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The market has entered an unusual phase where investors are no longer rewarding every company tied to artificial intelligence. Instead, capital is becoming more selective. High-profile opportunities are competing directly for investor dollars, valuations are facing greater scrutiny, and even market leaders are being forced to prove they deserve premium status. That shift is now ... Nvidia Breaks Below $200, Approaches Bear Market Territory. How Much Further Can It Fall?

AI stocks could be about to get a big test if OpenAI slashes prices in order to compete with rival Anthropic.

Yahoo Finance Senior Reporter Brooke DiPalma and Yahoo Finance Senior Business Reporter Ines Ferré outline what investors need to know about SpaceX's (SPAX.PVT) C-suite beyond CEO Elon Musk, including COO Gwynne Shotwell and CFO Bret Johnsen.

ANET rolls out 7060XE7 Series Ethernet platforms, delivering 1.6 Tbps per port and up to 100 Tbps switching capacity to meet surging AI infrastructure demands.

Shares of Intel (NASDAQ:INTC) are up 8% to $115 and change in early Thursday trading, while Advanced Micro Devices (NASDAQ:AMD) stock is rising 4% to $470. Both chip names are rebounding after a rough stretch earlier this week. The catalyst is a bullish Bank of America research note projecting the total addressable market for server ... Intel Jumps 8%, AMD Rises 4% on Bank of America’s $170 Billion Server-CPU Call

As management pivots hard to a massive new market, they've stopped detailing the multi-billion-dollar hole left by China, a quiet shift investors can't afford to ignore as growth slows.

Investors looking to add one of these AI stocks to their portfolios right now have an easy choice to make.

NVIDIA (NASDAQ:NVDA) has plunged 15% from its peak and closed at $200 yesterday. Multiple AI stocks have pulled back in the past week in the Broadcom (NASDAQ:AVGO)-led AI panic. NVDA has now slipped below the $5 trillion mark as I write this. Reddit lit up with capitulation. Many investors believe the top is in, whereas ... Panic Selling Nvidia? Here’s Why the AI Blueprint Says That’s Your Biggest Mistake

Analog Devices' communications business is riding on AI and data center demand, with strong growth and record bookings supporting momentum into coming quarters.

LRCX soars 86.8% YTD as AI/HPC fuel demand for its chipmaking tools, while strong quarterly sales of more than $5 billion and margin gains keep bulls interested.

A KKR-led group on Thursday launched a new company with more than $10 billion in committed ‌capital to finance the build-out of AI infrastructure, ‌the latest effort by an alternative asset manager to capitalize on growing demand ​for AI services. The Kuwait Investment Authority, AI chip giant Nvidia and utility firm Vistra are anchor investors in the company, called Helix Digital Infrastructure, which is led by former Amazon Web ‌Services CEO Adam Selipsky. Nvidia will help Helix with its expertise in designing AI data-centers, while Vistra will be the preferred power provider.

The chipmaker's shares look expensive today, but the real question is whether you believe in the growth that makes them cheaper tomorrow.

(Bloomberg) -- Retail traders’ infatuation with high-flying computer memory and storage companies is fading now that the next big thing — SpaceX’s initial public offering — is on the way. Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapOracle Falls After Data Center Costs Overshadow A

Initial public offerings of AI giants were seen by many investors as a can’t miss opportunity, but it’s little wonder markets are getting cold feet. Say it was a hot spring in New York and you wanted to place a bet on Polymarket about the temperature reaching 100 degrees in Central Park this month.

↘️ Oracle (ORCL): Shares slid premarket after the software and cloud-computing company reported larger-than-forecast capital expenditures related to its data-center buildout. ↗️ Super Micro Computer (SMCI): Shares rebounded premarket, following a 28% drop Wednesday.

A short-term correction will not prevent long-term catalysts from taking shape.

Shares rally as investors buy the dip in tech stocks despite the U.S. and Iran exchanging fire for a second straight day.

Wall Street closed sharply lower on Wednesday as market participants continued to book profits in highly overvalued AI semiconductor stocks.

Broadcom's stock slipped following a poorly received earnings report.

After one of the sharpest pullbacks the AI chip trade has ever seen, three of the sector's leaders are suddenly trading well below their recent highs.

