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SpaceX Is in the Nasdaq-100, Now Brace for Volatility
Barrons.com38d agoneutral
SpaceX Is in the Nasdaq-100, Now Brace for Volatility

SpaceX trading on Tuesday won’t have much to do with space or AI fundamentals. Elon Musk’s AI and space company is now in the Nasdaq-100, one of the best-known large-cap growth indexes that tracks the largest nonfinancial companies listed on Nasdaq. Being fast-tracked into the index reflects just how important privately held frontier AI companies, including OpenAI, Anthropic, and SpaceX before its June IPO, have become to the entire stock market.

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Broadcom (AVGO) Extends Apple Deal Following A Fresh Look At Its Fair Value
Simply Wall St.38d agoneutral
Broadcom (AVGO) Extends Apple Deal Following A Fresh Look At Its Fair Value

Broadcom (AVGO) extended its long running chip supply partnership with Apple through 2031, sending the stock higher as investors weighed what fresh multi year custom ASIC commitments might mean for revenue visibility and AI exposure. See our latest analysis for Broadcom. The Apple extension slots into a volatile year for Broadcom, where a 90 day share price return of 11.96% and a 1 year total shareholder return of 37.37% point to momentum rebuilding after recent weakness. If Broadcom’s AI and...

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Is Apple (AAPL) Already Priced In Following Its Broadcom Deal And New iPhone Plans?
Simply Wall St.38d agoneutral
Is Apple (AAPL) Already Priced In Following Its Broadcom Deal And New iPhone Plans?

Apple (AAPL) is back in focus after extending its custom chip partnership with Broadcom through 2031 and moving ahead with a broader iPhone roadmap that includes a first foldable model and an Ultra tier. See our latest analysis for Apple. Apple’s share price has climbed 10.97% over the past week and 23.34% over the past 90 days, while its 1-year total shareholder return of 49.51% reflects recent momentum around the stock’s AI and iPhone expansion plans. If Apple’s recent moves have you...

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Why Intel (INTC) Stock Is Up Today
StockStory38d agoneutral
Why Intel (INTC) Stock Is Up Today

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 4.1% in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall Street updates.

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Wall Street closes higher as Broadcom rallies
Reuters Videos38d agobullishVIDEO
Wall Street closes higher as Broadcom rallies

<body><p>STORY: U.S. stocks ended higher on Monday, with the Dow adding nearly three-tenths of a percent, the S&P 500 rising more than seven-tenths of a percent and the Nasdaq climbing over 1.2%.</p><p>Chip stocks rallied as investors bought shares in AI-related companies that are expected to drive a strong second-quarter earnings season.</p><p>Liz Miller is founder and president of Summit Place Financial Advisors.</p><p>“One of the things we're seeing in the market, post the real first trading day after second quarter, is the strength of oil retreating and risk-on back in this market. We're seeing strength across the AI trade. We're seeing money going back into tech, including some software that's been questionable through second quarter. So June often is considered not a strong month and ended up being a very strong month. And cash just continues to follow that strength.”</p><p>Shares of Broadcom jumped more than 3.5% after the chipmaker said Apple agreed to extend a deal through 2031 to develop and supply a range of custom chips, cementing Broadcom's role as a critical supplier to the iPhone maker.</p><p>:: SK Hynix</p><p>Meanwhile, South Korean chipmaker SK Hynix on Monday launched a U.S. share sale to raise more than $28 billion in its effort to capitalize on massive investor demand for AI-related stocks. The company is set to debut on the Nasdaq later this week.</p><p>:: Microsoft</p><p>Elsewhere in the market, shares of Microsoft slipped after the tech heavyweight said it was cutting more than 2% of its workforce, or roughly 4,800 jobs.</p><p>And shares of SpaceX dipped 1% with over $26 billion worth of its shares exchanged, most of that in the final seconds of the session. Elon Musk's rocket and AI giant is set to join the tech-heavy Nasdaq 100 on Tuesday.</p></body>

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Allegro MicroSystems and Penguin Solutions Shares Skyrocket, What You Need To Know
StockStory38d agoneutral
Allegro MicroSystems and Penguin Solutions Shares Skyrocket, What You Need To Know

A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall Street updates. Broadcom (AVGO) gained about 4.2% after it disclosed in an 8-K that it signed multi-year agreements with Apple through 2031 to supply custom ASIC silicon. Separately, bullish memory notes landed: UBS raised its Q3 DDR contract-pricing forecast to +32% quarter-on-quarter (from +17%) and reiterated DRAM undersupply "until at l

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Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up
24/7 Wall St.39d agoneutral
Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up

Marvell Technology (NASDAQ:MRVL) looks compelling because the market is only now pricing in a durable second act in custom AI silicon. The stock has nearly tripled year to date, but the fundamental picture keeps outrunning the multiple. Marvell designs the analog, mixed-signal, and photonic infrastructure that hyperscalers use to move data around AI clusters. Data ... Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up

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Why Broadcom (AVGO) Stock Is Trading Up Today
StockStory39d agoneutral
Why Broadcom (AVGO) Stock Is Trading Up Today

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 4.1% in the morning session after the company disclosed new multi-year agreements with Apple, extending their collaboration through 2031 for Broadcom to develop and supply a range of custom ASIC silicon for multiple generations of Apple products.

