Windows on Arm had a good year. The gap between x86 and Arm Windows laptops is narrowing, and it’ll narrow further in 2026.

Wall Street has been trying to figure out the mystery of Broadcom Inc.’s fourth major customer, and Mizuho analyst Vijay Rakesh has a theory. Broadcom AVGO disclosed last month that it had added a ...

Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics.

Enthusiasm for custom chips made by Broadcom has been sweeping Wall Street going into the company’s earnings report on Thursday, and some analysts are keeping an upbeat outlook for its next few years.

Broadcom Inc., a chip company vying with Nvidia Corp. for AI computing revenue, slumped after its sales outlook for the red-hot market failed to meet investors’ lofty expectations. The shares fell ...

The OpenAI's 10 GW partnership is the biggest upside driver in my bull case on Broadcom Inc. In my view, this is the validation that XPUs can compete with GPUs. Using my model, if 10 GW costs $350B ...

Here’s what could happen to Broadcom shares next. Broadcom stock gained 61% in six months. Analyst Vivek Arya reset his price target on Broadcom stock. Bank of America revamped its sales estimates for ...

Broadcom's management revealed that the company has a new customer, but won't say who it is. One clue that Broadcom's leadership did provide is that the $10 billion mystery customer is not OpenAI.