Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
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.
Nvidia stock was gaining early Monday as CEO Jensen Huang encouraged investors to look past the tumble in semiconductor stocks.
"We are at the outset of the AI revolution," Huang said, framing last week's $1 trillion-plus wipeout in chip stocks as a near-term positioning event rather than a signal of structural weakness in AI demand.
US stock futures (ES=F, NQ=F, YM=F) attempt to recover from last Friday's sell-off, which saw the Nasdaq Composite (^IXIC) sink by over 4%, Morning Brief Host Julie Hyman and Barron's Investor Circle Newsletter editor Josh Schafer examine how last week's sell-off impacted key components of the AI trade, such as semiconductor stocks.
A $10,000 position in the SPDR S&P Semiconductor ETF (NYSEARCA:XSD) at the close on Thursday was worth roughly $8,873 by Friday’s close, and the people who got there did not own a single share of the stock that supposedly caused it. XSD fell 11.27% on June 5, 2026, dropping from $644.32 to $571.68, its worst ... After 11% Wipeout, XSD Investors Must Hate Broadcom
Here's a dose of perspective after a big sell-off.
The Roundhill Memory ETF (CBOE:DRAM) closed Friday, June 5, 2026 at $55.79, down 15% on the day from a prior close of $65.70. Over the two-day window from June 3 through June 5, the fund dropped 20%, going from $69.71 to that Friday close. If you had $10,000 in DRAM at Wednesday’s open, you had ... Guidance Miss Becomes a Bloodbath: DRAM’s 15% Implosion is At The Center
If you owned ProShares UltraPro QQQ (NASDAQ:TQQQ) into the close on Friday, you watched a position open near $85.22 and finish at $73.05, a 14.28% single-day drawdown that turned a $10,000 position into something like $8,570 before the weekend started. The underlying, Invesco QQQ Trust (NASDAQ:QQQ), fell 4.8% on the same session, its worst day ... TQQQ Turned $10,000 Into $353,789, but Friday’s 14% Crash Shows Leverage Cuts Both Ways
Broadcom Inc. (NASDAQ:AVGO) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. On June 2, HSBC analyst Frank Lee raised the price target on Broadcom Inc. (NASDAQ:AVGO) to $600.00 (from $450.00) while maintaining a Buy rating. The bullish case for Broadcom is based on its ASIC revenue growth, […]
Shares of the electric-vehicle maker were up 1.4% at $396.65 in premarket trading, while futures were up 0.4% and futures were down 0.1%. Investors are waiting to see if some investors will sell Tesla stock to buy SpaceX shares. Technical factors like that can create short-term price distortions.
A holder who started Friday, June 5, 2026 with $10,000 in ProShares Ultra Technology (NYSEARCA:ROM) ended the day with about $8,655. The fund opened at $161.98 and closed at $140.20, a single-session loss of 13.45%. Over the same five trading days, ROM gave back 11.8%, with the week starting at $158.95. Those numbers are what ... Why ROM Holders Watched $10,000 Evaporate to $8,655 When NVIDIA and Broadcom Stumbled on Friday
If you owned iShares MSCI South Korea ETF (NYSEARCA:EWY) on Friday morning, you had a roughly $204 share by the closing bell that was worth $175.19, a roughly 14% single-day decline that, by intraday magnitude, was the fund’s worst session since the March 2020 COVID crash. A $10,000 position opened at Thursday’s close was worth ... The iShares Korea ETF (EWY) Dropped 14% in Its Most Brutal Session in Six Years, and It Started With Broadcom
Marvell Technology shares climbed more than 7% in premarket trading on Monday after the chipmaker was set to join the benchmark S&P 500 at the end of June, in the latest boost to a stock that has surged recently. Its shares have gained about 59% since May 27 after the company forecast its custom-chip business would surpass $10 billion in revenue in fiscal 2029 and Nvidia CEO Jensen Huang called Marvell the next "trillion-dollar company." The stock dropped 16.7% in regular trading on Friday amid a broader selloff that wiped out $1.3 trillion in market value for the chip sector.
Investors were feeling a bit calmer as they bought the dip in tech stocks following Friday's brutal AI selloff. The Cboe Volatility Index, a widely followed fear gauge that trades under the ticker VIX, dropped about 2 points to 19.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
