Description: Small caps hit a new high but Tesla, Broadcom, AppLovin and Wells Fargo weighed on the major indexes. Nvidia chipmaker Taiwan Semi looms.

Description: Broadcom and Taiwan Semiconductor have the potential to outperform Nvidia in the coming years.

Description: Tech stocks stumbled Wednesday with investors voicing concerns about high valuations and burdensome new rules. Nvidia fell 1.4%, dragging down the Nasdaq composite, which ended the day 1% lower. The Russell 2000 index of smaller companies jumped 0.7% to its fourth record high of 2026.

Description: This chip giant is flexing its pricing power and is on a path to strong profit growth.

Description: Broadcom stock got hit with multiple bearish catalysts today.

Description: Tech stocks retreated Wednesday, with declines in Nvidia and other chip companies dragging the Nasdaq composite to its worst day in almost a month. On Tuesday, the Trump administration said Nvidia must meet new security requirements before sending H200 artificial-intelligence chips to China. Meanwhile, Florida Gov. Ron DeSantis reiterated plans for consumer protection rules on artificial intelligence.

Description: US equity indexes fell on Wednesday as a sell-off in technology and consumer discretionary outpaced

Description: Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 4.6% in the afternoon session after a flurry of negative news, including reports of a Chinese directive against U.S. software, a multi-billion dollar debt offering, and significant insider stock sales, weighed on the stock.

Description: Stocks retreated, with the Nasdaq composite leading declines as Nvidia and other chip stocks such as Broadcom traded lower.

Description: Bank earnings set the tone this week as investors also remained on alert for developments in Iran.

Description: Intel (INTC) faces an "upward bias" for Q4 results thanks to strong PC and server demand, along with

Description: Tech stocks were lower late Wednesday afternoon, with the State Street Technology Select Sector SPDR

Description: US equity indexes fell ahead of Wednesday's close as financials declined amid a sell-off in technolo

Description: Broadcom shares sink as China bans cybersecurity software from U.S. and Israeli companies. Mizuho still sees AVGO stock as worth owning in 2026.

Description: A number of stocks fell in the afternoon session after markets pulled back as reports surfaced that Chinese customs authorities blocked Nvidia's H200 AI chips, effectively halting their entry despite recent U.S. export approvals.

Description: A number of stocks fell in the afternoon session after markets pulled back as reports surfaced that Chinese customs authorities blocked Nvidia's H200 AI chips, effectively halting their entry despite recent U.S. export approvals.

Description: A number of stocks fell in the afternoon session after markets pulled back as reports surfaced that Chinese customs authorities blocked Nvidia's H200 AI chips, effectively halting their entry despite recent U.S. export approvals.

Description: A number of stocks fell in the afternoon session after markets pulled back as reports surfaced that Chinese customs authorities blocked Nvidia's H200 AI chips, effectively halting their entry despite recent U.S. export approvals.

Description: A number of stocks fell in the afternoon session after tech stocks pulled back as reports surfaced that Chinese customs authorities blocked Nvidia's H200 AI chips, effectively halting their entry despite recent U.S. export approvals.

Description: A number of stocks fell in the afternoon session after tech stocks pulled back as reports surfaced that Chinese customs authorities blocked Nvidia's H200 AI chips, effectively halting their entry despite recent U.S. export approvals.

Description: The AI computing market is expected to expand through at least 2030.

Description: Charles Schwab's Schwab Trading Activity Index gives investors insight into what retail traders are buying and selling. Charles Schwab head trading & derivatives strategist Joe Mazzola shares what the report reveals about three of the stocks traders were buying in December. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: Broadcom Inc. (NASDAQ:AVGO) is one of the AI Stocks Investors Are Watching Closely. On January 9, Bernstein SocGen Group analyst Stacy Rasgon reiterated an Outperform rating on the stock with a $475.00 price target. Firm analysts have dismissed competitive threat concerns for Broadcom, citing leadership in the AI ASIC space with unmatched innovation and execution. […]

Description: Buying the best dividend stocks combines long-term gains with rising dividend income.

Description: Bernstein named Applied Materials as one of its top five chip stock picks.

Description: Wall Street is increasingly turning to optical and networking enablers of AI infrastructure, and Lumentum stands out as a high-conviction pick for 2026.

Description: Astera Labs gains traction as hyperscalers test UALink for AI scale-up, setting the stage for new revenue starting in 2026.

Description: KeyBanc analyst John Vinh upgraded Intel to Overweight from Sector Weight.

Description: Among the 48 analysts covering Broadcom now, none of them calls the stock a sell.

Description: Nvidia has been the biggest beneficiary of the artificial intelligence revolution so far, but another chip stock may be about to kick into a new gear.

Description: 2026 is on a fresh start, and January is nearly halfway over. While we cannot slow the hands of time, we can look at it as an opportunity to make money. This is why I like to make a fresh start each January and update my portfolio with the right growth stocks. Each year brings ... Best Growth Stocks to Buy in 2026

Description: Nvidia could sell up to two million chips to China this year but questions remain over when licenses will be approved.

Description: The iShares Core Dividend Growth ETF (NYSEARCA:DGRO) and Vanguard High Dividend Yield Index Fund ETF (NYSEARCA:VYM) are two highly popular dividend ETFs that income investors have a hard time choosing between. It’s a good idea to put both to the test and see which one has done better and has the best prospects in the ... VYM vs DGRO: Which ETF Should You Buy for 2026?

Description: The industry leader with the clearest path to become the next trillion-dollar company is one of Wall Street's most prolific stock-split stocks.

Description: Taiwan Semiconductor Manufacturing could build as many as a dozen plants in Arizona, according to The Wall Street Journal.

Description: Dow Jones Futures: Broadcom, Nvidia, Palantir, Tesla and Walmart were key movers Monday. The CPI inflation report is due Tuesday.

Description: Broadcom Inc. (AVGO) closed the most recent trading day at $352.23, moving +2.1% from the previous trading session.

Description: Valued at a market cap of $1.6 trillion, Broadcom (AVGO) is among the largest companies in the world. In the last decade, AVGO stock has returned 2,600% to shareholders. If we adjust for dividend reinvestments, cumulative returns are closer to 3,400%, according to data from Ycharts. The ...

Description: Broadcom Inc. (NASDAQ:AVGO) is one of the Best Stocks to Buy for High Returns in 2026. On January 6, Broadcom Inc. (NASDAQ:AVGO) launched new Wi-Fi products at CES 2026 in Las Vegas. The products include the BCM4918 accelerated processing unit and two Wi-Fi 8 chipsets, including BCM6714 and BCM6719. ​Management noted that these new product […]

Description: Investing.com -- Bernstein has reiterated its bullish stance on several major U.S. semiconductor names in 2026, arguing that the sector remains supported by strong AI spending trends and rising prospects for wafer-fab equipment demand.

Description: LOWELL, Mass., Jan. 12, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (NASDAQ: MTSI), a leading supplier of semiconductor products, today announced the appointment of Bryan Ingram as an independent director to MACOM’s Board to Directors (the “Board”), effective January 12, 2026. Mr. Ingram has had a distinguished career, spanning engineering, operations, technical management and executive roles and has successfully managed complex semiconductor businesses in excess

Description: The global Co-Packaged Optics (CPO) market is set for transformative growth, driven by the burgeoning demands of AI, large language models, and generative AI. CPO technology addresses key issues such as bandwidth, power consumption, and latency inefficiencies existing in traditional pluggable modules. By integrating optical transceivers with switch ASICs, CPO significantly reduces power consumption from 15 to 5 picojoules per bit, with ambitions to go below 1. Market segmentation into scale-out

Description: The stocks of Broadcom and AMD could have higher upside than Nvidia in the coming years.

Description: Sometimes the best stocks are the most obvious ones.

Description: NVIDIA (NASDAQ:NVDA) has delivered a 23,000% return over the past decade has become the benchmark every tech investor measures against. The company created the infrastructure that made modern AI possible. Now the question: which company pulls off the next NVIDIA-like run? We analyzed 15 AI-adjacent stocks across semiconductors, software, and quantum computing to find the ... 5 AI Stocks That Could Replicate NVIDIA’s Decade of Dominance

Description: These two industry powerhouses have a clear path to admission to the elite $3 trillion club.

Description: Broadcom is coming off an incredible 2025.

Description: There are currently nine technology stocks that boast valuations of at least $1 trillion.

Description: ARK Invest, the asset-management company founded by stockpicker Cathie Wood, has its hands in industries from defense to robotics. The fund made key changes to its holdings this week that included a new stake in a hot semiconductor company and a sale of shares in another trendy name. A Jan. 8 trading disclosure shows the added Broadcom to its portfolio through the purchase of 31,573 shares, valued at some $10.5 million based on Thursday’s closing price of $332.48.

Description: On Thursday, Cathie Wood-led Ark Invest made significant trades involving Palantir Technologies Inc. (NASDAQ:PLTR), Broadcom Inc. (NASDAQ:AVGO), and Joby Aviation Inc. (NYSE:JOBY). These trades reflect Ark’s strategic positioning in the market amidst evolving geopolitical and technological landscapes. The Palantir Trade Ark Invest made a notable move by selling 58,741 shares of Palantir. through its ARK Next Generation Internet ETF (BATS: ARKW). The transaction, valued at approximately $10.4 mil

Description: The Procter & Gamble Company (NYSE:PG) is one of the stocks Jim Cramer talked about. During the episode, Cramer noted that it is one of the few consumer packaged goods companies that “doesn’t have a GLP-1 problem,” as he said: “I can go over how NVIDIA or Broadcom are down huge too much, and they’re […]

Description: The artificial intelligence ASICs market is heating up, and it's time to buy some top stocks in this field in January.

Description: This tech giant could have even more upside than analysts project.

Description: Earlier this week, Broadcom announced its next-generation BCM4918 accelerated processing unit and new dual-band Wi‑Fi 8 radios, alongside issuing several tranches of long-dated fixed-rate senior unsecured notes totaling about US$6.75 billion. The combination of an AI-ready Wi‑Fi 8 platform for edge intelligence and fresh long-term funding underscores how Broadcom is tying product innovation directly to the capital needed for large-scale AI and connectivity infrastructure. We’ll now examine...

Description: <body><p>STORY: U.S. stocks ended higher on Friday, with the Dow adding about half a percent to close at a another record high, the S&P 500 gaining nearly two-thirds of a percent to also close at a record high and the Nasdaq climbing about eight-tenths of a percent.</p><p>Wall Street's main indexes all gained sharply in 2026's first full week of trading, fueled not only by gains in AI-related stocks, but also by increases in materials, industrials and other sectors that have lagged tech stocks in recent years.</p><p>It's a trend that should continue, said Alexander Morris, CEO and chief investment officer of F/m Investments.</p><p>"I think stocks are going to keep powering higher until something very specifically takes AI off of the track it's on. For whatever reason, although AI stocks are expensive, they're not as expensive as some of the dotcom names were just before the dotcom bust, sort of giving investors some comfort that expensive isn't too expensive, at least not yet. [FLASH] But we're also seeing a broadening of some of this rally. We see small caps starting to participate. We're starting to see the signs of this rally has some legs outside of just one single sector."</p><p>Among individual stock moves, chipmaker Broadcom rose more than 3.5%, while fellow tech names Alphabet and Tesla also gained.</p><p>Shares of Intel rallied almost 11% after President Trump said he had a "great meeting" with the chipmaker's CEO, Lip-Bu Tan.</p><p>And shares of power company Vistra jumped 10.5% after Meta Platforms said it struck 20-year agreements to buy power from three Vistra nuclear plants.</p><p>Separately, the December nonfarm payrolls report from the Labor Department showed U.S. employment growth slowed more than expected last month, but a decline in the unemployment rate to 4.4% suggested the labor market was holding relatively firm.</p></body>

Description: MercadoLibre runs a top e-commerce and fintech platform in Latin America, connecting marketplace, payments, and logistics in one ecosystem.

Description: Nvidia, Broadcom, and Amazon are all solid long-term plays on the AI boom.

Description: The only company that has ever topped a $5 trillion market cap is Nvidia.

Description: ARK Invest, the asset-management company founded by stockpicker Cathie Wood, has its hands in industries from defense to robotics. The fund made key changes to its holdings this week that included a new stake in a hot semiconductor company and a sale of shares in another trendy name. A Jan. 8 trading disclosure shows the added Broadcom to its portfolio through the purchase of 31,573 shares, valued at some $10.5 million based on Thursday’s closing price of $332.48.

Description: While AI stocks Google, Broadcom and Palantir remain in demand, the best mutual funds shoveled massive sums into 3 stocks.

Description: This semiconductor stalwart is a top pick according to one analyst.

Description: Jonathan Golub, chief equity strategist at Seaport Research Partners, put together a list of tech stocks that he says have had “unjustified” drops.

