Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Broadcom (NasdaqGS:AVGO) laid out a multi year AI roadmap, including a target of more than $100b in AI chip revenue by 2027. The company reported shipment of what it calls the industry’s first 2nm custom compute SoC built on its 3.5D XDSiP platform. Broadcom h...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Broadcom (NasdaqGS:AVGO) laid out a multi year AI roadmap, including a target of more than $100b in AI chip revenue by 2027. The company reported shipment of what it calls the industry’s first 2nm custom compute SoC built on its 3.5D XDSiP platform. Broadcom highlighted multiyear custom chip partnerships with OpenAI, Google, Meta and Anthropic, alongside new buyback plans and secured supply arrangements through 2028. Broadcom is putting AI at the center of its strategy, on top of a share price of $330.48 and a 3 year return of 462.2%. The stock is up 3.4% over the past week and 71.0% over the past year, alongside a 0.7% decline over 30 days and a 4.9% decline year to date. For investors tracking AI infrastructure, this combination of recent performance and new product announcements makes AVGO a notable name to watch. What stands out is how Broadcom is tying long term AI revenue targets to specific moves in custom silicon, partnerships and capital allocation. If the company executes on its multi year supply and customer commitments, these AI related efforts could become a larger part of the overall business mix, which may influence how investors think about AVGO’s risk profile and underlying growth drivers. Stay updated on the most important news stories for Broadcom by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Broadcom. NasdaqGS:AVGO 1-Year Stock Price Chart See which insiders are buying and buying and selling Broadcom following this latest news. For investors, the key takeaway is how Broadcom is translating its AI ambition into concrete capital allocation and product milestones. First quarter revenue of US$19.3b and net income of US$7.3b, alongside guidance for about US$22.0b in second quarter revenue, show that AI chip demand and AI-focused software offerings...
"Super-focused" world number one Aryna Sabalenka hit 23 winners as she beat Jaqueline Cristian to move into the fourth round at Indian Wells. The Belarusian, 27, had been on track to take the opening set but double faulted as she looked to serve it out. A swift break back allowed the four-time Grand Slam champion to take it 6-4, though, and she followed that by winning the second set 6-1 to seal v...
"Super-focused" world number one Aryna Sabalenka hit 23 winners as she beat Jaqueline Cristian to move into the fourth round at Indian Wells. The Belarusian, 27, had been on track to take the opening set but double faulted as she looked to serve it out. A swift break back allowed the four-time Grand Slam champion to take it 6-4, though, and she followed that by winning the second set 6-1 to seal victory. "I knew that she was not going to give up easily," Sabalenka said of Romanian Cristian, the world number 35. "That's why I was super-focused, especially on my serve. I didn't want to give her much opportunity so [I was] super-happy with the serving, with the game and of course with the win." She will next face 16th-seeded Naomi Osaka of Japan, who beat Colombian Camila Osorio 6-1 3-6 6-1. Osaka, another four-time Grand Slam champion, is playing her first tournament since withdrawing before her Australian Open third-round match in January with an abdominal injury. Speaking to Sky Sports afterwards, the 28-year-old said she had reset her "attitude and my shot selection" before the deciding set, adding she was "pretty excited" about playing Sabalenka next.
Bhatia wins on first playoff hole at Bay Hill Berger had led by four shots on the back nine A straightforward conclusion to the Arnold Palmer Invitational is apparently impossible. Palmer himself would approve, even if events at the tournament still played in tribute to a golfing icon can feel grisly at times. This, the Florida swing, is the PGA Tour’s most testing spell. Glory came to Akshay Bhat...
Bhatia wins on first playoff hole at Bay Hill Berger had led by four shots on the back nine A straightforward conclusion to the Arnold Palmer Invitational is apparently impossible. Palmer himself would approve, even if events at the tournament still played in tribute to a golfing icon can feel grisly at times. This, the Florida swing, is the PGA Tour’s most testing spell. Glory came to Akshay Bhatia after one sudden death hole in competition with Daniel Berger. The 24-year-old Bhatia, a charismatic left-hander, will bounce towards Sawgrass and Thursday’s Players Championship. A year after Collin Morikawa stumbled in painful fashion at Bay Hill, Berger was dragged into the most unlikely of scraps by Bhatia. Berger had led by four at the Sunday turn. Bhatia jabbed back, courtesy of four birdies in a row. Berger secured leeway again at the 15th, where Bhatia’s missed attempt at par came after officials had told the pair to pick up the pace. Game over? Not at all. Bhatia flew a wonderful approach to the par five 16th, setting up the eagle that reduced Berger’s advantage to one. Shot of the day? It was shot of the tournament. The duo were all square on the 18th tee after Berger three-putted the penultimate hole. Continue reading...
