以下文章来源于直面AI ，作者王木木 直面AI . 聚焦前沿科技，抢先看到未来。 作者： 王木木 来源： 直面AI 剥离非核心资产，押注AI芯片与代工业务……上任14天后，陈立武首次以英特尔CEO的身份于英 特尔 Vision 2025活动上公开露面，发表了约30分钟的公开演讲，向外界传递出重振这家老牌芯 片巨头的决心。 自此，美国四大芯片巨头英伟达、AMD、博通和英特尔的"话事人"都成了华人。华人在硅谷的话 语权和影响力达到了史无前例的高峰。 随着华人CEO的崛起，曾经由印裔CEO主导硅谷的权力格局，也迎来了新的改变。 印度人掌权硅谷的里程碑事件发生在2014年。46岁的萨提亚·纳德拉（Satya Nadella）接替鲍 尔默执掌微软，成为首个领导全球科技巨头的印裔CEO。 事实上，当纳德拉接替鲍尔默执掌微软时，印裔CEO已占据硅谷科技巨头1/3的席位。 印裔CEO走向硅谷权力中心，既是时间的复利，也是时代的注脚。 图源：AI制作 20世纪80年代起，技术移民进入硅谷的印度裔工程师们从基层程序员做起，逐步晋升为中高层管 理者，开始主导公司的关键项目。 AMD 的苏姿丰和博通的陈福阳也都成为硅谷科技巨头们的" ...

Wall Street has been experiencing deep losses this year, given growing uncertainty around the new U.S. administration’s economic tariffs, which are expected to drive up consumer prices, thus curbing spending and weighing on the U.S. economy. In such a scenario, investors have become defensive and shifted their focus to products that provide stability and safety in a rocky market. This has raised the appeal for dividend stocks, which offer income and stability. Though dividend stocks do not offer dramatic pr ...

Group 1 - The article discusses insights from Bloomberg Intelligence analysts who monitor 2,000 companies across various industries, including apparel, autos, finance, and food [1] - The information is part of the December 2024 Bloomberg Businessweek's annual "The Year Ahead" issue, which is reiterated in the January 2025 edition [1] Group 2 - The article promotes a live video series on Facebook called "Underdog Daily Dividend Show," hosted by Fredrik Arnold, which highlights potential portfolio candidates [2] - The show encourages audience interaction by inviting comments on favorite, least favorite, or curious stock tickers for future reports [2]

PALO ALTO, Calif., April 7, 2025 /PRNewswire/ -- Broadcom Inc. (Nasdaq: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced that its Board of Directors has authorized a new share repurchase program to repurchase up to $10 billion of its common stock through December 31, 2025. "Today's announcement of a $10 billion share repurchase program reflects the Board's confidence in the strength of Broadcom's diversified semiconduc ...

The artificial intelligence (AI) investment wave has taken a downturn over the past few weeks. The stock market has sold off across the board, and AI stocks have taken a bit more of a beating.This opened up a few investment opportunities and allowed me to add another stock to my portfolio: Broadcom (AVGO -4.97%). It's a very wide business and has its fingers in many industries, but there's one that I'm most excited about: custom AI accelerators. This business unit has the potential to grow massively over th ...

Core Viewpoint - The current downturn in the stock market, driven by tariff uncertainties, presents investment opportunities in the artificial intelligence (AI) sector, which has been a dominant trend since 2023 [1][2] Group 1: AI Market Outlook - AI stocks are expected to remain the best investment over the next three to five years, making the current dip an opportunity to acquire undervalued stocks [2] - Major AI companies like Nvidia, Taiwan Semiconductor Manufacturing (TSMC), and Broadcom are projected to experience significant growth in the coming years [3] Group 2: Company-Specific Insights - Nvidia's CEO anticipates data center capital expenditures could approach $1 trillion by 2028, positioning Nvidia to capture a substantial share of this market, especially as its stock is down approximately 25% from its highs [4] - Broadcom's custom AI accelerator business is gaining traction, with an addressable market projected to reach between $60 billion and $90 billion by 2027, despite its XPUs being specialized for specific tasks [5][6] - TSMC, as a leading chip foundry, is expected to see AI-related revenue grow at a 45% compounded annual growth rate (CAGR) over the next five years, with overall revenue growth projected at nearly 20% CAGR [7][8] Group 3: Valuation and Investment Timing - The stocks of Nvidia, Broadcom, and TSMC are currently trading at least 25% below their all-time highs, presenting an attractive forward price-to-earnings (P/E) ratio [11][12] - These companies are expected to grow faster than the broader market, making it an opportune time to invest in these AI leaders ahead of upcoming Q1 financial results announcements [13]

Semiconductor stocks are tumbling this week, as Wall Street reacts to President Donald Trump’s new tariff policy. The White House's baseline 10% tariff on all countries -- with even steeper country-specific levies to follow -- is sparking a sharp selloff across the chip sector. Heavily exposed to Asian supply chains and global export markets, Qualcomm Inc (NASDAQ:QCOM), Broadcom Inc (NASDAQ:AVGO), and Marvell Technology Inc (NASDAQ:MRVL) shares are taking a heavy hit.Qualcomm stock was last seen 4.1% lower ...

So far, 2025 hasn't been a great year for growth stocks. At the time of this writing, the growth-heavy Nasdaq Composite is down by more than 10% year to date -- underperforming the S&P 500 and Dow Jones Industrial Average -- both of which are also down, but by lesser degrees. However, growth stocks and exchange-traded funds (ETFs) that hold growth stocks can be excellent investments for folks who can endure some volatility and have long-term time horizons.Here's why Broadcom (AVGO 0.66%), Trimble (TRMB -0.4 ...

Nvidia Remains Prime Pick Nvidia continues to be a prime selection among those seeking AI exposure, with its Data Center results regularly shocking investors over recent periods thanks to red-hot demand. The stock continues to sport a favorable Zacks Rank #2 (Buy), sporting a bullish near-term earnings outlook. The sales growth here has been remarkable for Nvidia, as we can see below. Impressively, the company has posted triple-digit year-over-year sales growth rates in five of its last six periods, with th ...

Broadcom showcases optical interconnect solutions for next generation AI clusters; Highlights path to 200T PALO ALTO, Calif., March 31, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced the expansion of its portfolio of optical interconnect solutions to enable AI infrastructure. These innovative technologies, including advancements in co-packaged optics (CPO), 200G/lane DSP and SerDes, 400G optics, and PCIe Gen6 over optics, will be showcased at the 2025 Optical Fiber Communications Conf ...