Description: The tech-heavy Nasdaq Composite index was higher ahead of Friday's closing bell, with stocks of chip makers solidly in the green. U.S.-listed shares of Dutch chipmaking equipment manufacturer ASML Holding were up 7%, while those of Broadcom, Taiwan Semiconductor, and Texas Instruments were up 4%, 1.

Description: S&P 500 and Nasdaq Rise as December Jobs Data Surprises Investors

Description: Mizuho Sees AI-Focused Semiconductors Outperforming Broader Market

Description: We recently published 9 Stocks Jim Cramer Talked About. Broadcom Inc. (NASDAQ:AVGO) is one of the stocks Jim Cramer talked about. Broadcom Inc. (NASDAQ:AVGO)’s shares have gained 49% over the past year. The firm has benefited from AI-generated attention due to its ability to design custom chips. Throughout 2025, Cramer continued to praise Broadcom Inc. […]

Description: The iconic fund investor was busy shopping on Thursday to keep last year's momentum going in 2026.

Description: Tech stocks look poised to lead the market again in 2026.

Description: Wall Street closed mixed on Thursday, pulled down by tech stocks.

Description: Investing.com -- In a note to clients on Friday, Mizuho analysts highlighted a mix of core semiconductor names and key outperformers for 2026, citing strong AI-driven demand and select memory and networking opportunities.

Description: Broadcom and Nvidia can both win in the AI chip maker but there's one stock which could benefit from either coming out on top, according to Mizuho.

Description: Shares of Vistra Energy (NYSE: VST) are up 16%, or by $24.60, in premarket. All after Meta unveiled agreements to secure about 6.6 GW of nuclear power by 2035 for its data centers. One of those deals was with Vistra Energy, which will provide electricity from three existing nuclear power plants. “At Meta, we are ... Premarket Movers: Vistra Energy Spikes 16% on Meta Deal

Description: MU is riding on an AI-fueled DRAM boom as higher memory content, pricing gains and tight supply drive revenue growth.

Description: <body><p>STORY: Wall Street ended mixed on Thursday, with the Dow gaining more than half a percent, the S&P 500 flat and the Nasdaq shedding just under half a percent.</p><p>Shares of major tech companies including Nvidia, Broadcom and Microsoft declined, as investors grew more finicky about AI-related stocks whose valuations have been inflated by outsized gains.</p><p>Shana Orczyk Sissel, founder and CEO of Banríon Capital Management, said investors will likely become increasingly selective as the AI trade progresses.</p><p>"2025 started as the year of AI. 2026 is going to be more of the same, but I do think that we're going to start to see more clear winners and losers. My focus is less on the folks who are trying to build AI tools for consumers and need to monetize that technology. I'm much more interested in the companies that that are part of the infrastructure of AI, the folks who make the chips, the folks who are involved in data center development, energy efficiency at the data center level, and anything related to the infrastructure of AI."</p><p>Still, shares of Alphabet gained on Thursday, a day after the Google parent surpassed Apple in market capitalization for the first time since 2019 to become the second-most valuable U.S. company. </p><p>Among other stock moves, shares of defense companies gained after President Trump said the 2027 U.S. military budget should be $1.5 trillion, much higher than the roughly $900 billion approved by Congress for 2026.</p><p>Shares of Northrop Grumman added more than 2%, Lockheed Martin rose more than 4%, and Kratos Defense jumped almost 14%.</p><p>Traders now turn their attention to Friday's crucial nonfarm payrolls report for December, one of the first reliable economic datasets since the record-long government shutdown.</p></body>

Description: Markets are making gains ahead of a landmark day with a potential ruling on the legality of tariffs from the Supreme Court and a high-stakes jobs report.

Description: Despite December's pullback, Broadcom stock still finished 2025 with a strong return of 50.4%.

Description: Nvidia was down early on Thursday amid mixed signals over how close the chip maker is to resuming exports of its hardware to China. Nvidia shares were down 2.2% at $185 at the end of trading, while the index was flat and the tech-heavy Nasdaq Composite was down 0.4%. President Donald Trump said last month he would allow shipments of the company’s H200 chip to China, provided that Nvidia gives the U.S. government a 25% cut of sales.

Description: Analysts favor this trio for 2026 as AI workloads push demand across chips, hyperscale cloud, and data-center connectivity.

Description: Both chipmakers have serious opportunities to capitalize on the AI infrastructure buildout.

Description: Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 3.1% in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally.

Description: Scale matters as AI trade matures

Description: Marvell Technology expands AI connectivity with XConn and Celestial AI deals, boosting UALink and CXL plans while eyeing revenue gains and balance-sheet risks.

Description: FAIRFIELD, N.J., January 08, 2026--11:11 Systems ("11:11"), a leading managed infrastructure solutions provider, today announced the acquisition of Ntirety, a managed and professional IT services firm.

Description: ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” fourth-quarter 2025 investor letter. The strategy focuses on generating high current income, income growth, and capital preservation by investing in high-quality large-cap companies that offer attractive dividends and potential for significant dividend growth. A copy of the letter can be downloaded here. The market […]

Description: Growth stocks could continue to power the market higher this year.

Description: Investing in blue-chip cybersecurity stocks such as AVGO and PANW can help you generate outsized returns in 2026.

Description: Analysts remain bullish about stocks in 2026. It is just not the usual ones.

Description: Intel stock jumped Wednesday after the official launch of its Core Ultra Series 3 chips, dubbed Panther Lake.

Description: Big Tech has been flat since October, held down by Wall Street’s AI worries. Now iis the time to be brave.

Description: Astera Labs is benefiting from rising AI connectivity demand and a broad product lineup, but competitive pressures and valuation concerns remain.

Description: Broadcom launches next-gen Wi-Fi 8 platform and APU to power AI-era connectivity.

Description: Advanced Micro Devices unveils Helios and Instinct MI400 at CES 2026, betting big on AI PCs and data centers to drive future growth.

Description: CRDO's $813.6M cash balance fuels investment, M&A and AI platform expansion as it scales rapidly amid booming demand.

Description: Taiwan Semiconductor Manufacturing is the dominant AI chip manufacturer. Intel won't challenge it any time soon, according to J.P. Morgan.

Description: Hock Tan: Thank you, Ji, and thank you, everyone for joining us today. Now we started the year providing annual guidance with quarterly updates as we run the process of integrating VMware. In Q3, infrastructure software segment revenue of $5.8 billion was up 200% year-on-year driven by $3.8 billion in revenue contribution from VMware.

Description: Navitas Semiconductor shares surge more than 50% in six months on AI data-center optimism, but a rich valuation is raising hold-or-fold questions.

Description: Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q3 2025, the portfolio lagged behind the Russell 1000. Similar to the second quarter, the US equity markets favored a risk-on approach, benefiting high-risk, high-momentum, and lower-quality […]

Description: Among the best stocks in earnings performance, Broadcom boasts a 98 EPS Rating, one of the highest in the chip sector.

Description: TSM hits a 52-week high as AI-driven chip demand fuels strong earnings growth, but premium valuation and near-term risks warrant caution.

Description: AI-related companies led institutional buying as funds boosted exposure to tech.

Description: A growing number of investors are now wagering that run, led by the Magnificent Seven, is about to end. Mounting concerns about AI’s ability to deliver seismic changes on the American economy — and the fat profits that would come with them — has turned investor euphoria about the technology into agita. “I call it ‘AI fatigue,’” said Ed Yardeni, president and chief investment strategist at the eponymous Yardeni Research.

Description: Nvidia and Broadcom are two top AI stocks to own in 2026 and beyond.

Description: If you are wondering whether Broadcom's share price still makes sense after a huge run in recent years, you are not alone and the numbers tell an interesting story. The stock closed at US$343.58 most recently, after a 1.8% decline over the last week and a 12.0% decline over the past month, even though the 1 year return sits at 51.6% and the 3 year gain is very large at around 5x. Recent headlines have focused on Broadcom's role in key semiconductor markets and its position in large scale...

Description: US stocks rose on Tuesday as investors eyed fresh records for the Dow and S&P 500.

Description: The artificial intelligence (AI) and networking specialist staked its claim in the AI boom.

Description: Marvell Technology said on Tuesday it will buy networking equipment provider XConn Technologies in a deal worth ​about $540 million, as the chipmaker doubles down on data center hardware ‌amid a race to expand artificial intelligence infrastructure. XConn's acquisition will help the custom AI ‌chipmaker expand its networking portfolio - an essential fixture in AI data centers that helps connect different types of hardware across servers and is instrumental in determining the speed at which data can be processed. Marvell's shares rose more ⁠than 2% in early ‌trading.

Description: HSINCHU, Taiwan, January 06, 2026--Edgecore Networks Demonstrates Up to 35.6% Performance Improvement in Collective Communication Benchmark

Description: Recently, Zacks.com users have been paying close attention to Broadcom Inc. (AVGO). This makes it worthwhile to examine what the stock has in store.

Description: New Wi-Fi 8 chipset and AI processor provide the performance and uptime needed for operators to enable the next generation of AI applications in the homeLAS VEGAS, Jan. 06, 2026 (GLOBE NEWSWIRE) -- CES -- Broadcom Inc. (NASDAQ: AVGO), a global leader in semiconductor and infrastructure software solutions, today announced the launch of its next-generation BCM4918 accelerated processing unit (APU) and two new dual-band Wi-Fi 8 devices, the BCM6714 and BCM6719, marking another milestone in its long

Description: While TSMC, Broadcom, and Amazon are up, it still could be a good time to buy shares.

Description: Several companies could see massive gains by 2030 to join the vaunted club.

Description: Nvidia next big AI GPU is on track. CEO Jensen Huang said its newest generation AI hardware platform Vera Rubin was in “full production” at the CES tech trade show in Las Vegas on Monday. Nvidia’s Rubin platform incorporates six different chips, including the Vera CPU, Rubin GPU, NVLink 6 Switch, ConnectX-9 SuperNIC, BlueField-4 DPU, and Spectrum-6 Ethernet Switch.

Description: Artificial intelligence (AI) spending is expected to pick up the pace in 2026.

Description: The AI trade faces doubts about whether it can last another year, but artificial intelligence also has its share of believers on Wall Street. Shares of Intel and Marvell Technology could be winners. One is Ben Reitzes, an analyst at Melius Research, who upgraded Marvell Technology and Intel to Buy from Hold and assigning price targets to both stocks.

Description: Broadcom's chips are increasing in popularity.

Description: AI Trade Reignites: Nvidia Climbs on Foxconn Growth, CES Hopes

Description: 2026 is shaping up to be another strong year for the market.

Description: Google expands Tensor Processing Unit program as demand for in-house AI hardware grows

Description: Investing.com -- Bank of America remains “constructive on AI-related semi, memory and semicap stocks despite expected volatility,” highlighting seven names it sees as best positioned for 2026.

Description: QCOM's 8.2% stock rise trails the industry, as margin pressure, China risks and fierce chip competition weigh on growth.

Description: Major tech conference CES 2026 kicks off today with presentations from Nvidia (NVDA) CEO Jensen Huang and Advanced Micro Devices (AMD) CEO Lisa Su. As the first full trading week of the new year gets underway, what new tech themes should investors be watching for at this year's CES and beyond? Defiance ETFs CEO and CIO Sylvia Jablonski explains how she is watching how Big Tech's massive AI infrastructure CapEx spending and buildout could expand into other industries and sectors. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.

Description: As the AI trade becomes "fractured," 2026 could see other stocks finally outshine the "Magnificent Seven."

Description: CRDO is up 54.5% in six months, driven by AI infrastructure demand, AEC momentum and hyperscaler adoption. Does the rally still have legs?

Description: After hitting new highs in 2025, some AI stocks pulled back. In 2026, investors will look for revenue growth amid big investments.

Description: Global stock markets, riding high on AI euphoria at the start of 2026 may be disregarding one of the biggest threats that could spoil the party: a surge in inflation driven partly by the tech investment boom. U.S. stock indexes, where seven tech groups ​contributed half of all market earnings this year, made double-digit gains in 2025 to hit record highs as exuberance about AI and monetary easing also propelled European and ‌Asian equities to record peaks. Expectations for further rate cuts have buoyed bonds too, handing U.S. Treasury investors the best annual performance for five years as inflation retreated, although it remains above the Federal Reserve's average 2% target.

Description: AI stocks are set to continue to power the market in 2026.

Description: With an estimated half a million workers needed to fill the construction industry’s labor shortages, AI investments this year may get stalled.

Description: Broadcom (AVGO) has been drifting after its recent pullback, and that softer price action is what has traders watching the stock more closely now, especially in light of its strong multi year track record. See our latest analysis for Broadcom. Recent softness in Broadcom’s share price, including a double digit 30 day share price return decline, comes after a powerful multi year run. Total shareholder returns over one year and beyond still signal strong underlying momentum rather than a broken...

