Alphabet Inc. $GOOGL is Allspring Global Investments Holdings LLC's 6th Largest Position
Allspring Global Investments Holdings LLC significantly increased its stake in Alphabet Inc. ($GOOGL) during the fourth quarter, purchasing an additional 1.3 million shares and making Alphabet its 6th largest holding. The article provides details on other institutional investor activities, Alphabet's stock performance, recent earnings, dividend announcement, and insider transactions, alongside analyst ratings and market sentiment.
Sen. Shelley Moore Capito Purchases Shares of The PNC Financial Services Group, Inc (NYSE:PNC)
Senator Shelley Moore Capito recently disclosed a purchase of The PNC Financial Services Group (NYSE:PNC) stock, valued between $1,001 and $15,000, on March 12th. This transaction comes amidst recent positive earnings for PNC, which beat analyst expectations, and a declared quarterly dividend of $1.70. The article also details other recent trades made by Senator Capito and provides an overview of PNC's financial performance, insider trading activity, institutional ownership, and analyst ratings.
Anthropic taps Google and Broadcom for yet more AI chips as revenue run rate tops $30B
Anthropic's annual revenue run rate has surpassed $30 billion, fueled by partnerships with Google and Broadcom for AI chips to support its growing Claude services. Despite an ongoing legal dispute with the U.S. government classifying it as a "supply chain risk," the company is expanding its computing power and customer base, with over 1,000 businesses spending at least $1 million annually on its AI tools. This expansion includes access to 3.5 gigawatts of computing power from Google's TPUs, manufactured by Broadcom, starting in 2027.
Broadcom to supply custom TPUs and networking components to Google, expands Anthropic compute access
Broadcom has entered into a long-term agreement with Google to develop and supply custom TPUs and networking components for Google's AI racks through 2031. Additionally, Broadcom, Google, and Anthropic have expanded their collaboration, granting Anthropic access to approximately 3.5 GW of next-generation TPU-based AI compute starting in 2027, contingent on Anthropic's continued commercial success. This expansion involves discussions among the parties regarding operational and financial partners.
Broadcom (NASDAQ: AVGO) expands Google, Anthropic AI TPU and networking deals
Broadcom has secured significant long-term agreements with Google and Anthropic, extending its role in the AI infrastructure market. The company will develop and supply custom Tensor Processing Units (TPUs) and networking components for Google's future AI racks through 2031. Additionally, Broadcom, Google, and Anthropic have expanded their collaboration, granting Anthropic access to approximately 3.5 gigawatts of next-generation TPU-based AI compute capacity starting in 2027.
Qorvo Inc stock: Why it's key for your wireless tech portfolio now
This report analyzes Qorvo Inc's role in wireless technology, highlighting its core business in RF solutions for 5G, defense, and IoT. It explains Qorvo's market position, competitive advantages, and the industry drivers fueling its growth, such as the shift to 5G, IoT expansion, and automotive connectivity. The article also covers investment considerations, key risks, and current analyst views, helping investors determine if QRVO fits their portfolio.
William Joseph Brennan Sells 6,149 Shares of Credo Technology Group (NASDAQ:CRDO) Stock
Credo Technology Group CEO William Joseph Brennan sold 6,149 shares of the company's stock for $623,816.05 on April 5th, reducing his direct ownership to 222,311 shares. This sale is part of several insider transactions earlier this year, totaling millions. Despite the insider sales, Credo Technology Group reported strong quarterly results, exceeding EPS and revenue expectations, and analysts maintain a consensus "Buy" rating with an average price target of $206.33.
Broadcom’s stock is rising. Here’s why its new Google and Anthropic deals are so significant.
Broadcom's stock is up after the company announced two significant expanded deals in the AI chip sector. Broadcom struck a new five-year agreement to develop and supply Google's tensor processing units and an agreement for networking components for Google's AI racks. These deals have analysts stating that Broadcom could surpass prior expectations for AI revenue.
Broadcom shares jump on long-term AI chip and networking deals with Google
Broadcom shares rose after agreements with Google were revealed. The agreements include co-development of custom Tensor Processing Units (TPUs) for Google's future AI models and a supply assurance for networking and other components for Google's next-generation AI racks through 2031. This collaboration also extends to third-party AI developers like Anthropic PBC, which will access TPU-based compute capacity through Broadcom, solidifying Broadcom's role in the AI supply chain.
