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Broadcom stock plunges 6% today: is the AI trade cracking?
Invezz· 2026-02-03 19:47
Broadcom stock (NASDAQ: AVGO) plunged about 6.6% in heavy trading on Tuesday as investors digested worries that rapid AI-driven sales could squeeze margins. Tuesday's slide took the Broadcom stock pri... ...
Walmart hits $1 trillion market cap
UPI· 2026-02-03 19:13
Walmart hits $1 trillion market cap - UPI.comTrending[Trump, Harvard][Artemis II][Canada crash][Tulsi Gabbard][World record teacher][Grok probe][Disney president][Camera mystery][U.S. News]Feb. 3, 2026 / 2:13 PM1 of 5 | The Walmart Marketplace sign shines at the 2023 SEMA Show at the Las Vegas Convention center in 2023. Walmart just reached the $1 trillion market cap. File Photo by James Atoa/UPI | [License Photo]Feb. 3 (UPI) -- Walmart's stock rose by 1% Tuesday to launch the company into the $1 trillion c ...
Broadcom Launches Wi-Fi 8 System To Fix AI Networking Headaches
Benzinga· 2026-02-03 17:11
Broadcom Inc. (NASDAQ:AVGO)  on Tuesday announced the launch of its first-ever Wi-Fi 8 access point (AP) and switch solution, designed for AI-driven enterprise networks. • Broadcom shares are sliding. Why is AVGO stock dropping?Broadcom Unveils First Wi-Fi 8 AP and Switch for AI-Driven Enterprise NetworksThe new platform aims to optimize wireless networking and AI processing at the enterprise level, enhancing both performance and security.Wi-Fi 8 Solution Integrates AI and High-Performance NetworkingThe Wi- ...
Broadcom Announces Industry’s First Enterprise Wi-Fi 8 Access Point and Switch Solution for the AI Era
Globenewswire· 2026-02-03 14:00
Unified, wireless-first architecture addresses rising demand for hybrid work and delivers performance, efficiency and security needed for next-generation enterprise networkingPALO ALTO, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global leader in semiconductor and infrastructure software solutions, today announced the industry’s first Wi-Fi 8 access point (AP) and switch solution purpose-built with a unified architecture for AI-ready enterprise networks. Building on Broadcom’s ...
My 3 Best Stocks to Buy In February
Yahoo Finance· 2026-02-03 12:20
With the first month of the year complete, it's clear that there is one trend that isn't going away: artificial intelligence. AI is going to be prevalent throughout 2026 (spoiler alert: It will also be that way for the next five years), and there are few better places to invest fresh capital than the computing leaders. By investing in AI computing companies, you're picking stocks that are making money right now and aren't dependent on the overall success of the generative AI trend. Investors won't know t ...
2 Stocks Powering OpenAI's and Anthropic's Revenue Surge in 2026
The Motley Fool· 2026-02-03 06:00
Anthropic's sales are set to skyrocket in 2026 and beyond, and these two hardware companies are helping to make it possible.Anthropic is still a private company, but some reports and speculation suggest that it could have its initial public offering (IPO) this year. Despite the company still being private, reports have surfaced surrounding the company's sales outlook for this year. According to reports, the artificial intelligence (AI) company and Claude parent now expects its sales to reach roughly $18 bil ...
The Top 5 Stocks to Double Up on Right Now
The Motley Fool· 2026-02-03 03:15
Now is a perfect time to increase your holdings in these five genius investments.Although the stock market is near all-time highs, there are plenty of stocks to double up on. These have massive potential to continue thriving over the next few years, and buying them now ensures you have the best potential to participate in their rises.I've got five stocks that look like great buys right now, and I think investors should consider starting or adding to their positions this month. 1. NvidiaNvidia (NVDA 2.84%) h ...
