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Google's most recent results suggested continued investment in its internal TPUs, they note, while Amazon \"was much more explicit in validating the custom ASIC thesis\" in touting demand for its Trainium chips. \"AI infrastructure is becoming increasingly heterogeneous, with hyperscalers optimizing across GPUs, custom AI ASICs, CPUs, networking, and connectivity to improve TCO, performance per watt, supply assurance, and workload-specific efficiency - all of which are highly supportive of our top picks: AVGO and MRVL,\" the analysts write. Broadcom ticks up 0.4%, while Marvell trades up 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Stanley: Big Tech's Off-Balance-Sheet AI Commitments Top $3.1 Trillion","url":"https://stock-news.laohu8.com/highlight/detail?id=1101297569","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1101297569?lang=en_us&edition=fundamental","pubTime":"2026-08-26 00:12","pubTimestamp":1787674329,"startTime":"0","endTime":"0","summary":"Morgan Stanley has revealed that five hyperscale cloud providers, along with chip giants NVIDIA and Broadcom, have collectively pledged more than $3.1 trillion in guarantees, leases, and other 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Delivers Samples of First Custom Chip Jalapeno, Outperforming Nvidia's Existing Products in Some Tests","url":"https://stock-news.laohu8.com/highlight/detail?id=2662675694","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662675694?lang=en_us&edition=fundamental","pubTime":"2026-08-25 23:40","pubTimestamp":1787672448,"startTime":"0","endTime":"0","summary":"OpenAI said on Wednesday that engineering samples of Jalapeno, its first custom chip jointly developed with Broadcom (AVGO), have been delivered and are currently undergoing laboratory testing. Broadcom CEO Hock Tan stated that early results show Jalapeno's operating costs could be approximately 50% lower than those of common AI GPUs under typical AI 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SanDisk, SK Hynix, SOXL Fall over 2%; Micron, Marvell Tech, Western Digital Fall over 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1184451675","media":"US Overnight","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1184451675?lang=en_us&edition=fundamental","pubTime":"2026-08-25 08:11","pubTimestamp":1787616711,"startTime":"0","endTime":"0","summary":"Dow Futures fell 0.01%, S&P 500 Futures fell 0.02%, Nasdaq Futures fell 0.12%, as sentiment leaned cautious after a chip-led slide.SanDisk Corp. fell 1.87%. 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Chip Financing Guarantees Push Broadcom's Credit Risk Metrics Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1153329382","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1153329382?lang=en_us&edition=fundamental","pubTime":"2026-08-25 06:35","pubTimestamp":1787610928,"startTime":"0","endTime":"0","summary":"Bond markets are starting to price in heightened credit risk tied to Broadcom as the company backs increasingly large artificial intelligence infrastructure financing deals. 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Stock (AVGO) Slips as Credit Default Swaps Jump 28 Basis Points – Here’s Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2662206220","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662206220?lang=en_us&edition=fundamental","pubTime":"2026-08-25 04:37","pubTimestamp":1787603871,"startTime":"0","endTime":"0","summary":"Shares of AI chipmaker Broadcom ($AVGO) fell today as bond investors price in more risk. 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Inc. Stock Outperforms Competitors Despite Losses on the Day","url":"https://stock-news.laohu8.com/highlight/detail?id=2662961206","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662961206?lang=en_us&edition=fundamental","pubTime":"2026-08-25 04:31","pubTimestamp":1787603460,"startTime":"0","endTime":"0","summary":"DJ Broadcom Inc. Stock Outperforms Competitors Despite Losses On The DayThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Broadcom Inc.  slipped 2.63% to $358.76 Monday, on what proved to be an all-around mixed trading session for the stock market, with the Dow Jones Industrial Average  rising 0.26% to 53,417.16 and the S&P 500 Index  falling 0.28% to 7,652.86.The stock's fall snapped a two-day winning streak.Broadcom Inc. closed 27.52% below its 52-week high of $495.00, which the company achieved on June 3rd.The stock demonstrated a mixed performance when compared to some of its competitors Monday, as NVIDIA Corp.  fell 2.91% to $208.48, Qualcomm Inc.  fell 1.38% to $158.53, and Intel Corp.  fell 3.12% to $87.26.Trading volume  remained 5.2 million below its 50-day average volume of 23.4 M.Data source: Dow Jones Market Data, FactSet. 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Stocks Close: Dow Rises 140 Points, SOX Drops 2.7%; AI Hardware Stocks Sold Off, Memory Stocks Lead Declines; Micron Falls Over 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662777206","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662777206?lang=en_us&edition=fundamental","pubTime":"2026-08-25 04:11","pubTimestamp":1787602298,"startTime":"0","endTime":"0","summary":"The US Treasury may use $950 billion from its Treasury General Account (TGA) to support US Treasury buybacks, easing US bond yields from their highs. However, Donald Trump's warning to raise tariffs on Canadian automobiles to 50% dampened market trading sentiment. The three major US stock indices ended mixed, as AI hardware stocks faced a sell-off and memory chip stocks led the declines. At the close, the Dow Jones Industrial Average rose 0.26% to 53,417.16; the Nasdaq Composite Index fell 0.76% to 25,980.19; and the S&P 500 Index slipped 0.28% to 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data shows mixed options sentiment in Broadcom with shares down 2.06%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662220590","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662220590?lang=en_us&edition=fundamental","pubTime":"2026-08-25 03:25","pubTimestamp":1787599516,"startTime":"0","endTime":"0","summary":"Cboe data shows mixed options sentiment in Broadcom (AVGO), with shares down $7.59 near $360.86. Options volume roughly in line with average with 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Stock And 2 AI Infrastructure Shares Backed By Data Center Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2662208450","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662208450?lang=en_us&edition=fundamental","pubTime":"2026-08-25 00:25","pubTimestamp":1787588706,"startTime":"0","endTime":"0","summary":"US services PMI at 56.8 in August 2026 shows companies are still spending heavily on software, cloud and data projects. That demand increasingly runs through artificial intelligence, from language models like ChatGPT to the chips that power them. This creates a runway of potential for AI stocks. This article walks through 3 opportunities from our AI Stocks screener and what sets each apart.\nThe three stocks covered below are only a small sample, and the full AI screen surfaced 677 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In response to these issues, Ciphertex Data Security has introduced AI•S, a software-defined storage platform aimed at providing centralized control and discovery across on-premises, edge, and cloud resources without necessitating full data consolidation. 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Broadcom (AVGO) Is Back In The Spotlight","url":"https://stock-news.laohu8.com/highlight/detail?id=2661222469","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661222469?lang=en_us&edition=fundamental","pubTime":"2026-08-24 15:30","pubTimestamp":1787556620,"startTime":"0","endTime":"0","summary":"Broadcom (AVGO) is back in focus after Marvell Technology announced an expanded custom AI chip agreement with Google, which coincided with a roughly 5% decline in Broadcom's share price.\nSee our latest analysis for Broadcom.\nThe Marvell news hit Broadcom at a time when momentum in the stock was already fading, with a 7 day share price return of 6.11% and a 90 day share price return of 12.69% in decline, even as the 1 year total shareholder return of 26.14% and a very large 5 year 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