Broadridge expands proxy voting solution to tokenized securities. Galaxy adopts
Broadridge Financial Solutions is expanding its proxy voting and disclosure platform to include tokenized securities, utilizing an Avalanche L1 blockchain. This allows issuers to manage voting for both conventional and digital securities via a single dashboard, with Galaxy being the first company to adopt this solution for its upcoming annual meeting. Galaxy's CEO, Mike Novogratz, highlighted the significance of bringing on-chain proxy voting to public companies, combining traditional market infrastructure credibility with blockchain benefits for more efficient shareholder engagement.
What's Behind Credo's Strong Margins and Profitability Gains?
Credo Technology Group Holding Ltd (CRDO) reported strong third-quarter fiscal 2026 results, with revenue reaching $407 million and non-GAAP gross margin at 68.6%. This performance was attributed to demand from large-scale AI clusters, strong sales of active electrical cables, and expanding customer diversification. The company also projects continued growth and margin expansion for fiscal 2027, driven by new product pillars and disciplined operational execution.
The Zacks Analyst Blog Features Broadcom, Visa, Home Depot, and BayFirst Financial
Zacks.com has released its latest Analyst Blog featuring stock analyses for Broadcom Inc. (AVGO), Visa Inc. (V), The Home Depot, Inc. (HD), and BayFirst Financial Corp. (BAFN). The report highlights Broadcom's strong AI semiconductor growth, Visa's leadership in digital payments despite cost challenges, Home Depot's strategic initiatives amidst housing market softness, and BayFirst Financial's transformation despite headwinds. Investors can access Zacks' top market strategies for free, including a special report on quantum computing investments.
Form ARS NN INC For: Dec 31
NN, Inc. filed its annual report on Form 10-K for the fiscal year ended December 31, 2025. The report details the company's financial performance, operational changes, and risks, including a decrease in net sales by 9.1% and a net loss of $34.0 million. Key executive officers and their roles are listed, and the company's financial condition, including its debt structure and capital resources, is extensively discussed.
U.S. Web Application Firewall Market Set to Witness Rapid Growth
A new study by Coherent Market Insights projects rapid growth for the U.S. Web Application Firewall Market through 2033, highlighting key players, market trends, opportunities, and challenges. The report segments the market by type, distribution channel, and region, providing a comprehensive overview for industry professionals. It also details research methodologies and offers insights into business strategies and future growth opportunities for companies like Akamai Technologies, F5 Networks, and Cloudflare.
SK Hynix in talks with Microsoft, Google for long-term DRAM supply - KED Global
SK Hynix is reportedly in advanced discussions with Microsoft and Google for multi-year contracts worth tens of billions of dollars to supply DDR5 DRAM. These deals aim to secure critical memory components for the tech giants amid a supply shortage driven by the AI boom. While SK Hynix is a major player, Samsung is also vying for similar long-term memory supply agreements with these companies, highlighting intense competition in the AI-fueled semiconductor market.
KBR (KBR): Buy, Sell, or Hold Post Q4 Earnings?
This article analyzes KBR (KBR) after its Q4 earnings, noting a 19.9% share loss over six months but highlighting positive financial attributes like rising operating margin and outstanding long-term EPS growth. However, it also points to a cautionary sign with declining backlog. The report concludes that KBR's positives outweigh the negatives, suggesting the current stock price might be a buying opportunity.
Q4 Earnings Highlights: Allegro MicroSystems (NASDAQ:ALGM) Vs The Rest Of The Processors and Graphics Chips Stocks
Allegro MicroSystems (NASDAQ:ALGM) reported strong Q4 results, exceeding revenue expectations by 3.6% and seeing significant growth in Automotive and Industrial sales. The article also reviews Q4 performance of other processors and graphics chips stocks, highlighting Qorvo's exceptional quarter, Qualcomm's weakest performance against estimates, Broadcom's strong revenue growth, and Nvidia's rapid revenue increase. The broader market experienced shifts due to concerns over AI's impact and later, geopolitical risks related to the US-Iran conflict.
