Key Points Broadcom is benefiting from increasing hyperscaler demand for custom chips. Artificial intelligence (AI) networking is another major growth opportunity for Broadcom. The VMware acquisition gave Broadcom exposure to the enterprise AI software infrastructure opportunity. 10 stocks we like better than Broadcom › Some investors assume Nvidia (NASDAQ: NVDA) will dominate every critical part of the artificial intelligence (AI) infrastructure technology stack. But that assumption is flawed. Hyperscalers are increasingly focused on lowering the cost of running AI models at scale and building custom infrastructure. That shift in focus has created a major long-term opportunity for Broadcom (NASDAQ: AVGO). Let me explain. 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 » Hyperscalers want more control The clearest evidence of the shift can be seen in what some of Nvidia's own biggest customers are doing. In April 2026, Meta Platforms expanded its partnership with Broadcom through 2029 to codevelop multiple generations of custom AI processors. Broadcom's Ethernet networking technology will also help connect Meta's AI infrastructure. Alphabet extended its custom AI chip partnership with Broadcom through 2031 in April 2026. The company already benefits commercially from that relationship. It's helping design Alphabet's custom Tensor Processing Units (TPUs) used for Anthropic's 1-gigawatt TPU compute deployment. This suggests hyperscalers increasingly want more control over how their AI infrastructure is built and scaled, while also reducing dependence on Nvidia alone. Hence, management expects Broadcom to earn more than $100 billion in AI chip revenue in 2027. Broadcom has a networking edge Broadcom also supplies the networking technology that enables these custom chips to communicate across massive AI...

(RTTNews) - The Canadian market is up firmly in positive territory Friday afternoon, led by gains in technology, communications and utilities sectors. Slight optimism about U.S. and Iran reaching a deal to end the war in the Middle East contributed to the fairly positive mood in the market. The benchmark S&P/TSX Composite Index was up 137.13 points or 0.4% at 34,546.60 a few minutes ago. The Information Technology Capped Index gained about 2% as several stocks gained in strength. BlackBerrye is up nearly 20% after FedRAMP re-certification strengthened its U.S. government software position. Celestica Inc., is rising 4%. Lightspeed Commerce, Firan Technology Group, CGI Inc., Open Text Corporation and Descartes Systems Group are gaining 1%-3.5%. In the communications section, Quebecor is gaining 2.75%. BCE Inc. is up by about 1.1%, while Cogeco Communications and Telus Corporation are up with modest gains. Among utilities stocks, TransAlta Corporation, Superior Plus, Capital Power Corporation, Brookfield Renewable Partners, AltaGas and Canadian Utilities are up 1%-2%. In economic news, data from the Canadian Federation of Independent Business said Canada's CFIB Business Barometer long-term index, which tracks 12-month forward expectations for business performance, dropped to 46.3 in May from a downwardly revised 58.0 in April. May's reading marks the lowest in a year. Data from Statistics Canada said retail sales in Canada increased 0.6% month-over-month in April, according to a preliminary estimate. In March, retail sales increased 0.9%, higher than initial estimates of a 0.6% rise. A separate data from Statistics Canada showed producer prices in Canada rose 2.0% month-over-month in April, following a 2.4% increase in March and exceeding market expectations of 1.3%. Annually, producer price inflation reached 11.4% in April, the highest since July 2022. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those...

美國國家情報總監加巴德辭職 據報與特朗普就伊朗戰事存分歧 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國國家情報總監加巴德辭職，以便照顧患癌的丈夫。 加巴德在辭職信表示，其丈夫近日確診非常罕見的骨癌，面臨重大挑戰，因此她暫時必須放下公職，全力陪伴和支持丈夫戰勝病魔，感謝總統特朗普信任。特朗普讚揚加巴德表現出色，宣布國家情報副總監盧卡斯將暫代職務。不過多間傳媒報道，特朗普近月多次表達不滿加巴德，兩人在伊朗戰事立場存有分歧。知情人士指，加巴德實際上是被白宮逼走，她將於下月30日離職，是特朗普第二個任期內第四位離職的閣員。

