Broadcom (NasdaqGS:AVGO) is leading a new industry group, the OCI MSA, to set open standards for optical interconnects used in AI data centers. The company announced new AI networking products, including its Taurus 400G/lane optical DSP, Tomahawk 6 switch, and 800G NIC, aimed at very large scale AI clusters. Broadcom is working with JetCool and Flex on cooling solutions for multi kilowatt AI chips...
Broadcom (NasdaqGS:AVGO) is leading a new industry group, the OCI MSA, to set open standards for optical interconnects used in AI data centers. The company announced new AI networking products, including its Taurus 400G/lane optical DSP, Tomahawk 6 switch, and 800G NIC, aimed at very large scale AI clusters. Broadcom is working with JetCool and Flex on cooling solutions for multi kilowatt AI chips, targeting thermal challenges in hyperscale facilities. For you as an investor, this move puts Broadcom’s core chip and networking franchise directly at the center of AI infrastructure build outs. The company already operates across semiconductors and software, and these launches focus squarely on high speed connectivity inside AI data centers, which has become a priority as model sizes and training clusters grow. Open optical standards and new cooling approaches could affect how easily cloud providers mix and match hardware, and how they design future AI racks. If hyperscale customers adopt these solutions, it may influence which vendors capture networking and accelerator attach opportunities around AI workloads, with Broadcom positioning its portfolio across multiple layers of that stack. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on Broadcom. NasdaqGS:AVGO Earnings & Revenue Growth as at Mar 2026 Advertisement Quick Assessment ✅ Price vs Analyst Target : With Broadcom at US$322.16 against a consensus target of US$467.80, the price sits about 31% below analyst expectations. : With Broadcom at US$322.16 against a consensus target of US$467.80, the price sits about 31% below analyst expectations. ⚖️ Simply Wall St Valuation : Simply Wall St views Broadcom as trading close to its estimated fair value, so expectations and valuation are largely aligned. : Simply Wall St views Broadcom as trading close to its estimated fair value, so expectations and valuation are largely aligned. ❌ Rece...
Amazon.com (AMZN) is back in focus after recent share price swings, with the stock showing mixed returns over the past week, month, and past 3 months. Investors are weighing these moves against its latest financial profile. At a latest share price of US$207.67, Amazon.com’s recent 1 day and 90 day share price declines contrast with its positive 1 year and multi year total shareholder returns. This...
Amazon.com (AMZN) is back in focus after recent share price swings, with the stock showing mixed returns over the past week, month, and past 3 months. Investors are weighing these moves against its latest financial profile. At a latest share price of US$207.67, Amazon.com’s recent 1 day and 90 day share price declines contrast with its positive 1 year and multi year total shareholder returns. This suggests short term momentum has cooled while the longer term story remains constructive. If you are looking beyond large tech names, this could be a good moment to see what else is gaining attention through our . With Amazon.com trading at US$207.67 and indicators like analyst targets and intrinsic value models implying a potential discount, the key question is whether this represents an undervalued giant or a stock where future growth is already priced in. Advertisement Most Popular Narrative: 53.9% Undervalued At $207.67 per share, the most followed narrative on Amazon.com values the company at $450, framing today’s price as a sizable gap to that view. Amazon (AMZN) enters 2026 materially misunderstood by the market. My valuation of $450 per share implies the stock is approximately 48% undervalued, not because Amazon is executing poorly, but because the market is mispricing intentional margin compression driven by some of the most strategically sound investments in the company’s history. Curious what sits behind that $450 figure? The narrative focuses on an AI centric AWS story, rising margins, and a future profit multiple more often linked to premium tech names. All of this is pinned to specific growth and margin assumptions you will only see in the full breakdown. Result: Fair Value of $450 (UNDERVALUED) However, this bullish case could be tested if AI and AWS monetization takes longer than expected, or if heavier investment keeps margins subdued and pressures sentiment. Next Steps With sentiment split between upside potential and real risks, this is a good time to re...
Pershing Square's $1.8 Billion Meta Stake Revealed in Q4 2025 Filing According to a recent report from Yahoo Finance, the investment firm Pershing Square Capital Management established a new position in Meta Platforms during the fourth quarter. The firm, led by Bill Ackman, held no shares of the social media company at the beginning of the period but ended it with a stake valued at $1.8 billion. T...
