Justin Sullivan / Getty Images Nvidia (NVDA) and other chip stocks fell in ... such as Supermicro (SMCI), Dell (DELL), and Micron Technology (MU). Shares of Broadcom (AVGO), which is set to ...

Broadcom is an amalgamation of high-value chip and software businesses that on the whole are differentiated and moaty, in our view. Broadcom is a terrific aggregator of firms, big and small.

(Reuters) - OpenAI is working with Broadcom and TSMC to build its first in-house chip designed to support its artificial intelligence systems, while adding AMD chips alongside Nvidia chips to meet ...

Demonstrating the similarities in their business, Marvell’s results also dragged down Broadcom shares by 6%. Broadcom’s earnings just one day later elicited a much more positive reaction.