PALO ALTO, Calif., Feb. 19, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced the launch of BroadPeak™, a highly integrated radio digital front-end (DFE) SoC device, unlocking new possibilities for 5G massive multiple-input multiple-output (MIMO) and remote radio head (RRH) applications and paving the path for next-generation 5G Advanced and 6G wireless infrastructure. The ...

New 0.4-8.5GHz CMOS radio digital front-end solution delivers breakthrough RF performance and power consumption for next-generation 5G Advanced and 6G networksPALO ALTO, Calif., Feb. 19, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced the launch of BroadPeak™, a highly integrated radio digital front-end (DFE) SoC device, unlocking new possibilities for 5G massive multipl ...

Valley Wealth Managers, Inc. disclosed a sale of 479,832 shares of Sonoco Products Company (NYSE:SON) in its February 4, 2026, SEC filing, with the estimated trade valued at $19.9 million based on quarterly average pricing. What happened According to a February 4, 2026, SEC filing, Valley Wealth Managers, Inc. sold 479,832 shares of Sonoco Products Company, with the transaction’s estimated value at $19.9 million based on the mean closing price for the quarter. The value of the fund’s position declined by ...

Group 1 - Broadcom is expected to experience accelerated growth in its semiconductor business in eFY26 due to a 76% increase in capital expenditures by major hyperscalers for 2026, driven by strong backlog growth and demand for compute capacity [1] - The growth in enterprise AI is a significant factor contributing to the increased capital outlays by hyperscalers [1] Group 2 - The article is authored by an analyst with extensive experience in various sectors, including technology and energy, indicating a knowledgeable perspective on the industry [1]

Core Viewpoint - The progress of Chinese tech companies across various fields, particularly in AI, is described as "remarkable" by OpenAI's Sam Altman [1] Group 1 - Chinese tech companies are making significant advancements across the entire technology stack [1] - Sam Altman highlights the impressive developments in many fields, with a specific emphasis on artificial intelligence [1]

Financial giants have made a conspicuous bullish move on Broadcom. Our analysis of options history for Broadcom (NASDAQ:AVGO) revealed 235 unusual trades.Delving into the details, we found 45% of traders were bullish, while 35% showed bearish tendencies. Out of all the trades we spotted, 98 were puts, with a value of $8,268,508, and 137 were calls, valued at $8,534,790.What's The Price Target?Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching ...

On Tuesday, Cathie Wood-led Ark Invest executed significant trades involving Advanced Micro Devices Inc. (NASDAQ:AMD) , Broadcom Inc. (NASDAQ:AVGO)  , Coinbase Global Inc. (NASDAQ:COIN) , and Airbnb Inc. (NASDAQ:ABNB) .The AMD TradeThe Broadcom TradeARKK and ARKQ funds purchased a total of 24,205 shares of Broadcom, valued at approximately $8 million, with the stock closing at $332.54. Broadcom’s recent performance has been bolstered by Google parent Alphabet Inc.’s forecast of increased capital expenditure ...

Market Overview - Stocks showed a mixed performance with the Dow Jones Industrial Average up by about 18 basis points, NASDAQ Composite increasing by approximately 0.33%, and S&P 500 rising by 0.3% [2][4] - The Russell 2000 index also climbed into positive territory, reflecting a broader market recovery [3] - The bond market remained stable, with the 30-year T-bond yield down to 4.69% and the 10-year yield around 4.06% [3] Sector Performance - Financials led the large-cap sectors, with notable gains from JP Morgan (up 1.5%), Goldman Sachs, and American Express [4][8] - The technology sector saw mixed results, with Nvidia up nearly 2% and Apple rebounding by 3.76%, while Tesla and other mega-cap tech stocks faced declines [5][6] - Defensive sectors like staples, energy, and materials experienced losses of over 1% [4] Investment Sentiment - Investor sentiment is characterized as cautious, with a significant sector rotation observed from software to hardware and safer areas like materials and energy [10][11] - Small and mid-cap stocks are expected to show greater earnings growth compared to large caps, driven by AI infrastructure and other growth areas [18] BHP Financial Results - BHP reported a 22% increase in first-half profit, with copper now accounting for over 50% of its core earnings, indicating a strategic pivot towards copper production [33][34] - The company plans to increase copper production guidance for this year and next, capitalizing on strong copper prices [36] - BHP's operational performance remains robust, with record production and shipment in iron ore alongside copper growth [36][45] Copper Market Dynamics - The demand for copper is expected to grow significantly, driven by energy transition and digitization, with projections of a 70% increase over the next 25 years [38] - Supply challenges are anticipated due to lower grades and the complexity of new projects, enhancing the demand-supply dynamics for copper [39] Gold and Byproducts - BHP's copper deposits also yield significant byproducts, including gold, which contributed around $2 billion to earnings in the last half [41] - The company is actively seeking to unlock additional value from its portfolio, including a recent $4.3 billion silver stream agreement [42] Iron Ore Negotiations - BHP is engaged in tough negotiations with China's state-owned iron ore buyer but has managed to maintain strong production and price realization [45]

Artificial intelligence (AI) is expected to set fresh records this year, and hyperscalers refuse to cede an inch. They continue to funnel record capital into data centers and advanced computing, determined not to trail their rivals. Into this charged setting, D.A. Davidson has initiated coverage on Broadcom (AVGO). Analyst Gil Luria argued that the company stands on a “shrinking iceberg” as hyperscalers increasingly favor customized accelerators. He acknowledged AI application-specific integrated circuit ...

Bank of America Securities analyst Vivek Arya has raised his 2030 outlook for AI data-center systems, driven by a stronger-than-expected 2026 cloud capex plan and clearer supply expectations.The updated outlook supports confidence in key semiconductor stocks ahead of their upcoming earnings reports.Raised AI Data-Center Market OutlookArya increased his total addressable market (TAM) estimate for AI data-center systems to $1.4 trillion by 2030, up from the previous $1.2 trillion.He expects the broader data-c ...