(RTTNews) - The South Korea stock market has finished higher in six straight sessions, collecting more than 210 points or 7.7 percent along the way. The KOSPI now rests just above the 2,900-point plateau although investors are likely to lock in gains on Thursday. The global forecast for the overbought Asian markets is weak, with profit taking expected. The European and U.S. markets were mostly low...
(RTTNews) - The South Korea stock market has finished higher in six straight sessions, collecting more than 210 points or 7.7 percent along the way. The KOSPI now rests just above the 2,900-point plateau although investors are likely to lock in gains on Thursday. The global forecast for the overbought Asian markets is weak, with profit taking expected. The European and U.S. markets were mostly lower, and the Asian bourses are expected to follow that lead. The KOSPI finished sharply higher on Wednesday following gains from the technology stocks and industrials, while the financial sector was down on profit taking. For the day, the index advanced 35.19 points or 1.23 percent to finish at 2,907.04. Volume was 383.5 million shares worth 12.3 trillion won. There were 600 gainers and 281 decliners. Among the actives, Shinhan Financial tumbled 1.81 percent, while KB Financial tanked 3.34 percent, Hana Financial shed 0.64 percent, Samsung Electronics climbed 1.18 percent, Samsung SDI advanced 0.89 percent, LG Electronics strengthened 1.22 percent, SK Hynix soared 4.12 percent, Naver added 0.50 percent, LG Chem improved 0.97 percent, Lotte Chemical lost 0.60 percent, SK Innovation eased 0.11 percent, POSCO Holdings spiked 1.72 percent, SK Telecom increased 1.70 percent, KEPCO surged 2.37 percent, Hyundai Mobis rallied 4.91 percent, Hyundai Motor jumped 2.03 percent and Kia Motors accelerated 2.54 percent. The lead from Wall Street is soft as the major averages spent most of the day in positive territory before a late swoon sent them all into the red. The Dow dipped 1.10 points or 0.00 percent to finish at 42,865.77, while the NASDAQ dropped 99.11 points or 0.50 percent to close at 19,615.88 and the S&P 500 sank 16.57 points or 0.27 percent to end at 6,022.24. The downturn on Wall Street reflected profit taking after the early advance lifted the major averages to their best intraday levels in over three months. The early strength in the markets followed the release of a close...
The generative artificial intelligence (AI) trend has minted plenty of millionaires over the last few years. And so far, most of the best returns for investors have come from the infrastructure side of the opportunity, which focuses on supplying computing power and the hardware that AI software companies need to create and run their large language models (LLMs). Oracle (ORCL 1.14%) operates at the...
The generative artificial intelligence (AI) trend has minted plenty of millionaires over the last few years. And so far, most of the best returns for investors have come from the infrastructure side of the opportunity, which focuses on supplying computing power and the hardware that AI software companies need to create and run their large language models (LLMs). Oracle (ORCL 1.14%) operates at the center of this ecosystem. But while its shares nearly quadrupled between late 2022 and September 2025, when they hit an all-time high of $326.90, they then began what has become a steep slide as investors grew more nervous about the company's long-term strategy. Now, they are off by more than 50% from that peak. Could Oracle still be a millionaire-maker stock, or should investors consider jumping ship? What is Oracle's business model? Despite only emerging as a major industry in the past few years, the AI economy is already quite complex. On one side, you have companies like Nvidia and Advanced Micro Devices, which create the graphics processing units (GPUs) and AI accelerators that power LLMs. On the other side, you have the software players like OpenAI and Anthropic, which use this computing power to train and run their algorithms. Oracle acts as a middleman in this ecosystem. It buys AI hardware to build data centers, then rents out computing power through its cloud platform. This business model allows the company to tap into a massive growth opportunity without having to compete directly in the rapidly evolving market for consumer and enterprise AI software. That said, it isn't without risks. Expand NYSE : ORCL Oracle Today's Change ( -1.14 %) $ -1.77 Current Price $ 153.02 Key Data Points Market Cap $440B Day's Range $ 151.67 - $ 159.17 52wk Range $ 118.86 - $ 345.72 Volume 1.8M Avg Vol 29M Gross Margin 65.40 % Dividend Yield 1.31 % For starters, building data centers is expensive -- really expensive. Oracle has taken on massive levels of debt to fund its infrastructu...
