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Broadcom miss sparks fears around AI margin pressure, investor says
Reuters Videos73d agobearishVIDEO
Broadcom miss sparks fears around AI margin pressure, investor says

<body><p>STORY: Wall Street advanced on Thursday but disappointing results from Broadcom led a chip selloff that held the Nasdaq's gains in check.</p><p>Broadcom's revenue expectations sent its shares tumbling and cast&nbsp;a pall over the AI frenzy, which has sent chip stocks soaring so far this year.</p><p>"Traders, investors in the markets are anticipating potentially falling margins in the future because of the shift in Broadcom's business," said Rathbun. "Now, this actually has implications for the rest of AI."</p><p>Rathbun also said rising expenses tied to infrastructure, partnerships and raw materials could eventually create margin pressure if companies are not able to pass those costs on to customers.&nbsp;</p></body>

Nvidia’s CEO Sees Marvell Becoming the Next $1 Trillion Company. Shares Gained Another 5% Today.
24/7 Wall St.73d agoneutral
Nvidia’s CEO Sees Marvell Becoming the Next $1 Trillion Company. Shares Gained Another 5% Today.

It’s not every day the most influential CEO in artificial intelligence publicly anoints another semiconductor company as the next trillion-dollar stock. That is what happened when NVIDIA’s Jensen Huang praised Marvell Technology (NASDAQ:MRVL) onstage at the Computex AI Exhibition in Taiwan. After Huang’s quotes, a CNBC Halftime Report segment dove into what Huang said that ... Nvidia’s CEO Sees Marvell Becoming the Next $1 Trillion Company. Shares Gained Another 5% Today.

AI trade is taking a 'healthy' pause amid Broadcom speed bump
Yahoo Finance Video73d agoneutralVIDEO
AI trade is taking a 'healthy' pause amid Broadcom speed bump

While AI chip stocks like Broadcom (AVGO) have hit some speed bumps this week, should investors still be betting on the long-term resiliency of the AI trade? MassMutual head of investment strategy Kelly Kowalski tells Julie Hyman why this may be considered a "healthy" pause for AI stocks.

Morgan Staneley Expects Strong Ramp In Broadcom (AVGO)’s Networking And ASICs Segments; Raises PT To $485
Insider Monkey73d agoneutral
Morgan Staneley Expects Strong Ramp In Broadcom (AVGO)’s Networking And ASICs Segments; Raises PT To $485

With strong hedge fund and Wall Street support, Broadcom Inc. (NASDAQ:AVGO) ranks among the best AI infrastructure stocks and has 8.6% upside potential. Broadcom Inc. (NASDAQ:AVGO) heads into its quarterly report with analysts expecting the company’s AI-driven growth to remain firmly intact. On June 1, 2026, Morgan Stanley analyst Joseph Moore raised the firm’s price […]

Amazon’s $50 Billion Chip Secret: Why It Could Become Nvidia’s Biggest AI Rival
24/7 Wall St.73d agoneutral
Amazon’s $50 Billion Chip Secret: Why It Could Become Nvidia’s Biggest AI Rival

Artificial intelligence has turned semiconductor stocks into the market’s biggest winners. Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Advanced Micro Devices (NASDAQ:AMD), and other chipmakers have captured investors’ attention as demand for AI infrastructure continues to climb. But what if one of the fastest-growing chip businesses isn’t actually a semiconductor company at all? That’s the question investors should ... Amazon’s $50 Billion Chip Secret: Why It Could Become Nvidia’s Biggest AI R

📃Money Quote: Tech Selloff an ‘Overreaction’
The Wall Street Journal73d agobearish
📃Money Quote: Tech Selloff an ‘Overreaction’

📣 “There's nothing to support the fact that all these companies should be dumped, just because Broadcom’s got a problem...Today’s tech sell-off is an overreaction to Broadcom’s results because there’s no evidence to suggest that the AI trade is weakening.