JPMorgan and Cisco take center stage as analysts highlight AI momentum, deal strength and cloud demand, even as margins and macro risks linger.

Broadcom Inc. is rated a Hold due to stretched valuation, rising competition, and significant customer concentration risks.

AI関連のソリューションを提供するトゥモロー・ネットは2026年4月20日、国内企業におけるAIインフラの導入・運用実態に関する調査結果を発表した。同調査は、AIのビジネス活用にあたってボトルネックになっているインフラ面の課題を明らかにするため、社内 ...

AVGO, JPM and CSCO highlight Zacks' top research, with AI growth, strong revenues and expanding portfolios driving momentum despite margin and macro pressures.

Broadcom is the picks-and-shovels for AI infrastructure: custom XPU/accelerator design plus high-speed networking, with ...

In 2024, Broadcom reported sales of a record $51.6 billion, up 44% from 2023, owing to custom AI accelerators and the buy-out of VMware. Warning! GuruFocus has detected 7 Warning Sign with AVGO. Is ...

NGX Storage’s CEO and founder, Beyhan Çalışkan, outlines how a Turkish‑born storage vendor has grown into a multi‑continent ...

Nvidia continues to represent the most concentrated bet on AI data center expansion. The company’s fiscal 2026 revenue ...

Carillon ClariVest Fund reports on Q1 2026 market shifts driven by Middle East tensions and AI demand. Read the full analysis ...

Monday cybersecurity recap on evolving threats, trusted tool abuse, stealthy in-memory attacks, and shifting access patterns.