Broadcom’s custom AI chip business stays hot and gives the bulls a much-needed win

[ad_1] Broadcom on Wednesday delivered a solid quarterly results while painting an increasingly upbeat picture around the future of its custom AI chip business. The report showed that despite fading enthusiasm for Broadcom’s stock, its most important business still has the wind at its back. Revenue in the fiscal first quarter of 2026, which ended … Read more

Here’s an update on our 4th Industrial Revolution stocks and the rest of the portfolio

[ad_1] On Friday, the CNBC Investing Club held its February Monthly Meeting, where Jim Cramer and Director of Portfolio Analysis ran through each stock in the portfolio. Jim put a special focus on the Club stocks within the artificial intelligence trade. He’s dubbed them the “Fourth Industrial Revolution stocks,” borrowing the term from Nvidia CEO … Read more

Here are Monday’s biggest analyst calls: Nvidia, Apple, Amazon, Coinbase, Oracle, Intel, IBM, Costco & more

[ad_1] Here are Monday’s biggest calls on Wall Street: Goldman Sachs upgrades Coinbase to buy from neutral Goldman said the stock is “best-in-class.” “In light of this, we u/g COIN t o Buy (from Neutral), reflecting a shift to structural growth through a growing derivatives business, best-in-class, growing crypto infrastructure businesses, and new, secularly growing … Read more