Pershing Square's $1.8 Billion Meta Stake Revealed in Q4 2025 Filing According to a recent report from Yahoo Finance, the investment firm Pershing Square Capital Management established a new position in Meta Platforms during the fourth quarter. The firm, led by Bill Ackman, held no shares of the social media company at the beginning of the period but ended it with a stake valued at $1.8 billion. This holding represented over 11% of the hedge fund's portfolio. Information on such investment moves comes from quarterly regulatory filings, which provide a snapshot of holdings as of each quarter's end. These disclosures are made public with a delay, meaning the reported trading activity occurred months prior. At present, Meta's stock price is noted to be lower than its level early in that quarter and approximately the same as it was for the remainder of the period. Meta Platforms operates widely used social media services and is directing substantial investment toward enhancing its artificial intelligence capabilities. The company is also developing future versions of its smart glasses. A significant portion of its financial resources is being allocated to constructing AI data centers. Company management anticipates capital expenditures for 2026 to range between $115 billion and $135 billion, with the data center buildout being the primary focus. This projected spending compares to the $116 billion in cash generated from operations during 2025.
Key Points e.l.f. Beauty makes low-cost cosmetics. The company's revenues continue to expand, but its earnings haven't been as reliable. 10 stocks we like better than e.l.f. Beauty › Cosmetics maker e.l.f. Beauty (NYSE: ELF) was a market darling a few years ago, as rising revenues and earnings drew investors into the fast-growing brand. The price-to-earnings ratio rose to more than 90x in 2024. Si...
Key Points e.l.f. Beauty makes low-cost cosmetics. The company's revenues continue to expand, but its earnings haven't been as reliable. 10 stocks we like better than e.l.f. Beauty › Cosmetics maker e.l.f. Beauty (NYSE: ELF) was a market darling a few years ago, as rising revenues and earnings drew investors into the fast-growing brand. The price-to-earnings ratio rose to more than 90x in 2024. Since that peak, the stock has lost roughly two-thirds of its value. Is it time to buy the dip? The good news from e.l.f. Beauty Essentially, e.l.f. Beauty imports low-priced cosmetics. That has been a winning formula for the company, as it has posted a long string of quarterly revenue increases. Helping the top line along has been expansion into new markets and new product categories. From a revenue perspective, e.l.f. Beauty has been a great success and continues to be so. 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 » At this point, the stock is trading at a price-to-sales ratio of 3.1x, well below its five-year average of 5.3x. It has a price-to-earnings ratio of 45x, well below its five-year average of 73x. And the price-to-book ratio is 4x, again well below the five-year average P/B ratio of 7x. Compared to its own history, e.l.f. Beauty looks cheap. The bad news from e.l.f. Beauty The problem with the valuation picture is that on an absolute level, e.l.f. Beauty is still fairly expensive. For comparison, the S&P 500 index (SNPINDEX: ^GSPC) currently has a P/E ratio of 28x. Notably, the S&P 500 is still trading near all-time highs. So while e.l.f. Beauty is cheaper than it was, it still isn't cheap on an absolute basis. Investors with a value focus won't be interested even after the stock's deep drawdown. The big issue is that the company's revenues have continued to grow, but its earnings have becom...
Elon Musk ’s use of the drug ketamine will be off limits to attorneys for OpenAI Inc. and its chief executive officer Sam Altman during an upcoming jury trial over claims that the generative AI company defrauded Musk by abandoning its nonprofit roots. US District Judge Yvonne Gonzalez Rogers at a Friday hearing in Oakland, California, traced the contours of the high-profile trial — which will feat...