Aberdeen Group plc Lowers Holdings in SharkNinja, Inc. $SN
Aberdeen Group plc reduced its stake in SharkNinja, Inc. by 12.1% in the fourth quarter, selling over 31,000 shares but still holding approximately 0.16% of the company. Other institutional investors adjusted their positions, while SharkNinja's CFO also sold a portion of his holdings. Despite these shifts, SharkNinja exceeded Q4 earnings estimates with strong revenue growth and maintains a "Moderate Buy" analyst consensus.
Cooper Investors PTY Ltd. Sells 7,160 Shares of Alphabet Inc. $GOOGL
Cooper Investors PTY Ltd. reduced its stake in Alphabet Inc. (NASDAQ:GOOGL) by 32.5%, selling 7,160 shares in the fourth quarter and now holding 14,863 shares valued at $4.65 million. Despite significant insider selling, including CEO Sundar Pichai, analysts maintain a "Moderate Buy" rating with an average price target of $367.33, while the stock currently trades around $295.77. The company's recent quarterly earnings beat analyst estimates, and a quarterly dividend was announced.
Clarius Group LLC Has $15.20 Million Stock Holdings in Alphabet Inc. $GOOGL
Clarius Group LLC reduced its stake in Alphabet Inc. (NASDAQ:GOOGL) by 5.1% in the fourth quarter, now holding 48,552 shares valued at approximately $15.20 million, making it its 19th largest holding. Despite this reduction, other institutional investors like Norges Bank and Berkshire Hathaway increased their positions, with institutional ownership of Alphabet now standing at 40.03%. Alphabet surpassed recent quarterly earnings and revenue expectations, driven by AI product advancements, and maintains a "Moderate Buy" consensus rating from analysts, although it faces regulatory scrutiny, AI capital expenditure concerns, and recent insider selling.
23,568 Shares in Innovator U.S. Small Cap 10 Buffer ETF – Quarterly $RBUF Acquired by Brookstone Capital Management
Brookstone Capital Management has acquired a new stake of 23,568 shares, valued at approximately $685,000, in the Innovator U.S. Small Cap 10 Buffer ETF – Quarterly (RBUF). This purchase makes Brookstone Capital Management the owner of 1.25% of the ETF. Other institutional investors like Pallas Capital Advisors LLC and Centaurus Financial Inc. also increased their positions in RBUF during recent quarters.
EA Bridgeway Blue Chip ETF (BBLU) Stock Price, Holdings, Dividend Yield
This article provides a detailed overview of the EA Bridgeway Blue Chip ETF (BBLU), including its current stock price, key statistics, holdings, and performance data. As of the latest filing on 2025-12-31, the ETF holds 37 stocks with a total value of $354.00 million, and its top holdings include Broadcom (AVGO), JPMorgan Chase (JPM), and NVIDIA (NVDA). The report also details the fund's historical performance, dividend information, and significant trades.
Broadcom, Vivos Therapeutics And 3 Stocks To Watch Heading Into Monday
This article highlights several stocks to watch on Monday due to recent corporate actions and financial results. Cheer Holding Inc. announced a reverse stock split, Vivos Therapeutics Inc. saw a stake acquisition by an investor group, Quhuo Ltd. reported its FY25 loss, Broadcom Inc. named a new CFO, and DeFi Technologies Inc. reported mixed Q4 results. These developments led to significant after-hours trading movements for these companies.
Braun Stacey Associates Inc. Sells 27,795 Shares of Credo Technology Group Holding Ltd. $CRDO
Braun Stacey Associates Inc. recently reduced its stake in Credo Technology Group Holding Ltd. by 10.2%, selling 27,795 shares. Despite this, Credo Technology Group reported strong quarterly results, beating EPS and revenue estimates, and institutional investors collectively own 80.46% of the stock. However, several company insiders, including the CTO and CEO, have sold significant amounts of shares in recent months.
Goelzer Investment Management Inc. Acquires 1,694 Shares of Alphabet Inc. $GOOGL
Goelzer Investment Management Inc. increased its stake in Alphabet Inc. (GOOGL) by 15.7% in the fourth quarter, purchasing an additional 1,694 shares to bring its total holdings to 12,466 shares valued at approximately $3.902 million. This move comes amid strong institutional backing and a consensus "Moderate Buy" rating from Wall Street analysts, with a target price of $367.33. However, the report also highlights concerns such as insider selling, regulatory probes, legal risks, increasing AI capital expenditures, and ESG issues that could pressure the company's financials and operations.
