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 ...

Group 1 - Intel's new CEO, Chen Lifeng, emphasizes the company's commitment to revitalizing its core business by divesting non-core assets and focusing on AI chips and foundry services [1] - The rise of Chinese CEOs in Silicon Valley marks a significant shift in power dynamics, with Chinese leaders now holding key positions in major chip companies like Nvidia, AMD, and Intel [2][3] - The AI era has transformed the landscape, allowing previously peripheral chip companies to become central players in the AI computing market, thus providing opportunities for Chinese CEOs to enter the core circles of Silicon Valley [9][40] Group 2 - The emergence of Chinese CEOs follows a period dominated by Indian CEOs, who broke the white male monopoly in Silicon Valley, starting with Satya Nadella's appointment at Microsoft in 2014 [4][36] - Chinese engineers, previously seen as model minorities, are now gaining prominence in Silicon Valley, with a significant increase in their representation in key roles [8][52] - The AI revolution has enabled Chinese leaders like Jensen Huang of Nvidia and Lisa Su of AMD to rise to prominence, as their companies have become essential in the AI chip market [40][44] Group 3 - Nvidia's market value has surged, even surpassing Apple at one point, as demand for its chips skyrockets amid the AI boom [43] - AMD, under Lisa Su's leadership, is also making significant strides in the AI server market, with projections indicating a market cap exceeding $300 billion by 2025 [44] - Broadcom, led by Chen Fuyang, has established itself as a major player in AI computing through strategic acquisitions, positioning itself as a formidable competitor in the industry [48][49] Group 4 - Intel, once a leader in the chip industry, is now facing challenges in the AI era and has appointed Chen Lifeng, a veteran in the semiconductor field, to lead its turnaround efforts [50][51] - The article highlights the increasing influence of Chinese entrepreneurs and engineers in Silicon Valley, with many new AI startups emerging and gaining attention from major tech companies [52][53] - The competition for AI talent is intensifying, with Chinese-origin engineers playing crucial roles in leading tech firms and startups [60][62]

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 ...

However, with over 1,000 securities in the mix, identifying the best opportunities can be challenging. Among them, semiconductor giant Broadcom (NASDAQ: AVGO) stands out. Why AVGO is a stand-out dividend stock Broadcom's dividend remains unchanged at $0.59 per share for today's payment, with a 30.14% payout ratio. Notably, the American technology firm boasts a 15-year streak of dividend increases, with a 1.25% yield. As the first quarter of 2025 ends, income investors are in for rewards, with over 1,000 sec ...

As the digital era continues to evolve, data centers stand at the heart of technological advancement, powering everything from cloud computing to artificial intelligence (AI).In 2025, the growing demand for data centers will be fueled by advancements in AI, cloud computing and the need for more efficient infrastructure. This surge is driving key trends, such as hyperscale data centers, liquid cooling, edge computing, and a heightened focus on sustainability and energy efficiency.Per the Fortune Business Ins ...

Currently, just eight vaunted stocks boast market capitalizations of over $1 trillion. This includes six of the Magnificent Seven stocks, as well as Warren Buffett's Berkshire Hathaway NYSE: BRK.A. The only non-U.S. stock among these eight is the Saudi Arabian Oil Company, also known as Saudi Aramco. Although technically publicly traded, in practice, the vast majority of investors cannot buy shares directly. Three other big-name U.S. stocks, in particular, have found themselves flirting with the $1 trillion ...

Core Insights - The recent decline in major market indices has significantly impacted leading AI companies, which had previously experienced substantial growth [1] - Current market pullbacks present a buying opportunity for long-term investors, particularly in elite AI stocks that are now trading at lower valuations [2] Company Analysis: Nvidia - Nvidia is a leading investment in the AI sector, controlling a significant share of the GPU market for data centers, essential for AI training and processing [3] - The demand for Nvidia's AI accelerators is expected to remain strong, with projections indicating a potential increase in annual data center spending from $250 billion to $1 trillion by 2029 [4] - Nvidia's CEO believes that the emergence of "AI factories" will drive substantial growth, with a significant portion of the $120 trillion global industry being related to AI [5] - Nvidia's profit margin stands at an impressive 56%, supported by a large developer base utilizing its CUDA software tools [6] - The stock is currently trading at 27 times this year's earnings estimate, with analysts forecasting a 33% average annualized earnings growth rate in the coming years [7] Company Analysis: Broadcom - Broadcom complements Nvidia by designing custom AI accelerators, experiencing a 77% year-over-year revenue growth in its AI solutions for fiscal Q1 2025 [8] - The company anticipates a serviceable addressable market of $60 billion to $90 billion from three major hyperscalers by fiscal 2027, compared to its trailing-12-month revenue of $54 billion [9] - Broadcom has a strong track record of delivering returns, with a 1,300% stock return over the past decade, and plans to increase R&D spending to maintain its competitive edge in AI [10] - The company faces cyclical revenue challenges due to its diversification across various markets, with a 9% sequential decline in non-AI semiconductor sales last quarter [11] - Despite short-term risks, Broadcom is expected to trade at a premium valuation, with analysts projecting a 22% annualized earnings growth rate in the coming years [12]

Core Insights - Broadcom Inc. announced the launch of Audi's Edge Cloud 4 Production (EC4P) initiative, utilizing VMware Cloud software to enhance manufacturing efficiency at the Boellinger Hoefe plant in Germany, where the electric Audi e-tron GT is produced [1][2] - The EC4P initiative aims to integrate software-defined factory automation, bridging the gap between IT and operational technology (OT), with partnerships involving Broadcom, Cisco, and Siemens [2][3] Group 1: EC4P Initiative Details - The EC4P initiative includes the deployment of virtual programmable logic controllers (vPLCs) to improve productivity and efficiency in Audi's manufacturing strategy [3] - Audi plans to expand the local cloud for production across all plants, leveraging advancements in digital control systems [3] - The collaboration between Audi and Broadcom is focused on creating a more efficient, cost-effective, and secure manufacturing future [3][6] Group 2: Benefits of VMware Cloud Foundation - VMware Cloud Foundation (VCF) enables Audi to create a private cloud environment for managing critical shop floor workloads, enhancing operational efficiency [4][5] - Key benefits of VCF include reduced hardware footprint, lower maintenance costs, improved agility and scalability, and enhanced security through centralized patching [5][6] - The initiative is expected to facilitate faster updates and deployments, minimize downtime, and lower environmental impact by reducing power consumption and e-waste [5][6] Group 3: Future Applications - Future use cases for the EC4P initiative may include AI-driven production, data analytics, and computer vision applications [4] - The transition to a cloud-based infrastructure is anticipated to increase factory uptime and speed up the rollout of new applications across production lines [6]

Group 1 - The current Schaeffer's Volatility Index (SVI) for Broadcom (AVGO) is 41%, indicating low option premiums, which presents a favorable opportunity for buyers [1] - Historically, after similar trading conditions occurred six times in the past three years, AVGO stock was higher a month later 50% of the time, with an average gain of 10%, suggesting a potential price target just above $199 [1] - AVGO is currently trading within one standard deviation of its 200-day moving average, a condition that has historically led to gains [2] Group 2 - AVGO shares have decreased by 3.9% recently, marking a third consecutive daily drop, and have dropped 21.5% so far in 2025, although they still show a year-over-year increase of 36.6% [3] - A historically bullish signal is indicating that AVGO could soon experience a rally, suggesting a potential rebound from a bullish trendline [3]