Elon Musk ’s use of the drug ketamine will be off limits to attorneys for OpenAI Inc. and its chief executive officer Sam Altman during an upcoming jury trial over claims that the generative AI company defrauded Musk by abandoning its nonprofit roots. US District Judge Yvonne Gonzalez Rogers at a Friday hearing in Oakland, California, traced the contours of the high-profile trial — which will feature live testimony from Silicon Valley’s biggest names in AI — with a series of rulings about what evidence, topics, and witnesses can be presented to the jury. The trial, scheduled to begin April 28, will revisit the founding years of OpenAI a decade ago, its falling out with Musk and Microsoft Corp. ’s subsequent $13 billion investment in the startup. The jury will determine whether OpenAI’s other co-founders, Altman and Greg Brockman , lied about their intentions to maintain a nonprofit structure when Musk initially donated $38 million to the startup. OpenAI has moved quickly in the past year to convert to a for-profit structure to allow for greater financial flexibility and investments. Musk is seeking as much as $134 billion in damages from OpenAI and Microsoft — a staggering amount, that if awarded, would be one of the largest verdicts in history. OpenAI and Microsoft have denied his allegations. Read More: Musk Seeks Up to $134 Billion Damages From OpenAI, Microsoft The judge shot down OpenAI’s planned attempt to undermine Musk’s credibility on the witness stand by asking him about his alleged use of ketamine during key negotiations with the company. She said those questions would be irrelevant unless OpenAI can provide more concrete evidence about the mind-altering effects of ketamine, an anesthetic drug that can have hallucinogenic properties. Gonzalez Rogers said she would allow limited questioning about Musk’s attendance at Burning Man, an annual festival in the Nevada desert where drug use is common. OpenAI’s attorneys said “a lot of significant communications” ...
In this article USO OXY Follow your favorite stocks CREATE FREE ACCOUNT A satellite image shows an oil terminal at Kharg Island, Iran, February 25, 2026. 2026 Planet Labs Pbc | Via Reuters U.S. President Donald Trump said on Friday that he directed the U.S. Central Command to carry out a bombing raid, hitting military targets on Iran's Kharg Island. "Moments ago, at my direction, the United States...
In this article USO OXY Follow your favorite stocks CREATE FREE ACCOUNT A satellite image shows an oil terminal at Kharg Island, Iran, February 25, 2026. 2026 Planet Labs Pbc | Via Reuters U.S. President Donald Trump said on Friday that he directed the U.S. Central Command to carry out a bombing raid, hitting military targets on Iran's Kharg Island. "Moments ago, at my direction, the United States Central Command executed one of the most powerful bombing raids in the History of the Middle East, and totally obliterated every MILITARY target in Iran's crown jewel, Kharg Island," the president wrote in a Truth Social post . He added that he had "chosen NOT to wipe out the Oil Infrastructure on the Island." "However, should Iran, or anyone else, do anything to interfere with the Free and Safe Passage of Ships through the Strait of Hormuz, I will immediately reconsider this decision," Trump wrote. Analysts have said that the prospect of a U.S. move to seize Kharg Island, a strategically vital hub often referred to as Iran's "oil lifeline," is considered extremely high risk, both from a geopolitical and economic standpoint. The five-mile-long coral island, which is located about 15 miles off the coast of mainland Iran in the waters of the northern Persian Gulf, has been left untouched through nearly two weeks of U.S. and Israeli-led strikes against Iran. The Trump administration has discussed seizing the island, according to an Axios report on March 7, citing four unnamed sources with knowledge of the discussions. White House officials have previously said they expect oil prices to fall dramatically once Operation Epic Fury comes to an end, while White House press secretary Karoline Leavitt has said the president "wisely" keeps all options on the table. Kharg Island has been thrust into the global spotlight because it is regarded as one of Iran's most sensitive economic targets. The terminal accounts for around 90% of the country's crude exports and has a loading capacity...
Now look. Let’s make a few things clear before we begin. We love Claudia Winkleman, absolutely, yes. We loved her on the radio, we loved her on Strictly Come Dancing, we revere her on The Traitors, we wish to be her when we grow up or at least sport a modicum of her Traitors wardrobe. We love her hair, we love her warmth and wit and, we’re pretty sure, the wisdom that would pour forth were the uni...
