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AAPL

Broadcom Is a Bellwether for Chips. Earnings Will Be Focused on AI.

Chip investors are eagerly awaiting the latest results from semiconductor bellwether Broadcom after the market close to get an update on its businesses and progress in the artificial intelligence market. Broadcom’s semiconductors are in a number of categories, including networking, broadband, server storage, wireless and industrial. For the quarter ended in April, Wall Street expects Broadcom (ticker: AVGO) to report $8.7 billion in revenue, or up about 7% year over year, with adjusted earnings of $10.12 a share...

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AAPL

The big question of how small chips can get

For decades, ever-tinier semiconductors have allowed huge leaps in computing progress. Not for much longer, warn experts...

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AAPL

Apple Reality Likely Will Be A ‘Sell The News’ Event

Apple Reality may not meet high expectations, potentially causing a near-term sell the news scenario for the company. See why I still rate AAPL stock a Buy...

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AAPL

Apple: One Year Without Jony Ive

Jony Ive, Apple’s former Chief Design Officer, left the company about one year ago. Click here to read the article that pays tribute to Ive...

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AAPL

Broadcom Q2 Earnings Preview: Why I Bought This Stock

Broadcom Inc. is a cheaply valued beneficiary of artificial intelligence, or AI, demand. Click here to read my earnings analysis of AVGO stock...

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Chase Coleman Let the Tiger Out of the Cage in Q1 With Hot Returns

AAPL

Heard on the Street: Have Megafirms Like Nvidia Grown Too Big?

Investors have become convinced that big winners will win even bigger. The market value of chip maker [Nvidia](https://www.wsj.com/market-data/quotes/NVDA) briefly [hit $1 trillion for the first time](https://www...

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AAPL

Apple Supplier Foxconn Rides the AI Wave, Doubles Down on Server Business Amid ChatGPT Frenzy

Hon Hai Precision Industry Co Ltd (OTC: HNHPF), operating as Foxconn, forecasts its AI server business to at least double in the second half of this year, taking a cue from Nvidia Corp (NASDAQ: NVDA). The critical Apple Inc (NASDAQ: AAPL) supplier expected up to triple-digit growth in AI servers in the second half, Financial Times cites chair Young Liu. Liu said the ChatGPT frenzy and increasing reliance were driving the boost in demand. Foxconn also makes many other electronic products and comp...

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AAPL

Does Apple (NASDAQ:AAPL) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that.....

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AAPL

Apple Headset Enthusiasm Is Absent on Wall Street

(Bloomberg) -- The prospect of Apple Inc.’s first new product category in nearly a decade could hardly be attracting less of a fanfare on Wall Street.Most Read from BloombergChina Is Drilling a 10,000-Meter-Deep Hole Into Earth’s CrustWinklevoss Twins Attempt Pivot After Gemini Loses Money and EmployeesTwitter Is Now Worth Just 33% of Elon Musk’s Purchase Price, Fidelity SaysJPMorgan Builds Unit for World’s Richest Families in Wealth BetMcCarthy Confident on Debt Vote Despite Hard-Line Ouster Th...

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