Prediction: The Nasdaq Will Recover From This Correction Before the End of 2026. History Says Buy These AI Stocks Now The Nasdaq Composite is currently in a correction phase, but analysts believe the market will rebound by the end of 2026. This recovery is expected to create opportunities for investors to capitalize on artificial intelligence (AI) stocks that have been unfairly discounted due to broader market volatility. The focus is shifting from traditional safe-haven assets like blue-chip stocks to undervalued AI infrastructure companies that are poised to benefit from long-term technological trends. Technology stocks are inherently volatile, making it challenging for investors to distinguish between value traps and genuine dip opportunities. While many AI stocks have experienced price declines, some are being punished for the wrong reasons. These companies are positioned to benefit from the growing demand for AI infrastructure, which is expected to drive multi-year secular growth. The key is identifying which stocks are being mispriced despite their strong fundamentals and long-term potential. Three specific chip stocks stand out in this context. Marvell Technology (MRVL) is positioned at the intersection of two critical trends: custom ASIC design and optical interconnects. The company is helping hyperscalers like Alphabet, Amazon, and Microsoft transition away from reliance on external GPU suppliers by enabling the development of custom AI chips. While Marvell’s data center revenue is not directly tied to AI spending, its growth is closely linked to the direction of AI budgets. As AI applications move toward deployment, Marvell’s structural advantages are expected to strengthen, regardless of which specific chip designs dominate the market.#alphabet #nasdaq_composite #micron_technology #broadcom #marvell_technology
Anthropic Hires Microsoft Executive Eric Boyd to Lead Infrastructure Expansion Anthropic, the artificial intelligence (AI) startup known for its large language models like Claude, has appointed Eric Boyd, a former Microsoft executive, as head of its infrastructure division. The move comes as the company faces surging demand for its AI tools, which has strained its services and prompted significant investments in computing capacity and data centres to support future growth. Boyd’s appointment marks a strategic shift for Anthropic, which aims to scale its operations to meet global customer needs while maintaining the reliability of its platforms. Boyd, who previously spent 16 years at Microsoft, will oversee the expansion of Anthropic’s infrastructure capabilities. During his tenure at Microsoft, he led the company’s AI platform, working with both internal teams and external clients to deploy large language models. His role involved managing a team of approximately 1,500 employees and reporting to executive vice president Jay Parikh. Prior to Microsoft, Boyd held leadership positions at Yahoo, according to reports. His experience in scaling enterprise infrastructure is expected to play a critical role in Anthropic’s efforts to handle the “unprecedented demand” from users and businesses. Anthropic’s chief technology officer, Rahul Patil, welcomed Boyd’s arrival, emphasizing his expertise in building core infrastructure for foundation models like Claude. Patil stated, “His experience leading infrastructure at enterprise scale will help ensure we can meet record demand from customers around the world.” The company’s infrastructure team will focus on enhancing computing capacity, improving service reliability, and expanding data centre operations to support its rapid growth.#microsoft #anthropic #broadcom #eric_boyd #claire_code
Marvell vs. Broadcom: Which Custom AI Chip Stock Offers Greater Upside in 2026? Custom artificial intelligence (AI) chips have become a cornerstone of the technology industry, with Broadcom and Marvell Technology emerging as two of the most prominent players. As the AI chip market is projected to surpass $400 billion by 2030, investors are closely examining which of these two companies is better positioned for long-term growth. Broadcom, a market leader with over 70% share in custom AI accelerators, and Marvell, a rapidly growing competitor, both face unique opportunities and challenges in the evolving landscape of AI-driven innovation. Broadcom, a blue-chip semiconductor giant, has dominated the custom AI chip sector with its extensive customer base, including Alphabet, Meta Platforms, OpenAI, and Anthropic. The company’s financial performance in 2026 has been nothing short of extraordinary. In the first quarter of 2026, Broadcom reported revenue exceeding $19 billion, a 29% increase compared to the same period in 2025. Its AI semiconductor revenue surged by 106% during this period, underscoring the company’s strong position in the AI hardware market. For the second quarter, Broadcom guided toward revenue of $22 billion, representing a 47% year-over-year growth. Despite a recent 7% decline in its stock price since the start of 2026, the company’s forward price-to-earnings (P/E) ratio has dropped below 30, making its valuation more attractive. Additionally, Broadcom’s quarterly dividend of $0.65 per share adds to its appeal as a stable investment. Marvell, while smaller in scale, has demonstrated impressive growth. The company reported nearly $8.2 billion in revenue for fiscal 2026, a 42% increase from the previous year, with earnings per share rising by 81%.#alphabet #meta_platforms #openai #broadcom #marvell_technology