芯片,最新展望
半导体行业观察· 2026-02-03 01:35
Core Viewpoint - The semiconductor industry is crucial for modern technology, impacting various sectors from consumer electronics to military applications, and is currently facing challenges related to energy efficiency and manufacturing costs [2][3][4]. Group 1: Semiconductor Importance - Semiconductors are essential components in a wide range of devices, controlling systems from smartphones to military equipment [2]. - The industry is pivotal not only for information technology but also for advancements in fields like neuroscience and synthetic biology [7]. Group 2: Chip Design and Manufacturing - Chip design is an intellectual task requiring specialized tools and teams, while manufacturing is a labor-intensive process needing large factories [4][6]. - The integration of different chip functions necessitates various technologies, leading to inefficiencies in information transfer and high design costs [4][6]. Group 3: Market Dynamics - TSMC dominates the semiconductor foundry market with over 60% share, while the U.S. manufacturing capacity has significantly declined from 37% in 1990 to 12% in 2021 [7]. - The CHIPS Act was introduced to address the declining U.S. semiconductor manufacturing capabilities, but the global supply chain remains fragile [7]. Group 4: Technological Advancements - Moore's Law, which predicts the doubling of transistors on chips, is facing challenges as manufacturing costs rise and energy efficiency improvements slow down [10][11]. - Innovations such as 2.5D integration and chiplets are being explored to enhance performance and efficiency while addressing the limitations of traditional semiconductor designs [25][16]. Group 5: AI and High-Performance Computing - The demand for AI and machine learning applications is driving the need for specialized processors, leading to significant investments in GPU and dedicated hardware [14][15]. - High-performance computing systems are becoming increasingly power-intensive, necessitating advanced cooling solutions to manage heat [19]. Group 6: Storage Technology - Advances in storage technologies, including 3D structures and high-bandwidth memory (HBM), are crucial for meeting the growing data demands of modern applications [21][22][23]. - Emerging storage technologies like MRAM and PCM are being developed as alternatives to traditional non-volatile memory solutions, offering advantages in speed and energy efficiency [23]. Group 7: Future Outlook - The semiconductor industry is expected to achieve significant advancements driven by the increasing demand for AI and high-performance computing, with innovations in materials and manufacturing processes playing a key role [25][30]. - The integration of photonics and application-specific optimizations will be essential for overcoming the limitations of current semiconductor technologies [28][30].
SpaceX宣布收购xAI!道指涨超1% 闪迪大涨15.44%!现货黄金跌超4% 原油大跌!美国推迟发布就业报告
Mei Ri Jing Ji Xin Wen· 2026-02-02 23:07
昨夜今晨,随着贵金属和加密货币市场的抛售风暴缓和,美股市场整体表现平稳。好于预期的PMI数据也助推三大指数低开后走高,并悉数收涨。 截至收盘,标普500指数涨0.54%,报6976.44点;纳斯达克综合指数涨0.56%,报23592.11点;道琼斯工业平均指数涨1.05%,报49407.66点。 周一收盘后,标普500指数又回到挑战新高的位置上。该指数距离历史收盘新高(6978.60点)只差2.16点,距离盘中新高(7002.28点)也只差20余点。 截至收盘,确认仍未敲定OpenAI投资的英伟达跌2.89%、谷歌-A涨1.68%、苹果涨4.06%、微软跌1.61%、亚马逊涨1.53%、Meta跌1.41%、台积电涨3.27%、 特斯拉跌2%、博通跌0.06%、伯克希尔哈撒韦-A涨0.96%、沃尔玛涨4.13%。 "存储四巨头"依然表现亮眼,闪迪周一收涨15.44%、美光科技涨5.52%、希捷科技涨6.2%、西部数据涨7.99%。 瑞穗证券的科技行业专家Jordan Klein表示,从贵金属和加密货币中撤出的"热钱"正在寻找新的叙事点,而内存股在强劲的基本面支撑下持续创出新高,可 能会吸引这些资金流入。 富时 ...
美股三大指数收涨 道指涨超1%
Xin Lang Cai Jing· 2026-02-02 21:21
周一美股三大指数收涨,道指涨1.05%,纳指涨0.56%,标普500指数涨0.54%。大型科技股涨跌不一, 美光涨超5%,英特尔、苹果、AMD涨超4%,谷歌、亚马逊涨超1%。英伟达、甲骨文跌超2%,Meta、 微软、特斯拉跌超1%,奈飞、博通小幅收跌。 来源:滚动播报 ...