Description: “At some point the infrastructure build may exceed what the economy will need over a short period of time.”

Description: Looking to add some new stocks to your portfolio? Gibbens Capital president and chief investment officer Mark Gibbens has three suggestions. Find out what they are in the video above. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: Here are some stock ideas to get your investing year started (hopefully) on the right foot.

Description: Visa, ExxonMobil, Oracle, and Netflix have multi-year compounding potential for patient investors.

Description: Networking could prove to be the next big opportunity in the AI market.

Description: One of the best stocks of 2025 and in demand among the best mutual funds, Advanced Energy looks to power a new breakout.

Description: Shares have fallen from their all-time highs.

Description: Particularly hard-hit in 2025's final sessions, crypto-related stocks are bouncing in this year's first trading day.

Description: Shares of computer processor maker AMD (NASDAQ:AMD) jumped 5.3% in the morning session after investor optimism grew following favorable analyst predictions for 2026 and anticipation of new product announcements.

Description: Nvidia, AMD and Broadcom are planning big things this year year. These are the biggest developments to watch in the AI chip sector in 2026.

Description: Broadcom Inc. (NASDAQ:AVGO) ranks among the best AI stocks to buy according to analysts. Citing robust development in the AI semiconductor industry, Benchmark increased its price target for Broadcom Inc. (NASDAQ:AVGO) from $385 to $485 on December 12, retaining a Buy rating on the company’s shares. According to Broadcom Inc. (NASDAQ:AVGO), its AI semiconductor division […]

Description: Retirees seeking dividend income face a fundamental choice: prioritize immediate cash flow or accept lower yield for capital appreciation. Capital Group Dividend Value ETF (NYSEARCA:CGDV) delivers a 1.4% yield with tech-heavy exposure generating 24% annual returns. The question isn’t whether CGDV performs well, but whether its growth approach serves retiree income needs. Built for Growth, ... Is Capital Group Dividend Value ETF Good For Retirees? | CGDV

Description: Marvell Technology's custom silicon gains hyperscaler traction, driving 37.8% data center growth as XPU wins scale and targets 20%+ growth next year.

Description: For three years, Big Tech has been able to cover up the market’s flaws. Cracks started appearing in 2025—and they’re only looking worse.

Description: Artificial intelligence (AI) will continue to be a key pillar of market gains in 2026, Sevens Report research founder Tom Essaye tells Market Domination host Josh Lipton. Essaye says the AI trade could become more fractured, highlighting which AI stocks he expects to be winners and losers. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: Micron Technology stock has surged by 250% in the past year, and it could soar even higher.

Description: Broadcom stock has soared by almost 700% over the last five years.

Description: Morgan Stanley analysts selected Micron Technology as their top semiconductor pick for 2026.

Description: One of the best stocks of 2025 and in demand among the best mutual funds, Advanced Energy looks to power a new breakout.

Description: Reports peg the deal could be for $2 billion to $3 billion.

Description: Nvidia shares are drifting but reports of strong demand for its artificial-intelligence processors in China could point the way to future gains.

Description: Bristol Gate Capital Partners, an investment management company, published its Q3 2025 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here. The strategy underperformed the benchmark, the S&P 500® Total Return Index, this quarter, but still surpassed the index in dividend growth. The underperformance was due to a […]

Description: Nancy Curtin, chief investment officer at AlTi Tiedemann Global, helps wealthy families invest for the long term. An “innovation” bull market helps.

Description: The 2025 slowdown foreseen by many on Wall Street never materialized in full. Tariff exemptions and a slew of trade deals have limited the inflationary effects of the highest import taxes in decades. And an artificial-intelligence arms race has triggered a capital-spending boom, propelling growth, minting millionaires—and leaving the U.

Description: Trump’s tariff policies didn’t raise prices as much as feared, while an AI arms race powered growth—and the shares of the largest tech companies.

Description: Miramar Capital's Max Wasserman forecasts a "broadening" of the market in 2026.

Description: Nvidia is paying $20 billion for Groq’s technology, including compensation packages for many of the company’s employees who will join Nvidia, The Wall Street Journal reported.

Description: The name Warren Buffett has become interchangeable with Berkshire Hathaway (NYSE:BRK-B). But in a separate portfolio, he holds ETFs like the iShares Core MSCI EA (BATS:IEFA), Vanguard High Dividend Yield Index Fund ETF (NYSEARCA:VYM), and iShares Core MSCI International Developed Markets ETF (NYSEARCA:IDEV) in his portfolio. Buffett is expected to retire soon and pass on ... 3 ETFs Warren Buffett Is Quietly Keeping in His Secret Portfolio

Description: The Kospi Index has soared 76% this year, compared with the S&P 500’s 17% advance so far and MSCI Asia Pacific Index’s 25% gain. The Korean benchmark’s performance, the best among major equity gauges, has been helped by chip heavyweights Samsung Electronics Co. and SK Hynix Inc. as well as defense and nuclear firms.

Description: Broadcom Inc. (NASDAQ:AVGO) is among the Stocks That Will Make You Rich in 2026. Broadcom Inc. (NASDAQ:AVGO) has gained more than 51% year-to-date, and Wall Street still sees around 31% upside from the current levels. Recently, on December 19, William Stein from Truist Financial reiterated a Buy rating on the stock with a $329.88 price […]

Description: Shares of Viper Energy were on a tear through late last year, but the story has since soured for the stock.

Description: Nvidia (NVDA) announced a deal to acquire AI hardware and software designer Groq (GROQ.PVT) for $20 billion last week. While the semiconductor manufacturer remained a major AI player in 2025, who could be some of Nvida's biggest competition in the fast-approaching 2026? TECHnalysis Research, LLC President Bob O'Donnell sits down with Yahoo Finance markets and data editor Jared Blikre on Market Catalysts to discuss which chipmaker could gain more prominence next year. Also catch Bob O'Donnell's predictions for agentic AI in 2026 as it relates to cybersecurity usage. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: Artificial intelligence (AI) has remained a prominent theme of 2025, and for the past three years, no other trend has garnered as much attention as AI. The steady upside in tech stocks has led to higher valuations and benefited the overall market. This led to the birth of the Magnificent Seven that ruled the industry ... Billionaires Dump the Magnificent Seven and Load Up on These Stocks

Description: While Nvidia (NVDA) was one of the standout winners of the AI trade in 2025, will the chipmaker remain a tried-and-true stock pick in 2026? Winthrop Capital Chief Investment Officer Adam Coons weighs in on the importance of diversification in the artificial intelligence ecosystem, especially as Bank of America analysts forecast semiconductor sales to top $1 trillion next year. Yahoo Finance senior reporter Brooke DiPalma also joins the discussion. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Description: Nvidia was dropping early on Monday. Broader jitters about the technology sector looked to be hurting the stock, while Wall Street assessed the reported $20 billion price tag put on Nvidia’s agreement to license technology from artificial intelligence chip start-up Groq. Nvidia shares were down 1.6% at $187.45 in early trading, while the technology-heavy Nasdaq Composite lost 0.4%.

Description: OpenAI news often drives many AI stocks up or down. Many tech companies have a stake in OpenAI's success or failure in 2026 and beyond.

Description: The iShares AI Innovation and Tech Active ETF (NYSEARCA:BAI) launched in October 2024 to capture the entire AI infrastructure buildout in one actively managed package. With $8 billion in assets and a 0.55% expense ratio, the fund takes a concentrated approach to AI exposure across the technology stack. With $8 billion in assets and a ... An Actively Managed AI ETF Put 18% Into Two Chip Giants Just Ahead of Massive Infrastructure Buildout

Description: Nvidia sits at the heart of a $571B AI infrastructure buildout, with earnings upgrades, a major deal, and a bullish breakout setting the stage for 2026.

Description: ​Broadcom Inc. (NASDAQ:AVGO) is one of the Best Quality Stocks to Buy Before 2026. Broadcom Inc. (NASDAQ:AVGO) topped Wall Street estimates during its fiscal Q4 2025 earnings, released on December 11. However, the stock price has fallen more than 16% since the release. ​To talk about the earnings and the market selloff that followed, Kim […]

Description: Broadcom Inc. (NASDAQ:AVGO) is among the Growth Stock Portfolio: 12 Stock Picks By Ken Fisher. On December 12, 2025, Thefly reported that Deutsche Bank increased its price objective for Broadcom Inc. (NASDAQ:AVGO) from $400 to $430 while keeping a buy rating. The business highlighted the company’s fiscal fourth-quarter performance, labeling growth as impressive. As stated […]

Description: Semiconductor stocks have been some of the biggest beneficiaries throughout the artificial intelligence (AI) revolution.

Description: Three companies are all neck-and-neck in the race to $2 trillion.

Description: Most Wall Street analysts see significant upside in Nvidia and Microsoft.

Description: The new "Magnificent Seven" is better suited for today's current market.

Description: Broadcom (NASDAQ:AVGO) delivered stellar fiscal fourth-quarter results earlier this month, with record revenue, beating analyst estimates. AI-driven growth powered the performance, yet the stock tumbled sharply afterward, dropping as much as 21% from $405 per share before the report to $321 per share in the following days. While Broadcom shares have since recovered some ground, ... 3 Reasons Broadcom Crashed 15% on Blockbuster Earnings — And the Real Reason to Load Up Now

Description: While Nvidia and Broadcom dominate, Bank of America's Vivek Arya says some specialized small- and mid-caps are essential for the next $1 trillion chip surge

Description: These companies have become cheaper on a per-share basis in the last few years, but that's not why investors should take a second look.

Description: Nvidia, Broadcom and Vertiv stocks have all taken a pause over the last few months. Is it time to start accumulating shares?

Description: Qualcomm's handset revenues surge 14% on strong Snapdragon demand, even as competition, trade tensions, and in-house chips challenge its smartphone business.

Description: Nvidia will license key technology from AI chip startup Groq, hiring top personnel. It's not a full takeover, but might be close.

Description: Zacks.com users have recently been watching Broadcom Inc. (AVGO) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Description: Analysts Recommend Building Positions in NVDA and AVGO Ahead of 2026

Description: Nvidia will license key technology from AI chip startup Groq, hiring top personnel. It's not a full takeover, but might be close.

Description: Among the best stocks in earnings performance, Broadcom boasts a 98 EPS Rating, one of the highest in the chip sector.

Description: Buying shares in the best businesses can build meaningful wealth for you and your family. And we've seen some truly...

Description: Nvidia will license key technology from AI chip startup Groq, hiring top personnel. But it's not a full takeover, as previously reported.

Description: Paul Wick of Seligman Investments has piloted his winning fund through numerous technology cycles. How he is playing AI, and why he is skeptical of quantum computing stocks.

Description: Rainwater Equity founder and portfolio manager Joseph Shaposhnik discusses what he expects from the AI trade in 2026 — highlighting underlying conditions like the interest rate environment and the state of the US economy — and why semiconductor manufacturer Broadcom (AVGO) is among his top stock picks for 2026. Also catch Joseph Shaposhnik explain why he expects the S&P 493 to benefit from outsized returns in 2026. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: Down 15% from all-time highs, Broadcom is a mega-cap tech giant that offers significant upside potential, making AVGO stock a good buy right now.

Description: Intel (NASDAQ: INTC) has experienced a dramatic shift in fortunes over the past year. Once viewed as a failing chipmaker losing ground to competitors like Broadcom (NASDAQ: AVGO), Taiwan Semiconductor Manufacturing (NYSE: TSM), and Nvidia (NASDAQ: NVDA), Intel faced speculation that rivals were circling its foundry business and other assets. By the middle of the ... Uh-Oh! Did Nvidia Just Signal Problems with Intel’s Comeback?

Description: AVGO's AI chip momentum accelerates as XPU demand lifts Q4 AI revenue 74% to $6.5B and drives a swelling order backlog and 2026 outlook.

Description: Marvell Technology's data center revenues surpass $1.5B on surging AI demand, turning the segment into its dominant growth engine.

Description: Intel stock was falling on Wednesday following a report that Nvidia had abandoned prospective plans to use the company’s chip production process. It underscores one of Intel’s greatest weaknesses—and a nagging headwind for the stock price. Shares of Intel retreated 2.3% in early trading during a holiday-shortened Christmas Eve session.

Description: Intel Faces Hurdles in Advanced Chip Rollout After Nvidia Decision

Description: Bank of America's Vivek Arya sees a 30% surge in chip sales and a $900 billion accelerator market just over the horizon.

Description: Nvidia (NVDA), Broadcom (AVGO), and Taiwan Semiconductor Manufacturing (TSM) stocks are the top three artificial intelligence (AI) stocks to buy now and into 2026.

