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MU surges 271% YTD as AI demand drives record revenues, margins and sold-out HBM supply. Is the stock still worth buying?

The hosts of The AI Daily Brief dropped a line this week that should reframe how every investor thinks about the AI capex cycle. “Part of the reason that they were opposing Anthropic’s plan to expand access to Mythos was that they knew that there was a token shortage and they didn’t want other people ... The White House Is Now Hoarding AI Tokens: How Government Compute Competition Reshapes the AI Trade

You can argue about almost every line in a NVIDIA (NASDAQ:NVDA) earnings release. The size, the margins, the customer concentration, the China hole. What you cannot argue about is what happens when a company that did zero CPU revenue last year tells you it expects to do $20 billion in CPU revenue this fiscal year. ... $20 Billion: Inside Nvidia’s VERA CPU Bet to Break the Intel-AMD Duopoly

Shares of Broadcom (NASDAQ:AVGO) are down 14% in Thursday morning trading, sinking to around $410 after closing Wednesday at $479.23. The reversal follows the company’s fiscal Q2 2026 earnings release after the close on June 3. The pain is spreading. Advanced Micro Devices (NASDAQ:AMD) is off 4% to around $521, and Intel (NASDAQ:INTC) is down ... Broadcom Sinks 14% on Soft AI Chip Outlook Despite Earnings Beat, Dragging Down AMD and Intel

Ten years ago, AMD (NASDAQ:AMD) was a punchline. The stock traded around $4.16 in June 2016, the company was bleeding share to Intel, and bankruptcy chatter was still fresh. Then CEO Lisa Su shipped the Zen architecture, Ryzen launched in 2017, and EPYC began chewing through the data center. The acquisition spree followed: Xilinx for ... AMD’s $130,000 Decade: U.S. Chipmaker Rises from Near-Bankruptcy to AI Leader

Semiconductor stocks declined as Broadcom's forecast weighed down the broader complex.

Semiconductor stocks declined as Broadcom's forecast weighed down the broader complex.

Nvidia stock was suffering comparatively modest losses after Broadcom earnings triggered a chip sector slump.

U.S. stock futures were mostly lower, led by losses in the Nasdaq-100, after Broadcom’s disappointing guidance.

$300 billion That's roughly how much market value Broadcom is slated to lose today after its results last night sent its shares sliding 13% premarket. The move underscores the high bar that companies tied to AI are now facing: The semiconductor and software maker logged strong quarterly revenue—fueled by demand for its AI chips—but left its 2027 outlook unchanged, sticking with guidance for AI semiconductor revenue of more than $100 billion.

June 4 (Reuters) - S&P 500 and Nasdaq 100 futures fell on Thursday, as Broadcom's revenue miss pressured chip stocks, while equity investors took a breather after a strong rally to record highs.

NVIDIA Corp. used Computex to expand its push into AI PCs and data-center infrastructure, raising the competitive stakes for Intel Corp., Advanced Micro Devices Inc., Arm Holdings Plc, Qualcomm Inc., Apple Inc., and the broader semiconductor supply chain. NVIDIA Targets...

↘️ Broadcom (AVGO): The semiconductor and software maker logged higher revenue in its latest quarter as demand for its AI chips accelerates. Still, shares slid more than 12% premarket after it issued guidance that failed to live up to investor expectations.

ARK Invest is loading up on GOOGL stock at a brisk pace.

Super Micro Computer (NasdaqGS:SMCI) has rolled out its AMD Helios rack-scale AI platform aimed at hyperscale AI, sovereign AI, and large language model deployments. The company introduced new Arm AGI CPU powered servers designed for dense, power efficient agentic AI workloads. Super Micro Computer signed a US$2b AI infrastructure deal with Gorilla Technology focused on projects in India and the broader Asia-Pacific region. Super Micro Computer (NasdaqGS:SMCI) is best known for supplying...

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. Chief Executive Officer C.C. Wei said the company’s global chip supply will fall short of AI-fueled demand for years to come, sustaining revenue growth for the firm.Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtRussia Finance Officials Tell Putin War Spending Is UnaffordableTikTok Billionair

Qualcomm's stock was under pressure on June 1 after Nvidia CEO Jensen Huang made a surprise move that rattled the PC chip market. At Taiwan's annual Computex conference, Huang shared that Nvidia (NVDA) is entering the personal computer processor market with a new chip developed in partnership with ...

A new laptop chip barely moves the needle for the AI giant -- but it strikes at the heart of what its rivals sell.

Three options-overlay ETFs are quietly paying double-digit annual distribution rates on a monthly (or weekly) schedule, and most income investors have never touched them. YieldMax Ultra Option Income Strategy ETF (NYSEARCA:ULTY) is throwing off roughly 50% annualized through weekly checks. NEOS Nasdaq-100 High Income ETF (NASDAQ:QQQI) and NEOS S&P 500 High Income ETF (CBOE:SPYI) sit ... Most Income Investors Have Never Heard of These 3 ETFs Paying Over 10 Percent Monthly

Broadcom (AVGO) late Wednesday reported fiscal second-quarter results above Wall Street's estimates

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...

AMD says AI workloads are driving stronger demand for CPUs and GPUs.

The Magnificent 7 has a new challenger. Strategist Ben Emons, in a post amplified by Bloomberg’s Joe Weisenthal on X, has dubbed a basket of seven semiconductor and AI-hardware names the “Parabolic 7.” Weisenthal’s shared data suggests that the group has vastly outperformed both the Magnificent 7 and the SOX semiconductor index since mid-2025. The ... Move Over, Magnificent 7. Traders Are Flocking to SanDisk, Marvell, Micron, and the Parabolic 7

INTC's AI infrastructure push, new Xeon 6+ chips and major partnerships are fueling strong gains, but can it overcome foundry losses and rivalry?

Nvidia looks to revamp the personal computer industry this fall by supplying AI-enabled PC chips for hardware vendors.

AMD nears its 52-week high as data center EPYC and Instinct demand surges, but competition and a rich valuation cap near-term upside.

The Philadelphia semiconductor index, known as SOX, hit a record high as AMD, Marvell and other chip stocks rose.

This is a year of extreme acceleration for Broadcom (AVGO). The company's engine is its deep, multi-year collaboration to build custom AI chips for just six strategic customers.

Nvidia CEO Jensen Huang recently said Marvell Technology could become the next trillion-dollar stock. Well, it looks like Advanced Micro Devices ’ investors would like a word on that. AMD shares advanced 3.1% to $537.57 on Wednesday, trading as high as $544.04 intraday and on pace for a record closing high, as investors shook off their Nvidia announcement hangover and broadly pushed red-hot chip stocks higher.

Intel (NASDAQ:INTC) is dominating semiconductor headlines again, riding CHIPS Act drama, a U.S. government equity stake, and CEO Lip-Bu Tan’s sweeping turnaround narrative. Intel’s Financials Tell a Different Story Strip away the headlines and the numbers are ugly. Q1 fiscal 2026 revenue came in at $13.58 billion, up 7.2% year over year, but Intel posted ... Forget Intel: Buy This Ultra-Efficient, Cash-Generative Semiconductor Juggernaut Instead