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AI’s Next Act Isn’t Chatbots. It’s Robots, and BOTZ Is the Bet
24/7 Wall St.39d agoneutral
AI’s Next Act Isn’t Chatbots. It’s Robots, and BOTZ Is the Bet

The pitch for the Global X Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ) has quietly changed. For years BOTZ was sold as a niche automation bet, a fund for people who wanted factory-floor exposure without picking Japanese conglomerates one at a time. Now, with generative AI running out of party tricks, BOTZ has repositioned itself as ... AI’s Next Act Isn’t Chatbots. It’s Robots, and BOTZ Is the Bet

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MTUM Owns the Winners, but July Could Turn Into a Momentum Bloodbath
24/7 Wall St.39d agoneutral
MTUM Owns the Winners, but July Could Turn Into a Momentum Bloodbath

Momentum investing sounds like a physics law and behaves like a mood ring. The iShares MSCI USA Momentum Factor ETF (BATS:MTUM) has ridden the AI-chip surge to a 29% year-to-date gain through July 6, but the fund just took its worst weekly hit of the year, dropping nearly 7% in the seven days ending July ... MTUM Owns the Winners, but July Could Turn Into a Momentum Bloodbath

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The Second-Biggest Stock Sale in History Hits the Nasdaq Friday, and Chip Stocks Are Ripping
24/7 Wall St.39d agoneutral
The Second-Biggest Stock Sale in History Hits the Nasdaq Friday, and Chip Stocks Are Ripping

SK Hynix, the world’s second-largest memory-chip maker, is coming to the NASDAQ on Friday with the largest stock sale anyone has priced in years, and the chip complex is already pricing it in. CNBC’s Kristina Partsinevelos reported Monday that “SK Hynix plans to raise roughly $28 billion through an American depositary receipts, or ADR, on ... The Second-Biggest Stock Sale in History Hits the Nasdaq Friday, and Chip Stocks Are Ripping

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VanEck Semiconductor ETF Is Up 64% This Year and Doesn’t Own a Single Share of Apple
24/7 Wall St.39d agoneutral
VanEck Semiconductor ETF Is Up 64% This Year and Doesn’t Own a Single Share of Apple

The VanEck Semiconductor ETF (NASDAQ:SMH) has ripped higher in 2026, gaining 64.47% year to date through July 2 and 111.24% over the trailing 12 months. Yet the fund fueling that run does not own a single share of Apple (NASDAQ:AAPL), arguably the most recognizable technology stock on the planet. The absence is structural, not tactical, ... VanEck Semiconductor ETF Is Up 64% This Year and Doesn’t Own a Single Share of Apple

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Zuckerberg’s Insane AI Spending Could Become a Windfall, If Meta Copies SpaceX’s Playbook
24/7 Wall St.39d agobearish
Zuckerberg’s Insane AI Spending Could Become a Windfall, If Meta Copies SpaceX’s Playbook

Meta Platforms (NASDAQ:META) has spent the year getting punished for the exact strategy that may end up minting money. Meta runs the largest advertising machine outside of Google, powered by Facebook, Instagram, WhatsApp, Threads, and Messenger, and has quietly become one of the most aggressive infrastructure builders on the planet. Full-year 2025 capex hit $69.7 ... Zuckerberg’s Insane AI Spending Could Become a Windfall, If Meta Copies SpaceX’s Playbook

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Investing.com39d agobearish
Nvidia underperforms peers as report sparks rack delay worries

Investing.com -- NVIDIA Corporation (NASDAQ:NVDA) shares ticked up just 0.8% on Monday, starkly trailing a 3.2% surge in the Philadelphia Semiconductor Index and lagging rivals Advanced Micro Devices Inc (NASDAQ:AMD), which gained 7.7%, and Broadcom Inc (NASDAQ:AVGO), which jumped 4.4%. The underperformance came as a broad rally for chipmakers collided with a boutique research report alleging significant delays in the AI giant’s next-generation server architectures. Supply chain research firm Se

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