On July 2, 2025, Theodore Blegen, EVP and CFO, executed an open market sale of 6,000 shares of Monolithic Power Systems(MPWR -0.57%), with a transaction value of $4.5 million.Transaction summaryMetricValueShares Traded6,000Transaction Value$4.5 million for an open market or private sale reported on July 2, 2025Post-Transaction Shares46,939Post-Transaction Value$34,755,982.55 as of July 2, 2025Price vs. MA507.02% above the 50-day moving average as of July 10, 2025Price vs. MA2009.95% above the 200-day moving ...

Broadcom TodayAVGOBroadcom$272.37 -3.03 (-1.10%) 52-Week Range$128.50▼$281.18Dividend Yield0.87%P/E Ratio102.23Price Target$290.21Add to WatchlistAI semiconductor giant Broadcom NASDAQ: AVGO recently found its biggest bull on Wall Street yet. On June 24, analysts at HSBC issued a massive $400 price target on the stock. Compared to Broadcom’s July 9 closing price of just under $278, HSBC’s price target indicates that shares could rise by another 44%. So, what is driving HSBC to issue such an optimistic targ ...

The artificial intelligence boom may be just getting started.Tech stocks have led the charge off the April lows as this bull market enters its next phase. Semiconductor stocks and related companies remain at the heart of the movement.Astera Labs has been a major beneficiary. The company designs and manufactures semiconductor-based connectivity solutions for cloud and AI infrastructure. Astera offers an intelligent connectivity platform and high-speed connectivity integrated circuits as well as modules, boar ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style Sco ...

Sequans to Participate in Roth Fireside Chat on July 16, 2025July 10, 2025 8:00 AM EDT | Source: Sequans CommunicationsParis, France--(Newsfile Corp. - July 10, 2025) - Sequans Communications S.A. (NYSE: SQNS), a leading provider of 4G and 5G semiconductors and modules for the Internet of Things will participate in a fireside chat with Scott Searle, Senior Research Analyst, Roth Capital Partners on Wednesday, July 16, 2025, to discuss the company's recently announced bitcoin treasury initiativ ...

Key Takeaways QUBT has launched its own chip foundry, enabling in-house production of photonic integrated circuits. The facility has started generating 2025 revenues with 5 orders, including one from a top Canadian institute. QUBT outpaced peers with a 182.5% stock surge in 3 months, compared with the industry's 32% gain.Quantum Computing Inc. (QUBT) has taken a major step toward commercial scalability with the full construction and early-stage operation of its Quantum Photonic Chip Foundry in Tempe, AZ. ...

Core Insights - Broadcom has emerged as a significant player in the AI chip market, primarily due to its application-specific integrated circuits (ASICs), which are preferred by cloud service providers for their cost-effectiveness and performance advantages over general-purpose chips [1][4]. Financial Performance - Broadcom's stock has increased by 65% over the past year, outperforming Nvidia's 30% gain, leading to a market capitalization of approximately $1.3 trillion, with potential to reach $2 trillion by 2028 [2][12]. - The company's revenue for the first half of fiscal 2025 rose by 22% year-over-year to $29.9 billion, driven largely by sales of AI chips [4][5]. - AI chip revenue surged by 77% year-over-year in Q1 and 46% in Q2, totaling $8.5 billion in the first half of the year, contributing nearly 30% to the company's overall revenue [5][6]. Market Dynamics - The adoption of custom AI processors is accelerating, with major companies like Microsoft, Google, and Amazon increasingly utilizing custom chips for enhanced performance and cost efficiency [7][8]. - Broadcom's client base for custom chips includes prominent firms such as Meta Platforms, ByteDance, and OpenAI, with expectations to expand further, potentially increasing its serviceable addressable market beyond the projected $60 billion to $90 billion by fiscal 2027 [9][10]. Growth Projections - Investment banking firm TD Cowen estimates that Broadcom's AI chip revenue could reach $50 billion annually by 2027, more than quadrupling its revenue from this segment last year [11]. - If Broadcom achieves $50 billion in AI revenue while maintaining flat revenue from other segments, its total revenue could exceed $89 billion by 2027, aligning with analyst expectations [12][14]. - Maintaining a price-to-sales ratio of 22.4 could result in a market cap nearing $2 trillion, indicating a potential 60% increase from current levels [14]. Investment Considerations - Despite trading at a premium valuation, the rapid growth of Broadcom's AI revenue and expanding clientele suggest that it remains an attractive investment opportunity for those seeking exposure to AI growth stocks [15].

The chipmaker still has irons in the fire.Navitas Semiconductor (NVTS 1.74%), a producer of gallium nitride (GaN) and silicon carbide (SiC) chips, went public by merging with a special purpose acquisition company (SPAC) on Oct. 21, 2021. Shares started trading at $13, and the price rallied to an all-time high of $22.19 on Nov. 12, 2021.At the time, investors were dazzled by its ambitious long-term forecasts. The buying frenzy in meme stocks in late 2021 amplified those gains and inflated its valuations. But ...

Key Takeaways MRVL shares have dropped 30.9% YTD, underperforming peers like AVGO, QCOM, and AMBA. Lower margins from custom AI chips and China-related risks weigh on MRVL's performance. MRVL sees 76% YoY growth in data center revenue and forecasts 42% sales growth for fiscal 2026.Marvell Technology (MRVL) shares have plunged 31% year to date, underperforming the Zacks Electronics - Semiconductors industry and its peers, including Broadcom (AVGO) , Qualcomm (QCOM) and Ambarella (AMBA) .While Broadcom and ...

江苏卓胜微电子股份有限公司 章 程 （审议稿） 江 苏 卓 胜 微 电 子 股份有限公司章程 目 录 第一章 总则 第一条 为维护江苏卓胜微电子股份有限公司（以下简称"公司"）、股东、职工 和债权人的合法权益，规范公司的组织和行为，根据《中华人民共和国公司法》（以 下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）和其 他有关法律法规，制定本章程。 第二条 公司系依照《公司法》和其他有关规定成立的股份有限公司。 公司由原江苏卓胜微电子有限公司全体股东共同作为发起人，以原江苏卓胜微 电子有限公司按经审计的原账面净资产值折股进行整体变更的方式设立，在无锡市 工商行政管理局登记注册，取得营业执照，统一社会信用代码为 913202110518277888。 第三条 公司于 2019 年 5 月 24 日经中国证券监督管理委员会核准，首次向社 会公众发行人民币普通股 2,500 万股，于 2019 年 6 月 18 日在深圳证券交易所创业板 上市。 第四条 公司中文名称：江苏卓胜微电子股份有限公司 英文名称：Maxscend Microelectronics Company Limited 第五 ...