伊朗局勢｜特朗普稱與伊衝突「很快結束」 伊朗強調雙方仍有重大分歧 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國總統特朗普稱伊朗衝突很快結束，伊朗強調雙方仍有重大分歧。 特朗普出席活動時重申伊朗永遠無法擁有核武，認為事情很快告一段落。美媒引述消息，特朗普與國安團隊開會商討伊朗戰事，除非談判在最後一刻取得突破，否則特朗普正考慮對伊朗發動新一波攻擊。 伊朗外交部發言人強調，談判重點是結束戰事，現階段沒有磋商核問題，認為美伊仍有重大分歧，並非接近達成協議，外交需要時間，不能通過數輪磋商就有成果。

格隆汇5月23日｜上海黄金交易所黄金T+D 5月22日（周五）晚盘收盘下跌0.14%报990.6元/克； 上海黄金交易所白银T+D 5月22日（周五）晚盘收盘上涨0.14%报18650.0元/千克。

Director of National Intelligence Tulsi Gabbard says she is resigning to help her husband fight a rare form of bone cancer. Her last day is expected to be on June 30. She's been increasingly out of step with the White House because of her anti-war views. Bloomberg's Jeff Mason reports. (Source: Bloomberg)

沃什宣誓就任美國聯邦儲備局主席 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】沃什宣誓就任美國聯邦儲備局主席。 最高法院大法官托馬斯主持監誓，沃什在就職禮表示將帶領聯儲局改革，從過往的錯誤中汲取教訓，目標是促進物價穩定。聯儲局將維持獨立性，對抗通脹，促進經濟增長，相信未來數年美國人民生活水平能提高。總統特朗普出席就職儀式，稱希望沃什完全獨立，毋需理會他和任何人，只需盡自己本分，相信沃什將是偉大的聯儲局主席。

伊朗外交部发言人巴加埃22日表示，当前无法断言伊美协议已接近达成，双方分歧依然严重。据伊朗媒体22日报道，巴加埃谈及巴基斯坦高级官员访问德黑兰时说，这表明当前局势已进入“转折点或决定性阶段”。他提到，巴基斯坦陆军参谋长穆尼尔已访问德黑兰，相关沟通仍在进行中。在回答“这是否意味着谈判进程发生变化”时，巴加埃说，目前不能说伊美协议已接近达成，伊美之间存在严重且广泛的分歧，“外交是一个耗时的过程”。 (新华社)

李家超祝賀黎家盈成為載荷專家 參與神舟二十三號載人飛行任務 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】行政長官李家超祝賀黎家盈通過選拔和訓練成為載荷專家，參與神舟二十三號載人飛行任務。 李家超：「我衷心感謝國家對香港的信任，以及對香港創科人員的肯定和支持。我亦祝賀黎家盈博士代表香港特區驕傲地參與國家航天任務，在太空翱翔探索。星空浩瀚，逐夢遠航，香港專家得以參與國家航天任務，我們都與有榮焉，振奮無比。」

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Cannes film festival: This could be better paced but the crisis which descends on an up-against-it dairy farm is delivered by some very memorable goons There’s nothing like a home-invasion suspense thriller to provide a change of pace in the Cannes competition, and Léa Mysius’s film – adapted from the French bestseller Histoires de la Nuit by Laurent Mauvignier – isn’t at all bad, although it runs out of narrative steam in the third act and one particular shock-twist appears to unshock and untwist itself. Yet the film certainly delivers some sinister rural strangeness in the France profonde countryside and some gonzo shootouts; plus there is a ripe turn from Benoît Magimel, who with every film seems to morph further into a cross between Gérard Depardieu and Christopher Walken. In a very remote bucolic village, Thomas (Bastien Bouillon) is a hardworking dairy farmer who took over the family smallholding after his father killed himself. After a whirlwind romance, he married Nora (Hafsia Herzi), a rather glamorous city-slicker of a woman who just showed up in the neighbourhood; they have a daughter, Ida who has recently irritated Nora by posting a wacky video of the three of them doing a goofy “family dance”, which has gone viral. The family gets on very well with an elegant artist who lives alone next door, played by Monica Bellucci on pretty stately form. Thomas has clearly got money worries; we see him on the phone trying to borrow cash from someone who has reluctantly helped him out before, as he needs €300 to pay for Nora’s approaching 40th birthday party. On the day itself, three sinister tough guys show up in the house, played by Magimel, Paul Hamy and Alane Delhaye. We might think we know who they’ve come to see and why – but things are a little more complicated than that. Continue reading...

