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Got $25,000? Broadcom or Qualcomm: The Clear Winner for Growth Investors This Year
24/7 Wall St.65d agoneutral
Got $25,000? Broadcom or Qualcomm: The Clear Winner for Growth Investors This Year

Broadcom (NASDAQ:AVGO) and Qualcomm (NASDAQ:QCOM) just gave investors two different reads on the AI chip economy. Broadcom posted a record quarter driven by custom AI silicon for hyperscalers. Qualcomm beat estimates while nursing a handset slump, leaning on automotive growth and a fresh data center engagement. Both stocks fell last week, making the $25,000 question ... Got $25,000? Broadcom or Qualcomm: The Clear Winner for Growth Investors This Year

CrowdStrike (CRWD) Gains Analyst Confidence on AI Demand and Platform Strength
Insider Monkey65d agoneutral
CrowdStrike (CRWD) Gains Analyst Confidence on AI Demand and Platform Strength

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. On June 4, Morgan Stanley reiterated the stock as “Overweight” and raised its price target on the stock to $690 per share from $610. The rating update follows Crowdstrike’s Q1 2027 earnings. The company reported […]

JPMorgan Sees Qualcomm (QCOM) Investor Day as Potential AI Growth Catalyst
Insider Monkey65d agoneutral
JPMorgan Sees Qualcomm (QCOM) Investor Day as Potential AI Growth Catalyst

QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. On June 5, JPMorgan added a positive catalyst watch on Qualcomm and said that it’s sticking with its neutral rating. However, the firm is also bullish ahead of the company’s investor day. Qualcomm is set to […]

Reddit’s (RDDT) AI Search Push and Ad Momentum Support Bullish Wall Street View
Insider Monkey65d agoneutral
Reddit’s (RDDT) AI Search Push and Ad Momentum Support Bullish Wall Street View

Reddit, Inc. (NYSE:RDDT) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. On June 2, Citizens analyst Andrew Boone reiterated a Market Outperform rating on Reddit, Inc. (NYSE:RDDT) with a $240.00 price target. Boone has particularly defended Reddit’s premium valuation, stating how the company boasts major drivers driving […]

Benchmark Sees Snowflake (SNOW) as Mission-Critical AI Control Plane
Insider Monkey65d agobearish
Benchmark Sees Snowflake (SNOW) as Mission-Critical AI Control Plane

Snowflake Inc. (NYSE:SNOW) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Viewed more than just a cloud data platform, Benchmark sees Snowflake Inc. (NYSE:SNOW) as a mission-critical control plane for artificial intelligence. On June 2, analyst Yi Fu Lee reiterated a Buy rating and $270.00 price target […]

Intel (INTC) and Hitachi Team Up to Accelerate Physical AI Across Industries
Insider Monkey65d agoneutral
Intel (INTC) and Hitachi Team Up to Accelerate Physical AI Across Industries

Intel Corporation (NASDAQ:INTC) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. On June 5, Hitachi and Intel Corporation (NASDAQ:INTC) announced entering into a strategic collaboration aimed at accelerating physical AI, advanced computing, and next-generation digital infrastructure across sectors such as manufacturing, energy, and other critical industries. Hitachi’s […]

Stifel Raises Marvell (MRVL) Price Target on AI Data Center Opportunity
Insider Monkey65d agoneutral
Stifel Raises Marvell (MRVL) Price Target on AI Data Center Opportunity

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Marvell’s infrastructure story is gaining fresh support on Wall Street. On June 2, Stifel analyst Tore Svanberg raised the price target on Marvell (NASDAQ: MRVL) to $321.00 (from $230.00) while maintaining a Buy rating. Stifel […]

Oracle (ORCL) Draws Bullish Long-Term View on AI Cloud Infrastructure Growth
Insider Monkey65d agoneutral
Oracle (ORCL) Draws Bullish Long-Term View on AI Cloud Infrastructure Growth

