Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Asian equities went into reverse Friday on continued worries about the AI trade after disappointing forecasts from chip titan Broadcom, while investors were also keeping a wary eye on stuttering Middle East peace efforts.The latest AI wobble came as investors grew nervous about grinding efforts to end the Middle East crisis.
Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 14.3% in the morning session after the company reported underwhelming Q2 FY2026 results: the problem was the specific figure that drives Broadcom's valuation multiple, and management's choice not to raise its long-term target.
American stock futures edged lower after a revenue miss and weaker-than-expected outlook from Broadcom sparked concerns about the semiconductor sector's ongoing rally.
Both of these chip giants are central to the AI build-out, but one looks like the better buy today.
Some investors fear that Broadcom stock has peaked. That could be a costly mistake.
The Dow jumped at the open and held its gains for the entire session, closing up 875 points, or 1.7%. Artificial intelligence continues to whipsaw tech stocks, with huge up days followed by significant declines. Tech stocks are so valuable that they move the broader indexes no matter what’s happening elsewhere.
US stock futures mostly fell in the wait for the release of the May jobs report.
US stock futures mostly fell in the wait for the release of the May jobs report.
<body><p>STORY: U.S. stocks mostly gained ground Thursday as progress toward ending the Iran war buoyed investor sentiment.</p><p>The Dow rose 1.7% and notched another record closing high, the S&P 500 added four-tenths of one percent, while the Nasdaq fell a hair.</p><p>Broadcom contributed to the index’s lackluster day. Its shares declined 12.5% after the chip company issued disappointing results. </p><p>:: Archive</p><p>Anna Rathbun, founder and CEO of Grenadilla Advisory, said the changing business conditions discussed by Broadcom on its earnings call could be a warning sign for other AI companies.</p><p>“The traders, the investors and the markets are anticipating potentially falling margins in the future because of the shift in Broadcom's business. Now this actually has implications for rest of AI, right? Because number one, everybody's moving to AI and the costs are definitely going up of raw materials and partnerships, etc. And unless you can pass that down to your customer, at this point they can because the demand is high. At some point they won't be able to. And that means margin pressure. So the markets may be looking at that as a canary in the coal mine. “</p><p>The U.S. House of Representatives passed a measure on Wednesday that would block President Donald Trump from continuing the war on Iran.</p><p>Additionally, a U.S.-mediated ceasefire agreement between Israel and Lebanon, an essential condition of an Iranian agreement to a peace deal, bolstered optimism of a near-term resolution to the war. </p><p>But the truce was rejected by the pro-Iran Hezbollah, which said it would not withdraw troops from Lebanon.</p><p>Other stocks on the move included UnitedHealth which advanced 5% after Bank of America raised its rating on the healthcare conglomerate's shares to "buy."</p><p>And Pinterest climbed about four and a half percent after announcing it would spend $4 billion to strengthen a long-term partnership with Amazon.</p></body>
Most chip stocks stayed lower today after Broadcom's guidance sparked a slump in the industry, but Marvell Technology wasn't one of them. The company, which recently got a high-profile endorsement from Nvidia CEO Jensen Huang, saw its shares bounce back Thursday to finish 4.
Today, June 4, 2026, a historic post-earnings sell-off is forcing investors to rethink AI growth assumptions across chips.
The tech giant's recent sell-off is a buying opportunity.
Dow Jones futures fell slightly after hours, along with S&P 500 futures and Nasdaq futures. The May jobs report is on tap before Friday's open. The stock market saw the Dow Jones jump to a record high, aided by lower oil prices and Treasury yields.
<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 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. </p></body>
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.
Micron Slumps as AI Chip Selloff Sparks Sector-Wide Panic After Broadcom Shock
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.
Broadcom's selloff renews scrutiny on elevated semiconductor valuations after a two-year AI-driven rally.
A recent quarterly report from another AI player is weighing on AMD stock today.