Two of the biggest names in artificial intelligence (AI) investing are Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO).

"While unwelcome, volatility is common in semi stocks and does not always presage a fundamental shift," Bank of America said.

Advanced Micro Devices (AMD) is also considering Intel's 18A process, though it is unclear if AMD has submitted test chips.

Intel is rising on a report that two leading AI names are running manufacturing tests using its chipmaking technology.

Morgan Stanley issued a forecast suggesting Amazon, Microsoft, Alphabet, and Meta Platforms could spend a combined $300 ...

It has been a tough start to the year for Broadcom (NASDAQ:AVGO), and shares have fallen almost 20% as 2025 enters its third ...

Broadcom said it hopes to address the high installation and operation costs that have prevented CSPs from realizing hoped-for ...

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 6.3% in the afternoon session as the major indices ...

Chip designers Nvidia and Broadcom are running manufacturing tests with Intel , two sources familiar with the matter told ...

Intel rivals Taiwan Semiconductor Manufacturing Co and Broadcom are reportedly exploring potential deals that could split the ...

TSMC announced plans to invest an additional $100 billion on advanced chip manufacturing in the United States, bringing its ...

Broadcom is set to report fiscal first-quarter results after the market closes Thursday, with analysts widely bullish on the chipmaker's stock despite recent losses.