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Broadcom Stocks Rise. How Google's AI Spending Will Boost the Chip Makers. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2609372476","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609372476?lang=en_us&edition=fundamental","pubTime":"2026-02-05 20:14","pubTimestamp":1770293640,"startTime":"0","endTime":"0","summary":"Broadcom and Nvidia were gaining early on Thursday. Huge spending on artificial-intelligence infrastructure by Google-parent Alphabet bodes well for the chip makers.Google stunned the market with guidance for capital expenditure of $175 billion to $185 billion this year, up from $91 billion to $93 billion in 2025. It plans a massive investment in AI data centers and the chips to fill them.Broadcom shares were up 5.6% in premarket trading. Broadcom is a partner in developing Google's Tensor Processing Units, the search company's in-house AI chips. The Google program probably accounts for more than 80% of Broadcom's AI compute sales, according to BofA Securities.Nvidia shares were up 1.5% in premarket trading. While Google's TPUs and Nvidia's graphic-processing units, or GPUs, are increasingly viewed as rivals, Alphabet still offers both to its cloud-computing customers.\"We offer leading infrastructure for AI training and inference to our cloud customers with the industry's widest 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| Chip and Storage Shares Rally With SanDisk up 6.7%, Micron up 4%; Qualcomm Drops 10% After Earnings Results While Arm Holdings Drops 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1177731935","media":"Tiger Newspress","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1177731935?lang=en_us&edition=fundamental","pubTime":"2026-02-05 09:28","pubTimestamp":1770254894,"startTime":"0","endTime":"0","summary":"Chip, Storage shares rallied in overnight trading. 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Broadcom up over 6%; SOXL, SanDisk, Applied Materials, Micron up over 3%; Credo, AMD, Lam Research up 2%.$Alphabet(GOOGL)$ said on Wednesday that...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"4a657a9e6db0e504af7fc02a91bab455","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MRVL","TSM","ASML","AVGO","UMC","WOLF","MU","SNPS","AMBA","PXLW","ON","AMD","NVTS","SOXS","LSCC","AMBQ","ALAB","QCOM","SOX","MCHP","STM","TXN","NVDA","SWKS","SMCI","SOXL","SMTC","UCTT","SMH","HIMX","ADI","CRDO","NXPI","Q","STX","AMAT","INTC","QRVO","LRCX","WDC","SNDK","ARM","KLAC","GFS"],"gpt_icon":0},{"id":"2609319109","title":"Broadcom Stock Jumps After The Close: Here's 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Dragged into Software Stock Selloff with Four-Day Decline, But Analyst Calls It Irrational","url":"https://stock-news.laohu8.com/highlight/detail?id=1114613246","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1114613246?lang=en_us&edition=fundamental","pubTime":"2026-02-05 05:01","pubTimestamp":1770238900,"startTime":"0","endTime":"0","summary":"The recent sharp decline in software stocks has now impacted the chip sector, but an analyst from Bank of America contends that this selling pressure is unfounded. Bank of America analyst Vivek 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It Too Late To Consider Broadcom (AVGO) After A 7x Five Year Run?","url":"https://stock-news.laohu8.com/highlight/detail?id=2608366273","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608366273?lang=en_us&edition=fundamental","pubTime":"2026-02-04 09:29","pubTimestamp":1770168587,"startTime":"0","endTime":"0","summary":"Some investors may be wondering if Broadcom's share price still offers value after a large multi year run, or if most of the upside is already reflected in the stock.\nThe shares closed at US$320.33, with a 3.7% decline over the last 7 days and a 7.9% decline over the last 30 days. Over the last 1 year the return sits at 45.3%, and the 5 year return is around 7x.\nRecent news coverage has focused on Broadcom's role as a major semiconductor and infrastructure software player and how 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hits $1 trillion market value, joins club dominated by Big Tech giants","url":"https://stock-news.laohu8.com/highlight/detail?id=2608808569","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608808569?lang=en_us&edition=fundamental","pubTime":"2026-02-03 23:19","pubTimestamp":1770131975,"startTime":"0","endTime":"0","summary":"UPDATE 3-Walmart hits $1 trillion market value, joins club dominated by Big Tech giantsTech, AI bets fuel momentum at Walmart, boosting efficiency and salesOnline marketplace and faster delivery...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260203:nL4N3YZ1KU:2","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRSH","NVDQ","TSLL","AZN.UK","TSLP","WMT","MSFU","TSYY","MSFY","MSFL","MSFO","AVS","TSLQ","NVDU","TSDD","TSLG","TESL","NVDY","AVL","2NVD.UK","MSFX","AVGU","NVDW","TSLY","USAW.SI","AMZN","TSLI","AVGX","GOOGL","NVDL","TSII","NVDX","TSLO","TSL","AVGO","NVDG","NVD","TSLA","MSFT","AVGG","NVDA","NVII","NVIW.SI","TSLZ","TSLR","TSLT","NVDD","COST","NVDS","03165"],"gpt_icon":0},{"id":"2608877407","title":"‘Worth It’: Top Investor is Gung-Ho About Broadcom Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2608877407","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608877407?lang=en_us&edition=fundamental","pubTime":"2026-02-03 22:30","pubTimestamp":1770129000,"startTime":"0","endTime":"0","summary":"Count Broadcom (NASDAQ:AVGO) among those companies that have rocketed upward thanks to the intense demand for AI-related hardware. The maker of 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delivers performance, efficiency and security needed for next-generation enterprise networkingPALO ALTO, Calif., Feb.  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Inc. to Announce First Quarter Fiscal Year 2026 Financial Results","url":"https://stock-news.laohu8.com/highlight/detail?id=2608861340","media":"Reuters","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608861340?lang=en_us&edition=fundamental","pubTime":"2026-02-02 21:03","pubTimestamp":1770037398,"startTime":"0","endTime":"0","summary":"Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Broadcom Inc. published the original content used to generate this news brief via PR Newswire  on February 02, 2026, and is solely responsible for the information contained 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