The Securities and Exchange Commission is delaying a plan to provide broad exemptions for US crypto firms to trade tokenized assets linked to stocks, according to people familiar with the matter. The SEC’s staff was preparing to release its so-called innovation exemption for tokenized stocks as soon as this week, according to the people, who asked not to be named while discussing the commission’s business. A draft of the plan had been prepared and reviewed by staff. But the timing has since been pushed back as the SEC weighs input from stock-exchange officials and other market participants who’ve held discussion with agency staff in the past few days to learn details of the plan. One part that has raised concerns is a move to allow for the trading of so-called third-party tokens, which would be issued without the backing or consent of the public companies involved. The SEC hasn’t made any decisions to change its draft proposal . Any SEC decision to allow for the trading of the third-party instruments would run counter to the expectations of some crypto-market experts and trading firms. Under the SEC’s proposal, platforms offering tokens would need to guarantee investors receive the same rights as regular shareholders — including dividends and voting rights. But several former regulators said it’s unclear how companies would technically fulfill those obligations given that tokens change hands on pseudonymous blockchain networks. Not all SEC officials would support a decision to allow for the trading of third-party tokens, according to people familiar with the matter. Commissioner Hester Peirce , a long-time ally of SEC Chairman Paul Atkins , on Thursday posted on X that she expects the innovation exemption to be “limited in scope” and would “facilitate trading only of digital representations of the same underlying equity security that an investor could purchase in the secondary market today.” Former regulators and market experts cited a number of concerns about the S...

Washington has said Cuba denied the help, but the island's foreign minister said it does not reject aid "offered in good faith" and the best way the US could help would be lifting the blockade.

伊朗外交部发言人巴加埃22日表示，当前无法断言伊美协议已接近达成，双方分歧依然严重。据伊朗媒体22日报道，巴加埃谈及巴基斯坦高级官员访问德黑兰时说，这表明当前局势已进入“转折点或决定性阶段”。他提到，巴基斯坦陆军参谋长穆尼尔已访问德黑兰，相关沟通仍在进行中。 在回答“这是否意味着谈判进程发生变化”时，巴加埃说，目前不能说伊美协议已接近达成，伊美之间存在严重且广泛的分歧，“外交是一个耗时的过程”。巴加埃说，不能期待通过数轮往返磋商，就可能在数周或数月内看到结果。他强调，外交谈判本身是长期过程，双方正利用各种机会传递各自立场。（新华社）

QCOM Stock Rallies As AI And Auto Catalysts Accelerate timothysykes.com

Rocket Lab (NASDAQ: RKLB) stock posted gains of as much as 12% in Friday's trading, and was still up by 10.4% as of 1:30 p.m. ET. At the same time, the S&P 500 index was up 1% and the Nasdaq Composite index was up 1.4%. In addition to the bullish backdrop of the broader market, Rocket Lab stock was surging thanks to interest around SpaceX's upcoming rocket launch. SpaceX is scheduled to launch a Falcon 9 out of the Cape Canaveral Space Force Station at 8:27 p.m. ET, and that launch is powering gains for other companies with exposure to the space industry. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. See the 10 stocks » Rocket Lab gets a lift from SpaceX's upcoming launch The Falcon 9 will launch a satellite that telecommunications and AI-focused space technology company Space42 will use to provide mobile communications services across Europe, Africa, and the Middle East. Space42 operates out of the United Arab Emirates. SpaceX, which was founded and is led by Tesla CEO Elon Musk, has emerged as a frontrunner when it comes to launching satellites and other technologies for commercial, defense, and exploration purposes. But SpaceX is not a publicly traded company. That means that retail investors seeking exposure to the rapidly emerging space industry have to back other players. Rocket Lab could be on the verge of seizing massive opportunities Rocket Lab is aiming to build an integrated rocket and satellite launching business that can help its customers get key hardware into the Earth's orbit. Even though the two companies' growth bets position them as competitors, wins for SpaceX can still be bullish indicators for Rocket Lab. The opportunity in the category is big enough to support multiple winners, and Rocket Lab's position as a pioneer in the market opens the door for it to score big wins as the space industry expands at a rapid pace. Should you invest $1,000 in Rocket Lab USA right now...

