Broadcom Inc.

Shares of contract microprocessor maker Broadcom plunged about 5 percent in the Dec. 11 postmarket, even though its full-year outlook and quarterly results beat analysts' expectations. Investors didn't like the size of the backlog for the next six quarters, which the company announced in a conference call after the report, Bloomberg writes. That said, Broadcom's securities have more than doubled in value since April amid a ramp-up in AI investment by hyperscalers. Investors expect the company to be a key beneficiary of that spending.

Nvidia's rival chipmaker Broadcom gave a strong outlook. What about the stock? 

Marvell Technology, Inc.

Amazon.com, Inc.

Microsoft Corporation

Broadcom's market value has jumped more than 70% this year, and analysts still see little upside potential

Broadcom stock has a record - its customer could be Microsoft. What about its competitor's stock

Adobe Inc.

Oracle Corporation

Wall Street is expecting a quarter percentage point cut in the US interest rate during this week's main event - the US Federal Open Market Committee (FOMC) meeting of the US Federal Reserve, which will end with a press conference by Fed chief Jerome Powell. Powell is expected to undertake a so-called hawkish rate cut: with no hint of further monetary policy easing in early 2026, Barron's <a href="https://www.barrons.com/articles/fed-rate-decision-adobe-oracle-costco-broadcom-c2d28c54?mod=RTA#:~:text=But%20Powell%20is%20expected%20to%20deliver%20a%20hawkish%20cut%2C%20meaning%20he%20won%E2%80%99t%20signal%20any%20rate%20cuts%20early%20next%20year.">writes</a>.

Fed rate and Oracle and Adobe reports: what investors need to know this week

Alphabet Inc.

According to DA Davidson, the company could take up to 20% of the AI chip market in a matter of years

Google's AI chips could be its $900 billion 'secret ingredient' - Bloomberg

NVIDIA Corporation

Chimpaker shares are trading at a multiple at the local lows of October 2023 and July 2022

Nvidia's valuation is near the lows. BofA sees this as a growth opportunity

Broadcom, a contract manufacturer of custom chips for Google's AI servers, has become one of the main beneficiaries of the growth of Alphabet shares, which hit an all-time high on November 25, Investopedia writes. Broadcom shares are up 12% over the past five trading sessions. Most analysts hold a buy recommendation on them, despite the fact that the price is already close to fair.

Broadcom has been the main beneficiary of Alphabet's rally. Is it not too late to buy the stock?

Meta Platforms, Inc.

All three major U.S. market indices rose for the third day in a row as investors increasingly expect the Fed to cut rates in December. Market sentiment was also influenced by the news that Kevin Hassett, a supporter of low rates, became the favorite in the race to replace Jerome Powell as head of the Fed. Traders now estimate the probability of a 25 basis point rate cut at 85%.

U.S. stocks rise for a third day amid hopes of a Fed rate cut. Santa's rally to be?

Palantir Technologies Inc.

Micron Technology, Inc.

American shares started the shortened week with a sharp growth. The index of the technology sector Nasdaq Composite at the end of trading on November 24 soared by 2.7%. This is the sharpest growth of the index for one day since Ma, <a href="https://finance.yahoo.com/news/live/stock-market-today-nasdaq-sees-biggest-jump-since-may-sp-500-soars-as-alphabet-tesla-lead-tech-rally-210114487.html">notes</a> Yahoo Finance.

Nasdaq has best day since Ma: tech stocks soar 2.7%

Nvidia's strong third-quarter results have temporarily calmed investors worried about the shakiness of the artificial intelligence boom. Analysts were generally positive about the report of the world's most expensive company, noting the acceleration of revenue growth and improved profitability. However, experts warn that concerns about the AI bubble have not gone away - they have simply receded into the background.

'Necessary respite': Nvidia quells fears of AI bubble before the end of 2025

Advanced Micro Devices, Inc.

The Nasdaq Composite index of technology stocks fell more than 3% at the end of the week. For him, this is the worst week since early April, when the index fell by 10% because of the threat of a trade war, <a href="https://www.ft.com/content/8c6e3c18-c5a0-4f60-bac4-fcdab6328bf8">notes the</a> Financial Times.

Nasdaq has worst week since April: investors sold off $800 billion worth of AI stocks 

Taiwan Semiconductor Manufacturing Company Limited

The largest chip maker's quarterly sales were also the highest on record

TSMC reported record profits and beat forecast thanks to demand for AI chips

Vertiv Holdings Co

The bank conceded that even its most optimistic outlook may not be bullish enough