VMware

Nvidia Corp (NASDAQ:NVDA) may dominate AI headlines, but JPMorgan's Harlan Sur thinks Broadcom Inc (NASDAQ:AVGO) deserves more credit for building the infrastructure that makes artificial intelligence work. From cutting-edge XPUs to networking muscle and enterprise software, Broadcom is the "#2...

Analysts see long-term strength for Broadcom Inc (NASDAQ:AVGO) after the company reported quarterly financial results. The Broadcom Analysts: Bank of America analyst Vivek Arya reiterated a Buy rating with a $215 price target. KeyBanc analyst John Vinh maintained an Overweight rating with a $210...

Broadcom Inc. (NASDAQ:AVGO) is riding high on the wave of strong momentum in its AI semiconductor segment and VMware business. The company reported an earnings and revenue beat for the third quarter on Thursday. Earnings per share of $1.24 beat estimates by 3.33%. Reported revenue at $13.07 billion...

Broadcom Inc (NASDAQ:AVGO) shares were climbing on Thursday, after the company reported upbeat results for its fiscal second quarter. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On Broadcom Analyst Vivek Arya...

Fresh on the heels of Broadcom Inc.'s (NASDAQ: AVGO) acquisition of VMware Inc, a $69 billion deal that closed on Nov. 22, CEO Hock Tan informed employees last week in an email that was leaked the company would review "strategic alternatives" of two of VMware's business units....

The Last Week, In A Nutshell What Happened: Stocks closed the week lower on an escalation of U.S. and China tensions, mixed reactions to earnings results, and delays in stimulus talks. Remember This: “Congress’ decision on a new wave of support could make or break the next leg of the...

Last week, the market saw yet another glimpse of optimism as investors pushed the Dow Jones Industrial Average higher, over 3%. As the market embraces the hope for an economic rebound, here are stocks that may benefit. Workday  Shares of Workday Inc (NASDAQ: WDAY), a software...

This weekend's Barron's cover story takes a look how subscriptions are changing corporate America. Other featured articles examine what a subscription model could mean for the iPhone maker and what to expect as Dell comes public again. Also, bargains among semiconductors, industrials and...

This weekend's Barron's cover story shows why there is no need to panic after last week's market rout. Other featured articles look at who will and will not benefit from rising rates, and why tech stocks are likely to rebound. Also, the prospects for tech earnings and five mutual funds...

This weekend's Barron's cover story shows why the U.S. housing market is primed for more gains. Other featured articles examine the prospects for a retailers showing surprising strength and a good stock pick if the market corrects. Also, a merger that might be a bad deal and two...

This weekend's Barron's cover story features the first annual ranking of the 100 most sustainable companies. Other featured articles offer the prospects for an auto maker that is back in the fast lane and a budget airline that is poised to prevail. Also, a baker's dozen big...

Dell confirmed in a Friday SEC filing that it's considering a reverse merger with VMware, Inc. (NYSE: VMW) or an IPO.  The first reports of the talks sent shares of VMware into a tailspin Monday. VMware stock shed 16.46 percent to $125.05 and was trading at $125.70 at the time of...

Dell Inc. is reviewing strategic alternatives including an initial public offering or a some form of a merger with VMware, Inc. (NYSE: VMW), according to Monday reports. The Wall Street Journal said Dell is in early stage discussions with VMware, a cloud infrastructure company with a $55.7-billion...

Thanks to a shift in strategy, VMware, Inc. (NYSE: VMW) has been upgraded by Baird analyst Jayson Noland to Outperform, with a price target raised from $90 to $115. “We aren't making a call on the quarter, but we believe VMware is better strategically positioned now than in years,”...