AMD Ryzen 5 8500G Review: This Budget CPU Revs Up the On-Chip Graphics PCMag

AMD Ryzen 5 8500G PCMag Australia

AMD Ryzen 5 8500G PCMag Middle East

Almost every CPU on the market today comes equipped with some variety of integrated graphics processor (IGP); those that don't are the exception. The performance you get from these IGPs varies greatly by model, but with the right balance between performance and price, a CPU with a potent IGP can be appealing for niches like casual PC gaming, multi-display productivity work, and compact desktop builds. To that end, AMD designed its Ryzen 5 8500G as a popularly priced processor with better-than-average built-in graphics. With a budget-friendly $179 list price and selling for as much as $40 less at this writing, the 8500G can be an alluring option under the right circumstances, thanks to its punchy IGP. For a better-balanced budget desktop chip that's faster at crunching CPU tasks, go for the Intel Core Ultra 250K Plus, our latest Editors' Choice award winner. But upgraders or PC builders committed to the AMD AM5 platform will find the 8500G an able pick if a graphics card just isn't in the cards, but potent graphics performance is not optional. Chip Design and Specs: A Rare AMD big.LITTLE-Style Processor The AMD Ryzen 5 8500G stands out among the company's AM5-socket processors: It is technically a monolithic chip design manufactured under TSMC's 4-nanometer process, fused with a form of big.LITTLE design, while most AMD CPUs use a modular "chiplet" approach. Chiplet designs offer advantages in cost and scalability. The 8500G is also one of the few chips to feature AMD’s take on the big.LITTLE hybrid processor design. The big.LITTLE processor design concept, first introduced by Arm, calls for combining two types of CPU cores in a single processor. Most big.LITTLE designs employ a high-performance CPU architecture alongside a less-powerful but more energy-efficient one. The high-performance CPU cores in a design like this are typically referred to as the "big" cores, as they tend to have more transistors and they are physically larger than the high-efficiency cores. Th...

Micron & 2 Other Momentum Stocks to Buy Now for Big Upside Zacks Investment Research

The week around the world in 20 pictures The Ebola outbreak, Israeli strikes in Gaza, Putin in Beijing and Arsenal win the Premier League – the past seven days as captured by the world’s leading photojournalists

On Wednesday, Nvidia reported first-quarter fiscal 2027 revenue of $81.615 billion, surpassing estimates of $79.04 billion. Earnings per share came in at $1.87 per share, ahead of the $1.76 consensus estimate. On China, Kim was unequivocal. “I’ve given up on China,” he said, noting Huang secured approvals at GTC only to see them fall through weeks later. With gaming GPUs facing incremental bans and restrictions tightening on both sides, Kim said the status quo is Nvidia simply not selling into China. “I would temper expectations,” he added. He drew a direct parallel to Apple Inc. , which traded at seven times earnings during the large-screen iPhone era, when Android was seen as a major competitive threat. He said Apple's valuation later climbed from single-digit multiples to 30 times earnings after the company significantly increased share buybacks. "I think the PE is going to rate much higher," Kim said. The founder of the reader-supported publication pointed to share buybacks as a potential re-rating catalyst. He said Nvidia has indicated it plans to direct 50% of its free cash flow toward repurchases, though he described the wording as "a little cryptic" regarding whether the figure is calculated before or after supplier prepayments. Kim dismissed Google ‘s TPU and Amazon’s Trainium as material threats. On TPU specifically, he said, “TPU gets headlines, but $5 billion is nothing when you’re comparing it to a trillion dollars.” He noted Nvidia has locked up supply across memory, wafers and optical components, leaving rivals with little room to scale. Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast "We're talking about nearly 80% growth on an $80 billion figure in just three months," Kim said during a Wednesday episode of TBPN. He also noted that the stock trades at about 19 times forward earnings, below the S&P 500's multiple, even though the index is growing at only around 10%. “Nvidia is becoming more and more undervalued,” he adde...

A young saver opens a Schwab account, picks the Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) over a plain S&P 500 fund because they want a growth tilt at almost no cost, and assumes 197 holdings buys them diversification. The math says otherwise. SCHG’s top 10 names drive 59% of the portfolio, which means more than ... SCHG’s Top Ten Holdings Now Drive 59 Percent of the Fund, Creating Hidden Single Stock Risk