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Strategist explains why stocks can continue climbing
Yahoo Finance Video67d agoneutralVIDEO
Strategist explains why stocks can continue climbing

U.S. Bank Asset Management Group National Investment Strategist Tom Hainlin joins Josh Lipton on Market Domination Overtime to discuss the key forces that could continue driving stocks higher despite a hotter-than-expected CPI report, escalating tensions between the U.S. and Iran, and a recent sell-off in technology shares.

Investing.com67d agoneutral
Citi names Broadcom, Texas Instruments, and Applied Materials top chip picks

Investing.com -- As the semiconductor sector navigates a massive market rally, Wall Street is increasingly looking to separate the core secular winners from short-term cyclical plays. In a fresh assessment of the industry, Citigroup analyst Atif Malik reiterated that a recent pullback in the broader semiconductor group is entirely healthy. To capitalize on this temporary pause, Malik maintained Broadcom Inc (NASDAQ:AVGO), Texas Instruments Incorporated (NASDAQ:TXN), and Applied Materials Inc (NA

Big Tech is dragging the S&P 500 lower in June
Yahoo Finance Video67d agoneutralVIDEO
Big Tech is dragging the S&P 500 lower in June

Big Tech stocks are having a rough go of it in June as the Magnificent Seven drags the broader market down with it (^DJI, ^IXIC, ^GSPC). Yahoo Finance Markets and Data Editor Jared Blikre examines how the S&P 500's losses are concentrated at the top of the AI trade, also taking a closer look at Oracle's (ORCL) fourth quarter earnings expectations.

Qualcomm Drops 6%, Arm Holdings Falls 5% as Mobile-Chip Stocks Slide in the Selloff
24/7 Wall St.67d agobearish
Qualcomm Drops 6%, Arm Holdings Falls 5% as Mobile-Chip Stocks Slide in the Selloff

Shares of Qualcomm (NASDAQ:QCOM) are down 6% to $193 and change in midday trading Wednesday, while Arm Holdings (NASDAQ:ARM) stock is off 5% to $309.75. The moves come as mobile and edge-compute chip names lag the broader semiconductor tape. The iShares Semiconductor ETF (NASDAQ:SOXX) is down by 2.3% on the session, signaling that the weakness ... Qualcomm Drops 6%, Arm Holdings Falls 5% as Mobile-Chip Stocks Slide in the Selloff

Micron Technology (MU) Among the Top Unstoppable Growth Stocks
Insider Monkey67d agoneutral
Micron Technology (MU) Among the Top Unstoppable Growth Stocks

On Friday, June 5, Micron Technology, Inc. (NASDAQ:MU) declined almost 20% due to a sector-wide correction triggered by Broadcom’s earnings. On Thursday, June 4, Broadcom released its fiscal Q2 2026 earnings, in which the company did not raise its full-year AI semiconductor revenue target, thereby sparking a sector-wide concern that AI capital expenditure has plateaued. […]

Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS
24/7 Wall St.67d agoneutral
Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS

Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the next leg of the artificial intelligence (AI) trade. The new grouping, half marketing slogan and half investment thesis, goes by the name MANGOS: ... Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS

Broadcom and AMD Sink 4%, NVIDIA Slides 3% as the Chip Selloff Deepens
24/7 Wall St.67d agobearish
Broadcom and AMD Sink 4%, NVIDIA Slides 3% as the Chip Selloff Deepens

Semiconductor stocks are under renewed pressure midday Wednesday. Shares of Broadcom (NASDAQ:AVGO) are down 4% to $375, Advanced Micro Devices (NASDAQ:AMD) stock is off 4% to $457, and NVIDIA (NASDAQ:NVDA) shares are down 3% to $202. The intraday selloff extends a rough stretch for AI-hardware leaders. No single catalyst fully explains the slide. Three overlapping ... Broadcom and AMD Sink 4%, NVIDIA Slides 3% as the Chip Selloff Deepens

Is Oracle's Q4 earnings the next big test for AI trade?
Yahoo Finance Video67d agoneutralVIDEO
Is Oracle's Q4 earnings the next big test for AI trade?

The AI trade continues to stand on unsteady ground this week as semiconductor stocks waver. Oracle's (ORCL) fiscal fourth quarter earnings are due out after Wednesday's market close, which could ultimately be a tipping point for the AI sector. JonesTrading chief market strategist Michael O'Rourke speaks with Yahoo Finance Executive Editor Brian Sozzi about his outlook on the AI sector.

Micron Adds AI Veteran To Board As Valuation Stretches On Hot Rally
Simply Wall St.67d agobullish
Micron Adds AI Veteran To Board As Valuation Stretches On Hot Rally

Micron Technology (NasdaqGS:MU) has added Dr. Alexis Black Björlin to its board of directors. Dr. Black Björlin is an experienced AI and semiconductor executive with prior leadership roles at NVIDIA, Meta, Broadcom, and Intel. The appointment brings deeper expertise in AI infrastructure, cloud platforms, and advanced semiconductor hardware to Micron’s governance bench. Micron Technology, trading at a recent share price of $935.89, has been one of the more intensely watched AI hardware...

5 Revealing Analyst Questions From Broadcom’s Q1 Earnings Call
StockStory67d agoneutral
5 Revealing Analyst Questions From Broadcom’s Q1 Earnings Call

Broadcom’s first quarter results for 2026 exceeded Wall Street’s expectations for both revenue and profit, yet shares fell sharply as investors digested underlying trends. Management credited surging demand for AI semiconductors as the core driver of year-on-year growth, with CEO Hock E. Tan emphasizing that “AI semiconductor revenue reached a record $10.8 billion, up 143% year on year.” Margins benefited from scale and operating leverage, but the company noted that product mix shifts—particular