press note to investors ...

Broadcom shows strong stock performance, holding above its 200-day moving average. Learn why AVGO stock could be a strategic ...

Analyst Timothy Arcuri said that Nvidia seems to be the closer bet, potentially tapping into Intel's 18A process for gaming chips. But power consumption remains a challenge, which Intel hopes to solve ...

UBS says Intel's near-term focus includes landing major chip clients and rolling out a lower-power 18A process ...

Broadcom's trillion-dollar dream faded amid market pullbacks. Find out why AVGO stock is downgraded to hold as Nvidia ...

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