SPYM ETF: An Ideal Choice for Long-Term Investment
The State Street SPDR Portfolio S&P 500 ETF (SPYM) is presented as an ideal long-term investment due to its historical outperformance of the S&P 500, significant wealth-building potential, and low expense ratio. With an average annual return of 11.01% over the last 20 years and an expense ratio of just 0.02%, SPYM offers broad exposure to 500 large U.S. companies, including major tech firms, making it a strong core component for growth-oriented portfolios.
Latest NVDG ETF News Today | Earnings, Events & Price Alerts
This page provides the latest news, earnings information, events, and price alerts for the NVDG ETF. It also includes historical news articles related to leveraged ETFs amplifying exposure to companies like Broadcom and Palantir. The content is presented by Intellectia.AI, a platform offering AI trading tools.
Kurv Technology Titans Select ETF
The Kurv Technology Titans Select ETF (KQQQ) is an actively managed technology equity ETF launched on July 22, 2024, by Kurv Investment Management LLC. It has an expense ratio of 0.99% and focuses on broad technology, primarily in the US. The ETF holds major tech companies like Alphabet, Amazon, Apple, and NVIDIA, and provides data on its performance, holdings concentration, ESG scores, and technical indicators.
Credo (CRDO) Is Up 6.5% After Settling AEC Patent Suits With TE Connectivity And Molex
Credo Technology Group Holding Ltd (CRDO) saw its stock rise by 6.5% following the confidential settlement of AEC-related patent lawsuits with TE Connectivity and Molex. This resolution allows Credo to focus on its ZeroFlap connectivity solutions for AI data centers and reinforces its position as a key supplier of AEC and optical technologies for hyperscaler customers. The settlements remove IP uncertainty, supporting the company's core catalyst of continued AI infrastructure adoption and mitigating risks from prolonged patent disputes.
A Look At Analog Devices (ADI) Valuation As Industrial Growth And Analyst Upgrades Draw Attention
Analog Devices (ADI) is gaining attention due to 38% year-over-year industrial division growth and strong demand for AI chip testing equipment, coupled with positive analyst commentary. The stock has seen significant price appreciation, raising questions about whether it still offers a buying opportunity. While one valuation narrative suggests the stock is 16.1% undervalued with a fair value of $379.64, a more conservative discounted cash flow model suggests it is expensive at $185.40 compared to its current price of $318.34.
AMD or Nvidia eGPUs can work on Apple Silicon Macs, but not for graphic acceleration
Apple has signed a driver allowing AMD or Nvidia eGPUs to connect to Apple Silicon Macs, a significant step for AI researchers. However, this driver does not provide graphic acceleration and is specifically for enabling GPU processing for AI tasks like large language models. This approval makes it safer for developers to use eGPUs for AI research without disabling macOS System Integrity Protection.
BGIG ETF Volume Surges 11x as Johnson & Johnson Shines
The Bahl & Gaynor Income Growth ETF (BGIG) has experienced an 11x surge in trading volume. This heightened activity is linked to key holdings like Johnson & Johnson, which received fresh analyst attention (J.P. Morgan reiterated a Hold rating), and Microsoft, which is performing strongly with its Copilot AI tools. Broadcom faced a downgrade due to software growth concerns, while Eli Lilly and AbbVie moved forward with clinical studies, and Taiwan Semiconductor Manufacturing saw share price increases due to AI chip demand.
Broadcom: $3T Market Cap Possible - AI Monetization Deepens (NASDAQ:AVGO)
Broadcom (AVGO) is positioned for significant growth, potentially reaching a $3 trillion market cap, driven by robust AI semiconductor revenue and strategic partnerships. The company's custom AI accelerators are projected to see substantial growth through 2033, making its current valuation attractive after a recent market correction. Investors are advised to consider a "Strong Buy" rating, ideally waiting for a further dip in price for a better margin of safety amidst market volatility.
Alphabet Inc. $GOOGL Shares Sold by Waycross Partners LLC
Waycross Partners LLC reduced its stake in Alphabet Inc. (GOOGL) by 4.4% in the fourth quarter, selling 11,889 shares. Despite this, Alphabet remains Waycross Partners' second-largest holding, valued at approximately $81.45 million. The article also notes recent insider selling by Alphabet executives, various institutional investor activities, positive analyst sentiment regarding AI and cloud monetization, and emerging risks like regulatory probes and potential free cash flow pressure from AI investments.
