Technology

Meta Platforms (NASDAQ:META) and Broadcom (NASDAQ:AVGO) announced on Tuesday a strategic, multi-year agreement that significantly deepens their existing collaboration on custom artificial intelligence silicon, extending a shared roadmap through 2029. The deal signals a structural shift in how the world's largest social media operator …

The chart of NVIDIA reflects a weakening technical setup, with price action slipping below key long-term support and momentum indicators tilting bearish. The stock appears to be entering a potentially vulnerable phase following a period of consolidation and gradual deterioration.

The H20 chip had become a surprisingly importantrevenuestream. Priced at a premium despite its reduced compute specifications, the H20 was eagerly purchased by Chinesecloud computinggiants — Alibaba Cloud, Tencent Cloud, Baidu AI Cloud, and ByteDance — as well as state-backed AI research institutions. Estimates …

Broadcom Inc. (NASDAQ: AVGO) is increasingly being valued not just as a chip company, but as a hybrid AI-infrastructure and software platform. In fiscal Q4 2025, Broadcom reported recordrevenueof$18.0 billion, up28%year over year. For fiscal 2025, revenue rose to$63.9 billionfrom$51.6 billionin fiscal 2024. Management …

Apple operates a vertically integrated business model combining hardware, software, and services.

Amazon.com, Inc. (NASDAQ: AMZN) finished 2025 with another step-up in scale and profitability, but the market’s attention is increasingly shifting from near-term execution to the return profile on its AI build-out. In Q4 2025, Amazon reported net sales of$213.4 billion, up14%year over year, while …

Alphabet remains primarily an advertising-led business, but its profit mix is gradually broadening. The most important engine is still Google Search, which management said grew17%in the quarter, showing that AI has not yet structurally weakened the franchise. Instead, Alphabet is arguing that AI Overviews …