Few things stoke more investor interest than a stock split. While they don't alter any of a stock's fundamentals like revenue, net income, or free cash flow, splits can create buzz around a stock, bolstering existing momentum or reviving its appeal among the investment community.Yet, there is no sure thing when it comes to the stock market, and not all stocks that undergo a split see big returns. Here, three Motley Fool contributors will review how three high-profile stocks have performed since their most r ...

Group 1: Market Overview - The Nasdaq Composite index has experienced a pullback of just over 12% since its recent high on December 16, 2024, entering correction territory [2] - The early phases of AI adoption are expected to boost the global economy by 15 percentage points by 2035, indicating continued investment in AI technology [2] Group 2: Company Focus - Broadcom - Broadcom is positioned as the second most important player in the AI chip market, having sold $12.2 billion worth of AI chips in fiscal 2024, marking a significant increase of 220% from the previous year [4] - The company's AI revenue reached $4.1 billion in Q1 of fiscal 2025, reflecting a remarkable growth of 77% year-over-year [6] - Broadcom's custom AI processors are designed for specific tasks, making them more efficient than traditional CPUs and GPUs, which is driving demand from major cloud providers [7] Group 3: Customer Engagement and Revenue Potential - Broadcom is currently designing custom AI processors and networking chips for three customers, with a projected revenue opportunity of $60 billion to $90 billion over the next three fiscal years [9] - The company is on track to onboard an additional four AI customers, which could significantly expand its market opportunity [10] Group 4: Financial Outlook - Analysts expect Broadcom's earnings to increase by 36% in the current fiscal year to $6.63 per share, with continued double-digit growth anticipated in the coming years [11][12] - Broadcom's PEG ratio is at 0.53, indicating that the stock is undervalued relative to its expected growth, suggesting a favorable investment opportunity [14][15]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：本文编译自arstechnica ，谢谢。 据外媒Ars Technica 证实，博通一直在向支持合同已过期的 VMware 永久许可证所有者发送停止 并终止信函。 博通于2023年11月收购VMware后，终止了VMware永久许可证的销售。拥有永久许可证的用户仍 然可以使用他们购买的软件，但除非他们之前签订了允许续订的合同，否则无法续订支持服务。这 一备受争议的举措旨在迫使VMware用户购买捆绑的VMware产品订阅，从而导致相关成本增加 300%，在某些情况下甚至更高。 一些客户选择继续使用不受支持的 VMware，通常是因为他们在研究替代方案，例如 VMware 的 竞争对手或去虚拟化。 过去几周，一些运行不受支持的 VMware 的用户报告称，他们收到了博通 (Broadcom) 发来的停 止使用函，告知他们与 VMware 的合同以及获得支持服务的权利已到期。这封信 [ PDF ] 经 Ars Technica 审核，由博通董事总经理迈克尔·布朗 (Michael Brown) 签名，告知用户自支持合同到期 以来，除零日安全补丁外，他们将停止使用任 ...

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, May 5th:Limbach Holdings, Inc. (LMB) : This company which engineers, constructs and services the mechanical, plumbing, air conditioning, heating, building automation, electrical and control systems, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 9.9% over the last 60 days.Limbach has a PEG ratio of 2.49 compared with 3.40 for t ...

In a year of uncertainty for the economy, leading companies in artificial intelligence (AI) are standing out. Wall Street analysts recently made bullish calls on Broadcom (AVGO 3.17%) and ServiceNow (NOW 2.00%).One thing that stands out at first glance with these stocks is their expensive valuations. Both stocks trade at high multiples of their earnings and cash flow that could limit near-term upside. Let's see why these stocks may or may not justify their premiums.  1. BroadcomBroadcom supplies essential n ...

