NVIDIA and Broadcom are both key players in AI chips, benefiting from increased spending on AI infrastructure. NVIDIA shows much faster revenue growth, with Q1 FY2027 revenue up 85% year over year, driven by its Data Center segment. Broadcom also grows steadily and targets $100 billion in AI sales by 2027. However, for income-focused investors like retirees, Broadcom is more attractive due to its consistent and rising dividends, paying $0.65 quarterly with a 15-year streak of increases. NVIDIA's dividend yield is minimal, focusing instead on share buybacks, which benefits total return but not regular income.
Microsoft and Apple are leveraging their upcoming developer conferences to embed AI and payment features directly into their platforms, aiming to reduce reliance on third-party apps. Microsoft is focusing on integrating AI tools into Windows and leve...
Nvidia and Akamai Technologies are deepening their collaboration to integrate security directly into AI infrastructure, focusing on protecting AI workloads as they shift from centralized data centers to edge environments. They plan to embed Akamai's ...
CoreWeave, a GPU cloud rental company for AI, posted 111.7% revenue growth in Q1 2026 and holds a $99.4 billion backlog, including a $21 billion Meta contract. Despite strong demand and NVIDIA backing, the company faces significant debt of $25.37 bil...
Nvidia is expanding beyond GPUs into integrated AI systems and CPUs, targeting a $10 trillion market cap in the coming years. Key growth drivers include increased demand for AI inference computing and government investments in sovereign AI. The upcom...
In the first half of 2026, smart beta strategies showed mixed results, with momentum and low-volatility funds lagging, while dividend growth funds struggled due to rising yields. However, funds emphasizing companies with strong free cash flow and hig...
