Broadcom shares more than doubled in 2024 amid market excitement around the ‘custom silicon’ wave ahead. Read why I upgrade ...
Chinese AI chip development is showing signs of maturity and innovation as the industry adapts to tightened US technology ...
After successfully navigating some of the worst collapses in financial markets history, Perth’s Willy Packer says US shares ...
Microsoft says it plans to spend $80 billion on building AI data centers in the 2025 financial year, a significant increase on last year.
The year 2025 could well be another positive one for stocks if rate cuts broaden and China delivers major stimulus.
It leaves an image of Europe as a corporate has-been. Are the continent’s companies really that bad? Here are some counterpoints: America’s S&P 500 is in the midst of an artificial intelligence-led ...
Nvidia supplies leading hyperscalers with AI chips, but Broadcom's latest sales figures may not bode well for the company.
Hon Hai Precision Industry Co. reported faster-than-expected 15% revenue growth after the server assembly partner to Nvidia ...