Now look. Let’s make a few things clear before we begin. We love Claudia Winkleman, absolutely, yes. We loved her on the radio, we loved her on Strictly Come Dancing, we revere her on The Traitors, we wish to be her when we grow up or at least sport a modicum of her Traitors wardrobe. We love her hair, we love her warmth and wit and, we’re pretty sure, the wisdom that would pour forth were the universe ever to do right by us and make her our best friend. This is obvious. This is a given. And all of this remains true despite the unholy mess of the opening instalment of the long-and-loudly-heralded Claudia Winkleman Show. For a start there are four unrelated guests, which is too many. And to have them all come out at once is just stupidity. Marshalling that into a semblance of order would make even Graham Norton quail, and he is the world’s most experienced celebrity cat herder. The problems are multiplied because one of the guests is Jeff Goldblum, whose idiosyncratic approach to life and performance requires special handling both to get the best out of him and to let others have their turn in the spotlight without hampering the off-the-cuff contributions he, unlike some actors, is good for. Tom Allen works hard, especially at the beginning to get some energy flowing in the room. Vanessa Williams, in London appearing in the stage version of The Devil Wears Prada, is all grace and charm while clearly baffled, verging on horrified, by the nonsense unfolding around her – and more or less wordless until it is her official turn to speak. And Jennifer Saunders delivers a few decent lines while equally clearly wishing to have been in bed four hours ago. View image in fullscreen Four is a crowd … Winkleman with her guests Jeff Goldblum, Jennifer Saunders, Vanessa Williams and Tom Allen. Photograph: Matt Crossick/PA Discussions open bizarrely – and poorly – with each of the guests being required to comment on the set. “It’s giving ‘hotel lounge you wouldn’t go into for the fr...
Wall Street analysts offer one-year price targets on the stocks that they cover, and these projections can give investors an idea of what the experts' general sentiment about a stock is. While I wouldn't advocate for a strategy of simply picking the stock that analysts think has the most upside potential and buying it without doing further research, you can use these forecasts to find some stocks ...
Wall Street analysts offer one-year price targets on the stocks that they cover, and these projections can give investors an idea of what the experts' general sentiment about a stock is. While I wouldn't advocate for a strategy of simply picking the stock that analysts think has the most upside potential and buying it without doing further research, you can use these forecasts to find some stocks where there are meaningful mismatches between current prices and medium-term expectations. One of the stocks with the most expected upside according to analysts is hiding in plain sight: Its current price is about $178 per share, while its average price target is $265. If it hits that level, it would amount to a nearly 50% rise in just one year. But what stock is it? The largest company in the world by market cap: Nvidia (NVDA 1.56%). Why is Nvidia's upside so high? The larger a company becomes, the harder it is for that company to keep growing at a rapid percentage rate. This makes sense logically, because the bigger the revenue base, the more new revenue it takes to increase the top line by the same increment. So, for example, if a company increases its sales by 100% from $50 billion to $100 billion, its next 100% gain will require twice as much actual additional revenue. But Nvidia defies logic. The reality is that demand for artificial intelligence (AI) computing hardware is insatiable, and hyperscalers and other tech companies are willing to buy up as many of Nvidia's processors as it can produce. While there are alternatives to its architectures, the GPU leader has a host of competitive advantages. Because of this, Nvidia has extraordinary pricing power. Expand NASDAQ : NVDA Nvidia Today's Change ( -1.56 %) $ -2.87 Current Price $ 180.28 Key Data Points Market Cap $4.5T Day's Range $ 179.94 - $ 186.10 52wk Range $ 86.62 - $ 212.19 Volume 6M Avg Vol 176M Gross Margin 71.07 % Dividend Yield 0.03 % With hyperscalers announcing plans for record-setting data center capital...
US President Donald Trump said on Friday that the United States had carried out strikes against “every military target” on Iran’s Kharg Island export hub. “For reasons of decency, I have chosen NOT to wipe out the Oil Infrastructure on the Island,” Trump said in a social media post. “However, should Iran, or anyone else, do anything to interfere with the Free and Safe Passage of Ship...
US President Donald Trump said on Friday that the United States had carried out strikes against “every military target” on Iran’s Kharg Island export hub. “For reasons of decency, I have chosen NOT to wipe out the Oil Infrastructure on the Island,” Trump said in a social media post. “However, should Iran, or anyone else, do anything to interfere with the Free and Safe Passage of Ships through the Strait of Hormuz, I will immediately reconsider this decision.” Advertisement More to follow …