Broadcom's Options: A Look at What the Big Money Is Thinking
Japanese Semi Firm Plans to Provide 2-nm Chips to Broadcom: Report
U.S. stock fluctuations | Broadcom rose over 1.6% in early trading, planning to cooperate with the Japanese semiconductor manufacturer Rapidus on 2-nanometer chips.
On January 8, Gelonghui reported that Broadcom (AVGO.US) rose over 1.6% in early trading, reaching a high of $232.432. In terms of news, the Japanese semiconductor manufacturer Rapidus plans to collaborate with Broadcom and is expected to share its 2-nanometer process chip prototype with the latter as early as June of this year. Through this collaboration, Rapidus is expected to supply chips to Broadcom's customers. (Gelonghui)
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Express News | The Japanese semiconductor manufacturer Rapidus is expected to collaborate with Broadcom to provide a 2-nanometer process chip prototype as early as June.
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Express News | Rapidus to Collaborate With Broadcom, Supply 2 Nanometer Prototype Around June, Nikkei Says
Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
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Broadcom Options Spot-On: On January 7th, 205.07K Contracts Were Traded, With 2.41 Million Open Interest
On January 7th ET, $Broadcom(AVGO.US)$ had active options trading, with a total trading volume of 205.07K options for the day, of which put options accounted for 35.93% of the total transactions,
Nvidia's Value Is Now Worth More Than AMD, Arm, Broadcom, and Intel Combined—and Doubled
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AI startups are driving a recovery in the USA venture capital market, with total financing in 2024 increasing by nearly 30% year-on-year.
According to data released by PitchBook on Tuesday (January 7), AI startups have played an important role in driving the recovery of the USA venture capital market from its low point, with total venture capital reaching 209 billion USD in 2024, an almost 30% year-on-year increase.
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Express News | Broadcom Inc Files for Offering of $1.1 Bln 4.800% Senior Notes Due 2028 -SEC Filing
"AI venture capital" is making a big splash! Nearly half of the venture capital in the USA for 2024 is flowing towards AI companies.
① In 2024, the Global venture capital financing amount increased to 368.5 billion USD, with AI startups accounting for 35.7% of the financing, up from 24.7% in 2023; ② USA startups secured 209 billion USD in financing, nearly half of which went to AI companies; ③ In 2024, USA AI startups received 97 billion USD in financing, a record high.
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