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Broadcom's strong earnings weren't quite enough for an unquenchable Wall Street.

The transition to artificial intelligence (AI) could ultimately be great for this company.

Broadcom’s AI bookings remain the key proof point, with investors watching whether custom chip demand can convert quickly enough to support its fiscal 2027 AI revenue target.

Taiwan's ‌Foxconn ‌said on Friday ​that its second-quarter performance is ‌likely to ⁠be well above ⁠its previously anticipated ​forecast ​of "significant" ​growth. Foxconn, which ‌is Nvidia's biggest server maker and Apple's ‌top ​iPhone ​assembler, ​does not ‌provide numeric guidance ​for ​its outlook. (Reporting ​by ‌Ben Blanchard; Editing ​by Christopher ​Cushing)

Lululemon stock keeps going lower.

The stock merely surrendered gains accumulated over the past week.

Most chip stocks stayed lower today after Broadcom's guidance sparked a slump in the industry, but Marvell Technology wasn't one of them. The company, which recently got a high-profile endorsement from Nvidia CEO Jensen Huang, saw its shares bounce back Thursday to finish 4.

Broadcom (AVGO) stock sinks further in Thursday trading despite topping estimates for fiscal second quarter earnings and revenue, while also outpacing forecasts on third quarter guidance. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma in assessing Broadcom's post-earnings stock reaction compared to other AI players.

The networking company reports better-than-expected earnings and revenue in its fiscal second quarter.

This may be a time to reset expectations.

Moby summary of Destination XL Group, Inc.'s Q1 2026 earnings call

Broadcom ‌forecast third-quarter revenue above Wall Street expectations on ‌Wednesday, betting on robust demand for its custom AI chips ​and networking gear. However, shares of the Palo Alto, California-based company fell more than 2% in extended trading. They had gained nearly 8% last week in the run ‌up to earnings.

Chip giant heads into earnings after a 65% rebound and rising AI spending expectations.

The jewelry retailer looks like a good value after the latest report.

Hewlett Packard Enterprise (HPE) is holding onto major gains ahead of Tuesday's close after topping fiscal second quarter estimates for adjusted earnings ($0.79 per share vs. forecasts of $0.54) and revenue ($10.68 billion vs. forecasts of $9.74 billion). The tech company's stock moves are driven by the growth of its AI server business, now being considered a new contender in the AI infrastructure race. HPE CEO Antonio Neri sits down with Yahoo Finance Executive Editor Brian Sozzi to talk more about the earnings results, 2027 guidance, AI infrastructure, and supply constraints. This was HPE's biggest earnings beat seen since 2018, on top of record revenue.

Just two months ago, software stocks were one of the market’s biggest disappointments. Today, they are among its strongest performers. Speaking on CNBC’s Options Action, options reporter Oliver Renick highlighted the dramatic reversal underway across the software sector, noting that the group has gone from a steep early-year selloff to positive returns for 2026. “Software is officially ... Software Rallies 40% From April Lows as CrowdStrike Earnings Loom

Shares of Hewlett Packard Enterprise (NYSE:HPE) are up 25% in early Tuesday trading, changing hands near $59 after a blowout fiscal Q2 2026 report. Super Micro Computer (NASDAQ:SMCI) stock is along for the ride, climbing 5% to around $49 on a sympathy bid. The move caps an extraordinary stretch for HPE stock, which entered the ... Hewlett Packard Enterprise Rockets 25%, Super Micro Computer Climbs 5% as AI Server Demand Lights Up Q2 Earnings

The stock may have been treated harshly based on the company's fundamentals alone, but the drop makes more sense in the context of the broader AI landscape.

Broadcom's custom chips and AI networking are winning market share in data centers.

We've seen this pattern before with Credo Technology stock.

Dow Jones Futures: Broadcom, Micron, Nvidia and Sandisk were big winners Monday. Credo plunged on earnings late.

The semiconductor maker's spectacular ascent over the past year begs the question: Is the stock a buy now?

Broadcom's quarterly results and earnings calls are worth following for AI growth stock investors.

This week, tech investors will be watching chip and cybersecurity earnings, the impact of AI on labor market data, and the Computex annual chip summit.

The chip designer heads into its report at an all-time high, with one number set to dominate the conversation.

Most investors think of it as a mutual fund, but its individual stock holdings are only a small piece of what makes Berkshire such a compelling long-term prospect.

Tech bellwethers and rising retail check in this week with fresh financials.

Chevron didn't have a great quarter on the earnings front, but that masked the business's fundamental strength.

The market's had time to fully digest the news it didn't see coming early last month.

Abel and his team were active in the first quarter of the year in Berkshire Hathaway's massive equities portfolio.