Key Points Oracle is betting heavily on AI data centers. The company's business has become alarmingly overexposed to one major client: OpenAI. 10 stocks we like better than Oracle › The generative artificial intelligence (AI) trend has minted plenty of millionaires over the last few years. And so far, most of the best returns for investors have come from the infrastructure side of the opportunity,...
Key Points Oracle is betting heavily on AI data centers. The company's business has become alarmingly overexposed to one major client: OpenAI. 10 stocks we like better than Oracle › The generative artificial intelligence (AI) trend has minted plenty of millionaires over the last few years. And so far, most of the best returns for investors have come from the infrastructure side of the opportunity, which focuses on supplying computing power and the hardware that AI software companies need to create and run their large language models (LLMs). Oracle (NYSE: ORCL) operates at the center of this ecosystem. But while its shares nearly quadrupled between late 2022 and September 2025, when they hit an all-time high of $326.90, they then began what has become a steep slide as investors grew more nervous about the company's long-term strategy. Now, they are off by more than 50% from that peak. Could Oracle still be a millionaire-maker stock, or should investors consider jumping ship? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » What is Oracle's business model? Despite only emerging as a major industry in the past few years, the AI economy is already quite complex. On one side, you have companies like Nvidia and Advanced Micro Devices, which create the graphics processing units (GPUs) and AI accelerators that power LLMs. On the other side, you have the software players like OpenAI and Anthropic, which use this computing power to train and run their algorithms. Oracle acts as a middleman in this ecosystem. It buys AI hardware to build data centers, then rents out computing power through its cloud platform. This business model allows the company to tap into a massive growth opportunity without having to compete directly in the rapidly evolving market for consumer and enterprise AI software. That said, it is...
Recreational drugs can more than double the risk of stroke, with some of the most concerning impacts seen among younger people, a major review suggests. Scientists analysed medical data from more than 100 million people and found that the risk of stroke was 122% higher for amphetamine users and 96% higher for cocaine users compared with those who did not take the drugs. Cannabis users were also at...
Recreational drugs can more than double the risk of stroke, with some of the most concerning impacts seen among younger people, a major review suggests. Scientists analysed medical data from more than 100 million people and found that the risk of stroke was 122% higher for amphetamine users and 96% higher for cocaine users compared with those who did not take the drugs. Cannabis users were also at greater risk, suffering 37% more strokes than non-users, the review found, though researchers saw no evidence that opioids, a highly addictive painkiller, added to a person’s risk of stroke. The rise in strokes observed in connection with some drugs was not confined to older people. When researchers focused on under-55s, they saw a near tripling in stroke risk among amphetamine users. The additional risk linked to cannabis was a more modest 14% in the age group, while the risk from cocaine was much the same at 97%. Dr Megan Ritson, a research associate at the University of Cambridge and first author on the study, said: “Illicit drug use is a preventable stroke risk, but I don’t know if young people are aware how high the risk is. “This is the first finding that has shown how different substance use disorders really can impact stroke risk.” Strokes occur when blood vessels in the brain become blocked or burst. This disrupts the blood supply to brain cells, causing them to die. Stroke is the third leading cause of death and disability worldwide, leading to more than 7million deaths annually. Millions more are left with permanent disabilities, ranging from paralysis to speech and cognitive impairment. The researchers pooled data from 32 studies on stroke and recreational drugs, involving more than 100 million people, to see which substances, if any, were associated with a greater risk. This revealed links between drug use and strokes, but it could not prove the drugs were to blame: drug users may simply be more prone to strokes for other reasons, such as poorer general health...
Germany ’s top financial watchdog BaFin sees considerable risks for private investors in open-ended real estate funds and other such financial products, its president was quoted as saying. Open-ended real estate funds are legitimate products, but it’s crucial that they’re sold correctly and fairly, Bundesanstalt für Finanzdienstleistungsaufsicht chief Mark Branson told Süddeutsche Zeitung newspape...
