News

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

More than a year of the company's own earnings calls already described the exact demand shift that eventually re-rated AMD stock, even though options traders were not positioned for it.

Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.

QCOM is set to report Q3 results with new Snapdragon launches boosting AI, PCs and smartphones, but competition and Android demand remain key challenges.

(Bloomberg) -- Intel Corp. is expected to report strong second-quarter earnings after the market close Thursday, but even blowout results likely won’t be enough to reverse the stock’s July slide. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Le

Earnings are the most important thing, and expectations are high. But interest rates are rising, and energy tensions aren't easing.

Micron Rockets Higher, Dragging Global Chip Stocks Into Green Zone

US equity futures were higher pre-bell Thursday as oil prices fell to their lowest since the start o

The market has gotten a bit irrational with Broadcom's stock.

A short-term correction will not prevent long-term catalysts from taking shape.

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

Broadcom Stock Tumbles As Investors Demand More From AI Boom

US stock futures slipped as doubts about President Trump's ability to end the war with Iran rattled Wall Street.

This may be a time to reset expectations.

Broadcom Inc. (AVGO) delivered earnings and revenue surprises of +1.82% and +0.68%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Shares of Broadcom (AVGO) are sliding in Wednesday's extended hours in spite of the AI chipmaker beating fiscal second quarter earnings estimates and releasing third quarter guidance that outpaced Wall Street forecasts. CFRA Research senior vice president Angelo Zino reacts to Broadcom's latest earnings print and how much longer he expects the "downstream winners" of the AI infrastructure buildout to continue to gain from this phenomenon.

Chip giant heads into earnings after a 65% rebound and rising AI spending expectations.

Broadcom shares edged higher ahead of the company's earnings on Wednesday.

Analysts expect Broadcom’s revenue to grow at the highest pace in nine years, powered by custom chip deals with Meta and Google.

AI Optimism Sends Broadcom Stock Higher Ahead of Key Results

The semiconductor maker's spectacular ascent over the past year begs the question: Is the stock a buy now?

The chip designer heads into its report at an all-time high, with one number set to dominate the conversation.

Broadcom is locked in a clash of titans with rival artificial intelligence chip giant Nvidia but seems to be holding its own as the member of Investor's Business Daily's Sector Leaders list hovers just below a buy point. As it awaits its second-quarter results, due June 3, Broadcom ended trading Thursday just below a cup base's pivot of 414.61 after recently scoring an all-time high, according to chart analysis tools on IBD's MarketSurge. In April, Broadcom scored a partnership with Google parent Alphabet.

(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBilliona

Nova Ltd. (NVMI) delivered earnings and revenue surprises of +6.15% and +2.90%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Investing.com -- Citi raised its price target on Broadcom to $500 per share in a note on Tuesday, reiterating a Buy rating on the chipmaker and calling it its top semiconductor pick for 2026, ahead of the company's fiscal second-quarter earnings due June 3.

Synaptics (SYNA) delivered earnings and revenue surprises of +8.35% and +1.41%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Futures rose. President Trump "paused" his Hormuz opening effort. AI plays AMD, Astera Labs, Lumentum, Arista were earnings movers late.

Advanced Micro Devices is expected to post strong growth driven by AI data center demand, though pricing pressure could weigh on margins.

GlobalFoundries shares are rising after Cantor Fitzgerald upgrades the chip stock ahead of two major company events taking place this week.