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Broadcom Begins Shipping World's First 102.4 Tbps Switch

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Akamai Technologies CFO Sells 13,745 Shares of Common Stock

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GDP grew at a tepid 0.7% pace in the fourth quarter. The future is foggy, too.

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The U.S. economy grew at a slow 0.7% annual pace in Q4 2025, down from an initial estimate of 1.4%, impacted by a government shutdown and severe winter weather. However, growth is expected to rebound in Q1 2026 due to government reopening, increased tax refunds, and military spending amid the Iran conflict. The Atlanta Fed forecasts a 2.7% growth rate for early 2026. Despite a decent economic outlook, high inflation and a stagnant labor market raise concerns, compounded by geopolitical uncertainties. Market indices like the Dow and S&P 500 showed slight gains but remain under pressure from ongoing conflicts.

- The U.S. economy grew at a slower rate of 0.7% in the fourth quarter of 2025, impacted by a government shutdown and severe winter weather.  
- However, growth is anticipated to rebound to 2.7% in the first quarter of 2026 due to government reopening, increased tax refunds, and military spending amid the Iran conflict.  
- Despite these optimistic forecasts, high inflation and a stagnant labor market contribute to ongoing uncertainty in the economy and financial markets.

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Against the backdrop of significantly waning expectations for interest rate cuts, this data further compresses the Federal Reserve's space to shift towards easing. The Federal Reserve is expected to maintain interest rates at next week's monetary policy meeting, and if inflationary pressures continue to heat up, it may further delay the window for resuming interest rate cuts

- Recent inflation data from the U.S. indicates persistent price pressures and a simultaneous decline in consumer demand, complicating the Federal Reserve's rate cut prospects.  
- The personal consumption expenditures (PCE) price index shows a year-on-year increase of 3.1%, impacting the Fed's ability to shift towards looser monetary policy amidst economic uncertainty.  
- Although income growth is supporting consumer finances, ongoing inflation risks and a weaker consumption outlook may further delay anticipated interest rate reductions.

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Inflation is too stubborn! The U.S. core PCE price index rose 3.1% year-on-year in January, reaching a two-year high, while remaining unchanged at 0.4% month-on-month

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US Jan. Core PCE Rose 0.4% M/m, Matching Est.

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US Jan. Core PCE Rose 0.4% M/m, Matching Est.

US TRADE REPRESENTATIVE GREER: IRAN WAR DOESN'T SO MUCH AFFECT US-CHINA ECONOMIC RELATIONS - CNBC

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US TRADE REPRESENTATIVE GREER: IRAN WAR DOESN'T SO MUCH AFFECT US-CHINA ECONOMIC RELATIONS - CNBC

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‘Get Your Shopping Lists Ready’: Morgan Stanley Suggests 2 Stocks to Buy as Market Weakness Could Create Opportunity

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‘Get Your Shopping Lists Ready’: Morgan Stanley Suggests 2 Stocks to Buy as Market Weakness Could Create Opportunity

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Seven Mile Advisory increased its stake in Broadcom Inc. (NASDAQ:AVGO) by 24.9% in Q3, now holding 10,398 shares valued at $3.43 million. Other hedge funds also acquired shares during the quarter. Insider selling included Mark David Brazeal and CEO Hock E. Tan, who sold significant shares, reducing their positions. Broadcom is positively positioned with new product launches in AI and networking, contributing to bullish analyst sentiment and expectations for over $100 billion in AI chip sales by 2027. The stock opened at $335.97, with a market cap of $1.59 billion.

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Seven Mile Advisory Has $3.43 Million Stock Position in Broadcom Inc. $AVGO

Entropy Technologies LP has acquired 34,208 shares of Broadcom Inc. (NASDAQ:AVGO) valued at approximately $11.3 million, making it the 13th largest position in its portfolio. Other institutional investors have also increased their stakes in Broadcom. The company is experiencing positive sentiment due to new product launches aimed at AI networks and strong forecasts for AI chip sales. Analysts have raised price targets for Broadcom, with a majority rating it as a buy. However, recent profit-taking may affect stock performance after a rally driven by AI optimism.

