CoreWeave Up 142%, Broadcom’s 2nm Tech 02/28/26
/
RSS Feed
CoreWeave Up 142%, Broadcom’s 2nm Tech 02/28/26
Key Stories:
- Broadcom has made significant strides in the semiconductor space, announcing it has shipped what it calls the industry’s first 2-nanometer custom compute System-on-a-Chip, built on its new 3.5D XDSiP packaging platform. This innovation underscores Broadcom’s position at the forefront of advanced chip technology. Additionally, Broadcom, the semiconductor and infrastructure software company, has begun the commercial rollout of its BroadPeak radio SoC, targeting next-generation 5G and future 6G networks, with an interoperability demo completed at Mobile World Congress. While the company’s shares, currently priced around $319.55, show a robust 61.7% gain over the past five years, investors are closely watching its rich valuation against these technological milestones. Read more
- Moving to the software sector, shares of Salesforce, the customer relationship management software provider, have experienced a notable downturn, falling by 35% over the past year and another 22% year-to-date. This performance comes even as financial personality Jim Cramer continues to express a positive long-term outlook on the company. However, Wall Street analysts appear to be adjusting their expectations, with Stifel recently cutting its share price target for Salesforce to $200 from a previous $260. The divergence between some market commentators and analyst revisions highlights the ongoing debate about the company’s valuation and future growth prospects in a competitive enterprise software landscape. Read more
- In a stark contrast to Salesforce, CoreWeave, the data center infrastructure provider, has seen its shares surge impressively, climbing a strong 142% since late March of last year, with an additional 22% gain year-to-date. This explosive growth is particularly significant given NVIDIA, the chip giant specializing in graphics processing units and AI, holds a stake in CoreWeave. The company’s focus on cloud computing tailored for AI workloads is clearly resonating with investors, as evidenced by positive discussions from investment banks like Morgan Stanley. CoreWeave’s performance underscores the intense investor appetite for companies positioned to benefit from the booming demand for artificial intelligence infrastructure. Read more
Keywords: 2nm, 5G, 6G, AI, AVGO, Broadcom, CRM, CRM software, CRWV, Chip technology, Cloud computing, CoreWeave, Data center, Enterprise software, Jim Cramer, Mobile World Congress, Morgan Stanley, NVIDIA, Price target, Salesforce, Semiconductors, Stock decline, Stock surge