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The iShares Semiconductor ETF (NASDAQ:SOXX) has gone vertical. SOXX trades near $569, up 89% year to date and 174% over the past year, a run powered less by valuation re-rating than by the cash that hyperscalers are physically wiring into AI data centers. If you own SOXX today, you are betting that the AI capex ... Why SOXX’s Next 12 Months Hinge on Five Tech Giants’ Capex Decisions
Oracle (ORCL) stock just had the kind of day that spooks shareholders. Shares of the database and cloud giant tumbled about 9.6% on Friday, June 5, closing at $213.68 after opening near $229. That marked Oracle’s steepest single-day drop in months and one of the worst showings among large-cap ...
Buffett is known for his focus on stocks' valuations.
Shares of manufacturing equipment and systems provider Advanced Energy (NASDAQ:AEIS) jumped 6.5% in the morning session after the stock moved in sympathy with other semiconductor companies as peer Marvell Technology was set to join the S&P 500 index.
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.58%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...
Intel stock leads the S&P 500 higher after sinking 11% on Friday. The AI trade is picking up momentum again after last week’s selloff.
Semiconductor stocks rebounded sharply on Monday, with Intel and Micron leading chipmakers higher.
Broadcom (NasdaqGS:AVGO) has announced its largest set of Spring security updates in 23 years, focused on the Spring and Java ecosystem. The company is introducing AI-enabled software supply chain protection, including deterministic upgrades, day-zero CVE patching, and verifiable supply chain capabilities. This move targets one of the world's most widely used application development frameworks that supports mission-critical enterprise systems. For investors watching enterprise software and...
Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Best Stocks in Chase Coleman’s Tiger Global Portfolio. On June 4, 2026, Bank of America raised the price target on Broadcom Inc. (NASDAQ:AVGO) from $450 to $530 while keeping a Buy rating on the company’s stock. The fiscal second-quarter results and third-quarter guidance modestly beat consensus; however, […]
CRDO stock soars 78% in 3 months as AI demand fuels growth, but investors weigh whether strong fundamentals can justify its premium valuation
The commentary comes amid a broader rally in semiconductor and memory names, fueled by a media report that Intel received a substantial chip order from Google.
Wall Street periodically hands retail investors moments that separate patient capital from the crowd. Broadcom (NASDAQ:AVGO) delivered solid Q2 fiscal 2026 results last week — revenue of $22.2 billion, up 48% year-over-year, with AI semiconductor revenue hitting a record $10.8 billion, up 143%. Yet shares fell sharply afterward, now down roughly 20% from recent highs ... If This Wall Street Call is Right, Broadcom Stock Just Became a Historic Buy Opportunity
Broadcom (NASDAQ:AVGO) and Qualcomm (NASDAQ:QCOM) just gave investors two different reads on the AI chip economy. Broadcom posted a record quarter driven by custom AI silicon for hyperscalers. Qualcomm beat estimates while nursing a handset slump, leaning on automotive growth and a fresh data center engagement. Both stocks fell last week, making the $25,000 question ... Got $25,000? Broadcom or Qualcomm: The Clear Winner for Growth Investors This Year
Jim Cramer used his June 8, 2026, Squawk on the Street appearance to deliver a direct warning to anyone riding the AI chip rally. His line, after a brutal Friday that saw the Philadelphia semiconductor index post its fourth-worst decline ever: “Unless you have accelerated earnings, your stock is pretty much done. Got to go ... Jim Cramer Warns: AI Stocks Face 50% Crash Without Earnings Growth
You know that feeling when a friend aces every exam, lands a dream job offer, and somehow still can't catch a break? That's the market handing CrowdStrike Holdings (CRWD) and Broadcom Inc. (AVGO) their report cards right now. Both companies just delivered earnings that would make most CEOs weep ...
DA Davidson says hyperscaler dependence may keep Nvidia's AI chip margins protected as rivals remain in early stages.
Broadcom Inc. (NASDAQ:AVGO) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Cramer highlighted the stock’s parabolic move before the quarter, as he said: … The disappointing earnings may not be as crushing as we think. This is not the first time that […]
Investing.com -- Mizuho said investor concerns about one key semiconductor name losing ground to competitors in the custom chip market are overblown and urged clients to buy the recent pullback, citing a massive potential opportunity from Google's accelerating TPU buildout.
Nvidia and Broadcom remain powerful AI winners, but valuation now matters more than hype.
BNP Paribas is warning clients that this week’s SpaceX IPO could do something the AI rally has not yet had to absorb: force a wave of selling in the very semiconductor stocks that have driven the market higher. Retail investors are expected to be heavy buyers of the IPO, and they will need to raise ... Wall Street Bank Warns SpaceX IPO Could Trigger Large Sell-Off in Popular Semiconductor Stocks
The stock market spent most of 2026 doing what few investors expected after last year’s volatility: climbing steadily higher. The S&P 500 entered June riding a remarkable nine-week winning streak, one of its longest stretches of gains in recent years. Optimism surrounding artificial intelligence, resilient corporate earnings, and a surprisingly strong economy helped fuel the ... Does President Trump’s Bull Market Start Up Again on Wednesday?
The chips and networking company’s shares are already up 210% for the year, powered higher by the AI boom.
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