Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract t ...

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract t ...

Italian defence and aerospace company Leonardo and Abu Dhabi's EDGE group will launch a joint venture in the United Arab Emirates next year to design, develop and produce defence systems, the companie... ...

PALO ALTO, Calif., Nov. 19, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ:AVGO), a global leader in semiconductor and infrastructure software solutions, today announced the availability of the Brocade X8 Directors and Brocade G820 56-port switch, the industry’s first 128G Fibre Channel platforms designed for today’s mission-critical workloads and enterprise AI applications. Brocade Gen 8 Fibre Channel safeguards storage for the quantum era and automates infrastructure management through embedded SAN AI tec ...

New Brocade Gen 8 Directors and Mid-Range Switch Power the Industry’s Most Secure, High-Performance Storage Network for Enterprise AIPALO ALTO, Calif., Nov. 19, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ:AVGO), a global leader in semiconductor and infrastructure software solutions, today announced the availability of the Brocade X8 Directors and Brocade G820 56-port switch, the industry’s first 128G Fibre Channel platforms designed for today’s mission-critical workloads and enterprise AI applications. B ...

As one of the world's top designers, developers and manufacturers of semiconductor and infrastructure software products, Broadcom Inc (NASDAQ:AVGO) has naturally enjoyed a strong performance in the market. Since the beginning of this year, AVGO stock gained almost 47%, easily outpacing the Nasdaq Composite's run of 18.43% during the same period. However, even Broadcom wasn't immune to recent downside pressure.To be fair, the overall volatility so far hasn't been terrible compared to other big names in the i ...

交银国际给予博通(AVGO.US)买入评级，目标价425美元。公司AI半导体收入有望在2025-27财年实现 87% CAGR，受益于xPU ASIC加速芯片与AI通信网络双轮驱动。VMware整合超预期，提升软件协同与 盈利稳定性。预计2027财年Non-GAAP EPS达12.00美元，业绩增长能见度高。目标价425美元，对应 2026/27财年45/35倍PE。 ...

美股市场表现 - 当地时间11月18日美股三大股指全线大跌，道指下跌1.22%至46022.88点，标普500指数下跌1.13%至6597.16点，纳指下跌1.72%至22317.03点 [1][2] - 纳斯达克中国金龙指数下跌1.37%至7654.06点 [2] - 欧洲主要股市亦全线大跌，英国富时100指数跌超1%，法国CAC40指数跌近2%，德国DAX指数、意大利MIB指数、欧洲STOXX50指数均跌超2% [2] 科技股与热门个股 - 大型科技股全线走低，英伟达、亚马逊、台积电、特斯拉跌超3%，微软、Meta跌超2%，谷歌A、博通跌超1%，苹果小幅下跌 [7] - 热门中概股多数下跌，拼多多跌超6%，腾讯音乐跌超3%，蔚来、唯品会跌超2%，理想汽车、哔哩哔哩跌超1%；爱奇艺涨超4%，携程涨超3%，阿里巴巴、百度小幅上涨 [8] - 美国网络安全服务商Cloudflare因大规模网络故障导致股价一度跌超7%，截至发稿仍跌超3% [7][8] 劳动力市场数据 - ADP研究公司数据显示，在截至11月1日的四周内，美国公司平均每周裁减2500个工作岗位，表明劳动力市场在10月下旬失去增长势头 [2] - ADP在11月5日发布的月度就业报告显示，私人就业岗位在此前两个月下降之后增加了4.2万个 [2] - 美国劳工部数据显示，10月18日当周美国首次申请失业救济人数为23.2万人，当周续请失业金人数为195.7万人 [3] 市场情绪与预期 - 根据芝商所“美联储观察”工具，美联储12月降息25个基点的概率已不足50%，而一个月前市场预期概率高达95% [5] - 美国银行月度基金经理调查显示，全球投资者在11月提升了对股票和大宗商品的配置，但现金持有量降至3.7%，触发了该行的“卖出信号” [5] - 调查警告若美联储不在12月降息，市场可能面临进一步下行，新兴市场和银行被视为最易受影响的领域 [5] 行业投资与风险 - 美国银行调查中，45%的投资者认为“AI泡沫”是最大的尾部风险，创纪录比例的投资者表示公司正在“过度投资” [5] - 科技行业头寸非常拥挤，54%的受访者将“做多七巨头”列为最拥挤的交易 [5] - 微软、英伟达和Anthropic建立战略合作，英伟达承诺投资不超过100亿美元，微软承诺投资至多50亿美元，Anthropic承诺购买300亿美元的Azure计算容量 [7]

合作扩展与战略意义 - 博通公司宣布扩大与NEC公司的战略合作伙伴关系，共同采用基于VMware Cloud Foundation的现代化私有云[1] - 双方合作历史超过20年，此次合作建立在长期合作关系之上[4] - NEC将作为“Client Zero”战略的一部分，在其内部IT系统中实施VCF，以深入了解产品特性并获得专业经验[4] VMware Cloud Foundation产品优势 - VCF是首个集成云平台，旨在实现现代化私有云，结合了公有云的灵活性与私有云的安全性、性能和低总拥有成本[2] - 该平台可在单一平台上对传统、现代或AI驱动的所有应用程序进行一致的操作和管理[2] - VCF为客户提供统一的私有云平台，简化部署和操作，同时加强安全性并降低风险和成本[3] - 目前财富500强前十名公司中有九家部署了VCF[3] NEC的服务方案与市场定位 - NEC通过其价值创造模型“NEC BluStellar Scenario”向客户提供基于VCF的解决方案[5] - 自2025年10月起，NEC开始提供基于VCF的私有云托管服务[5][6] - NEC推出的由VMware驱动的私有云基础设施新服务，利用VCF为客户提供构建混合云环境的灵活资源[5] - NEC旨在通过整合这些产品到BluStellar Scenario中，与博通合作支持客户和社会的数字化转型[6] 行业影响与客户价值 - VCF通过重新定义IT基础设施，帮助客户应对加速创新、管理成本以及确保主权和安全等关键挑战[6] - 合作旨在促进私有云现代化，使客户能够确保安全并加速创新[1]

Key Points Big Tech companies are expected to spend over $400 billion on AI infrastructure in 2025, with even higher spending planned for 2026. That spending extends beyond well chips to include networking equipment, data centers, cooling systems, and server integration. Both hyperscale cloud providers and specialized infrastructure companies stand to benefit, as demand for AI processing capacity far outstrips current supply. 10 stocks we like better than Nvidia › Microsoft (NASDAQ: MSFT), Amazon ...