Recently, Broadcom announced it is launching the AI XPV Platform with Apollo Global Management and Blackstone, where Apollo is leading a US$35.00 billion capital solution intended to support more than 20 gigawatts of AI compute capacity globally through 2028, including funding over 1 gigawatt of additional infrastructure for Anthropic. This move highlights how Apollo is positioning itself as a key capital provider for large-scale AI infrastructure, potentially reinforcing its role in...

Blackstone Inc. (NYSE:BX) is a deep value stock to invest in now. On June 6, 2026, Apollo Global Management (NYSE:APO) and Blackstone (NYSE:BX) finalized a $35 billion financing package for Anthropic, according to Bloomberg. The deal is one of the largest private credit transactions on record and will fund Google’s custom TPUs, leased by Anthropic […]

The company's AI growth is spectacular, but a closer look at its customer list reveals a multi-billion-dollar question mark investors should not ignore.

While Wall Street obsesses over AI chip sales, a different, high-margin business is providing the stability that could answer the biggest risk.

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 5.1% in the afternoon session after the CPI print of 4.2% annual inflation (the hottest since 2023) revived the rate hike narrative.

<body><p>STORY: Wall Street's main indexes tumbled on Wednesday, with the Dow dropping almost 1.9%, the S&P 500 shedding 1.6% and the Nasdaq falling nearly 2%.</p><p>:: Archive</p><p>Renewed tensions in the Middle East added to investor uncertainty, with President Donald Trump saying the U.S. would attack Iran again "very hard" following a significant exchange of fire overnight.</p><p>Chip makers continued to drag on the market, extending their recent declines. Shares of Nvidia lost more than 3.5%, while Broadcom dropped more than 5%.</p><p>Gina Martin Adams is chief market strategist at HB Wealth.</p><p>"We've had a pretty tough go for the last few days in the equity market, really starting in the middle of last week. We started to see a little bit of rotation out of technology stocks as the earnings season is finally finished. That was clearly the big catalyst for gains. Now we're starting to see markets react a little bit to friction that has reemerged in the Middle East. So you've got two different influences on the equity market right now. Investors are rotating out of tech after the enormous run that it had had since the end of March, and Middle East tensions, which are flaring up again."</p><p>:: Oracle</p><p>In other tech names, shares of Oracle, down more than 2% at the close, dropped further in extended trading after&nbsp;</p><p>the company reported quarterly revenue that narrowly beat Wall Street expectations. Its results came amid concerns about Oracle's spending and AI-driven disruption to traditional software demand. The company also said it expects to raise nearly $40 billion through a combination of debt and equity financing in fiscal 2027.</p><p>:: Archive</p><p>Shares of Super Micro Computer nosedived 28% after the company announced plans to raise $7 billion through a series of equity and equity-linked transactions to fund component purchases for its growing AI server demand.</p><p>:: Archive</p><p>And shares of trucking companies dipped after Amazon announced an expansion of its freight services, with shares of J.B. Hunt, XPO and Old Dominion all suffering losses.</p><p>Meanwhile, data from the Labor Department showed U.S. consumer prices increased 4.2% in the 12 months through May, the largest gain since April of 2023.</p><p>While the Federal Reserve is widely expected to hold interest rates steady at its policy meeting next week, investors are now pricing in at least one rate hike by the end of the year.</p></body>

Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners, told CNBC on June 10 that the technical setup under the AI trade has gotten silly. “Stocks in the AI trade got so far above their moving averages that you just knew that usually chart patterns like that are unsustainable,” he said. His call ... Wall Street CIO: The AI Trade is “Technically Unsustainable.” Buy These Two Industries Instead.

Broadcom’s AI demand remains strong, but the pullback shows investors are looking for clearer proof that custom-chip growth can keep supporting the stock’s premium.

Before the chipmaker’s triple-digit surge, the most telling signal wasn’t a secret; it was the company’s own rapidly escalating ambition.

Is Broadcom (AVGO) the Other AI Trade? By IPO Edge Editorial Staff Broadcom’s (AVGO) AI business is growing faster than almost anyone expected. Last quarter, AI semiconductor revenue hit $10.8 billion, […]