Germany ’s top financial watchdog BaFin sees considerable risks for private investors in open-ended real estate funds and other such financial products, its president was quoted as saying. Open-ended real estate funds are legitimate products, but it’s crucial that they’re sold correctly and fairly, Bundesanstalt für Finanzdienstleistungsaufsicht chief Mark Branson told Süddeutsche Zeitung newspaper in an interview. “Advice is not always advice; often it is sales-driven,” he added. Branson also expressed doubts as to whether open-ended real estate funds should rightly be sold in Risk Class One, which implies they carry very low risk. Savings banks as well as cooperative lenders known as Volksbanks often sell these products to private investors using that risk designation. “Risk Category One is actually very low, even lower than many government bonds. The idea that a portfolio of commercial real estate is less risky than a portfolio of government bonds does not correspond to common sense,” Branson said. Some providers have already responded to BaFin’s concerns and adjusted their risk assessments, he added. Read more: Germany-Focused Property Funds Shut Gates as Outflows Surge Investors recently got a fresh reminder of real estate-linked risks, when two vehicles refused to redeem shares. Withdrawals from German open-ended real estate funds have been on the rise, hitting a net aggregate of €7.6 billion ($8.8 billion) last year, according to Bundesbank data. When asked whether he could rule out further fund closures, Branson said: “I can’t. There is an increased risk with smaller real estate funds.” The watchdog has been pushing for increased scrutiny of private credit investments, after several firms were stung by losses on real estate loans. It has also noted losses at several pension funds but said the cases are outside its remit.
Fifteen years ago this week, Japan faced the biggest nuclear meltdown since the 1986 Chernobyl disaster. While Soviet authorities entombed that plant in concrete, Tokyo decided on a very different approach — the Fukushima Dai-ichi facility would be entirely dismantled. The tsunami-devastated plant is taking a pioneering approach to the critical next phase of the world’s most complex clean-up opera...
Fifteen years ago this week, Japan faced the biggest nuclear meltdown since the 1986 Chernobyl disaster. While Soviet authorities entombed that plant in concrete, Tokyo decided on a very different approach — the Fukushima Dai-ichi facility would be entirely dismantled. The tsunami-devastated plant is taking a pioneering approach to the critical next phase of the world’s most complex clean-up operation. If successful, it could become a blueprint for the global industry. Progress has been painfully slow, stalled by gaps in technical knowledge, cost overruns and the extreme caution required to deal with an unprecedented accident of such magnitude. “It’s an unknown world,” said Yuichi Sato, a spokesperson for the unit of Tokyo Electric Power Co. that is responsible for cleaning up the plant. Tepco, however, sees a potential breakthrough in the effort to extract about 880 tons of melted atomic fuel lodged at the bottom of three damaged reactors — thanks to a purpose-built, 22-meter robotic arm that will be deployed as early as this summer to obtain samples of the radioactive material. The results — as well as images captured by drone-mounted cameras — will be an important step toward full-scale extraction, a huge undertaking that isn’t slated to begin until 2037. The entire decommissioning process, costing hundreds of billions of dollars, is expected to last until the middle of this century. The project carries enormous significance for Japan and its nuclear power sector, which has struggled to rebuild public trust and restart reactors that were shuttered after the disaster. But it also matters for a global industry that is expanding rapidly to supply the stable, carbon-free electricity needed by massive projects such as artificial intelligence data centers . Eventually, this will also require safe and efficient ways to retire aging atomic plants. Of more than 200 reactors worldwide that have closed, only 11 with capacity of at least 100 megawatts have been fully decommi...
South Korea’s shorter-maturity bond yields are unlikely to revisit their February highs as the central bank prioritizes steadying markets over delivering near-term interest-rate hikes, strategists say. Korea remains vulnerable to tensions in the Middle East, which supplies the majority of its oil imports. While the spike in crude prices has hightened inflation concerns, analysts see limited upside...
South Korea’s shorter-maturity bond yields are unlikely to revisit their February highs as the central bank prioritizes steadying markets over delivering near-term interest-rate hikes, strategists say. Korea remains vulnerable to tensions in the Middle East, which supplies the majority of its oil imports. While the spike in crude prices has hightened inflation concerns, analysts see limited upside for shorter yields. Citigroup Inc. forecasts little prospect of central-bank tightening and Societe Generale SA is betting three-year yields will end this quarter well below last month’s 3.27% peak. While policymakers are focused on containing volatility, the Bank of Korea’s handling of the oil surge is emerging as a key driver of interest-rate expectations. The central bank must balance the risk of faster inflation against signs of slowing growth, meaning this week’s fourth-quarter data is assuming even greater importance for the monetary-policy outlook. “I see limited upside in Korean bond yields in the near term,” said Kiyong Seong , macro strategist at Societe Generale’s Hong Kong branch. “Higher inflation may weigh on sentiment to some extent, but much depends on the duration and magnitude of oil prices, which remain uncertain. As a result, the market is unlikely to price in a meaningful BOK rate hike.” Supply-demand dynamics are also expected to cap any increase in yields in coming months. The bond market is likely to draw support from anticipated inflows tied to Korea’s inclusion in an FTSE Russell index in April, with roughly $40 billion in net foreign purchases projected through November after accounting for some attrition, said Bumki Son , an economist at Barclays Plc. Still, rising global oil prices may add to cost pressures in March, the Bank of Korea said Friday, after data showed consumer prices rose 2% in February from a year earlier, matching January’s pace. With uncertainty surrounding developments in the Middle East, the inflation outlook will depend larg...
