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Marvell shares collapsed more than 32% in a single month even as its data center business explodes and NVIDIA bets billions on its future, leaving investors to decide whether this dip is a gift or a warning sign.
(Bloomberg) -- Apollo Global Management Inc. is using a new confectionary-based metaphor to reiterate its longstanding claim that investors are vastly underestimating how much of the private-credit market carries an investment-grade rating.Most Read from BloombergFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesChipmakers Bounce After Plunge to Bear-Market Edge: Markets WrapGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsChina’s Moonshot Unveils AI Model That Narrows
The tech selloff has spread beyond semiconductor stocks to many of this year’s biggest listings, even as some Wall Street analysts argue the pullback is a healthy reset rather than the end of the AI boom.
Asian shares skidded Friday, with Tokyo’s Nikkei 225 down 5% as heavy selling of computer chipmakers and other AI-related shares dragged markets lower. Stocks related to artificial intelligence have been under pressure for weeks because of worries that their prices have shot too high and that voracious demand for computer memory and processors may not be sustainable if AI ends up not producing as much profit and productivity as promised. Oil prices surged as fighting in the Middle East intensified, while U.S. futures slipped.
The Nasdaq composite is down more than 1% this morning. Here are the stocks on the index that are getting hit hard: 💾 Chips, memory makers: Sandisk, Micron, AMD, SK Hynix's ADRs, Intel, Western Digital, Seagate, Arm, Broadcom, Nvidia and Marvell are all deep in the red.
Exposure to the artificial-intelligence boom has become virtually impossible for investors to avoid. The theme hasn’t just cornered the stock market. It has systematically swallowed up corporate credit and venture capital, too.
FTSE 100 down 35 points to 10,481 UK GDP three-month growth at 0.8% Rotork, Gooch & Housego, and Ramsden's agree to takeovers Experian and Ocado fall after updates 9.50am: City focused on Burnham and his potential Chancellor Market commentators are focused on UK politics...
Broadcom shares climbed Tuesday, July 14, 2026, after Morgan Stanley published one of its most forceful defenses yet of the company’s position in artificial intelligence chips. The relief looks fragile. The stock is still down sharply from the record high it set barely six weeks earlier, and this ...
Broadcom stock now trades between its 50-day and 200-day moving averages. That could provide both support and resistance.
The Cloud Infrastructure Services Providers in Europe (CISPE) has joined forces with four other trade groups to urge EU antitrust regulators to suspend some business practices of U.S. chipmaker Broadcom, according to a joint letter seen by Reuters. CISPE , which has nearly 50 members across Europe and counts Microsoft and Amazon as associate members, in March asked for an interim measure on its own after Broadcom last year revamped its VMware cloud service provider ecosystem, which it acquired in 2023.
TYLSemi, a startup founded by executives from recent Qualcomm acquisition AlphaWave, on Tuesday said it has raised $43 million in early funding to help companies build their own AI chips. The market for such AI chips is booming, with major companies such as Meta Platforms working with Broadcom and others to develop custom semiconductors. Broadcom and its rival Marvell Technology both have proprietary technology for making chips talk to each other at high speed, and the only way to access that technology is to work with them to develop a custom chip.
Citi raised its Apple price target to $365, betting AI momentum and resilient demand will fuel further gains after earnings.
Citi expects Apple to report higher margins for the third quarter due to recent price hikes across its product portfolio.
Investing.com -- Artificial intelligence is adding to U.S. inflation rather than reducing it, with the current investment boom estimated to contribute roughly 0.4 percentage points to annual inflation in 2026, according to CIBC Capital Markets.
Here’s how memory-chip maker SK Hynix compares with peers after its first U.S. trading day. 2026 Debuts, day 1 performance Cerebras Systems: 68% Innio: 23% SpaceX: 19% Madison Air: 18% 🎯 SK Hynix: 13%.
Investing.com -- The AI arms race dominated headlines this week, with Meta unveiling a new frontier model and a chip supply deal between Apple and Broadcom.
TSM stock is trading sideways after hitting a recent high. TSMC's profit is expected to rise 46% in its second quarter.
(Bloomberg) -- More money managers and dealers are about to get their hands on pieces of the largest private credit deal on record — when a chunk of a $35 billion financing package for Broadcom Inc. and Anthropic PBC’s AI infrastructure expansion begins trading.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches
Apple’s major chip-supply agreement with Broadcom is part of its larger goal to increase manufacturing in the U.S.
Chip stocks extended their decline on Wednesday as the overall market declined.
Investing.com -- Apple announced Tuesday a multiyear agreement with Broadcom valued at more than $30 billion to design and produce custom silicon components and wireless connectivity technologies for Apple products. The deal will result in the production of more than 15 billion U.S.-made chips and support hundreds of American jobs.
Apple plans to spend more than $30 billion as part of a chip-supply agreement reached earlier this week with Broadcom that will also see the chipmaker expand a factory in Colorado, the companies said on Wednesday. Broadcom disclosed on Monday it had secured a long-term supply deal through 2031 with the iPhone maker. On Wednesday, Apple said the deal will involve a radiofrequency chip called FBAR filters that will help Apple devices communicate wirelessly and which Apple has been working with Broadcom to develop since at least 2023.
Apple is ramping up its investment in U.S.-made chips, with plans to spend more than $30 billion with Broadcom in the next five years. The investment is the largest Apple has specified as part of its pledge to invest $600 billion in the U.S. over four years, a pledge that helped the company secure an exemption from proposed Trump administration tariffs. Apple said the investment will enable Broadcom to expand a manufacturing facility in Fort Collins, Colo.
July 8 (Reuters) - U.S. stock index futures slid sharply on Wednesday, with Nasdaq futures touching a four-week low after President Donald Trump said a memorandum of understanding aimed at ending the
Broadcom Inc. (AVGO) just extended its chip supply agreement with Apple through 2031, according to a regulatory filing reported by Bloomberg. This partnership is not a new development. Apple and Broadcom have a long-standing supply relationship and previously made headlines back in 2023 when Apple ...
Investors weren't happy with Samsung's guidance today, sending a large group of tech names lower in U.S. morning trading. Here are some of the biggest recent declines: Intel (INTC): Down 11% Applied ...
(Bloomberg) -- For years, the Magnificent Seven tech giants commanded investors’ attention, dominating the S&P 500 Index and determining which way the overall stock market was headed. Those days are over.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Market DivesChina Sentenc
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