SteelPeak Wealth LLC Has $13.56 Million Position in Marvell Technology, Inc. $MRVL
SteelPeak Wealth LLC reduced its stake in Marvell Technology (NASDAQ:MRVL) by 6.6%, now holding 159,608 shares valued at $13.56 million. Despite this trimming, the stock is largely favored by analysts with a "Moderate Buy" rating and has seen a one-year high partly due to NVIDIA's $2 billion NVLink Fusion partnership. However, recent insider selling and a small dividend yield might temper short-term sentiment.
Arista Networks XPO Optics MSA Deepens Role In AI Data Centers
Arista Networks has introduced XPO, a new multi-source agreement for high-density, liquid-cooled pluggable optics modules, aimed at enhancing network throughput and density for AI data centers. This initiative positions Arista deeper into AI infrastructure by standardizing high-bandwidth optics for GPU-heavy clusters, with broad industry support. While promising significant growth opportunities, investors should consider potential challenges like customer concentration, pricing pressure, and trade controls.
Is Micron the New Nvidia?
Micron Technology's stock has surged, with a 27% increase this year and nearly 309% over the last 12 months, driven by its critical role in supplying high-bandwidth memory (HBM) for rapidly expanding AI infrastructure. While Nvidia's GPUs were central to early AI development, the growing complexity of AI models now necessitates advanced memory solutions, positioning Micron as a key beneficiary of substantial capital expenditures from tech giants. The article suggests Micron is experiencing an "Nvidia moment" due to this memory and storage supercycle, though its specialized application prevents it from entirely mirroring Nvidia's pervasive market influence.
Retirement Systems of Alabama Has $495.30 Million Stock Position in Alphabet Inc. $GOOG
Retirement Systems of Alabama has reduced its stake in Alphabet Inc. (NASDAQ:GOOG) by 0.4%, now holding 1,578,396 shares valued at $495.30 million, which constitutes 1.6% of its portfolio. Despite this minor trimming, analysts generally maintain a "Buy" rating with an average price target of $345.71, some even projecting targets up to $400. The article highlights both positive drivers like new AI initiatives and negative factors such as regulatory probes, significant AI capital expenditure, and recent insider selling impacting investor sentiment.
Alphabet Inc. $GOOG Shares Acquired by Mn Services Vermogensbeheer B.V.
Mn Services Vermogensbeheer B.V. increased its stake in Alphabet Inc. (NASDAQ:GOOG) by 2.3% in the fourth quarter, bringing its total holdings to 1,648,477 shares valued at $517.3 million. Despite significant insider selling and some negative sentiment regarding regulatory probes and accounting changes, analysts maintain a "Buy" rating for GOOG. The company recently announced a quarterly dividend and strong financial performance, though concerns remain around heavy AI capital expenditures impacting free cash flow.
Broadcom Inc. $AVGO Stake Boosted by Brookstone Capital Management
Brookstone Capital Management increased its stake in Broadcom Inc. (NASDAQ:AVGO) by 6.8% in the fourth quarter, signaling confidence in the semiconductor manufacturer's long-term growth. The firm now holds 59,082 shares of Broadcom, valued at $20.4 million. This move highlights Broadcom's significance in the technology sector as a major player in semiconductor and infrastructure software solutions.
Eastern Bank Sells 12,380 Shares of Alphabet Inc. $GOOGL
Eastern Bank has reduced its stake in Alphabet Inc. (NASDAQ:GOOGL) by 1.6%, selling 12,380 shares and retaining 751,855 shares valued at $235.33 million, making Alphabet its fifth-largest holding. Meanwhile, institutional investors now own 40.03% of the company, with various firms increasing their positions. Despite some insider selling, analysts maintain a "Moderate Buy" rating with an average price target of $367.33, citing AI and cloud opportunities alongside regulatory risks and significant AI capital expenditure.
