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Everywhere investors look, the warning signs seem to be multiplying. Inflation ticked higher again in the latest Consumer Price Index report from the Bureau of Labor Statistics. Producer prices are climbing, too, raising concerns companies may eventually pass those costs onto consumers. The University of Michigan’s consumer confidence index recently hit its lowest reading in ... Trump’s Bull Market is Over? Not a Chance! JPM Says S&P Can Rally 22% From Here

As Warren Buffett would advise, start with businesses you understand. And right now, there are plenty with enormous potential.

There's increasing competition in nearly all parts of the AI space -- except for one.

In May 2026, Applied Materials, Inc. reported second‑quarter 2026 sales of US$7.91 billion and net income of US$2.81 billion, raised guidance for third‑quarter 2026 revenue to about US$8.95 billion plus or minus US$500 million, and continued share repurchases under its existing buyback program. Applied Materials also expanded its EPIC equipment and process innovation platform, bringing in partners such as Broadcom and SCREEN Semiconductor Solutions to co‑develop advanced chip packaging and...

Zacks Thematic Screens lets you dive into 30 dynamic investment themes shaping the future, including heavily-popular artificial intelligence (AI).

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 3.5% in the afternoon session after Micron's UBS-led surge ignited a semiconductor rally.

A number of stocks jumped in the afternoon session after Micron's UBS-led surge ignited a semiconductor rally.

In the latest trading session, Broadcom Inc. (AVGO) closed at $422.01, marking a +1.9% move from the previous day.

The real threat to the tech sector isn't a lack of AI ideas, but a classic economic shock. The overproduction of computing power.

Broadcom is attracting fresh attention after Duquesne initiated a new AVGO position, while the company’s AI semiconductor revenue continues to accelerate.

Marvell Technology (MRVL) is scheduled to report Q1 results after-market hours on Wednesday, May 27, and expectations are running high following several quarters of explosive AI-driven growth.

The AI networking trade has produced one of the sharpest leadership shifts of the year, and it favors the name many investors had written off. Over the past month, Cisco Systems (NASDAQ:CSCO) stock has surged 32%, while Arista Networks (NYSE:ANET) stock has slumped 10% and Broadcom (NASDAQ:AVGO) stock has essentially drifted sideways. Today’s midday session ... Cisco Soars 32% in a Month, Arista Falls 10%, Broadcom Drifts: The AI Networking Trade Has a Clear Winner

When Nvidia Corp (NASDAQ:NVDA) reported one of the most lopsided quarters in corporate history this month, the stock barely flinched. The chip giant posted first-quarter revenue of $81.6 billion, up 85% year-over-year, alongside an $80 billion buyback expansion and a dividend hiked from a penny to 25 cents. Yet NVDA is up only around 13% on the year, well below its mid-May highs near $236. Why The Bull Case Holds Gavin Baker of Atreides Management, speaking on the All-In podcast, pushed back on

After a remarkable run, Micron just joined the elite club.

Consider Micron Technology (NASDAQ:MU) here because a forward FY 2027 earnings multiple of 7x on a company sitting at the literal center of the AI memory bottleneck is a valuation that almost never exists at the heart of a megatrend, and the only reason it does now is that your advisor still thinks “memory” means ... Trading at 7x Earnings in an AI Boom? This Is the ‘Stupid Cheap’ Stock Your Financial Advisor Won’t Tell You About

Shares of Broadcom (NASDAQ:AVGO) have been fluctuating sideways since melting up for the month of April. And while the name is far less heated than many of its peers in the semiconductor scene, gaining just over 19% year to date, far less than the more than 71% surge in the iShares Semiconductor ETF (NASDAQ:SOXX), I ... One Expert Sees Broadcom at $630 — and the AI Infrastructure Math Backs the Case

(Bloomberg) -- Qualcomm Inc. reached a deal with TikTok owner ByteDance Ltd. to supply chips for artificial intelligence data centers, according to people familiar with the matter, marking a key win for a company trying to expand from smartphone processors into AI infrastructure.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good N

Broadcom (AVGO) has become one of the AI trade’s big winners, with the stock up 75% over the past year as investors bet aggressively on its custom AI chips. But beneath the AI narrative, VMware has become the financial backbone supporting that valuation. See a Closer look at AVGO's software business.

UBS raised its target on Micron to a Street-high $1,625 from $535, arguing AI has structurally changed the memory market

ADI's AI data center revenues surge 90% as demand for optical and power solutions drives record sales and margin expansion.

US stocks are set to open higher after Monday’s Memorial Day holiday, catching up with strong gains elsewhere as investors tentatively welcome signs of progress towards a ceasefire deal between the US, Israel and Iran. Nasdaq futures were the strongest, up 1%, while gains for the Dow Jones...

Investors love dividend stocks because they provide dependable passive income streams and an excellent opportunity for solid total return. Total return includes interest, capital gains, dividends, and distributions realized over time. In other words, the total return on an investment or portfolio consists of income and stock appreciation. At 24/7 Wall St., we have focused ... 5 Strong Buy Passive Income Giants Have Raised Their Dividends by Double Digits for Years

Imagine a retiree who reads that Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) is a top dividend fund, parks $300,000 in it, and waits for the checks to arrive. They get ~$4,500 a year. That is the VIG problem in one sentence. The fund’s 1.5% distribution yield sits right next to the S&P 500’s payout, which means ... VIG Calls Itself a Dividend Appreciation Fund, But Its 1.5 Percent Yield Reveals What That Really Means

Walmart's recent run of outperformance could be coming to an end.

FTSE 100 up 39 points at 10,513 Oilers down and miners up on Iran deal optimism Kingfisher sales fall less than expected 4.12pm: Ferrari and Ive's EV design disappoints Shares in Ferrari are down 4.6% in New York and over 7% in Milan after the Italina stallion revealed its...

Chasing highly valued stocks can leave investors vulnerable to significant corrections later on.

Semiconductor stocks have been red hot over the past few years. Just how hot might surprise you.

The Vanguard Dividend Appreciation ETF (VIG) may be one of the more consistent dividend-growth funds. But it's not one of the biggest yielders.

The Vanguard Dividend Appreciation Index Fund ETF Shares (NYSEARCA:VIG) is having a quieter year than its big-cap dividend-growth reputation suggests, with shares around $229 and a 5% year-to-date gain trailing the broader market. The 12-month picture is stronger at almost 17%, but the recent flattening tells you something important: VIG’s dividend-growth playbook is being squeezed ... VIG Investors: Watch the 10-Year Treasury Yield This Week—4.75% Is the Danger Line

Here is the data point that should make every passive index investor pause. On Retire SMART Podcast Ep 416, the host laid out the math: “If we removed the Nvidias, the AMDs, so AI chips, these are the chipmaking companies, the storage companies, and the companies that are facilitating AI that are publicly traded. And ... The Math That Should Terrify Index Investors: AI Chips Account for Nearly All S&P 500 Gains