Broadcom Inc. (NASDAQ:AVGO) is one of the stocks that should double in 3 years. On March 5, Bloomberg reported that Broadcom CEO Hock Tan announced a bold strategic target, stating that the company has ‘line of sight’ for its AI chip sales to exceed $100 billion in 2027. This represents a massive acceleration from the $20 billion in AI sales reported in 2025. To support this growth, Broadcom has a...
Broadcom Inc. (NASDAQ:AVGO) is one of the stocks that should double in 3 years. On March 5, Bloomberg reported that Broadcom CEO Hock Tan announced a bold strategic target, stating that the company has ‘line of sight’ for its AI chip sales to exceed $100 billion in 2027. This represents a massive acceleration from the $20 billion in AI sales reported in 2025. To support this growth, Broadcom has already secured the necessary supply chain capacity. While Nvidia remains the dominant force in AI accelerators, Broadcom Inc. (NASDAQ:AVGO) is successfully positioning itself as the premier alternative through its custom-made semiconductors and networking hardware. The company’s growth is fueled by deep collaborations with hyperscale tech giants. Broadcom is a key partner in developing Google’s TPU and has secured high-volume contracts with OpenAI, Meta Platforms, and Anthropic. Hock Tan dismissed rumors of a slowdown with Meta, confirming that their roadmap is alive and well, with next-gen products expected to scale to multiple gigawatts of computing capacity by 2027. In the most recent fiscal quarter, AI revenue more than doubled to $8.4 billion, surpassing internal expectations. In addition to its ambitious AI targets, Broadcom delivered a FQ2 revenue outlook of $22 billion, beating analyst estimates. To reflect confidence in its long-term trajectory, the company announced a new $10 billion stock buyback plan to be executed through the end of the year. This follows $7.8 billion in repurchases already completed in FQ1. Broadcom (AVGO) CEO Forecasts $100B+ in AI Chip Sales by 2027 l-n-r2tVRjxzFM8-unsplash Broadcom Inc. (NASDAQ:AVGO) designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally. The company operates in two segments: Semiconductor Solutions and Infrastructure Software. While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less do...
Broadcom Inc. (NASDAQ:AVGO) is one of the stocks that should double in 3 years. On March 5, Bloomberg reported that Broadcom CEO Hock Tan announced a bold strategic target, stating that the company has ‘line of sight’ for its AI chip sales to exceed $100 billion in 2027. This represents a massive acceleration from the $20 billion in AI sales reported in 2025. To support this growth, Broadcom has a...
Broadcom Inc. (NASDAQ:AVGO) is one of the stocks that should double in 3 years. On March 5, Bloomberg reported that Broadcom CEO Hock Tan announced a bold strategic target, stating that the company has ‘line of sight’ for its AI chip sales to exceed $100 billion in 2027. This represents a massive acceleration from the $20 billion in AI sales reported in 2025. To support this growth, Broadcom has already secured the necessary supply chain capacity. While Nvidia remains the dominant force in AI accelerators, Broadcom Inc. (NASDAQ:AVGO) is successfully positioning itself as the premier alternative through its custom-made semiconductors and networking hardware. The company’s growth is fueled by deep collaborations with hyperscale tech giants. Broadcom is a key partner in developing Google’s TPU and has secured high-volume contracts with OpenAI, Meta Platforms, and Anthropic. Hock Tan dismissed rumors of a slowdown with Meta, confirming that their roadmap is alive and well, with next-gen products expected to scale to multiple gigawatts of computing capacity by 2027. In the most recent fiscal quarter, AI revenue more than doubled to $8.4 billion, surpassing internal expectations. In addition to its ambitious AI targets, Broadcom delivered a FQ2 revenue outlook of $22 billion, beating analyst estimates. To reflect confidence in its long-term trajectory, the company announced a new $10 billion stock buyback plan to be executed through the end of the year. This follows $7.8 billion in repurchases already completed in FQ1. Broadcom (AVGO) CEO Forecasts $100B+ in AI Chip Sales by 2027 l-n-r2tVRjxzFM8-unsplash Broadcom Inc. (NASDAQ:AVGO) designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally. The company operates in two segments: Semiconductor Solutions and Infrastructure Software. While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less do...