Description: March S&P 500 E-Mini futures (ESH26) are down -0.03%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.01% this morning ahead of a holiday-shortened pre-Christmas trading session.

Description: Broadcom Stock Faces Insider Selling Pressure, but AI Demand Still Matters.

Description: Thin volume paved the way to another stock market milestone. The Nasdaq Composite rose 0.6%. Only 3.82 billion shares traded on the New York Stock Exchange, which made for the lowest volume day since Jan. 3, according to Dow Jones Market Data.

Description: Stock Market Today: The Dow Jones index and the S&P 500 rise, aided by tech stock. Novo stock soared on FDA approval for a weight-loss pill.

Description: Wall Street's main equity benchmarks rose Tuesday, with the S&P 500 hitting an all-time high as data

Description: Investment bank Citi named Microchip as its top pick among chip stocks as it forecasts a resurgence for analog semiconductors in 2026.

Description: INTC, AVGO and TER stand out as quantum enablers, already generating revenues and projected to deliver 40%+ earnings growth in 2026.

Description: Chips were the first part of the AI boom, and power may be next.

Description: All three companies' businesses are on the verge of long-term growth explosions.

Description: US benchmark equity indexes were higher intraday as traders assessed the latest economic data, while

Description: With the unusual options activity screener hedged for kinetic uncertainty, AVGO stock could present a sophisticated contrarian case for intrepid speculators.

Description: Broadcom Stock Faces Insider Selling Pressure, but AI Demand Still Matters.

Description: Large insider sales spark investor caution as AI chip stocks rally into year-end.

Description: Sometimes in discussions about artificial intelligence (AI) hardware providers, Broadcom (NASDAQ:AVGO) gets left out of the conversation. Yet, it’s a mistake for technology investors to overlook Broadcom and AVGO stock. Along with the potential for a Broadcom stock split, there may be a value proposition for investors here. In five years, unless there’s a catastrophic ... Where Will Broadcom (AVGO) Stock Be in 5 Years?

Description: Celestica's revenues grow 27.8% to $3.19B, beating guidance as data center demand and AI infrastructure fuel strong cash flow momentum.

Description: The S&P 500 has nearly doubled over the past three years, partly because of all the excitement over artificial intelligence.

Description: AI Chip Leader Face Attention After Wave of Insider Stock Sales

Description: TSMC widens lead as demand surges

Description: NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks in the Spotlight for Investors. On December 19, Truist reiterated the stock at “Buy” and raised its price target to $275 per share from $255. The firm revised price targets in the semiconductor and artificial intelligence group after establishing 2027 projections. “In this construct, we favor […]

Description: Eli Lilly and Company (NYSE:LLY) is one of the stocks Jim Cramer answered questions about. Inquiring if their portfolio is diversified, a caller highlighted that their top five holdings are LLY, SLG, MSFT, CVX, and TSM. Cramer said: “Really interesting setup here. Okay, so, Taiwan Semi is the actual fab that makes the chips for […]

Description: Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer answered questions about. Starting the round of “Am I Diversified?”, a caller mentioned that their top five portfolio holdings are JPM, GOOGL, BA, PG, and AVGO. Cramer commented: “Let’s go to work in a year of practical investing, it’s upcoming…. Okay, so Broadcom, we know […]

Description: Investors have high hopes that Tesla will monetize its robotaxi and robotics initiatives.

Description: Analysts are saying that Super Micro Computer could hit $176 by 2030. Bullish on SMCI? Invest in Super Micro Computer on SoFi with no commissions. If it's your first time signing up for SoFi, you'll receive up to $1,000 in stock when you first fund ...

Description: The S&P 500 has nearly doubled over the past three years, partly because of all the excitement over artificial intelligence.

Description: Broadcom Inc. (NASDAQ:AVGO) is included among the 13 Top Tech Stocks Paying Consistent Dividends. Broadcom Inc. (NASDAQ:AVGO) has consistently beaten the broader market and is on pace to do it again in 2025, which would mark its sixth straight year of outperformance. The last time the stock lagged the S&P 500 was back in 2019. […]

Description: TSMC Tightens Its Grip on the Foundry Market as AI Spending Accelerates

Description: Micron Technology is among the AI winners funds may chase into the year-end window dressing as institutional investors load up on 2025's top performers.

Description: Dillard's Shares Keep Climbing as Cash Flow Offsets Slow Sales Growth

Description: Examine the evolution of Broadcom Inc.'s (AVGO) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

Description: Traders re-embraced popular tech companies pre-bell Monday, shrugging off concerns about a possible

Description: This AI sector's year-end sell-off has created some buying opportunities.

Description: Micron Technology (MU) stock continues to pop after boasting strong fiscal first quarter earnings results driven by demand around high-bandwidth memory chips for AI data centers. As more companies invest into large-scale AI infrastructure buildouts, what does this all mean for the broadening AI trade and even neocloud operators? Freedom Capital Markets Managing Director Paul Meeks talks about the three chip companies he still has at the top of his list and the upside that neocloud companies like CoreWeave (CRWV) could offer some of the bigger players, such as Nvidia (NVDA). Also catch Paul Meeks explain how much higher he sees Micron's stock going. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: KLA Corporation (NASDAQ:KLAC) is AI Stocks in the Spotlight for Investors. On December 15, Jefferies upgraded the semiconductor equipment maker to “Buy” and raised the price target to $1,500 from $1,100. The firm believes that KLAC’s run is “just beginning,” citing expanding AI accelerator use cases and a robust outlook for leading-edge and advanced packaging […]

Description: Former hedge fund superstar Stanley Druckenmiller sold his Broadcom position and added shares of MercadoLibre in the third quarter.

Description: Micron’s stock has gained a whopping 215.97% year to date. The company’s earnings report for fiscal Q1 2026, released on December 17, helped alleviate the gloomy atmosphere created by Nvidia and Broadcom, which both faced a decline in stock value despite posting very strong earnings reports. ...

Description: In the AI trade, you "can't just bet on one company," Wedbush Securities managing director and global head of technology research, Dan Ives, tells Yahoo Finance, highlighting the importance of diversification for AI investors. Watch the video above to hear more about Ives' AI thesis and the 30 stocks in the Dan IVES Wedbush AI Revolution ETF (IVES). To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: The AI trade isn't over. Investors have just become choosier about which players might emerge as winners.

Description: Broadcom Inc. (NASDAQ:AVGO) is one of the tech and consumer sector stocks that Jim Cramer talked about. Cramer was bullish on the stock during the episode, as he stated: “I am glad to hear tonight, though, according to the Wall Street Journal, that OpenAI is trying to raise a $100 billion at an $830 billion […]

Description: NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer offered insights on. Cramer mentioned the company while discussing two of his “favorite” stocks. He remarked: “The rest of tech took its cue from Micron and broke the recent downtrend, even though the supply-demand situation for most of these companies, quite different from Micron. For […]

Description: As demand for artificial intelligence (AI) remains strong, investors are wondering who the biggest winners will be going into next year.

Description: Oracle stock peaked in September before suffering a continued decline in the back half of the year.

Description: Broadcom Inc. (NASDAQ:AVGO) is one of the most widely held stocks by hedge funds in 2025. On December 19, Truist lifted the price target on Broadcom Inc. (NASDAQ:AVGO) to $510 from $500 while keeping a Buy rating on the stock. Broadcom Inc. (NASDAQ:AVGO) also received a rating update from Morgan Stanley analyst Joseph Moore on […]

Description: ​Broadcom Inc. (NASDAQ:AVGO) is one of the Best Stocks to Buy and Hold for 2026. The share price of Broadcom Inc. (NASDAQ:AVGO) has fallen more than 19% since the company released its fiscal Q4 2025 results on December 11. The falling investor sentiment comes despite the earnings beat. However, Wall Street remains bullish on the […]

Description: Amazon's new custom AI chip is garnering attention.

Description: Amazon, Meta Platforms, and Broadcom could all hit $3 trillion market caps next year.

Description: The traditional market “Santa rally” — a seasonal phenomenon in which stocks often rally through November and December — has been conspicuous...

Description: Today we're going to take a look at the well-established Broadcom Inc. ( NASDAQ:AVGO ). The company's stock saw...

Description: Four stocks look close to joining the $2 trillion club.

Description: As 2026 approaches, Nvidia stock is sliding.

Description: The booming demand for high-speed networking in data centers has supercharged this tech stock.

Description: What exactly does Broadcom do, and why are Wall Street’s biggest investors loading up on shares?

Description: Can this artificial intelligence (AI) chip giant regain its stock market momentum in 2026 after recent struggles?

Description: Broadcom Inc. (NASDAQ:AVGO) is among the 14 Best S&P 500 Stocks to Buy Now. On December 15, UBS analyst Timothy Arcuri raised the stock’s price target to $475 from $472 while maintaining a Buy rating. The stock is down 13% over the past week amid a major selloff following its fourth-quarter 2025 earnings call on […]

Description: Broadcom and Taiwan Semiconductors are shaping up to have a strong 2026.

Description: The semiconductor sector continues to be a big winner.

Description: An analyst bumped his price target higher on the company.

Description: A number of stocks jumped in the afternoon session after investor optimism around artificial intelligence fueled broad market gains. Technology stocks with a focus on artificial intelligence once again led the market higher, boosting the Nasdaq and S&P 500.

Description: A number of stocks jumped in the afternoon session after investor optimism around artificial intelligence fueled broad market gains.

Description: A Wall Street analyst upped his price target on Nvidia stock on Friday, saying AI infrastructure semiconductor stocks "remain cheap."

Description: Find insight on Lyft, AI investments impact on global credit in 2026 and more in the latest Market Talks covering technology, media and telecom.

Description: <body><p>STORY: "Tariffs, remember, they're not entirely resolved," Rathbun noted. "We actually kicked the can down the road pretty far with China, and so we might get some news about some negotiations with China on tariffs that the markets may not like." </p><p>"AI, as exciting as it is, it may be supply constrained by energy and materials and labor," she added. "We saw with Oracle and Broadcom just in the last several weeks, what happens when you say, 'OK, there's a lot of demand, but we can't deliver it because we're supply constrained' - there was a huge selloff on those stocks."</p></body>

Description: US equity indexes ended mixed as a cooler inflation print and Micron Technology's (MU) solid fiscal

Description: A number of stocks jumped in the afternoon session after investor optimism around artificial intelligence fueled broad market gains.

Description: A number of stocks jumped in the afternoon session after investor optimism around artificial intelligence fueled broad market gains.

Description: NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer talked about recently. Cramer highlighted why the stock keeps “going down,” as he stated: “I have good news, though, for the heavy hitters in AI, which brings me to The Godfather. In the movie, Don Corleone agrees to a peace with the other five families […]

Description: Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer recently discussed. Cramer noted that there are “some increasingly glaring unresolved issues with Oracle,” as he commented: “Last week turned brutal for the AI data center stocks when we got this pair of poorly received quarters from Oracle on Wednesday and then Broadcom on Thursday […]

Description: Broadcom Inc. (NASDAQ:AVGO) is one of the stocks Jim Cramer recently discussed. Cramer highlighted that he trusts the company CEO and commented: “Last week turned brutal for the AI data center stocks when we got this pair of poorly received quarters from Oracle on Wednesday and then Broadcom on Thursday night. Oracle plunged 10.8% the […]

Description: NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer recently discussed. Cramer noted that he likes the stock, as he commented: “Understand, I’m not trying to say that tech stocks can’t be owned here. We own a bunch of them for the Charitable Trust, we always have, along with NVIDIA and Broadcom. I really […]

Description: Intel and TSMC are battling it out in the foundry market.

Description: Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 1.7% in the morning session after the company received positive commentary from Wall Street analysts, who viewed the stock's recent sharp decline as a buying opportunity.

Description: Software, chips, and networks stand out

Description: Nvidia stock rose on Friday following a Reuters report that the Trump administration began its review of Nvidia H200 chip exports to China.

Description: Both Broadcom and AMD were big winners in 2025.

Description: Nu Holdings Ltd. 50,938,866 16.47

Description: Nvidia stock was gaining as it looks to be nearing official U.S. permission to export artificial-intelligence chips to China.

Description: Asian shares were moderately higher and U.S. futures were mixed after the Bank of Japan raised its key policy rate Friday to its highest level in 30 years. It took the benchmark rate to 0.75%, which is still low compared with other major economies. Regional shares advanced after stocks on Wall Street rose Thursday following an encouraging report on inflation that could help the Federal Reserve keep cutting interest rates next year.

Description: U.S. stocks have been swinging as investors debate whether the AI boom is turning into a bubble. Over the past five days, the tech-heavy Nasdaq Composite has declined by approximately 2.4%. Mixed earnings from companies such as Oracle and Broadcom have added to the AI bubble concern, raising ...