Broadcom Stock Price Prediction: Where Will AVGO Be in 3 Years? Broadcom (AVGO) reported first-quarter fiscal year 2026 revenue of $19.31 billion, a 29.5% increase compared to the same period last year. AI semiconductor revenue reached $8.4 billion, up 106% year-over-year, while free cash flow totaled $8.01 billion. The company maintained a record 68% adjusted EBITDA margin, reflecting strong operational efficiency. These results highlight Broadcom’s growth in AI-driven markets, which now account for a significant portion of its revenue. The stock, currently trading at $322.51, is 14% below its 52-week high of $412.95 despite robust business expansion. Analysts at 24/7 Wall St. set a price target of $352.37, implying a 9.26% upside over the next year. The model assigns a 90% confidence level to this projection, citing AI revenue acceleration and a $73 billion AI backlog. However, valuation concerns persist, with the stock trading at a 63x trailing P/E multiple. Broadcom’s recent earnings report underscored its momentum. Revenue exceeded expectations by $190 million, with non-GAAP diluted EPS of $2.05 surpassing the $2.02 estimate. AI semiconductor revenue hit $8.4 billion, surpassing the company’s own forecast, and adjusted EBITDA margins remained at a record 68%. Free cash flow rose 33.21% year-over-year, driven by strong cash generation from AI and other high-margin segments. The bull case for Broadcom hinges on its AI revenue trajectory. CEO Hock Tan has publicly committed to exceeding $100 billion in annual AI sales by 2027. Q2 FY2026 guidance projects AI semiconductor revenue of $10.7 billion and total revenue of approximately $22 billion, a 47% year-over-year increase.#google #broadcom #hock_tan #24_7_wall_st #ai_semiconductor
Micron's Stock Price Forecast for Late 2027 Micron Technology's stock has surged over 350% in the past year, driven by soaring demand for memory chips fueled by the artificial intelligence (AI) boom. As AI accelerators from companies like Nvidia and Broadcom require significantly more memory than traditional processors, Micron has become a top-performing stock. However, analysts predict the company's stock could face a sharp decline in the coming years due to the cyclical nature of the memory chip industry. The memory chip market is a commodity sector where competition hinges on pricing, and supply-demand imbalances create boom-and-bust cycles. Micron's recent financial results highlight this trend. In the second quarter of fiscal 2026, the company reported revenue of $23.8 billion, a 196% increase from the previous year, driven by record sales of DRAM, HBM, and NAND memory products. Non-GAAP net income jumped 682% to $12.20 per diluted share. Despite these gains, the stock declined after the report as investors questioned the sustainability of the current demand surge. Analysts expect Micron's earnings to peak in fiscal 2027, with Wall Street projecting adjusted earnings per share to reach $92.35 before dropping 78% to $20.57 in 2029. This prediction is based on historical patterns in the memory chip industry, where supply outpaces demand after periods of rapid growth. For example, following the post-pandemic surge in demand for personal computing and data center infrastructure, memory prices peaked in 2022 before collapsing in 2023. Suppliers like Micron then reduced production capacity to stabilize prices, leading to a supply shortage that has driven DRAM prices nearly triple in the past year. The current shortage is attributed to a lack of new production capacity investments during the early stages of the AI boom.#ai #nvidia #micron_technology #wall_street #broadcom
Broadcom Forecasts Stronger Second-Quarter Revenue Amid AI Growth Chipmaker Broadcom (AVGO-Q) reported that its second-quarter revenue exceeded Wall Street expectations, signaling robust demand for advanced semiconductors used in data centers supporting artificial intelligence applications. The company also announced a new share repurchase program of up to $10 billion by year-end. CEO Hock Tan highlighted the company’s AI revenue growth, stating, “Our AI revenue growth is accelerating, and we expect AI semiconductor revenue to be $10.7 billion in Q2.” Broadcom’s projected quarterly revenue of approximately $22.0 billion surpassed analysts’ average estimate of $20.56 billion, according to data from LSEG. The company previously outlined plans to sell at least 1 million chips by 2027 using its stacked design technology, a target that could generate billions in revenue. However, growth in its infrastructure software segment slowed to 1% in the first quarter, falling short of analysts’ expectations of 2.6% growth to $6.88 billion. Shares of Broadcom rose 3.8% in extended trading following the announcement. Canadian Crude Oil Discount Narrows Amid Iran Conflict The price gap between heavy Canadian crude oil and U.S. benchmark WTI crude has narrowed significantly as geopolitical tensions disrupt Middle Eastern oil supplies. Analysts noted that the discount for heavy Canadian crude has tightened by $1.25 per barrel since last Friday, driven by increased demand from India and China amid Middle Eastern supply shortages. The Trans Mountain pipeline, which transports heavy crude from Alberta’s oil sands to British Columbia for export, is currently operating below full capacity.#broadcom #hock_tan #lseg #ai_revenue #tsx_composite
