As the AI arms race intensifies, Broadcom (AVGO) is emerging as a formidable challenger to Nvidia's dominance, fueled by a surging custom chip business and a compelling growth narrative that's catching Wall Street's eye.
Facing stiff competition, Verizon is deploying AI at scale and restructuring its operations—funded partly by recent layoffs—to simplify customer interactions and rebuild loyalty in a saturated market.
HubSpot (NYSE: HUBS) is drawing sustained bullish sentiment from Wall Street, with analysts highlighting its deepening penetration into the large enterprise segment as a key growth driver. Recent price target adjustments and partner commentary underscore confidence in the CRM platform's trajectory.
Ethereum's dominant liquid staking protocol, Lido, has launched its modular stVaults on mainnet, enabling protocols and institutions to create tailored staking solutions. Consensys's Linea and analytics firm Nansen were among the first to deploy, signaling a shift towards more flexible staking infrastructure.
The drive-thru coffee chain 7 Brew debuts a monthly rotating menu of featured beverages, starting with five options for February including a new Chocolate Dipped Strawberry Cold Brew, as it leverages its strong rewards membership to boost visit frequency.
Facing rising postpaid churn and prepaid losses, AT&T is aggressively pushing bundled phone and internet packages as its core retention strategy, betting that convergence can stem the tide of subscribers fleeing to rivals and cable companies.
Analysts at Susquehanna upgrade Arm Holdings to Positive, citing transformative deals with OpenAI and Meta. The firm projects a new AI XPU could generate over $1 billion in annual royalties, signaling a major shift beyond Arm's mobile roots.
While investor attention fixates on flashier names, Marvell Technology's critical role in custom AI chips and data center infrastructure positions it for explosive growth, making its current valuation a potential opportunity.
Broadcom secures a landmark agreement to supply OpenAI with custom AI accelerators, marking a strategic pivot to become a core silicon partner for hyperscalers and deepening its integration into the global AI build-out.
As hyperscalers seek alternatives to expensive GPUs, Broadcom's custom chip design expertise positions it to capture a massive share of the projected $1.4 trillion data center capex market by 2030.
As demand for AI infrastructure surges, Broadcom's custom chip business positions it for sustained growth, with analysts highlighting its potential for long-term portfolio gains despite its absence from some top stock lists.
RBC Capital initiates coverage on Marvell Technology with an 'Outperform' rating, highlighting the chipmaker's strategic positioning in data center and custom AI silicon as key growth drivers.
Despite a steep share price decline, UiPath is carving out a dominant position in the burgeoning 'agentic AI' market, which promises to automate complex workflows. Strong customer loyalty and improving profitability suggest the automation software provider may be undervalued ahead of a projected industry explosion.
A major protest against U.S. Immigration and Customs Enforcement (ICE) brought parts of downtown Portland to a standstill Sunday, culminating in a tense confrontation with federal officers outside a detention facility.
As tech giants scramble to curb soaring AI costs, a strategic pivot toward custom silicon is reshaping the competitive landscape, with Broadcom's design prowess and TSMC's manufacturing dominance creating a powerful new axis of influence.
TD Cowen raises Prudential Financial's price target to $113, maintaining a 'Hold' rating, as the insurer grapples with a misconduct scandal at its Japan life insurance unit affecting nearly 500 customers.
Scotiabank has lowered its price target for Comcast (CMCSA), reflecting ongoing pressure in its core broadband business as the media giant reports higher-than-expected customer losses in Q4 and faces fierce competition from fiber and fixed-wireless rivals.
Casual dining giant PF Chang's appoints Holly Smith, a seasoned restaurant marketing executive, as its new Chief Marketing Officer to steer brand strategy and deepen customer engagement amid industry-wide transformation.
Shares of restaurant software leader Toast have tumbled over 37% in six months. While strong recurring revenue and solid growth forecasts provide a bullish case, concerns over customer acquisition costs paint a more complex picture for potential investors.
LinkedIn co-founder Reid Hoffman argues that AI-native startups, by building custom solutions for precise problems, are enabling tiny teams to achieve output once requiring ten times the headcount, fundamentally reshaping productivity and competition.