Description: Alphabet has a leading large language model and a diverse range of AI products and services.

Description: As part of its quarterly earnings release, Broadcom raised its dividend by 10%.

Description: US equity indexes advanced on Thursday as a surprise retreat in the inflation rate boosted the odds

Description: As the AI boom continues, investors hedge their bets on what's next for the AI trade as companies spend trillions building out AI infrastructure. Pence Capital Management CIO Dryden Pence sits down with Market Domination Host Josh Lipton to talk about his expectations for the AI space. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: Stocks jumped following the latest reading on consumer inflation that could help set expectations for the path of interest rates.

Description: US equity indexes climbed ahead of Thursday's close as an unexpected drop in the inflation rate lift

Description: Shares of semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) jumped 4.6% in the afternoon session after the company was named a top pick for 2026 by Jefferies amid a broader rally in the chip sector.

Description: Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 3.2% in the afternoon session after positive results from peer company Micron lifted the broader semiconductor sector.

Description: Micron Technology earnings are out—and the AI trade may be back on track. Micron Technology stock surged Thursday, the day after the memory chip maker reported better-than-expected earnings results and gave guidance that was significantly higher than expectations. For the current quarter, Micron forecast a revenue range with a midpoint of $18.7 billion, above analysts’ expectations of $14.3 billion.

Description: Micron Technology shares surge on an earnings beat and strong forward guidance. Can the stock continue this historical run?

Description: Broadcom Is Selling Off on AI Concerns. UBS Sees a Buying Opportunity.

Description: If you are depending on Social Security for your retirement income, you might want to add reinforcements. While Social Security is tweaked annually in an attempt to keep up with the pace of inflation, its buying power has been dwindling in recent decades while the core inflation rate of 3% continues to hover above the ... The 3 Income ETFs I’d Use to Offset Social Security

Description: AVGO shares slump on margin concerns, but booming AI orders and a $162B backlog fuel long-term growth optimism.

Description: Two stocks with very different yields have promising growth trajectories.

Description: KLAC stock is gaining momentum after Jefferies grouped it with Nvidia and Broadcom as one of the best semiconductor buys for 2026.

Description: Why Nvidia Stock Is Rising Today

Description: Shares of this departmental store chain are up by 50% this year.

Description: Tech stocks tied closely to artificial intelligence came under pressure after Broadcom flagged thinner margins on AI systems, and Zeta Global Holdings (ZETA) was pulled into that downdraft as investors rotated toward safer names. See our latest analysis for Zeta Global Holdings. Even after this latest pullback, with the share price at $17.39 following a 1 day share price return of minus 4.13 percent and a 7 day share price return of minus 10.87 percent, Zeta’s longer term story still looks...

Description: Oracle and AI stocks drove damaging market losses Wednesday. Micron jumped late on strong earnings and blowout guidance.

Description: This marks the fourth-straight down-day for the blue-chip Dow and the comprehensive S&P 500.

Description: The wait is on for the latest reading on consumer inflation that could help set expectations for the path of interest rates.

Description: The Dow fell 228 points led by Caterpillar and Nvidia. The PHLX Semiconductor Index that is home to 30 major chip stocks dropped 3.8% by the closing bell. Nvidia, Broadcom, Tesla and Google-parent Alphabet all shed 3-4% by the closing bell, racking up a total of $431 billion in lost market cap for the day.

Description: Today, Dec. 17, 2025, investors are weighing fresh China AI competition against Broadcom’s pivotal role in powering AI infrastructure.

Description: AI stocks stumbled as investors questioned valuations and rising market concentration, today, Dec. 17, 2025.

Description: Tech shares suffered another bout of weakness Wednesday on worries about an AI bubble, hitting US stocks as oil prices advanced following a US announcement of a blockade of tankers to Venezuela.Oil prices rallied after US President Donald Trump ordered a blockade of "sanctioned" oil tankers heading to and leaving Venezuela.

Description: Nvidia Microsoft and other prominent artificial-intelligence stocks are seeing bouts of selling. Wall Street has grown wary that software and internet companies will slow down the pace of their investments in data centers, dragging down chip stocks. The worry there is that returns on their massive AI investments might disappoint the market’s expectations.

Description: A fresh fall in tech stocks dragged indexes lower Wednesday as concerns about artificial-intelligence valuations and spending heated up.

Description: AI chip stocks haven’t had the smoothest of rides lately, but Bank of America believes the bigger trend driving them is intact. In doing so, the investment bank's analysts are putting familiar names at the top of their AI stocks to buy list for 2026. Nvidia (NVDA), Broadcom (AVGO), and Lam ...

Description: Stocks are leaning higher as oil gains after Trump placed a blockade on tankers off Venezuela.

Description: Shares of online advertising giant Alphabet (NASDAQ:GOOGL) fell 3.1% in the afternoon session after reports surfaced about a lack of financing for a major Michigan data center, which dragged down several large-cap AI-related stocks.

Description: Renewed fears about a bubble in artificial intelligence (AI) have triggered a slump in tech stocks on Wall Street.

Description: Shares of Broadcom have moved lower in recent weeks as investors weigh broader tech-market volatility against ongoing demand for AI networking chips and custom accelerators. The story right now is less about slowing growth and more about how the ...

Description: US equity indexes declined after midday on Wednesday as the Nasdaq Composite dropped amid a sell-off

Description: US benchmark equity indexes were lower intraday amid a notable decline in the technology sector, whi

Description: The price of gold rallied to a record on Wednesday, as Wall Street was in no mood for risk-taking. Front-month gold settled at $4,347.50 an ounce, which is its first record settlement since Oct. 20, according to Dow Jones Market Data.

Description: Chip designers like Nvidia and Broadcom have led the artificial intelligence rally in 2024 and 2025. Nova stock is Wednesday's choice for IBD 50 Stocks To Watch. Nova is a chip process control tools provider.

Description: Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 5.4% in the afternoon session after it continued a multi-day slide as management warned that its fast-growing artificial intelligence (AI) business would negatively impact gross profit margins.

Description: This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here. Happy Wednesday. This is TheStreet’s Stock Market Today for Dec. 17, 2025. You can follow the latest updates on the ...

Description: Amazon is in talks to invest at least $10 billion in OpenAI, which would use the e-commerce giant's in-house AI chips.

Description: Palantir stock has gained about 20% since its November slump. It appears that the stock has weathered the storm of the AI sell-off, which was triggered by investor fears that AI is a bubble. Last week was especially difficult, as Oracle and Broadcom both took a sharp drop after reporting earnings, ...

Description: 🔎 Ford Motor (F): The automaker expects about $19.5 billion in charges as it scales back electric-vehicle ambitions and shifts focus to gas-powered and hybrid vehicles. Shares closed slightly higher but edged lower after hours.

Description: Shares of EV-maker Tesla rose 3.1% Tuesday to their first record since last December. The price move, which pushed the stock to $489.88, gave the company run by Elon Musk a market cap of $1.629 trillion, according to Dow Jones Market Data.

Description: Nvidia stock has been hit by worries over an artificial-intelligence bubble but UBS analysts think the concerns are overblown.

Description: Broadcom stock has tumbled after its earnings. That's a huge buying opportunity for J.P. Morgan analysts.

Description: Stocks were mixed Tuesday as U.S. hiring in November was stronger than expected and the unemployment rate jumped to 4.6%. Ford was up 0.2%. The auto maker announced a pivot toward hybrids and away from electric cars.

Description: Broadcom's AI growth is impressive. But its latest profit margin message is a reality check for the stock's pricey valuation.

Description: Broadcom Inc. (NASDAQ:AVGO) is included among the 15 Best Blue-Chip Stocks with Growing Dividends. Truist lifted its price target on Broadcom Inc. (NASDAQ:AVGO) to $500 from $365 and kept a Buy rating on the stock. The firm said the latest quarter came in as a “pretty low-drama” earnings beat with higher guidance. While there is […]

Description: Wall Street Grapples With Noisy Jobs Data Ahead of Inflation Report

Description: Semiconductors have accounted for three of the nine industry groups that met the bubble criteria going back to 1991, according to Ned Davis Research Chief Thematic Strategist Pat Tschosik.

Description: Artificial intelligence has been a significant driver of the stock market over the past three years.

Description: Astera Lab faces tough competition from Broadcom in AI infrastructure, as Broadcom's $73B AI backlog and Gen 6 PCIe launches tilt the upside.

Description: Analog Chips Face Headwinds, AI Chips Still Hot

Description: Option traders moderately bearish in Broadcom (AVGO), with shares down $15.36 near $344.57. Options volume more than double the daily average with 230k contracts traded and calls leading puts for a put/call ratio of 0.63, compared to a typical level near 0.7. Implied volatility (IV30) is higher by 1.4 points near 43.53,and below the 52wk median, suggesting an expected daily move of $9.45. Put-call skew steepened, indicating increased demand for downside protection.Claim 50% Off TipRanks Premium

Description: Marvell Technology rolls out Golden Cable and ramps next-generation connectivity as AI data center demand lifts revenues, even as shares lag the broader semiconductor sector.

Description: Arista's AI networking push, from 800G shifts to broad ecosystem partnerships, gains momentum with rising demand and reaffirmed AI revenue targets.

Description: Broadcom (NASDAQ:AVGO) has delivered a strong performance in 2025, with shares up approximately 46% year-to-date, driven largely by demand for its artificial intelligence (AI)-related semiconductors and custom chips. The stock reached an all-time high of $414.61 per share last week. However, following the company’s fiscal fourth-quarter earnings report, its shares have declined sharply. The day ... Broadcom Can’t Stop Falling. Overreaction or AI Stock Warning Sign?

Description: Brasada Capital Management, an investment management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here. In the letter, the firm noted that the market entered the fourth quarter with equities near all-time highs and monetary policy easing. The firm also believes that this momentum could persist even though there […]

Description: The average brokerage recommendation (ABR) for Broadcom Inc. (AVGO) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Description: Dow Jones Futures: Broadcom, Nvidia, Palantir and Tesla were key movers Monday. The November jobs report is due Tuesday.

Description: Broadcom's stock fell after reporting earnings despite another quarter of robust top- and bottom-line growth.

Description: Broadcom just posted big numbers, yet the stock is still sinking.

Description: What Happened in Markets Today Stocks down on more AI fatigue. Weakness across major tech stocks weighed down the S&P 500 and Nasdaq on Monday. The Dow was up slightly in the afternoon but ended up closing down a slight 41 points.

Description: AI growth, margin strain, and intensifying chip rivalry are forcing investors to reassess this tech heavyweight, today, Dec. 15, 2025.

Description: Investors counted down to the delayed release of the November jobs report, seen as pivotal to the path of interest rates next year.

Description: Despite exceeding earnings expectations, Broadcom (AVGO) and Oracle (ORCL) stock have now fallen more than 15% since their much-anticipated quarterly results last week.

Description: Broadcom shares started the week with more declines, following last week's selloff. Shares in the chipmaker dropped 5.6% Monday, following the sharp fall Friday in response to the company's earnings report. At the close of trading, Broadcom had fallen about 18% over the last three trading sessions.

Description: US equity indexes fell on Monday as investors continued to reduce exposure to technology, while lowe

Description: US stocks started the week lower as investors awaited key economic data to be released later this we

Description: The S&P 500 Index ($SPX ) (SPY ) on Monday closed down by -0.16%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed down by -0.09%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -0.51%. December E-mini S&P futures (ESZ25 ) fell -0.14%, and December...

Description: A slump in Broadcom and other AI-related stocks weighed on the tech-heavy Nasdaq Composite Index Monday, and an eventful week for the U.S. markets got off to a slow start. Gold and silver remain standouts in global markets, with gold futures settling near a record high, up 0.2%.

Description: Crypto-related stocks suffered far deeper declines as bitcoin slumped well below its recent trading range.

Description: Now, analysts at J.P. Morgan see an options opportunity in the selloff. Shares of Nvidia ended up 0.7% at $176.29. Nvidia stock has fallen 6.2% over the past month amid concerns about competition from Google’s Tensor Processing Units.

Description: US equity indexes closed lower Monday as technology stocks continued to face pressure following last

Description: US equity indexes fell, with technology emerging as the steepest decliner ahead of the close on Mond

Description: The stock market remained lower in the late afternoon, mostly because of technology stocks, while the S&P 500 tried to fight its way back only to lose steam. The Dow Jones Industrial Average was down 0.1%, while the S&P 500, which had been close to flat, was down 0.2%. The tech-heavy Nasdaq is down more than 0.5%.

Description: Quantum's real 2026 winners may be enablers, not builders, as AMD, Oracle and others target early revenues from hybrid systems and security.