A war‑driven meltdown in Asian shares is spurring global investors’ interest in adding exposure to major chip firms, reflecting confidence that the artificial intelligence boom can withstand the Middle East conflict. Money managers from Aberdeen Investments to Invesco Ltd. and Fidelity International are doubling down on their AI bets, arguing that the latest selloff resulted more from panic sellin...
A war‑driven meltdown in Asian shares is spurring global investors’ interest in adding exposure to major chip firms, reflecting confidence that the artificial intelligence boom can withstand the Middle East conflict. Money managers from Aberdeen Investments to Invesco Ltd. and Fidelity International are doubling down on their AI bets, arguing that the latest selloff resulted more from panic selling than deteriorating business conditions. The plunge of over 6% in a key Asian equity gauge last week stood out against the S&P 500 Index’s 2% decline, underscoring signs of overreaction in the region. Before the Iran war broke out, leading chipmakers from South Korea and Taiwan had been big beneficiaries of Wall Street’s fears of AI’s disruptive impact, thanks to their dominance in the global supply chain. “We see this volatility as an opportunity to add into the correction,” said Pruksa Iamthongthong , head of Asia Pacific equities at Aberdeen Investments. “The recent selloff has been driven less by fundamentals and more by renewed stagflation concerns on higher oil prices.” The US-Israeli strikes on Iran have caused a greater impact on Asia than Wall Street, with the technology-heavy Korean benchmark suffering its biggest-ever selloff last week. As investors unwound positions built with borrowed funds, panic selling took hold and sent chip giants Samsung Electronics Co. and SK Hynix Inc. tumbling. Despite the weekly loss, the Asian share benchmark remains more than 7% higher for the year, versus a loss of 1.5% for the S&P 500. “The macro backdrop for Asia is the evolving semiconductor cycle, which I expect to continue to be robust this year driven by AI capex spending,” said David Chao , global market strategist at Invesco Asset Management. He views “any downdraft as a buying opportunity” given the solid fundamental outlook. Meanwhile, Fidelity International is looking to add exposure to Taiwan, a market dominated by chipmakers including Taiwan Semiconductor Manufacturin...
Americans have no shortage of concerns around the economy right now. Nearly half of investors are worried about the risk of a recession, according to The Motley Fool's 2026 Investor Outlook and Predictions Report. Forty-five percent admit they're concerned about stubbornly high inflation, while 37% are also worried about a weakening labor market. To be clear, nobody knows how the market will perfo...
Americans have no shortage of concerns around the economy right now. Nearly half of investors are worried about the risk of a recession, according to The Motley Fool's 2026 Investor Outlook and Predictions Report. Forty-five percent admit they're concerned about stubbornly high inflation, while 37% are also worried about a weakening labor market. To be clear, nobody knows how the market will perform for the remainder of 2026. But it never hurts to prepare for potential volatility anyway, and there are three Vanguard exchange-traded funds (ETFs) I'm loading up on to set my portfolio up for long-term success. 1. Vanguard Total Stock Market ETF The Vanguard Total Stock Market ETF (VTI 1.37%) aims to track the market as a whole, with a whopping 3,511 stocks across all sectors of the market. Broad-market funds like this can provide extra protection against market volatility. With so many stocks, it's less likely that a single company will significantly sway the ETF's performance. Even if an entire industry is hit especially hard, there are thousands of other stocks from more established sectors to help provide stability. Expand NYSEMKT : VTI Vanguard Total Stock Market ETF Today's Change ( -1.37 %) $ -4.59 Current Price $ 331.41 Key Data Points Day's Range $ 330.00 - $ 333.15 52wk Range $ 236.42 - $ 344.42 Volume 8.6M For investors who are worried about an artificial intelligence (AI) bubble, the diversification found in broad-market funds like the Vanguard Total Stock Market ETF can help limit the impact of tech industry volatility. 2. Vanguard S&P 500 ETF The Vanguard S&P 500 ETF (VOO 1.34%) is similar to the Total Stock Market ETF in that it's a broad fund tracking a major market index. However, while the Total Stock Market ETF contains over 3,000 stocks of all sizes, the S&P 500 ETF holds only large-cap stocks from 500 companies. Investing solely in large-cap stocks can help hedge against risk, as larger companies are more likely to pull through downturns and earn po...