Alphabet (NASDAQ:GOOG) CAO Sells $178,701.71 in Stock
Alphabet's Chief Accounting Officer, Amie Thuener O'Toole, sold 617 shares of the company's stock for $178,701.71 on April 1st, reducing her holding by 5.76%. This sale comes as she is leaving Alphabet to become CFO of Broadcom. Alphabet recently exceeded quarterly earnings estimates and declared a $0.21 quarterly dividend.
Assessing Rambus (RMBS) Valuation After Concentrated Insider Selling And Semiconductor Sector Weakness
Rambus (RMBS) is facing market scrutiny after two executives sold a combined US$4.6 million in stock, impacting investor sentiment. While the stock has seen a 6.21% gain in the last month, it's down 6.30% year-to-date and trades at a P/E ratio higher than the semiconductor industry average. Despite a narrative suggesting it's 21.7% undervalued with a fair value of $118.88 due to demand for its high-speed memory solutions, caution is advised given the insider selling and premium valuation.
Broadcom (AVGO) and Carahsoft Announce $970M BPA with DISA
Broadcom (AVGO) and Carahsoft Technology Corp. have secured a five-year, $970 million Blanket Purchase Agreement (BPA) with the Defense Information Systems Agency (DISA). This agreement aims to consolidate existing software contracts, providing uniform pricing and cost transparency for VMware Cloud Foundation (VCF) and other critical infrastructure solutions across various Department of War agencies. The partnership is expected to enhance mission capabilities, reduce total cost of ownership, and support the deployment of Zero Trust security and AI applications.
SG Americas Securities Boosts Skyworks Solutions Stake
SG Americas Securities LLC significantly increased its stake in Skyworks Solutions, Inc. (NASDAQ: SWKS) during Q4 2025, acquiring an additional 48,102 shares to bring its total holdings to 63,421 shares valued at $4.02 million. This 314% increase suggests strong institutional confidence in a semiconductor manufacturer's long-term growth potential despite recent stock volatility. The transaction highlights the continued interest in Skyworks Solutions, a key provider of analog and mixed-signal semiconductors.
Broadcom Inc. (AVGO) down 5.5% since last earnings report: Can it rebound?
This article discusses Broadcom Inc. (AVGO) stock performance, noting a 5.5% decline since its last earnings report. It raises the question of whether the company can rebound, suggesting that upcoming reports and market conditions will be key factors.
Aehr Test Systems (AEHR) Stock Explodes 36% After Landing Mystery Data Center Client
Aehr Test Systems (AEHR) stock surged 36% this week, marking its best three-day run since July 2025, after securing a new order for wafer-level test and burn-in systems from an unnamed data center optical transceiver supplier. This order, estimated by William Blair to be worth around $10 million, is for silicon photonics chips used in AI data centers, with shipments expected in Aehr's fiscal Q4 2026. The move highlights the increasing importance of silicon photonics in high-speed data center communication and positions Aehr for potential additional orders totaling $30M–$50M within two months.
CFOs On the Move: Week ending April 3
This article details recent CFO appointments and departures across various companies. Key moves include Wadih Khayat to Driscoll's from Coca-Cola, Sean McSherry's internal promotion at Indeed, and Amie Thuener joining Broadcom from Alphabet. The article also covers CFO changes at Avantor, Pentera, Zaxby's, Bloom Energy, TouchTunes, Packsize, and Clover Health, highlighting the dynamic landscape of finance leadership.
10 Best Future Stocks to Buy for the Next 5 Years
This article identifies Alnylam Pharmaceuticals Inc. (NASDAQ: ALNY) as one of the best future stocks for the next five years, highlighting its cardiovascular portfolio and pipeline. Recent clinical data presented at ACC.26 showcased the benefits and efficacy of its RNAi therapeutic, vutrisiran, for transthyretin-mediated amyloidosis with cardiomyopathy. The company also shared positive Phase 2 safety data for zilebesiran, an investigational therapeutic for blood pressure control, which is currently in Phase 3 trials.
10 Best Future Stocks to Buy for the Next 5 Years
This article identifies TKO Group Holdings Inc. (NYSE:TKO) as one of the best future stocks for the next five years, highlighted by its recent $1 billion share repurchase initiative. The company's structured financial maneuvers through an ASR agreement and a 10b5-1 trading plan aim to return value to shareholders. TKO Group operates in the sports industry, encompassing UFC, WWE, and IMG segments, alongside merchandising various related products.