Description: BOSTON, December 15, 2025--Liberty All-Star® Equity Fund November 2025 Monthly Update

Description: Jefferies has some ideas about where tech investors should look for outperformance after a tough stretch for the sector.

Description: Bitcoin slipped below $90,000 on Friday as Asian markets started the final full trading week of 2025 on a weaker footing, with growing doubts over technology earnings weighing on risk appetite across equities and crypto alike.Equity futures pointed to losses for Australian, Hong Kong and Japanese benchmarks in early trading ...

Description: Bears mauled AI stocks, but the Dow Jones and Russell 2000 hit new highs last week. Tesla and Eli Lilly are in buy zones.

Description: Oracle (ORCL) reported its Q2 earnings on December 10, after market close. The earnings report disappointed investors, and the stock took a tumble on the following day, closing at $198.85, or 10.8% lower. It continued to slide on Friday, Dec. 12, ending the trading session 4.47% lower with a ...

Description: This week brings delayed November jobs and consumer-price data, as well as earnings reports from FedEx, Darden, Accenture, and more.

Description: Broadcom Inc. (NASDAQ:AVGO) is one of the AI Stocks in the Spotlight for Investors. On December 12, Evercore ISI raised its price target on the stock to $490.00 from $403.00 while maintaining an Outperform rating. The firm views Broadcom’s post-earnings dip as an attractive entry point based on its AI trajectory. AVGO’s revenue visibility further supports […]

Description: Markets enter a critical week still reeling from Friday's sharp selloff in technology and AI stocks following disappointing reactions to Oracle and Broadcom earnings that raised questions about AI infrastructure spending sustainability and return on massive capital investments. Here are 5 things to watch this week in the Market.

Description: Trading in products that pay out when companies default is soaring as investors hunt for ways to protect their portfolios against the risk that...

Description: Nasdaq Slides as Broadcom Forecasts Shake AI Trade

Description: Summary: During a recent episode of The AI Investor Podcast, 24/7 Wall St. analysts Eric Bleeker and Austin Smith broke down the competitive dynamic between Google (NASDAQ: GOOGL)’s custom TPU chips and NVIDIA (NASDAQ: NVDA)’s GPUs, which currently dominate AI compute. As application-specific chips, TPUs are more energy-efficient and potentially cheaper than NVIDIA’s more general-purpose ... The Nvidia Blackwell vs. Google TPU Battle Explained – AI’s Biggest 2026 Showdown

Description: Summary Marvell Technology (NASDAQ: MRVL) recently got just the pop that AI investors have been waiting for. Despite it still lagging behind peers like Intel (NASDAQ: INTC) and Broadcom (NASDAQ: AVGO), the company delivered guidance that exceeded Wall Street expectations, causing a notable post-earnings stock surge. During a recent episode of The AI Investor Podcast, ... Marvell’s (MRVL) Stock Pops After Q3 Earnings – Time to Buy?

Description: Wall Street is optimistic about the stock market going into next year on hopes that lower interest rates will lift growth.

Description: With the December Fed meeting in the rear view, investor attention will turn toward Fed chair nomination drama and the potential for a Santa rally (or not)

Description: The AI computing market looks strong heading into 2026.

Description: While Nvidia and Broadcom are both benefiting from the AI boom, Wall Street sees one stock as a much better buy.

Description: The Federal Reserve announced a quarter-point rate cut this week, now at 3.5% to 3.75%. Borrowers hope to find respite in future lending rates. However, no significant change should be expected in long-term payments, as the Fed’s benchmark rates do not directly impact them; instead, they rely more ...

Description: Elevated inflation and volatility in AI stocks are driving investors toward stable companies that provide consistent payouts. Investors are moving into industries that offer steady cash payouts as their risk appetite shifts, Bloomberg reported recently, citing investment research company 22V Research. Last month, a Redditor shared his dividend income details and portfolio on r/Dividends, a community of dividend investors with 246,000 members. The investor said he achieved his monthly dividend in

Description: The AI computing market is a great place to invest.

Description: Bears mauled AI stocks, but the Dow Jones and Russell 2000 hit new highs last week. Tesla and Eli Lilly are in buy zones.

Description: Wall Street strategists at firms including Bank of America Corp. and Morgan Stanley are advising clients to buy less popular pockets of the market, placing sectors like health care, industrials and energy at the top of their shopping lists for 2026 over the Magnificent Seven cohort that includes Nvidia Corp. and Amazon.com Inc. For years, investing in Big Tech firms has been a no brainer, given their stalwart balance sheets and fat profits. Now, there’s increasing skepticism over whether the sector — which has surged some 300% since the bull market began three years ago — can keep justifying its lofty valuations and ambitious spending on artificial intelligence technology.

Description: Broadcom Inc. ( NASDAQ:AVGO ) shareholders will have a reason to smile today, with the analysts making substantial...

Description: Buying the Roundhill Generative AI and Technology ETF is a simple way to invest in the AI boom.

Description: The latest Fed cut and outlook have further emboldened a move into cyclical names and a broadening stock market rally.

Description: These industry leaders each have a mathematically clear path to join the exclusive $3 trillion club.

Description: Investing.com – After notching a record high close on Thursday, U.S. equities pulled back sharply on Friday as investor worries regarding a potential AI bubble re-emerged. Here are our stocks of the week:

Description: Some investors are selling Broadcom stock in the wake of its blockbuster financial report. That could be a costly mistake.

Description: Several of the tech megacaps look promising, but there can only be one top buy.

Description: U.S. tech stocks were lower again on Dec. 12 as investors continued to reassess the sector’s rapid run-up. Oracle (ORCL) shares sank 10.83% on Dec. 11 and slipped another 4.66% on Dec. 12, extending a sharp selloff that followed the company’s latest earnings report. The weakness, combined with ...

Description: Strategy, the bitcoin-holding company, remains part of the Nasdaq 100 index after the annual reconstitution announced Friday evening. MSCI is considering whether to exclude companies whose primary business is acquiring bitcoin or other cryptocurrencies from its indices. Nasdaq didn't indicate that it is reviewing whether Strategy still meets the criteria for the Nasdaq 100, which comprises the exchange's largest nonfinancial firms.

Description: Not that long ago Oracle was seen as the best way for public-market investors to play red-hot start-up and ChatGPT maker OpenAI, which has committed to buy $300 billion in cloud services from Oracle. Sure enough, the cost of credit default swaps on Oracle debt, essentially insurance against a potential default, have risen to their highest level since the 2008 financial crisis. The Nasdaq Composite finished the week down 1.6% after Friday’s 1.1% slide.

Description: <body><p>STORY: Wall Street's major indexes closed lower on Friday, with the Dow losing half a percent, the S&P 500 shedding 1% and the tech-heavy Nasdaq plunging 1.7%.</p><p>Shares of Broadcom tumbled after the chipmaker warned of slimmer future margins, causing renewed concerns about the profitability of surging AI investments.</p><p>This was after a nearly 11% sell-off in Oracle on Thursday following the cloud software company's weak financial forecast.</p><p>Oracle shares added to losses on Friday even after it denied a Bloomberg report that its data centers for ChatGPT maker OpenAI were being delayed.</p><p>Ross Mayfield is investment strategist at Baird Private Wealth Management.</p><p>"The end of this week has featured a couple of days in a row of AI anxiety - Oracle's report followed by Broadcom's report - and just a renewal of the skepticism and that we've seen a lot over the last couple of months around the viability, the profitability, the return on investment from the AI build-out - the hundreds of billions that are going into infrastructure - and we're seeing it play out in different ways, whether it's profitability metrics or questionable guidance. But ultimately this is a problem with concentration at the top of the market, a few big stocks can bring the whole thing down. But the rotation under the surface has been pretty, I think, resilient. We've seen a lot of strength from other sectors. And, ultimately, I'm honestly pretty excited about this because I think that this sort of skepticism and hole poking in the AI trade is not something that happens in bubbles, in asset bubbles - there's a skepticism that I think is healthy and a rotation that is healthy as well."</p><p>Along with Broadcom, heavyweight AI leader Nvidia was a major drag on the S&P 500, with shares losing more than 3%.</p><p>Other AI-related stock drops included SanDisk, which plunged more than 14.5%, CoreWeave, down 10% and nuclear technology firm Oklo, which lost more than 15%.</p><p>Meanwhile, Treasury yields rose, also pressuring stocks, after a group of Federal Reserve officials who voted against the central bank's interest rate cut this week voiced worries that inflation remains too high to warrant lower borrowing costs.</p><p>The Labor Department's reports on nonfarm payrolls, consumer inflation and retail sales data are due next week and may offer greater insight into the health of the economy.</p></body>

Description: The potential delay of hundreds of billions of dollars in promised spending on artificial intelligence is dealing a new blow to the stock-market rally. The S&P 500 and Nasdaq composite both turned in negative performances for the week, dragged down by the same AI names that drove the indexes to new highs earlier this year.

Description: Broadcom falls sharply after reporting earnings, Oracle extends losses, and Lululemon beats analysts’ estimates for third-quarter earnings and revenue.

Description: Investors had piled into shares of banks, industrial firms and materials producers earlier this week, with bets that lower interest rates will reheat a sluggish economy sending the Dow Jones Industrial Average and S&P 500 to new highs.

Description: Bears mauled AI stocks, but the Dow Jones and Russell 2000 hit new highs last week. Tesla and Eli Lilly are in buy zones.

Description: What Happened in Markets Today Tech stocks led a rout. The S&P 500 fell 1.1%, pulled lower by sharp drops in some big technology names. The Nasdaq Composite lost 1.7%. The Dow Jones Industrial Average shed 245 points, or 0.

Description: US equity indexes were mixed this week as Oracle (ORCL) and Broadcom's (AVGO) quarterly results high

Description: Find insight on Canadian telcos, Broadcom, Oracle and more in the latest Market Talks covering technology, media and telecom..

Description: Stock Market Today: The Dow Jones index turned lower Friday, and AI stocks faltered as Broadcom stock plunged on earnings.

Description: A number of stocks fell in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Description: A number of stocks fell in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Description: A number of stocks fell in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Description: A number of stocks fell in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Description: Shares of computer hardware and IT solutions company Dell (NYSE:DELL) fell 5.7% in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Description: Shares of IT distribution giant Ingram Micro (NYSE:INGM) fell 2.6% in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Description: Shares of data storage solutions provider Pure Storage (NYSE:PSTG) fell 4.6% in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Description: Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 4% in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Description: The Dow Jones and Russell 2000 hit record highs while the Nasdaq slashed early losses. Broadcom sees AI chip sales doubling.

Description: Asian equities rose Friday as investors tracked a record day on Wall Street in the wake of the Federal Reserve's latest interest rate cut.Still, investors in New York continued to look at the positives, pencilling in more cuts next year and pushing the S&P 500 and Dow to fresh records.

Description: The shares fell about 5% after hours on Thursday, reversing earlier gains, following unsettling commentary from Chief Executive Officer Hock Tan on a conference call with analysts. The conference call followed a dizzying run-up in Broadcom shares, and investors were seeking more clarity on when and how the company will get a payoff from AI. Broadcom also held off on giving an annual AI revenue forecast, with Tan saying it was “a moving target.”

Description: The chip designer reported rapid revenue growth as demand continues to rise for chips to fill the data centers that power artificial-intelligence models.

Description: US stock futures climbed as Wall Street diversified out of AI tech stocks, as bubble fears dominate sentiment.

Description: Only the tech-heavy Nasdaq -- hands down the index leader for the third year in a row -- dipped slightly today.

Description: Broadcom posted better-than-expected earnings on AI demand, and said it sees that momentum continuing in the current quarter.

Description: Broadcom forecast $19.1 billion in revenue for the current quarter, compared with analysts’ expectations of $18.4 billion.

Description: Broadcom (AVGO) stock is in focus after the company reported earnings that beat estimates. Broadcom also lifted its outlook. CFRA Research senior vice president and equity analyst Angelo Zino joins Asking for a Trend to discuss the earnings print. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend.

Description: Broadcom handily beat estimates for its fiscal fourth quarter and with its guidance for the current period. Broadcom stock wavered late.

Description: Broadcom Inc. (AVGO) delivered earnings and revenue surprises of +4.28% and +2.94%, respectively, for the quarter ended October 2025. Do the numbers hold clues to what lies ahead for the stock?

Description: Fabless chip and software maker Broadcom (NASDAQ:AVGO) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 28.2% year on year to $18.02 billion. On top of that, next quarter’s revenue guidance ($19.1 billion at the midpoint) was surprisingly good and 4.4% above what analysts were expecting. Its non-GAAP profit of $1.95 per share was 4.3% above analysts’ consensus estimates.