Entropy Technologies LP Purchases Shares of 34,208 Broadcom Inc. $AVGO

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According to a report from Dell'Oro Group, Cisco has secured the top position in Indoor AP Wi-Fi 7 revenue share, surpassing Huawei, due to its aggressive pricing strategy. The report predicts continued growth in WLAN revenue for 2026, despite potential challenges from DDR4 memory shortages affecting WLAN Access Points. Ubiquiti has also improved its market position, with significant growth in public cloud-managed WLAN revenue, particularly in the Large Enterprise & Service Provider segment. Financial services remain the largest vertical for WLAN spending in 2025.

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05:00 ETCisco Ekes Out Wi-Fi 7 Lead in 2025 According to Dell'Oro Group

Bokf Na reduced its stake in CrowdStrike (NASDAQ:CRWD) by 9.8% in Q3, holding 12,415 shares valued at $6.09 million. Other hedge funds also adjusted their positions, with institutional investors owning 71.16% of the stock. Analysts have mixed ratings on CRWD, with a consensus target price of $506.26. CrowdStrike reported earnings of $1.12 per share, exceeding estimates, and revenue of $1.31 billion, up 23.8% year-over-year. The company has seen positive sentiment from analysts, particularly Morgan Stanley, amid strong quarterly results and strategic partnerships.

Bokf Na Has $6.09 Million Position in CrowdStrike $CRWD

Investors are coming to grips with the potential for a longer war in Iran—and its impact on the U.S. economy.

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Review & preview: Economic fallout

- Japan intends to join the “Golden Dome” next-generation missile defense initiative.  
- Prime Minister Sanae Takaichi will announce this plan during her meeting with U.S. President Donald Trump on March 19.  
- The initiative aims to enhance defenses against threats like hypersonic glide vehicles and plans to commence interceptor operations in space by January 2029.

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Japan to join US Golden Dome missile defence initiative, Yomiuri reports

Technology Shares Fell Amid Broad Selloff Fueled by Inflation Fears -- Technology Roundup

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Technology Shares Fell Amid Broad Selloff Fueled by Inflation Fears -- Technology Roundup

The Federal Reserve is expected to maintain interest rates in March, with a 99.1% probability of no change, according to CME's FedWatch tool. The likelihood of a 25 basis point cut is only 0.9%. For April, the chance of a cumulative cut rises to 3.9%, while June sees a 19.5% probability of a cut. Overall, rates are likely to remain steady in the near term.

CoinLive

Federal Reserve Rate Decision: High Probability of No Change in March

Broadcom announced that its Tomahawk® 6 series switch chips have entered the mass production and shipping phase. For chips of such scale, the speed of Tomahawk 6 from initial sampling to formal mass production deployment is unprecedented. The Tomahawk 6 series switches enable artificial intelligence (AI) networks to achieve exceptional scale-out and scale-up performance

Broadcom's first global 102.4 Tbps switching chip has achieved mass production and shipment

HACK

CrowdStrike's stock ended an eight-session winning streak, closing 0.1% lower, despite an 18.8% rise during that period. Analysts remain optimistic, with 70% now holding bullish ratings, up from 58% in July. Morgan Stanley upgraded the stock to overweight, citing the success of its Falcon Flex subscription model, while Piper Sandler set a target of $520. The cybersecurity sector is gaining traction, with the Amplify Cybersecurity ETF up nearly 11% since February.

ETFMG Prime Cyber Security ETF

CrowdStrike's stock snaps longest winning streak in a year, but analysts are increasingly bullish

First Trust Nasdaq Cybersecurity(CIBR.US)

GDP grew at a tepid 0.7% pace in the fourth quarter. The future is foggy, too.

Inflation is too stubborn! The U.S. core PCE price index rose 3.1% year-on-year in January, reaching a two-year high, while remaining unchanged at 0.4% month-on-month

US Jan. Core PCE Rose 0.4% M/m, Matching Est.

US TRADE REPRESENTATIVE GREER: IRAN WAR DOESN'T SO MUCH AFFECT US-CHINA ECONOMIC RELATIONS - CNBC

‘Get Your Shopping Lists Ready’: Morgan Stanley Suggests 2 Stocks to Buy as Market Weakness Could Create Opportunity