Broadcom CEO Hock Tan said at the Bloomberg Tech conference that the company is prioritizing organic growth in AI over acquisitions, citing surging AI revenue. Broadcom expects its AI business could e…
TickerStar, a new AI-powered platform, scans SEC filings, official news releases, and earnings calls to deliver concise email alerts to investors within minutes. Built by a former sell-side equity res…
Goldman Sachs initiated coverage of Intel with a Neutral rating and a $150 price target, citing limited upside after the stock more than tripled in 2026. Analyst James Schneider noted positive demand …
The UCCL team released rdmatop, a real-time terminal UI that monitors RDMA traffic across any Linux device including NVIDIA ConnectX, AWS EFA, and Broadcom NICs. The tool reads RDMA netlink to provide…
OpenAI and Broadcom unveiled Jalapeno, OpenAI's first custom ASIC designed specifically for large language model inference, marking a shift from general-purpose GPUs to specialized silicon to address …
OpenAI and Broadcom unveiled Jalapeño, a custom inference ASIC for large language models, on June 24, 2026. The chip is designed to optimize performance-per-watt for inference by pairing a reticle-siz…
OpenAI unveiled its first custom AI chip, Jalapeño, built with Broadcom on TSMC's 3nm process, claiming 50% lower cost per inference token than current Nvidia GPUs. The inference ASIC, designed for LL…
Anthropic's annualized revenue run rate crossed $47 billion as of early May 2026, tracking toward $50 billion by late June, driven by over 1,000 enterprises each spending more than $1 million annually…
OpenAI announced the GPT-5.6 model family with three tiers (Sol, Terra, Luna), introducing native multi-agent orchestration via Ultra mode and a tiered pricing structure. The US government partially l…
Nvidia and Broadcom both offer AI exposure and dividends, with Barchart data helping investors pick the best stock to buy now. The article compares the two companies' AI-related opportunities and divi…
Broadcom has become OpenAI's preferred provider for AI inference chips, a development that could significantly boost Broadcom's stock (AVGO). The partnership positions Broadcom as a key player in the …
OpenAI, Google, Apple, and SpaceX are developing custom AI chips to reduce reliance on Nvidia, aiming for better performance and supply chain control. OpenAI's Jalapeño chip, built with Broadcom, exem…
The S&P 500 and Nasdaq are on track for weekly losses as a broad semiconductor selloff, led by Nvidia, AMD, and Micron, drags major indices lower. The PHLX Semiconductor Index's weakness has pulled do…
OpenAI unveiled its custom inference chip Jalapeño, built with Broadcom, to reduce reliance on Nvidia's dominant AI chips. The move follows similar strategies by Google, Apple, and SpaceX to gain more…
Wall Street futures fell Friday as traders locked in profits from AI stock rallies, with the S&P 500 and Nasdaq futures down 0.6% and 1.4% respectively. Asian markets also plunged, led by Japan's Nikk…
Anthropic surpassed OpenAI as the most valuable AI company at $965 billion, while three major AI conglomerates—Anthropic, OpenAI, and SpaceX—filed for IPOs within weeks. The quarter saw circular finan…
Enterprises are increasingly moving AI workloads from public cloud to private infrastructure due to unpredictable token-based pricing and long-term cost risks. Private cloud AI offers financial predic…
US technology stocks fell sharply, with the Nasdaq dropping 2.2% and the S&P 500 declining 1.4%, as investors questioned whether massive spending on artificial intelligence will ever yield returns. Th…
South Korea's KOSPI crashed nearly 10% on June 23, triggering a circuit breaker, after Broadcom's Q3 AI chip guidance of $16 billion missed Wall Street's $17.2 billion estimate. The miss exposed the f…
Emerging-market stocks fell over 2% on June 23, the steepest drop since May 15, led by a tech selloff that sent South Korean chip giants Samsung and SK Hynix plunging more than 12%. The decline was tr…