Description: Updates with turn in shares, earnings call commentary

Description: Investors are eyeing the following quarterly results for insight into the artificial-intelligence boom: 🔎 Broadcom (AVGO): Shares in the Nvidia rival rose 3% afterhours following the company reporting rapid revenue growth as demand continues to rise for custom chips to fill the data centers that power AI models.

Description: Find insight on Oracle, Broadcom, Disney and more in the latest Market Talks covering Technology, Media and Telecom.

Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.

Description: Broadcom (AVGO) late Thursday reported fiscal fourth-quarter results that exceeded Wall Street's est

Description: Oracle falls sharply after the cloud-computing company’s guidance comes in short of estimates and it raises its spending forecast.

Description: PALO ALTO, Calif. AP) — Broadcom Inc. AVGO) on Thursday reported fiscal fourth-quarter net income of $8.52 billion.

Description: Semiconductor manufacturer Broadcom (AVGO) is out with its fiscal fourth quarter earnings, the chipmaker topping Wall Street's estimates on adjusted earnings ($1.95 per share vs. expectations of $1.87) and revenue ($18.02 billion vs. $17.47 billion). Market Domination Overtime host Josh Lipton dives into the fresh earnings release as Broadcom also tops estimates for first quarter revenue guidance. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: The Dow had its best Fed Day since 2023. Plus, the Supreme Court is expected to deliver a decision on Trump’s tariffs soon.

Description: Asking for a Trend host Josh Lipton previews several of the biggest stories to come tomorrow, Thursday, December 11, including earnings results reported from companies like Broadcom (AVGO), Costco (COST), and Lululemon Athletica (LULU); initial jobless claims data; and the latest reading on US mortgage rates. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend.

Description: US stock futures were inconsistent across the major gauges as the Fed rate cut and Oracle's significant loss dragged the needle in different directions.

Description: Broadcom rides surging AI semiconductor demand and VMware integration strength, even as margins tighten and debt remains a drag.

Description: Taiwan Semiconductor Manufacturing posted an upbeat sales report for the month of November. TSM stock hit a buy point on the news.

Description: Investors are eyeing the following financial results afterhours for insight into the artificial-intelligence boom: ↘️ Oracle (ORCL): The software maker's revenue and operating income fell slightly short of analysts’ expectations, adding fuel to concerns over the company’s ability to capitalize on the AI industry’s ravenous demand for computing capacity.

Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.

Description: US stocks tipped mostly into the green on Wednesday after the Federal Reserve cut rates by 25 basis points in its final policy decision of the year.

Description: The semiconductor sector delivered extraordinary performance in 2025, with AI-driven demand reshaping the competitive landscape. After analyzing recent quarterly results, profitability metrics, and strategic positioning across major chip stocks, five companies emerged as the sector’s dominant performers that defined this transformative year. Intel Corporation (INTC) Intel executed a credible turnaround under challenging conditions. The company ... 2025’s Winning Semiconductor Play: How One Chipm

Description: Buying a stock is easy, but buying the right stock without a good strategy is incredibly hard. Here are five top-performing stocks to buy now or put on a watchlist.

Description: Investing.com -- Marvell Technology Inc (NASDAQ:MRVL) shares surged over 2.7% Wednesday, paring some losses after CEO Matt Murphy forcefully denied reports that the semiconductor company had lost key business with hyperscale customers Amazon (NASDAQ:AMZN) and Microsoft Corporation (NASDAQ:MSFT). In a Tuesday interview with CNBC’s Jim Cramer, Murphy aggressively pushed back on speculation that had sent the stock spiraling earlier in the week, insisting, “from Tuesday to Friday, nothing changed. W

Description: TSMC Poised to Capture AI Chip Demand as Data-center Spending Climbs

Description: After CEO Denies Losing Amazon, Microsoft AI Orders

Description: Global X Nasdaq 100 Covered Call ETF (NASDAQ:QYLD) transforms the Nasdaq-100’s top technology stocks into an 11% monthly dividend by selling covered call options against its holdings. Unlike traditional dividend ETFs, QYLD generates income exclusively through option premiums. The fund sells near-the-money call options on its entire portfolio each month, collecting premiums from buyers who ... QYLD Turns Mag 7 Tech Stocks Into an 11% Dividend Yield

Description: AMD surges 70% on booming demand for EPYC chips and Instinct GPUs, but faces stiff AI competition and valuation concerns.

Description: Broadcom's fiscal Q4 results may ride on AI momentum with soaring XPU demand, but lower margins could weigh on profitability.

Description: Nvidia appears to be a better pick than Broadcom, based on impressive revenue visibility and a cheaper valuation.

Description: Analysts at Stifel and J.P. Morgan pushed back on reports the chip maker is losing important orders for custom chips.

Description: Recent developments in AI-integrated cybersecurity solutions have intensified as enterprises face a surge in AI-weaponized cyberattacks, up 156% by late 2025. Many companies are urgently enhancing security frameworks with quantum-resistant cryptography and zero trust architectures to address this evolved threat landscape. Highlighted solutions include Quantum Secure Encryption Corp's (QSE) launch of the qREK Software Development Kit, which empowers developers with tools for quantum-resilient...

Description: The US central bank is widely expected to cut rates by a quarter of one percentage point later on Wednesday.

Description: Fabless chip and software maker Broadcom (NASDAQ:AVGO) will be reporting earnings this Thursday after market close. Here’s what you need to know.

Description: Asian markets retreated Wednesday following a tepid day on Wall Street as investors bided their time ahead of a highly anticipated Federal Reserve policy announcement later in the day.With US central bankers expected to cut interest rates for the third straight session later Wednesday, the main focus is on their post-meeting statement, boss Jerome Powell's news conference and the "dot plot" forecast for 2026 policy.

Description: US stock futures remain largely in a holding pattern, with all eyes on the Fed committee's meeting to decide on an interest rate cut.

Description: As one of the few companies positioned to rival Nvidia in custom AI chips, the market is heavily anticipating Broadcom's fiscal fourth quarter results on Thursday, December 11.

Description: This $1.9 trillion chip giant is quietly powering the artificial intelligence (AI) revolution for everyone else. The stock has doubled three times in three years, and the growth story is still heating up.

Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.

Description: Broadcom is reportedly looking to co-design custom-made chips with Microsoft.

Description: Wall Street is looking to the Fed policy meeting starting today for clues to the odds of more rate cuts in 2026.

Description: Broadcom is slated to release quarterly results after the market closes on Thursday, with traders prepared for the chipmaker's stock to potentially hit fresh record highs after the report.

Description: Broadcom Inc. (NASDAQ:AVGO) is one of the Must-Watch AI Stocks on Wall Street. On December 5, Mizuho analyst Vijay Rakesh maintained an “Outperform” rating on the stock with a $435 price target. The firm is positive on the stock ahead of earnings as it believes Broadcom is a core AI enabler with multiple near-term and long-term […]

Description: Analysts at Stifel and J.P. Morgan pushed back on reports the chip maker is losing important orders for custom chips.

Description: Discover seven surprising stocks Warren Buffett refuses to own and learn the reasons behind his decisions to avoid these investments.

Description: The artificial-intelligence trade that has fueled the market’s rally can swing in either direction this week, with earnings from Oracle being the pivotal event. The market’s focus on AI growth has widened from just looking at Nvidia’s chip demand. Wall Street is rightly concerned about how sustainable the growth in data center demand is, and investors are becoming increasingly vigilant of demand signals from a host of key companies.

Description: SAN JOSE, Calif., December 09, 2025--Enterprise-grade SONiC adoption at scale is expanding with turnkey releases featuring the industry’s widest Ethernet ASIC support across edge, access, and core networks, supporting ASICs from NVIDIA, Cisco, Marvell, and Broadcom.

Description: Oracle (ORCL) reports fiscal second quarter results on Wednesday after the closing bell. TECHnalysis Research president, Bob O'Donnell, sits down with Julie Hyman to discuss Oracle's place in the artificial intelligence (AI) trade and what he's watching for in the earnings print. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: Broadcom Moving Toward Record Q4 on Explosive AI Chip Demand

Description: Stocks looked set to open a touch higher, with investors pondering what the Federal Reserve will do with interest rates on Wednesday and beyond. S&P 500 futures and contracts tied to the tech-heavy Nasdaq 100 both gained 0.1%. Investors seem wary of making any major moves, ahead of the looming Fed policy decision, as well as earnings from software developer Oracle and chip maker Broadcom later this week that will give the market a better sense of how demand for artificial intelligence is holding up.

Description: The Federal Reserve will hold its last rate-setting meeting of 2025 this week. A few notable earnings are also due, including Broadcom, Oracle and Adobe, plus retailer Costco. Here's what to expect: Today Earnings: AutoZone, Campbell’s, Cracker Barrel (read more), GameStop Economic data: October job openings and labor turnover survey (JOLTS).

Description: Wall Street Cheers Broadcom as AI Revenue Drives Rally

Description: It’s the start of the second week of December, and we began on a bearish note, much like the beginning of December. Although the market may gain momentum in the coming days, we anticipate some promising earnings reports from Broadcom and Oracle. Moreover, the chances of the Federal Reserve ...

Description: Nvidia and Broadcom are set to battle it out for AI chip supremacy in 2026.

Description: US stock futures inched up as Nvidia and the Fed dominate headlines in a busy week.

Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.

Description: The S&P 500 and the Nasdaq Composite fell on Monday after a four-day advance as Netflix (NFLX) and T

Description: ↗️ Boeing (BA): The plane maker said Monday it had completed its long-awaited acquisition of Spirit AeroSystems. The stock rose 2.2%. ↗️ Confluent (CFLT): Tech stalwart IBM (IBM) is buying the data-infrastructure company for about $11 billion, confirming a Wall Street Journal report.

Description: Benchmark Equity Research downgrades Marvell stock to Hold from Buy on a potential misread of Amazon.com business.

Description: Broadcom stock rose and Marvell stock fell Monday on a disputed report that Microsoft is in talks to move its custom chip business.

Description: The stock market pulled back once again on Monday after the S&P 500 neared its highest close on record. The S&P 500 fell 0.4%. The Dow Jones Industrial Average dropped 216 points, or 0.5%. The Nasdaq Composite dropped 0.

Description: Private credit, buyout funds, and direct investment strategies can temper tech bets if the market turns.

Description: How much are you paying for Broadcom stock if the Microsoft rumor proves falsse?

Description: Broadcom is a megacap tech stock that is gaining traction in the AI segment, making it a top investment to pick up before the new year.

Description: US benchmark equity indexes were lower after midday Monday amid declines in Netflix (NFLX) and Tesla

Description: The artificial-intelligence trade that has fueled the market’s rally can swing in either direction this week, with earnings from Oracle being the pivotal event. The market’s focus on AI growth has widened from just looking at Nvidia’s chip demand. Wall Street is rightly concerned about how sustainable the growth in data center demand is, and investors are becoming increasingly vigilant of demand signals from a host of key companies.

Description: This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here. Happy Monday. This is TheStreet’s Stock Market Today for Dec. 8, 2025. You can follow the latest updates on the market ...

Description: Broadcom Inc. (NASDAQ:AVGO) is included among the 14 Best US Stocks to Buy for Long Term. On December 4, Susquehanna analyst Christopher Rolland raised the firm’s price target on Broadcom Inc. (NASDAQ:AVGO) to $450 from $400 and maintained a Positive rating on the shares. The update came ahead of the company’s earnings, which are expected […]

Description: JC2 Ventures founder and CEO John Chambers, who was formerly the CEO of Cisco (CSCO), joins Opening Bid host Brian Sozzi to talk about the ongoing artificial intelligence (AI) trade and share which Big Tech leaders and players he's watching, including Oracle's (ORCL) Larry Ellison, Microsoft's (MSFT) Satya Nadella, and AMD's (AMD) Lisa Su. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Description: Wall Street Cheers Broadcom as AI Revenue Drives Rally

Description: Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) fell 9.2% in the morning session after concerns surfaced about the loss of key custom chip design contracts with major hyperscale cloud providers.

Description: Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 2.2% in the morning session after reports surfaced that Microsoft was in discussions with the chipmaker to design its future custom chips, potentially shifting a major contract away from rival Marvell Technology.

Description: The market rally toward highs continues, with Tesla among stocks in buy areas. A Fed meeting and AI giants loom.

Description: Palantir and Innodata will both profit from the generative AI boom.

Description: US stock futures were steady ahead of the Federal Reserve's mid-week announcement on interest rates.

Description: Nvidia has been one of the biggest darlings of the artificial intelligence (AI) revolution, but another chip stock could be poised for a breakout.

Description: The Federal Open Market Committee is expected to announce a quarter-point interest-rate cut. We’ll also see earnings reports from Toll Brothers, AutoZone, Campbell’s, and more.

Description: Markets face the year's final major policy week as the Federal Reserve's December meeting Wednesday afternoon will determine whether the central bank delivers another rate cut or pauses its easing cycle amid mixed economic signals and persistent inflation concerns.

