• ANSS
• AVGO
• KEYS
• SNPS
• VMW

Synopsys offers to sell two assets in bid for EU okay for $35 billion Ansys deal, sources say

Synopsys proposes selling Ansys unit to gain EU approval for its $35 billion acquisition. Feedback collection is underway, with a decision expected by January 10, 2025.

• AAPL
• AVGO

Broadcom up following report of Apple working on AI chip with chipmaker

Broadcom shares rose after news of collaboration with Apple on an AI server chip, expected for mass production by 2026, enhancing Apple's AI hardware efforts.

• ADBE
• AVGO
• DJI
• IXIC
• NDX
• ORCL
• TOL
• US2000
• US500
• VIX

Dow Jones, Nasdaq, S&P 500 weekly preview: Markets await more inflation cues

The article discusses record highs for the S&P 500 and Nasdaq due to strong job data, expected Fed rate cuts, and upcoming earnings reports. Analysts remain optimistic amidst potential market corrections.

• AAPL
• AMZN
• AVGO
• HPE
• MRVL
• MSFT
• NVDA
• TSLA

5 big analyst AI moves: Microsoft seen as must-own stock, HPE upgraded

Analyst ratings for AI companies include bullish views on Microsoft, Tesla, and HPE, while Broadcom faces challenges and Credo Technology upgrades following strong earnings.

• AAPL
• AVGO
• INTC
• QCOM
• QRVO
• SWKS

Apple plans three-year modem rollout to compete with Qualcomm, Bloomberg News reports

Apple plans to launch its own cellular modem chips in 2024, replacing Qualcomm components, aiming to surpass Qualcomm technology by 2027, impacting suppliers and partners.

• ALAB
• AMD
• AVGO
• MRVL
• NVDA
• NXPI
• ON

Which chip stocks to own in 2025? Deutsche Bank answers

Deutsche Bank expects a 16% growth in ex-memory semiconductors by 2025, driven by AI and broader recovery, recommending select stocks amidst ongoing challenges.

• AVGO
• GOOGL
• META
• MRVL
• NVDA

Broadcom unveils new tech to speed up custom chips amid rising GenAI demand

Broadcom develops new technology for AI chips to boost performance and memory, aiming to meet rising demand from cloud providers by 2026, competing primarily with Marvell.

• AVGO

Broadcom initiated at Hold by HSBC

HSBC assigned a Hold rating to Broadcom, predicting revenue growth slowdown and highlighting competitive pressure from NVIDIA and AMD in the AI market.

• AMZN
• AVGO
• CRDO
• MRVL
• NVDA

BofA double upgrades Credo stock after strong Q3 print

BofA upgrades Credo Technology stock to Buy, increasing the price target to $80 post strong earnings report, highlighting AI growth and expansion while noting potential risks.

• AMD
• ASML
• AVGO
• NVDA
• SOXX
• TXN

US chip stocks gain on report China export controls better-than-feared