Oracle Corporation (NYSE:ORCL) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Wall Street appears somewhat cautious heading into Oracle’s 4Q print. On June 2, Scotiabank analyst Pat Colville raised the price target on the stock to $290 from $215, reiterating a Sector Outperform rating. Following a 71% […]

Apple (AAPL) Faces Near-Term Pressure as App Store Growth Slows
Insider Monkey65d agoneutral
Apple (AAPL) Faces Near-Term Pressure as App Store Growth Slows

Apple Inc. (NASDAQ:AAPL) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Apple Inc. (NASDAQ:AAPL) may be facing some near-term pressure owing to its App Store growth. On June 4, UBS analyst David Vogt reiterated a Neutral rating on the stock with a $296.00 price target. The firm […]

HSBC Raises Broadcom (AVGO) Price Target on AI ASIC Growth Outlook
Insider Monkey65d 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, […]

Meta (META) Shows Early Signs of GenAI Monetization, UBS Says
Insider Monkey65d agoneutral
Meta (META) Shows Early Signs of GenAI Monetization, UBS Says

Meta Platforms Inc. (NASDAQ: META) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. While investors continue to question the payoff from Big Tech spending, UBS sees one tech firm showing early signs of monetization. On June 4, UBS analyst Stephen Ju reiterated a Buy rating and $865.00 […]

Alphabet (GOOGL) Gets Buy Rating as BofA Points to AI Capex Demand
Insider Monkey65d 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 […]

Nvidia (NVDA) Highlights Vera Rubin and RTX Spark as AI Momentum Builds
Insider Monkey65d agoneutral
Nvidia (NVDA) Highlights Vera Rubin and RTX Spark as AI Momentum Builds

NVIDIA Corporation (NASDAQ:NVDA) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Nvidia’s Computex 2026 has enabled it to deepen its AI growth story, but Deutsche Bank still maintains a cautious yet constructive view. On June 2nd, the investment firm reiterated a Hold rating on the stock with […]

Qualcomm Edge AI Win With Primax Fuels New Enterprise Valuation Questions
Simply Wall St.67d agoneutral
Qualcomm Edge AI Win With Primax Fuels New Enterprise Valuation Questions

Primax Electronics has announced a next generation AI conference solution platform powered by Qualcomm's Dragonwing Edge AI processors. The system focuses on AI driven audio and video collaboration for hybrid meeting rooms and enterprise workplaces. The announcement highlights Qualcomm's push into smart workplace infrastructure beyond smartphones, PCs and data center products. QUALCOMM (NasdaqGS:QCOM) is drawing attention as partners start to apply its Edge AI technology in real world...

Why Qualcomm (QCOM) Stock Is Nosediving
StockStory68d agoneutral
Why Qualcomm (QCOM) Stock Is Nosediving

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 6% in the morning session after the AVGO earnings overhang and the stronger-than-expected jobs report combined to drive one of the broadest global chip selloff of the year.

50% Upside For AVGO Stock?
Trefis68d agoneutral
50% Upside For AVGO Stock?

Instead of just selling chips via traditional cycles, Broadcom (AVGO) is partnering with Apollo, Blackstone, and other investors on alternative financing structures to fund large-scale AI hardware production. This shifts the business from a transactional component supplier into a vertically scaled, long-term silicon partner.

AI Layoffs Already Have Surpassed Last Year’s Total. Tech Workers Are Being Cut First.
24/7 Wall St.68d agobearish
AI Layoffs Already Have Surpassed Last Year’s Total. Tech Workers Are Being Cut First.

The artificial intelligence boom that’s pushing market caps to records is reshaping employment. Challenger, Gray & Christmas data highlighted on CNBC’s Closing Bell Overtime on June 4 indicates that more than 87,000 layoffs this year have been tied to AI, already eclipsing all of 2025’s full-year total just five months in. Chip leader NVIDIA (NASDAQ:NVDA) ... AI Layoffs Already Have Surpassed Last Year’s Total. Tech Workers Are Being Cut First.