Independent thinking for complex markets and current events
Apple (AAPL) on Wednesday announced it has entered into a chip deal valued at more than $30 billion with Broadcom (AVGO). Under the terms of the deal, Broadcom will design and produce “custom silicon components and cutting-edge wireless connectivity technologies” for Apple products. The news comes after Broadcom filed paperwork with the Securities and Exchange …
From the recent earnings of Oracle and Broadcom, two things have become unmistakably clear. For Oracle, debt has surged nearly 50%, while operating cash flow is declining—a troubling combination that markets quickly punished. The stock fell roughly 11% after the earnings release. For Broadcom, the issue is different: Google’s TPU chips are now creating real …
All these deals being announced and it comes back to just one company…TSMC $TSM. — Mosaic Asset (@MosaicAssetCo) October 13, 2025 careful coz openai is shady pic.twitter.com/RusZw9Cojn — Dimitrios Paolo (@dimitriospaolo) October 13, 2025 pic.twitter.com/2n1rkvj68T — PeterK (@PeterKi97) October 13, 2025 Blackstone says the next big thing is chips, data centers & power. The first …
TSMC is considering acquiring a 20% stake in an Intel spin-off, with Qualcomm and Broadcom also interested in investing. The deal is in early discussions and could face U.S. government scrutiny due to national security concerns. Intel has struggled in advanced chip manufacturing, making it a potential acquisition target. TSMC may acquire 20% stake in Intel’s wafer foundry …
In a recent series of noteworthy trades, Congresswoman Nancy Pelosi from California’s 11th congressional district, has made substantial investments in Broadcom Inc. (NASDAQ:AVGO) and NVIDIA Corporation (NASDAQ:NVDA), while also selling off stocks in Tesla, Inc. (NASDAQ:TSLA) and Visa Inc . (NYSE:NYSE:V). On June 24, 2024, Pelosi purchased 20 call options of Broadcom with a strike …
