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HSBC Raises Broadcom (AVGO) Price Target on AI ASIC Growth Outlook
Insider Monkey62d agoneutral
HSBC Raises Broadcom (AVGO) Price Target on AI ASIC Growth Outlook

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, […]

Alphabet (GOOGL) Gets Buy Rating as BofA Points to AI Capex Demand
Insider Monkey62d agobullish
Alphabet (GOOGL) Gets Buy Rating as BofA Points to AI Capex Demand

Alphabet Inc. (NASDAQ:GOOGL) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. One of the biggest analyst calls on Thursday, June 4, was for Alphabet Inc. (NASDAQ:GOOGL). Bank of America reiterated the stock as “Buy.” Analysts said that they are sticking with Alphabet following its capital raise earlier […]

Should You Buy SpaceX Stock This Week?
Barrons.com62d agobullish
Should You Buy SpaceX Stock This Week?

Depending on who investors read, the SpaceX IPO will either end Western civilization while ruining working-class retirement funds or usher in an AI-enabled global utopia, generating trillions in profits. For bullish investors, including Baron Capital and ARK Invest, the projected $1.8 trillion valuation for SpaceX feels like a bargain for three main reasons.

AI Needs Power: 5 Dividend Stocks Quietly Funding the Datacenter Boom
24/7 Wall St.62d agoneutral
AI Needs Power: 5 Dividend Stocks Quietly Funding the Datacenter Boom

The Department of Energy now projects data centers will account for up to 12% of U.S. electrical demand by 2028, and somebody has to actually build the power plants, transformers, and transmission lines to feed that monster. The hyperscalers get the headlines. The utilities get the contracts, the rate base, and the 27-year dividend streaks. ... AI Needs Power: 5 Dividend Stocks Quietly Funding the Datacenter Boom

Oracle's cloud pivot remains a high-risk bet
TheStreet62d agoneutral
Oracle's cloud pivot remains a high-risk bet

I've watched plenty of companies chase a hot trend and spend their way into trouble. The story usually looks thrilling on the way up and painful on the way down. Oracle is the latest name testing that thesis. The software giant is pouring tens of billions of dollars into data centers to grab a ...

Alphabet (GOOGL) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
Insider Monkey62d agoneutral
Alphabet (GOOGL) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio

Alphabet Inc. (NASDAQ:GOOGL) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Technology giant Alphabet Inc. (NASDAQ:GOOGL)’s shares are among the top performers in Fisher Investments’ portfolio. They are up by 121% over the past year and by 18% year-to-date. The firm started June on a strong note after it announced […]

Wall Street’s ‘Fear Gauge’ Leaps. What’s Weighing Hard on the Stock Market.
Barrons.com62d agoneutral
Wall Street’s ‘Fear Gauge’ Leaps. What’s Weighing Hard on the Stock Market.

Stock market investors could be facing a specter they haven’t had to navigate since early April, when the bull market in tech caught fire and powered domestic indices out of their early year torpor and tensions between Washington and Tehran simmered into a fragile truce effort. The two-day surge in volatility follows a series of events that have tested the strength of the current tech market wave, pushed the Federal Reserve into a challenging position of moving toward rate hikes while defying President Donald Trump’s public call for easier policy, and unsettled investors hoping for an extended cease-fire agreement between the U.S. and Iran. “At the same time, growing expectations of Fed tightening have caught an investor base overweight equities and overweight emerging markets,” said ING’s Chris Turner, the bank’s global head of markets.

SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD
24/7 Wall St.62d agobullish
SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD

The Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) has emerged as one of the cleanest, lowest-cost vehicles for direct semiconductor exposure during the AI capex cycle. The fund tracks the PHLX Semiconductor Sector Index, which represents the 30 largest U.S.-listed semiconductor companies, and carries a 0.19% expense ratio, materially cheaper than the older iShares competitor. Since launching ... SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD

SMCX Sank 67% in a Year While the Underlying Stock Rose 2%
24/7 Wall St.62d agoneutral
SMCX Sank 67% in a Year While the Underlying Stock Rose 2%

A 2x daily leveraged ETF that owns nothing but swaps on a single AI server stock did what 2x daily leveraged ETFs on single AI server stocks do when the AI server trade breaks. Defiance Daily Target 2X Long SMCI ETF (NASDAQ:SMCX) fell 22% on June 5, 2026, closing at $23.22 after opening near $29.95. ... SMCX Sank 67% in a Year While the Underlying Stock Rose 2%

Should You Buy SpaceX Stock This Week? Bull, Bear Arguments, and Red Herrings.
Barrons.com63d agobullish
Should You Buy SpaceX Stock This Week? Bull, Bear Arguments, and Red Herrings.

Depending on who investors read, the SpaceX IPO will either end Western civilization while ruining working-class retirement funds or usher in an AI-enabled global utopia, generating trillions in profits. For bullish investors, including Baron Capital and ARK Invest, the projected $1.8 trillion valuation for SpaceX feels like a bargain for three main reasons.

Google gives Reddit surprising tailwind
TheStreet63d agoneutral
Google gives Reddit surprising tailwind

For most of its time in the public markets, Reddit (RDDT) has been a story of artificial intelligence data. That story still holds. The company’s user-generated discussions have grown increasingly useful for AI developers seeking real-world conversations, queries, and opinions. But there's a second ...

Berkshire’s US$10b Alphabet Bet Opens New AI Chapter Under Abel
Simply Wall St.63d agoneutral
Berkshire’s US$10b Alphabet Bet Opens New AI Chapter Under Abel

Berkshire Hathaway, NYSE:BRK.B, has committed $10 billion in a private placement in Alphabet focused on artificial intelligence infrastructure expansion. The investment is described as Berkshire's first major AI exposure under new CEO Greg Abel. This move marks a clear shift in capital allocation toward a leading technology platform. Berkshire Hathaway, NYSE:BRK.B, is stepping into AI at scale while its stock trades around $488.13. Over the past 3 years the stock is up 45.6% and over 5...

Investing.com63d agoneutral
How durable is the impact of the World Cup on stocks?

Investing.com -- The 2026 FIFA World Cup, the largest in the tournament’s history with 48 teams, 104 matches and 16 host cities across the United States, Canada and Mexico, is expected to generate measurable but largely short-lived gains for a select group of U.S. companies, while media engagement may provide a more durable revenue opportunity than in-person attendance, according to analysts at Barclays.

NVDL Collapsed 12% in a Single Day as Nvidia Lost $279 Billion, Exposing How Leverage Compounds on Bad Tape
24/7 Wall St.63d agoneutral
NVDL Collapsed 12% in a Single Day as Nvidia Lost $279 Billion, Exposing How Leverage Compounds on Bad Tape

If you owned GraniteShares 2x Long NVDA Daily ETF (NASDAQ:NVDL) into the close on Friday, June 5, 2026, your screen looked broken. The fund opened the session near $109.45 and closed at $95.91, a 12% single-day drop. The underlying, NVIDIA (NASDAQ:NVDA), fell 6.2% from $218.66 to $205.10, shedding ~$279 billion in market value in a ... NVDL Collapsed 12% in a Single Day as Nvidia Lost $279 Billion, Exposing How Leverage Compounds on Bad Tape

USD Implodes 17% And June 8th Could Be Worse
24/7 Wall St.63d agoneutral
USD Implodes 17% And June 8th Could Be Worse

A 2x leveraged semiconductor ETF will eventually give you a day like June 5, 2026. ProShares Ultra Semiconductors (NYSEARCA:USD), which seeks twice the daily return of the Dow Jones U.S. Semiconductors Index, closed at $88.68 on Friday, down roughly 17% from $106.64 the day before. A holder who walked in Friday morning with $10,000 walked ... USD Implodes 17% And June 8th Could Be Worse