We maintain our fair value estimates for Apple and Broadcom after Bloomberg reported that Apple would be rolling out its own cellular modem as early as 2025. We aren't surprised by Apple's modem ...

Broadcom stock surged 38% over the course of Monday and Friday only to fall back 4% on Tuesday, as investors cheered the technology company's strong earnings, then tempered their growth hopes ...

Apple’s (AAPL) plan to create in-house components for its devices will include switching to a homegrown chip for Bluetooth ...

Broadcom skyrocketed after its recent earnings report. The company has proven to be one of the biggest AI winners. Broadcom's stock exploded after its recent earnings on Dec. 12, based on ...

Broadcom stock (AVGO) soared more than 24% Friday as the chipmaker touted its “massive” opportunity in the artificial intelligence market during a quarterly earnings call the prior evening ...

A new report has detailed Apple’s first 5G modem, which is set to appear in the next iPhone SE. The new modem will apparently lack mmWave 5G and feature lower speeds than previous iPhones and ...

Broadcom Inc.'s integration of VMware has been accretive, reducing operating expenses by 50% and boosting gross margins to 70%, despite initial public criticism. Q4 2024 results showed 51% YoY ...

Broadcom Inc.’s massive rally after last week’s earnings report is reminiscent of when Nvidia Corp. shares first started to take off back in 2023. The chipmaker now needs to prove it can ...

Analysts are pounding the table on these tech stocks.

Broadcom shares surged Friday, a day after the chipmaker's fiscal fourth-quarter results exceeded Wall Street's expectations. Broadcom also announced a pair of new AI customers on its earnings ...

Broadcom reported earnings for the 2024 fourth-quarter and fiscal-year last week. The company reported quarterly revenue of $14.05 billion. Broadcom Inc. AVGO stock is moving higher on Monday on ...

Although it does seem as if Broadcom will still be supplying a part used by modems, known as a radio frequency filter. It will be interesting to see if all of these new part in the pipeline will ...