Alibaba Group Holding Limited (NYSE:BABA) is one of the stocks that should double in 3 years. On March 3, Alibaba Group announced that it is forming a new specialized task force to accelerate the development of its foundation models following the sudden resignation of Junyang ‘Justin’ Lin, the lead architect of its flagship Qwen AI platform. This initiative will be led by a trio of top executives,...
Alibaba Group Holding Limited (NYSE:BABA) is one of the stocks that should double in 3 years. On March 3, Alibaba Group announced that it is forming a new specialized task force to accelerate the development of its foundation models following the sudden resignation of Junyang ‘Justin’ Lin, the lead architect of its flagship Qwen AI platform. This initiative will be led by a trio of top executives, including Group CEO Eddie Wu, Group CTO Wu Zeming, and Alibaba Cloud CTO Zhou Jingren. The task force is designed to mobilize resources across the entire company to support its AI research arm, Tongyi Laboratory, and maintain momentum in its high-stakes pivot toward artificial intelligence. Lin’s departure marks the third senior executive exit from the Qwen division this year, a trend that has unsettled the developer community. Under Lin’s leadership, Qwen became a global frontrunner, consistently ranking among the world’s top-performing models and even drawing praise from figures like Elon Musk. However, Lin recently warned that Chinese firms face a hurdle in matching the research-dedicated compute power of US leaders like OpenAI, noting that domestic resources are often stretched thin by immediate delivery demands. In response to these leadership changes, CEO Eddie Wu reaffirmed the company’s commitment to its open-source strategy and its $53 billion investment plan for AI infrastructure. The company plans to scale up its R&D spending and intensify efforts to recruit top-tier global talent to fill the vacuum left by departing engineers. Alibaba (BABA) Forms AI Task Force Following Resignation of Qwen Lead Architect Alibaba Group Holding Limited (NYSE:BABA), through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses engage with their users and customers in the People’s Republic of China and internationally. While we acknowledge the potential of BABA as an investment, we believe certain AI sto...
In this article AMZN Follow your favorite stocks CREATE FREE ACCOUNT Amazon CEO Andy Jassy speaks during a keynote address at AWS re:Invent 2024, a conference hosted by Amazon Web Services, at The Venetian Las Vegas on December 3, 2024 in Las Vegas, Nevada. Noah Berger | Getty Images Amazon said Friday it will continue offering Anthropic's artificial intelligence technology to its cloud customers,...
In this article AMZN Follow your favorite stocks CREATE FREE ACCOUNT Amazon CEO Andy Jassy speaks during a keynote address at AWS re:Invent 2024, a conference hosted by Amazon Web Services, at The Venetian Las Vegas on December 3, 2024 in Las Vegas, Nevada. Noah Berger | Getty Images Amazon said Friday it will continue offering Anthropic's artificial intelligence technology to its cloud customers, excluding work involving the Department of Defense. The announcement comes after the federal agency informed Anthropic on Thursday that it would label the company a "supply chain risk." Anthropic responded by saying it has "no choice" but to challenge the designation in court. "AWS customers and partners can continue to use Claude for all their workloads not associated with the Department of War (DoW)," an Amazon Web Services spokesperson said in a statement. "For all DoW workloads which use Anthropic technologies, we are supporting customers and partners as they transition to alternatives running on AWS." This is breaking news. Please refresh for updates.
Micron Technology Inc. (NASDAQ:MU) is one of the stocks that should double in 3 years. On March 3, Micron Technology set a new industry benchmark by shipping customer samples of the 256GB SOCAMM2, the world’s highest-capacity LPDRAM module. Powered by the industry’s first monolithic 32Gb LPDDR5X die, this modular solution is designed to overcome the power and thermal constraints of modern AI infra...