Description: Adobe is hovering around a five-year low as investors question its role in the AI era.

Description: This week, we're closely watching the Fed's comments and dot plot, a nervous bond market, bitcoin, and signs of a Santa Claus rally.

Description: Key Insights Using the 2 Stage Free Cash Flow to Equity, Broadcom fair value estimate is US$304 Current share price of...

Description: Nvidia's dominance is starting to wane.

Description: Coming up: Federal Reserve interest rate decision, Fed Chair Jerome Powell remarks, trade deficit data, earnings from Oracle, Broadcom, GameStop, and Adobe.

Description: While some advisors are sounding the alarm, others are making sense of the market rally.

Description: The manufacturer is trading at an all-time high.

Description: Discovering why Broadcom became such a hot stock makes it easier to find the next opportunity.

Description: The market rally toward highs continues, with Tesla among stocks in buy areas. A Fed meeting and AI giants loom.

Description: The market has erased its losses and is poised for whatever comes next. The Federal Reserve meeting is the first step.

Description: Among the best stocks in earnings performance, Broadcom boasts a 98 EPS Rating, one of the highest in the chip sector.

Description: Two AI stocks especially stand out.

Description: Armed with the most advanced blueprints for graphics processing units, or GPUs, and helped by the rapid pace of innovation at Taiwan Semiconductor Manufacturing the contract fabricator that makes 90% of the world’s advanced AI chips, Nvidia has become synonymous with AI processors. New entrants to the AI chip-design business, including Google and Amazon are talking about selling their most advanced chips, which rival Nvidia’s GPUs in power and efficiency, to an array of outside customers. Smaller rivals like Advanced Micro Devices, Qualcomm and Broadcom are introducing products that help them focus more intently on AI data-center computing.

Description: Market Domination Overtime host Josh Lipton takes a look at the top stories for investors to watch next week, starting Monday, Dec. 8. Another wave of earnings is on tap: Toll Brothers (TOL) on Monday, Campbell's (CPB) and Cracker Barrel (CBRL) on Tuesday, Oracle (ORCL) and Adobe (ADBE) on Wednesday, Broadcom (AVGO) and Costco (COST) on Thursday, and Rent the Runway (RENT) on Friday, among others. The Small Business Association's (SBA's) National Federation of Independent Business (NFIB) will release its monthly Small Business Optimism Index. The Federal Reserve's December meeting will kick off on Tuesday, while the FOMC's decision on interest rates will be announced on Wednesday. Tune in to Yahoo Finance on Wednesday, Dec. 10 at 2:00 p.m. for live coverage of Fed Chair Jerome Powell's post-decision press conference. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: Palantir stock has gained more than 2,000% since the AI revolution kicked off three years ago.

Description: The bullish market trend toward highs continues, with Tesla among stocks in buy areas. A Fed meeting and AI giants loom.

Description: Broadcom Inc. (AVGO) reached $390.24 at the closing of the latest trading day, reflecting a +2.42% change compared to its last close.

Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.

Description: The Federal Reserve will finish its last meeting of 2025 this coming week, and investors are expecting a quarter-point interest rate cut that would bring the benchmark range to 3.5% to 3.75%. A few notable earnings updates are also expected before the holiday season takes over.

Description: The best mutual funds keep pouring massive sums into AppLovin stock as it breaks out. Meanwhile, Nvidia, Palantir remain under pressure.

Description: Broadcom Climbs on Strong AI Play -- Next-Gen Chips Fuel Growth Hopes

Description: Broadcom (AVGO) is positioned for upside in fiscal Q4 and the January quarter, supported by strength

Description: Here's the next industry to benefit from strong demand being created by the continued growth of the AI industry.

Description: Nancy Tengler, CIO of Laffer Tengler Investments, shared her list of six for '26. The list includes stocks across tech, retail, and homebuilding.

Description: CRDO's Q2 momentum accelerates with record margins and soaring revenues, setting up fiscal 2026 for major triple-digit top-line growth.

Description: Google's Gemini AI chatbot has been gaining market share, and that's been good news for Broadcom stock, which reports earnings late Thursday.

Description: Earnings preview of key companies reporting next week and what to look out for

Description: While Google grabs headlines with Gemini 3, this semiconductor giant is quietly becoming the real beneficiary of the AI wave.

Description: Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 2.62% gross (2.52% net) in the third quarter of 2025, compared to a 7.74% return for the MSCI All Country World Index and 7.36% gain for the MSCI […]

Description: MRVL posts strong Q3 fiscal 2026 growth and sees data center momentum driving its fiscal 2027 outlook.

Description: New buys by the best mutual funds show AI stocks still in demand as AppLovin, Google and Broadcom shine. But Nvidia, Palantir go AWOL.

Description: Investing.com -- In a note to clients on Friday, Mizuho named the stock that it is buyers of heading into earnings next week, with analyst Vijay Rakesh telling clients he is bullish on the name as AI demand accelerates into 2026.

Description: For our inaugural Chart of the Week, we turn to Intel one of the market’s most polarizing stories but one finally beginning to reflect turnaround efforts. After years of choppy trading and underperformance, the stock is carving out a technical structure that speaks to a meaningful shift in momentum. Intel, a top five holding in the now also carries the backing of the U.S. government through a 9.9% equity stake announced in August.

Description: Nvidia stock was gaining amid reports it won a major political battle over restriction on exports of AI chips.

Description: The best mutual funds keep pouring massive sums into AppLovin stock as it teases a breakout. Meanwhile, Nvidia, Palantir remain under pressure.

Description: A K economy features two large groups, one rising, the other falling. One reason for that development is a small number of tech behemoths hungrily eyeing one another’s addressable markets.

Description: Broadcom has all the ingredients to be the market's biggest chip winner next year.

Description: Google and OpenAI deals fuel optimism

Description: Artificial intelligence (AI) has been the biggest growth driver of the stock market in 2025. Despite the economic uncertainties, tariff concerns, and a government shutdown, AI stocks have remained at the top and led the stock market higher. Some of the biggest tech companies have seen their market capitalization swell and two of the biggest ... Have $75,000 to Invest? Nvidia or Alphabet

Description: We came across a bullish thesis on Oracle Corporation on techcache’s Substack by Joe Albano. In this article, we will summarize the bulls’ thesis on ORCL. Oracle Corporation’s share was trading at $200.94 as of December 1st. ORCL’s trailing and forward P/E were 46.75 and 29.50 respectively according to Yahoo Finance. Oracle Corporation (ORCL) reported a weak quarter, […]

Description: Nvidia is reportedly staring down new competition from one of its own customers, but it's not the end of the road for the AI chip leader.

Description: We came across a bullish thesis on Broadcom Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on AVGO. Broadcom Inc.’s share was trading at $402.96 as of November 28th. AVGO’s trailing and forward P/E were 103.32 and 43.10 respectively according to Yahoo Finance. Broadcom Inc. designs, develops, and supplies various semiconductor devices and […]

Description: This networking company has proven to be a significantly better investment than Broadcom in 2025.

Description: Broadcom Inc. (AVGO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Description: Credo's record Q2, surging revenues and new multi-billion-dollar pillars fuel a sharp stock rally and raise big questions on what comes next

Description: As the AI buildout continues, it's not just "Magnificent Seven" members that stand to gain greatly from this long-term growth trend.

Description: Strong financial performance, AI-driven momentum and low valuation multiples spark fresh interest in MU stock despite a YTD surge of 178%.

Description: Sales of AMD's data center CPUs and GPUs could surge over the next decade.

Description: As dealmaking within the AI landscape accelerates, Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani discusses why he sees these two artificial intelligence chip manufacturers as two underappreciated stocks that could win big: Marvell Technology (MRVL) and Broadcom (AVGO). Also catch Kunjan Sobhani weigh in on how late 2026 will be a key inflection point for certain hyperscalers and when he believes circular investing headwinds could start to materialize. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: New Helios platform targets massive data-center deployments

Description: ETF provider ProShares has withdrawn its registration request for some highly leveraged exchange-traded funds after receiving a warning letter from the U.S. securities regulator that ​flagged risk exposures and paused the review of such plans. Such letters were sent on Tuesday to ‌nine ETF providers, including ProShares, Direxion and GraniteShares, asking them to provide more clarity on the risks tied to funds that sought ‌to track up to fives times the performance of the underlying stock. ProShares had sought approval from the Securities and Exchange Commission for ETFs, including products targeting to replicate three times the returns of Wall Street tech giants, including Meta Platforms and Broadcom.

Description: Taiwan Semiconductor Manufacturing should be a winner, regardless of which chip designers gain or lose market share.

Description: Some clients may not be as enthusiastic as others about adopting AI solutions.

Description: Marvell Technology (MRVL) is making headlines after exceeding its Q3 expectations on Tuesday evening and announcing the acquisition of private semiconductor startup Celestial AI.

Description: Walmart's market value closed above a $900 billion for the first time on Wednesday. The retailer’s stock rose 1.8%, making it the 12th U.S. company to surpass the milestone, according to Dow Jones Market Data.

Description: Doubts over AI demand put pressure on tech and a surprise fall in private-sector employment revealed cracks in the job market.

Description: Broadcom Inc. (NASDAQ:AVGO) is included among the 15 Dividend Stocks that Outperform the S&P 500. On December 1, Morgan​ St‍a⁠nley r⁠aised Broadcom Inc. (NASDAQ:AVGO)’s price ta‍rget to $443, keepin⁠g​ an Overweight rating, and exp‌ects the company to outpa‌ce Nvidia i‌n AI p‍rocessor revenue growth in 2026 due to supply constraints. While customers wo‍r‌ry about Nvidia […]

Description: Valued at a market cap of $1.8 trillion, Broadcom is a mega-cap chip stock that offers significant upside potential, according to Morgan Stanley.

Description: Market Whiplash: Dow Surges, Nasdaq Sags as Microsoft Spooks Traders

Description: Walmart is set to top $900 billion in market value today, making it the second retailer in the world of such large size. Walmart stock is trading at $114.01 in midday trading. If it closes anywhere above $112.

Description: AVGO remains well-positioned for sustained growth in 2026 and beyond.

Description: The chip maker is seeing strong demand in its data-center business. The company now expects revenue in the segment to grow 25% next year.

Description: Nvidia stock was falling Wednesday, pushed down by the threat of competition from Amazon.com new AI hardware. Nvidia’s competition is Amazon’s new Trainium 3 AI chips, which the e-commerce company launched for customers on Tuesday. Although Amazon said its chips can reduce the cost of training and operating AI models by up to 50% compared with systems that use equivalent graphics processing units, which are Nvidia’s specialty, the two companies still appear on relatively friendly terms.

Description: Astera Lab's sharp six-month rally, expanding AI-focused portfolio, and strong Q4 outlook fuel momentum despite rising competition and premium valuation.

Description: ASML serves a foundational role in advancing AI.

Description: RapidScale, a Cox Business company and leading provider of enterprise managed and professional services for public, private, and hybrid cloud environments and a VMware Cloud Service Provider (VCSP) Pinnacle partner, today introduced its Accelerated VMware Adoption Program. This program is designed to help customers maximize the value of their current VMware Cloud Foundation (VCF) investments in a consumption-based service delivery model, while enabling better compliance and modern enterprise IT

Description: Roundhill Investments, an ETF sponsor focused on innovative ETFs, today announced the launch of the Roundhill UNH WeeklyPay™ ETF (UNHW), which begins trading on Cboe BZX today.

Description: MU rides on the surging HBM-fueled DRAM demand as AI workloads boost shipments, pricing strength and growth momentum into 2026.

Description: TSM's lower P/E versus peers, booming AI chip demand and rising advanced-node revenues fuel a compelling but cautious hold case.

Description: This software specialist's market-beating run is likely to continue in 2026 despite its expensive valuation.

Description: Credo's surging AEC demand and a rapidly expanding hyperscaler base fuel sharp revenue momentum and signal a major growth inflection ahead

Description: This fast-growing AI stock is a no-brainer buy right now thanks to its attractive valuation.

Description: Semiconductor company Marvell Technology might not get as much love as industry peers like Nvidia, Advanced Micro Devices, or Broadcom -- a factor which only becomes more obvious when you compare its stock performance with other industry peers. Its stock is down 18% year-to-date, leaving it largely ...

Description: The chip maker said it’s seeing strong demand in its data center business. The company now expects revenue in the segment to grow 25% next year.

Description: Marvell (MRVL) delivered earnings and revenue surprises of +1.33% and +0.61%, respectively, for the quarter ended October 2025. Do the numbers hold clues to what lies ahead for the stock?

Description: Nvidia stock has been hit by a perceived threat from Google but a number of industry partnerships could restore confidence in the chip maker.