Now may be a smart time to buy small stakes in these fundamentally robust companies.In 2025, Wall Street has been rattled with increasing concerns about U.S.-China trade wars, escalating geopolitical pressures, rising economic uncertainties, and growing recession fears. The benchmark S&P 500 index is down nearly 4.7% in 2025.However, this market volatility and sell-off have opened up attractive entry opportunities for retail investors. Companies such as Broadcom (AVGO 3.17%), Shopify (SHOP 2.34%), Vertex Ph ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：本文编译自semiengineering，谢谢。 光子学在数据中心人工智能的加速中发挥着越来越重要的作用。 全球光学元件市场规模庞大，去年营收达170亿美元。历史上，电信行业（例如海底电缆和光纤到 户）一直是光学元件需求的主导。然而，数据通信领域，尤其是人工智能驱动的数据中心，如今占 据了超过60%的市场份额。这种转变正在加速光学技术的发展。 为了跟上AI计算集群（XPU，包括GPU和定制加速器）不断提升的性能，光传输速率正在快速提 升。 图 1 ：光学元件市场历史及预测 据摩根大通称，最大的光学元件供应商是相干公司和旭创科技（各占20%的市场份额），其次是博 通，占10%。众多规模较小的供应商也在为不断扩大的生态系统做出贡献。 大模型 (LLM) 推动 AI 数据中心增长 大型语言模型 (LLM) 正在推动 AI 工作负载呈指数级增长。随着 AI 能力的提升和成本的下降， 需求也随之激增。LLM 规模的不断扩大需要庞大的 XPU 集群。互连需求的增长速度超过了 XPU 数量本身的增长速度，这迫切需要高带宽、低延迟的网络解决方案。 虽然横向扩展网络已经是光学的， ...

如果您希望可以时常见面，欢迎标星收藏哦~ 后摩尔时代，随着芯片制程微缩逼近物理极限，先进封装技术成为突破性能瓶颈的关键路径。作为其中 的前沿方向，混合键合技术正迎来加速发展期。 SK海力士、三星等HBM存储巨头，英伟达、博通等行业领军企业，已相继释放明确需求信号并展开技 术规划，标志着这项能实现芯片高密度、低功耗互连的创新技术，正从研发阶段迈向规模化应用的重要 节点。 近日，应用材料收购BESI股份的消息，再次为混合键合技术的发展增添了一股助力。 混合键合技术，多方入局 混合键合技术又称为直接键合互连，是后摩尔时代先进封装领域的核心技术之一，其核心原理是通过 铜-铜直接键合与介质键合的协同作用，实现芯片间的高密度垂直互连。 因为混合键合无需传统焊料凸块，直接通过铜-铜键合和介质-介质键合的双重机制，将芯片间的互连间 距缩小至亚微米级甚至纳米级。 混合键合技术优势体现在几个方面： 极致互连密度与性能突破： 混合键合可实现1μm以下的互连间距，相较传统凸块键合（20μm以 上），单位面积的I/O接点数量提升千倍以上，这种高密度互连使芯片间数据传输带宽大幅提升。 热管理与可靠性提升： 紧凑的垂直堆叠结构和直接导电路 ...

Alpha Modus Ventures sues Broadcom over breakthrough technologies for transporting Fibre Channel data over Ethernet. CORNELIUS, N.C., May 01, 2025 (GLOBE NEWSWIRE) -- Alpha Modus Holdings, Inc. (Nasdaq: AMOD), a leader in AI-driven retail technology , today announced it has executed a patent monetization and funding agreement with Alpha Modus Ventures, LLC, the entity that recently filed a patent infringement lawsuit against Broadcom Inc on April 22, 2025. Under the terms of the agreement, Alpha Modus H ...

金十图示：2025年04月29日（周二）全球主要科技与互联网公司市值变化 | 博通 | 9049 | 1 0.08% | 192.47 | | --- | --- | --- | --- | | 台棋电 | 8474 | + -1.03% | 163.4 | | 腾讯 | 5629 | + -0.31% | 61.82 | | 奈飞 | 4725 | 1 0.8% | 1110.38 | | 甲骨文 | 3929 | ↑ 1.19% | 140.14 | | SAP SAP | 3328 | ↑ 2.66% | 285.35 | | 阿里巴巴 EL | 2825 | + -1.59% | 118.37 | | ASML 阿斯麦 | 2645 | + -0.38% | 672.76 | | 一星 | 2587 | 1 1.08% | 39.22 | | Palantir | 2578 | ↑ 1.66% | 114.65 | | 赛富时 | 2552 | -0.83% | 265.64 | | cisco 思科 | 2261 | 1 0.23% | 56.84 | | IEM IBM | 2194 | ↑ 1. ...