Broadcom’s AVGO Semiconductor Solutions business is being driven primarily by surging demand for AI infrastructure and is helping the company manage competition from NVIDIA NVDA and Advanced Micro Devices AMD. Semiconductor Solutions revenues jumped 79% year over year to a record $15 billion in the second quarter of fiscal 2026, with AI semiconductor revenues jumping ...
Key Points Stanley Druckenmiller was early to spot the potential for some of the biggest AI chipmakers in the market. He bought Nvidia (NASDAQ: NVDA) for his Duquesne Family Office portfolio in late 2022. He ultimately made hundreds of millions of dollars from that purchase, but he admitted he sold the stock too soon, fully ...
To capitalize on the rapidly growing demand for AI infrastructure, SK Telecom Co. SKM plans to split its wholly owned subsidiary SK Broadband into two entities: the surviving SK Broadband and a newly established company, SK Horizon, dedicated primarily to AI data center (AIDC) infrastructure. The restructuring separates SKM’s traditional connectivity and media businesses from ...
Crypto’s dead zone may finally be ending… Listen to the audio version of this article (generated by AI). Editor’s Note: For months, the smart crypto play was patience – waiting until the market showed real evidence the next cycle was turning. Last week, for the first time, it did. Bitcoin reclaimed its 200-day moving average, ...
Key Points Disney’s “experiences” business segment just posted record quarterly revenue and a $3 billion operating profit. Strong results at Disney’s theme parks and cruise lines offset mixed results elsewhere in the company. Continued growth in Disney’s core entertainment platforms could lead the market to rerate the stock higher. 10 stocks we like better than ...
Key Points Ford’s cumulative capital expenditures were $81 billion from 2015 through 2025, but it only added an incremental $33 billion in automotive revenue during that time. Despite the optimism surrounding Ford’s new energy segment, this business line won’t contribute much to the overall financial results anytime soon. Shares trade at a cheap valuation, but ...
Key Points Li Lu was greatly influenced by Warren Buffett to become a value investor. Lu launched Himalaya Capital in 1997. Himalaya runs a very concentrated stock portfolio of seven stocks. 10 stocks we like better than Alphabet › Li Lu, the founder and chairman of Himalaya Capital, has an incredible story. The Chinese native ...
Key Points Tesla (NASDAQ: TSLA) is not valued as a traditional automotive stock. Much of the company’s $1.1 trillion valuation is tied to future growth opportunities such as robotics and artificial intelligence. Robotaxis might be the company’s largest long-term opportunity, with some experts predicting this industry will one day be worth $10 trillion worldwide. Initially, ...
Listen to the audio version of this article (generated by AI). One of history’s greatest achievements depended on suppliers no one would have guessed It was a life-or-death challenge. When NASA first aimed to land a person on the moon, they faced numerous challenges, but chief among them was how any person could survive for ...
Listen to the audio version of this article (generated by AI). Nearly a decade ago, HBO introduced viewers to The Young Pope. In the show, Jude Law plays Pius XIII, the newly elected head of the Catholic Church. And almost immediately, he drives the Vatican’s communications team crazy. They want visibility. Accessibility. A clear public ...
