Broadcom Stock Rises On Google's Massive Capex Hike | Investor's Business DailySPECIAL REPORT: [Find The Online Broker That Best Fits Your Needs]---Fabless chipmaker Broadcom (AVGO) will be a major beneficiary of Google's massive spending increase on data centers to run artificial intelligence applications, analysts say. Broadcom stock rose Thursday. Late Wednesday, Google parent Alphabet (GOOGL) announced that it will roughly double its capital expenditures to about $180 billion this year from $91 billion ...

Google plans to spend up to $185 billion this year, and analysts say its data-center suppliers stand to benefit. ...

格隆汇2月5日｜美股芯片股走高，其中，博通涨超4%，英特尔涨超3%，台积电、阿斯麦、AMD、应用 材料、英伟达涨超1%。 ...

为在人工智能(AI)领域确立领先地位， 谷歌(GOOGL.US) 正以前所未有的规模加大资本投入。该公司近日公布的季度营收超出市场预期，并宣布了一项 远超分析师预测的巨额资本支出计划，旨在大规模建设数据中心与基础设施，以赢取AI时代的竞争优势。 更值得关注的是，2026年的预期支出总额将超过这家互联网搜索巨头过去三年资本支出的总和。首席执行官桑达尔·皮查伊向投资者强调，这些 投入至关重要。他在周三的声明中表示："我们看到AI投资及基础设施正在全方位推动收入和增长。搜索引擎的使用量创下历史新高，AI正持续 驱动扩张性增长。" 天弘科技(CLS.US) 是谷歌TPU服务器的组装厂商。尽管此前有报道称新版TPU服务器可能转由其他供应商组装，这导致其股价承压，但此次谷 歌的巨额投资计划重新点燃了市场对其业务的信心，其股价在盘前交易中反弹上涨逾6%。 尽管皮查伊一再强调AI投资的重要性，但这一消息仍令华尔街大为震惊。截至周四盘前，谷歌股价跌逾4%。 Lumentum(LITE.US) 作为数据中心光互连组件的关键供应商，其业务与数据中心建设规模直接相关。虽然其股价在消息公布后的盘前交易中 出现波动，但长期来看，数据中心 ...

Futurum Equities, in its latest AI Fifteen report, identified the critical factors that will define the AI economy. These include the control of computing, data, deployment, and security. The firm’s list features companies that are not part of the Mag 7 but are disrupting the AI economy in various layers. Broadcom Leads AI Chip Revenue Surge Broadcom Inc. (NASDAQ:AVGO), which Futurum Equities describes as the “Uncle Sam of AI,” is leading the list. Despite a volatile earnings reaction, Broadcom remains at ...

Core Insights - Google is planning a significant investment in artificial intelligence (AI) data centers and the associated chips necessary for their operation [1] Group 1: Investment Plans - The company aims to enhance its AI capabilities through a substantial financial commitment to build new data centers [1] - This investment will also focus on developing advanced chips to support the increased demand for AI processing power [1] Group 2: Industry Implications - The move is expected to strengthen Google's position in the competitive AI landscape, potentially leading to increased market share [1] - By investing in both infrastructure and hardware, Google is positioning itself to better meet the growing needs of AI applications across various sectors [1]

1.【Counterpoint：博通与台积电或成定制芯片大赢家】Counterpoint预计，博通明年在定制芯片 （ASIC）的市场份额扩大至60%。与此同时，作为定制芯片的主要代工选择，该公司几乎完全吃下 全球前十大数据中心及ASIC客户的晶圆制造订单，市场份额接近99%。Counterpoint由此预测，在 英伟达通用型GPU独占鳌头的阶段之后，人工智能芯片热潮的第二阶段将变成ASIC与GPU的激烈竞 争，且博通和台积电有望成为最大赢家。（新浪财经） 2.【越疆开启第三批全尺寸工业人形机器人ATOM的2026年量产交付】2月4日，记者获悉，越疆 ATOM人形机器人已于近日开启2026年的大规模交付进程，并分批投入产业一线应用。ATOM也是 越疆第三批全尺寸工业人形机器人。目前，越疆也是少数能够跑通批量"生产交付应用"完整闭环的企 业之一。（ 界面新闻） 3.【LG新能源将为韩华美国子公司供应储能系统电池】2月4日消息，LG新能源公司周三表示，已与 韩华解决方案公司美国子公司达成协议，为其能源存储系统（ESS）项目供应电池。两家公司均计划 在当地生产，以规避关税方面的不确定性。LG新能源表示，其全资子公司L ...

美股三大指数周三收盘涨跌不一，道指涨0.53%，纳指跌1.51%，标普500指数跌0.51%，热门科技股普 遍下跌，AMD跌超17%，英伟达、特斯拉、博通、Meta跌超3%。半导体设备与材料、存储概念股、加 密矿企跌幅居前，闪迪跌近16%，美光科技跌超9%。减肥药概念股、住宅地产涨幅居前，礼来涨超 10%，安进涨超8%。纳斯达克中国金龙指数收跌1.95%，热门中概股普跌，哔哩哔哩跌超6%，百度跌 超4%，阿里巴巴。蔚来、小鹏汽车跌超2%，理想汽车、霸王茶姬涨超1%。 0:00 ...

Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc., displays an AMD Instinct MI455X GPU during the 2026 CES event in Las Vegas, Jan. 5, 2026.Asia-Pacific markets mostly fell Thursday as the tech sell-off on Wall Street gained momentum, with cryptocurrencies also falling. Notably, Advanced Micro Devices plunged 17% after its first-quarter forecast underwhelmed some analysts. Broadcom and Micron Technology also suffered major losses, falling about down 3.8%, while the latter fell 9.5%.B ...

Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. There just now to go now until the closing bell and stocks are mixed here. The NASDAQ is the worst performer. Our very own Jared Blickery is breaking down all the moves. Jared, >> another nasty day for tech. We're going to dig inside that in a second here. Let's check out the Wi-Fi interactive where we see kind of a mixed market right now. Here's the Dow. It's up 336 points or 7/10 of 1% and you can see we're back i ...