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KOSPI swung 16% in 48 hours. Samsung and SK Hynix drove it. Wall Street says nothing fundamental changed and remains positive.

You could buy all the aerospace companies in the S&P 500 and still have $300 billion left over for what investors are going to shell out for SpaceX.

Broadcom (AVGO) just posted the kind of quarter most chipmakers can only dream about. Record revenue, AI sales up triple digits, and a growing roster of marquee customers. Then the stock fell. Shares of Broadcom dropped 12.59% on June 4 to close at $418.91, the steepest one-day fall in over a year. ...

The spending fueling the boom hasn't let up, so should investors be buying the dip?

The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

Most people don't think about Oracle the way they think about Nvidia or Broadcom. It doesn't have the same flashy artificial intelligence (AI) narrative. It started as a CIA database project in 1977. For decades, it was the unglamorous but indispensable backbone of enterprise computing. Then the ...

A number of stocks fell in the afternoon session after the midday Apache helicopter incident over the Strait of Hormuz removed the stable macro backdrop the semiconductor sector needed to extend its recovery.

A number of stocks fell in the afternoon session after the midday Apache helicopter incident over the Strait of Hormuz removed the stable macro backdrop the semiconductor sector needed to extend its recovery.

A number of stocks fell in the afternoon session after the midday Apache helicopter incident over the Strait of Hormuz removed the stable macro backdrop the semiconductor sector needed to extend its recovery.

A number of stocks fell in the afternoon session after the midday Apache helicopter incident over the Strait of Hormuz removed the stable macro backdrop the semiconductor sector needed to extend its recovery.

A number of stocks fell in the afternoon session after the midday Apache helicopter incident over the Strait of Hormuz removed the stable macro backdrop the semiconductor sector needed to extend its recovery.

The company's spectacular AI success is undeniable, but it also concentrates the two biggest risks investors now face.

Tech jitters and profit taking weighed on AI and chip stocks as markets whipsaw and yesterday's apparent rebound falters, today, June 9, 2026.

When a Wall Street heavyweight tells you a $1.8 trillion company still looks cheap, it's worth slowing down to understand why. That's roughly the message coming out of JPMorgan (JPM) this month. Fresh off Broadcom's latest earnings, the bank didn't just nudge its outlook higher. It made a ...

Before the stock took off, the company was laying out an unusually specific, multi-year plan for its AI business that many investors seemed to overlook.

Recent swings in Arm Holdings (NasdaqGS:ARM) have tracked a wider pullback in semiconductor and AI infrastructure stocks, after Broadcom’s cautious AI revenue outlook and a stronger US payrolls report prompted profit-taking in growth oriented technology names. See our latest analysis for Arm Holdings. Against that backdrop, Arm’s share price is now US$346.39, with a 7 day share price return down 15.28% after a sharp sector pullback. However, a 30 day share price return of 62.42% and year to...

Broadcom (NasdaqGS:AVGO) has launched a $35b AI infrastructure financing platform, called the AI XPV Platform, in partnership with Apollo Global Management and Blackstone. The platform is designed to support more than 20 gigawatts of AI compute capacity by 2028, with Anthropic and OpenAI as initial customers. Broadcom will provide custom XPUs and networking solutions, while Apollo and Blackstone focus on financing and leasing structures. For investors tracking AI infrastructure, this move...

At $396.60, Broadcom (NASDAQ:AVGO) is a Hold. The stock just suffered its second-largest negative earnings day reaction in nine quarters, and the reason behind it deserves more attention than the headline number. Broadcom designs custom AI accelerators, networking silicon, and infrastructure software for hyperscaler buildouts. Fiscal Q2 delivered strong results: revenue hit $22.19 billion, up ... 1 Under-the-Radar Reason to Hold Broadcom Stock After Its Historic 14% Earnings Crash

Stocks sank Tuesday as investors sold AI-related names, expressing caution and taking profits after a strong rally in recent months.

Broadcom Inc. (NASDAQ:AVGO) is one of the best NASDAQ stocks to buy and hold for 3 years. Broadcom Inc. (NASDAQ:AVGO) received a rating update from Benchmark on June 4. The firm lifted the price target on the stock to $545 from $485 and maintained a Buy rating on the shares, stating that shares sold off by […]

The AI XPV Platform targets 20 gigawatts of compute capacity through 2028

While the market spent Friday selling tech, Hightower Chief Investment Strategist Stephanie Link sees the sell-off as a way to get in on the next major opportunity. Speaking on CNBC the morning of June 8, Link argued that instead of treating cybersecurity as a sidecar to artificial intelligence, they should start treating it as the ... Wall Street Strategist: This Industry is “Bigger Than AI” And a Massive Buying Opportunity After Friday’s Sell-Off

Shares of Broadcom fell after its latest quarterly report, but the AI semiconductor giant could soar impressively due to its terrific prospects.

Apollo and Blackstone are financing a $35 billion expansion of AI computing capacity for Anthropic using Broadcom's custom chips ‌and networking solutions as part of a tie-up between the ‌asset managers and the chipmaker. The initial commitment will expand the Claude Code creator's AI computing ​capacity by one gigawatt, the companies said on Tuesday. The capacity is expected to be deployed at Fluidstack-operated sites beginning mid-2026, with the cloud computing company providing the physical ‌data-center infrastructure that will ⁠run Anthropic's AI systems.

The chipmaker has been a market laggard for years, so what suddenly convinced investors it was time to get on board.

Shares of Qualcomm (NASDAQ:QCOM) are down 8% to $201 in Tuesday morning trading, while Marvell Technology (NASDAQ:MRVL) shares are off 10% to $260. The catalyst centers on news that ByteDance is moving forward with a custom AI silicon (ASIC) deal that touches Qualcomm directly, reshaping the merchant custom-silicon narrative across the sector. The selling action ... Qualcomm Drops 8% on ByteDance ASIC Deal, Marvell Falls 10% as Custom-Silicon Stocks Slide

AMD's Data Center revenues surge 57% to a record $5.8B as AI infrastructure demand boosts EPYC and Instinct adoption across cloud and enterprise markets.

The Dow Jones Industrial Average was up, while the S&P 500 and Nasdaq Composite were down in late-mo

Oracle and OpenAI have a $300 billion deal for Oracle to build out AI data centers. Microsoft owns 27% of OpenAI, but the companies have renegotiated their cloud and licensing deals.

If it feels like we're uncomfortably close to the end of this one, that's understandable, but not necessarily a worry.