Micron Technology Inc. (NASDAQ:MU) is one of the stocks that should double in 3 years. On March 3, Micron Technology set a new industry benchmark by shipping customer samples of the 256GB SOCAMM2, the world’s highest-capacity LPDRAM module. Powered by the industry’s first monolithic 32Gb LPDDR5X die, this modular solution is designed to overcome the power and thermal constraints of modern AI infrastructure. By delivering 1.33x more capacity than previous versions, the SOCAMM2 allows for up to 2TB of LPDRAM per 8-channel server CPU, providing the massive memory footprint required for long-context LLM inference and HPC. The SOCAMM2 offers a transformational shift in data center efficiency, consuming only one-third of the power and occupying one-third of the footprint compared to standard RDIMMs. This drastic reduction in energy use and size enables significantly higher rack density and a lower total cost of ownership for operators. Performance-wise, the module delivers a 2.3x faster time to first token for real-time LLM inference and 3x better performance-per-watt in standalone CPU applications, addressing the primary bottlenecks in AI reasoning and data-intensive core compute. To accelerate industry adoption, Micron Technology Inc. (NASDAQ:MU) is collaborating with Nvidia to co-design memory solutions tailored for next-gen AI CPUs. The SOCAMM2’s modular design not only improves serviceability but also supports advanced liquid-cooled server architectures, allowing for easier scalability as memory requirements grow. Micron (MU) Ships Industry-First 256GB SOCAMM2 Samples for AI Infrastructure Micron Technology Inc. (NASDAQ:MU) designs, develops, manufactures, and sells memory and storage products in the US, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally. While we acknowledge the potential of MU as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued ...
Micron Technology Inc. (NASDAQ:MU) is one of the stocks that should double in 3 years. On March 3, Micron Technology set a new industry benchmark by shipping customer samples of the 256GB SOCAMM2, the world’s highest-capacity LPDRAM module. Powered by the industry’s first monolithic 32Gb LPDDR5X die, this modular solution is designed to overcome the power and thermal constraints of modern AI infra...
Micron Technology Inc. (NASDAQ:MU) is one of the stocks that should double in 3 years. On March 3, Micron Technology set a new industry benchmark by shipping customer samples of the 256GB SOCAMM2, the world’s highest-capacity LPDRAM module. Powered by the industry’s first monolithic 32Gb LPDDR5X die, this modular solution is designed to overcome the power and thermal constraints of modern AI infrastructure. By delivering 1.33x more capacity than previous versions, the SOCAMM2 allows for up to 2TB of LPDRAM per 8-channel server CPU, providing the massive memory footprint required for long-context LLM inference and HPC. The SOCAMM2 offers a transformational shift in data center efficiency, consuming only one-third of the power and occupying one-third of the footprint compared to standard RDIMMs. This drastic reduction in energy use and size enables significantly higher rack density and a lower total cost of ownership for operators. Performance-wise, the module delivers a 2.3x faster time to first token for real-time LLM inference and 3x better performance-per-watt in standalone CPU applications, addressing the primary bottlenecks in AI reasoning and data-intensive core compute. To accelerate industry adoption, Micron Technology Inc. (NASDAQ:MU) is collaborating with Nvidia to co-design memory solutions tailored for next-gen AI CPUs. The SOCAMM2’s modular design not only improves serviceability but also supports advanced liquid-cooled server architectures, allowing for easier scalability as memory requirements grow. Micron (MU) Ships Industry-First 256GB SOCAMM2 Samples for AI Infrastructure Micron Technology Inc. (NASDAQ:MU) designs, develops, manufactures, and sells memory and storage products in the US, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally. While we acknowledge the potential of MU as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued ...
Intel Corporation (NASDAQ:INTC) is one of the stocks that should double in 3 years. On March 5, a bipartisan group of US lawmakers, led by Senator Elizabeth Warren and Senator Tom Cotton, raised significant national security concerns regarding Intel’s testing of chipmaking equipment from ACM Research. The lawmakers argue that ACM Research, while California-based, maintains deep operational roots i...
Intel Corporation (NASDAQ:INTC) is one of the stocks that should double in 3 years. On March 5, a bipartisan group of US lawmakers, led by Senator Elizabeth Warren and Senator Tom Cotton, raised significant national security concerns regarding Intel’s testing of chipmaking equipment from ACM Research. The lawmakers argue that ACM Research, while California-based, maintains deep operational roots in China and serves sanctioned Chinese entities like YMTC and SMIC. The primary fear is that by operating within Intel’s facilities, ACM could gain exposure to cutting-edge US semiconductor processes, potentially transferring sensitive technical knowledge to Chinese military-linked companies. Intel responded by stating that ACM tools are currently undergoing testing and are not used in its active semiconductor production processes. The company emphasized its strict compliance with US laws and its regular engagement with government security agencies. Similarly, ACM Research previously asserted that its US operations are bifurcated and isolated from its sanctioned Shanghai-based unit. The firm maintains that US personnel directly support domestic customers and that robust safeguards are in place to protect trade secrets and prevent unauthorized information sharing. The controversy arrives at a sensitive time for Intel, as the US government now holds a direct stake in the company. Lawmakers highlighted this unique position, questioning Intel’s fiduciary responsibility to safeguard taxpayer-funded interests. Intel (INTC) Faces Lawmaker Scrutiny Over Testing of China-Linked Chip Tools Copyright: believeinme33 / 123RF Stock Photo Intel Corporation (NASDAQ:INTC) designs, develops, manufactures, markets, sells, and services computing and related end products and services in the US, Ireland, Israel, and internationally. It operates through three segments: CCG, DCAI, and Intel Foundry. While we acknowledge the potential of INTC as an investment, we believe certain AI stocks offer grea...
