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American Trust Increases Position in Broadcom Inc. $AVGO

American Trust increased its stake in Broadcom Inc. by 72.1% in Q2, owning 9,603 shares valued at $2.65 million. Other institutional investors like Vanguard, State Street, and Geode Capital also adjusted their holdings. Broadcom's stock performance shows a 52-week range of $138.10 to $414.61, with a market cap of $1.70 trillion. The company reported Q4 earnings of $1.95 per share, beating estimates, and announced a dividend increase to $0.65 per share.

Market Beat·
US
AVGO
-11.43%
Market Beat·
US
AVGO
-11.43%

Nvidia CEO Jensen Huang Warned AI Compute Demand Is Exploding, Now Futurum CEO Daniel Newman Says We're Only '1% Into The AI Revolution'

Nvidia CEO Jensen Huang warns of skyrocketing AI compute demand, outpacing hardware and energy infrastructure. Futurum CEO Daniel Newman argues we're only "1% into the AI revolution," emphasizing the need for massive expansion in computing, energy, and data center solutions. The AI surge is expected to drive a 30% increase in global power demand by 2035, reshaping the energy landscape. Innovative solutions like floating data centers and space-based centers are being considered to address energy constraints.

benzinga_article·
US
NVDA
-3.27%
benzinga_article·
US
NVDA
-3.27%

These Artificial Intelligence (AI) Stocks Are Up 257% and 316% So Far in 2025. Here's Why They Could Be a Bust in 2026.

AI stocks like Seagate Technology and Western Digital have surged 257% and 316% in 2025 due to high demand for data storage solutions. However, the rise of NAND storage as an alternative and potential oversupply could lead to a downturn in 2026. Investors should be cautious of high valuations and shifting market dynamics.

Motley Fool·
US
WDC
-5.80%
US
STX
-6.56%
Motley Fool·
US
WDC
-5.80%
US
STX
-6.56%

Broadcom CEO: Silicon photonics is a necessary path, but it will take time

Broadcom CEO Chen Fu Yang stated that silicon photonics technology will not impact data centers in the short term, but it will become a necessary path in the future. Chen pointed out that before silicon photonics technology becomes essential, it needs to go through two waves of innovation: expanding copper-based interconnect technology and pluggable optical devices. Broadcom is already conducting research and development to meet future demands and emphasized that the demand for artificial intelligence hardware will continue to exist

Wallstreetcn·
US
AVGO
-11.43%
Wallstreetcn·
US
AVGO
-11.43%

Down 17% From Recent Highs, Is Nvidia Stock a Buy?

Nvidia's stock has dropped 17% from its 52-week high due to investor concerns about the sustainability of the AI boom. Despite robust demand for AI chips and strong fiscal Q3 results, including a 62% revenue increase, the stock's high valuation poses risks. Competition and geopolitical factors add uncertainty. While the pullback makes the stock more attractive, the lack of a sufficient margin of safety suggests caution for potential investors.

Motley Fool·
US
NVDA
-3.27%
US
NVDL
-6.62%
HK
07788
-4.60%
Motley Fool·
US
NVDA
-3.27%
US
NVDL
-6.62%
HK
07788
-4.60%
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