Intel Corporation (NASDAQ:INTC) is one of the stocks that should double in 3 years. On March 5, a bipartisan group of US lawmakers, led by Senator Elizabeth Warren and Senator Tom Cotton, raised significant national security concerns regarding Intel’s testing of chipmaking equipment from ACM Research. The lawmakers argue that ACM Research, while California-based, maintains deep operational roots i...
Intel Corporation (NASDAQ:INTC) is one of the stocks that should double in 3 years. On March 5, a bipartisan group of US lawmakers, led by Senator Elizabeth Warren and Senator Tom Cotton, raised significant national security concerns regarding Intel’s testing of chipmaking equipment from ACM Research. The lawmakers argue that ACM Research, while California-based, maintains deep operational roots in China and serves sanctioned Chinese entities like YMTC and SMIC. The primary fear is that by operating within Intel’s facilities, ACM could gain exposure to cutting-edge US semiconductor processes, potentially transferring sensitive technical knowledge to Chinese military-linked companies. Intel responded by stating that ACM tools are currently undergoing testing and are not used in its active semiconductor production processes. The company emphasized its strict compliance with US laws and its regular engagement with government security agencies. Similarly, ACM Research previously asserted that its US operations are bifurcated and isolated from its sanctioned Shanghai-based unit. The firm maintains that US personnel directly support domestic customers and that robust safeguards are in place to protect trade secrets and prevent unauthorized information sharing. The controversy arrives at a sensitive time for Intel, as the US government now holds a direct stake in the company. Lawmakers highlighted this unique position, questioning Intel’s fiduciary responsibility to safeguard taxpayer-funded interests. Intel (INTC) Faces Lawmaker Scrutiny Over Testing of China-Linked Chip Tools Copyright: believeinme33 / 123RF Stock Photo Intel Corporation (NASDAQ:INTC) designs, develops, manufactures, markets, sells, and services computing and related end products and services in the US, Ireland, Israel, and internationally. It operates through three segments: CCG, DCAI, and Intel Foundry. While we acknowledge the potential of INTC as an investment, we believe certain AI stocks offer grea...
BackyardProduction/iStock Editorial via Getty Images BlockFills is preparing for restructuring amid the recent crypto downturn, with the Susquehanna-backed crypto lender having sought restructuring advice from consulting firm BRG and lawyers Katten Muchin Rosenman, the Financial Times reported, citing people familiar with the matter. Last month, the Chicago-based company had said it temporarily su...
BackyardProduction/iStock Editorial via Getty Images BlockFills is preparing for restructuring amid the recent crypto downturn, with the Susquehanna-backed crypto lender having sought restructuring advice from consulting firm BRG and lawyers Katten Muchin Rosenman, the Financial Times reported, citing people familiar with the matter. Last month, the Chicago-based company had said it temporarily suspended client deposits and withdrawals, given the recent market and financial conditions. BlockFills has since told potential new investors that it previously suffered inaccuracies in its financial reporting, the Friday, March 6, report noted. The company is also said to be battling a lawsuit from one of its clients, Dominion Capital, which alleges that the company improperly handled customer funds. Consequently, a Manhattan federal judge imposed a temporary restraining order on BlockFills. According to the FT, BlockFills is one of the first firms to fall victim to the recent crypto downturn. Bitcoin ( BTC-USD ) has lost ~23% year-to-date and Ethereum ( ETH-USD ) ~34%. Meanwhile, the crypto-linked stocks are largely in the red, with significant losses seen across Robinhood Markets ( HOOD ) (~32% lower YTD), Bitmine Immersion Technologies ( BMNR ) (~30% lower YTD), and Figure Technology Solutions ( FIGR ) (~24% lower YTD). More on Bitcoin USD, Ethereum USD Whale's Insight: From Conflict Shock To Liquidity Return - Is Crypto Forming A Base? Every Metric Screams Buy - So Why Is Bitcoin Still Falling? Weekly performance: Bitcoin pulls back after $74,000 rally Bitcoin slips below key level as investors brace for U.S. jobs data, Middle East tensions rise BlockFills withdrawal halt stirs memories of 2022 crypto bear market
Janet Rilling, senior portfolio manager and the head of the Plus Fixed Income team at Allspring Global, joins Caroline Hyde and Isabelle Lee on "Bloomberg Real Yield." They discussed the growing chorus of energy executives and traders is warning that every day the Iran War rages on is bringing the world closer to crisis point — with several predicting $100 oil within days. (Source: Bloomberg)
Janet Rilling, senior portfolio manager and the head of the Plus Fixed Income team at Allspring Global, joins Caroline Hyde and Isabelle Lee on "Bloomberg Real Yield." They discussed the growing chorus of energy executives and traders is warning that every day the Iran War rages on is bringing the world closer to crisis point — with several predicting $100 oil within days. (Source: Bloomberg)
Vineer Bhansali, founder of LongTail Alpha, joins Caroline Hyde and Isabelle Lee on "Bloomberg Real Yield." Treasuries are heading for their biggest weekly loss since April 2025 as surging oil prices fuel inflation concerns, overshadowing a surprisingly weak US jobs report that might otherwise bolster the case for Federal Reserve interest-rate cuts. (Source: Bloomberg)
Vineer Bhansali, founder of LongTail Alpha, joins Caroline Hyde and Isabelle Lee on "Bloomberg Real Yield." Treasuries are heading for their biggest weekly loss since April 2025 as surging oil prices fuel inflation concerns, overshadowing a surprisingly weak US jobs report that might otherwise bolster the case for Federal Reserve interest-rate cuts. (Source: Bloomberg)
The Cybersecurity and Infrastructure Security Agency has ordered federal agencies to patch three critical iOS vulnerabilities that were exploited over a 10-month span in hacking campaigns conducted by three distinct groups. The hacking campaigns came to light on Thursday in a report published by Google. All three campaigns used Coruna, the name of an advanced hacking kit that amassed 23 separate i...
The Cybersecurity and Infrastructure Security Agency has ordered federal agencies to patch three critical iOS vulnerabilities that were exploited over a 10-month span in hacking campaigns conducted by three distinct groups. The hacking campaigns came to light on Thursday in a report published by Google. All three campaigns used Coruna, the name of an advanced hacking kit that amassed 23 separate iOS exploits into five potent exploit chains. While some of the vulnerabilities had been exploited as zero-days in earlier, unrelated campaigns, all had been patched by the time Google observed them being exploited by Coruna. When used against older iOS versions, the kit nonetheless posed a formidable threat given the high caliber of the exploit code and the wide range of capabilities. The case of the promiscuous 2nd-hand zero-days “The core technical value of this exploit kit lies in its comprehensive collection of iOS exploits,” Google researchers wrote. “The exploits feature extensive documentation, including docstrings and comments authored in native English. The most advanced ones are using non-public exploitation techniques and mitigation bypasses.” Read full article Comments
US Energy Secretary Chris Wright is calling to restart a shuttered nuclear plant north of New York City, saying it is needed to meet surging demand for power. Wright was joined by New York Congressman Mike Lawler as they toured the Indian Point nuclear plant, which was shuttered in 2021. “This facility right behind me can be rebuilt,” Lawler said Friday. “This facility could generate the power tha...
US Energy Secretary Chris Wright is calling to restart a shuttered nuclear plant north of New York City, saying it is needed to meet surging demand for power. Wright was joined by New York Congressman Mike Lawler as they toured the Indian Point nuclear plant, which was shuttered in 2021. “This facility right behind me can be rebuilt,” Lawler said Friday. “This facility could generate the power that is needed for New York.” Owner Holtec International is in the process of decommissioning the site. Spokesman Patrick O’Brien said the company has no plans to restart the facility but it could be done, for about $10 billion to $12 billion, and it would take about five years.