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Shares plunged Friday in Asia, led by heavy losses in Japan and South Korea as traders sold to lock in gains from recent rallies in stocks related to artificial intelligence. U.S. futures also declined, while oil prices fell. Tokyo’s Nikkei 225 index shed 4.5% to 69,127.10 and the Kospi in Seoul plunged 6.8% to 8,323.52.

The artificial intelligence race is no longer only about building the biggest models or buying the most powerful chips. It is also becoming a cost-control problem. That is the message behind OpenAI’s Jalapeño, the custom chip it designed with Broadcom (AVGO). The chip gives Broadcom another role in ...

Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind of story.

The chipmaker is on a tear, but its real value to your portfolio comes with a very specific trade-off.

The Broadcom OpenAI partnership just shipped the Jalapeño chip, yet money is rotating to two other names even as analysts stay bullish.

With the semiconductor sector showing signs of exhaustion and overvaluation, the AI investment playbook is fundamentally shifting. Investors must now pivot away from hardware builders to traditional firms leveraging AI to slash operational costs and drive margin expansion.

All four companies have different strengths.

Melius Research’s head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. “I’m telling them to buy on the dip. These have been opportunities in the past, and we just don’t really see any change,” Reitzes said. His list of buys ... Melius Research: “Buy the chip dip, skip hyperscalers” until AI payoff becomes clear

Texas Instruments has surged 74.71% year-to-date in 2026 while maintaining a steady 1.85% dividend yield backed by 22 consecutive years of dividend increases.

While investors fixate on NVIDIA's dizzying growth rate, a far more telling number lies in its supply commitments, revealing a concrete plan to meet demand that skeptics think is unsustainable.

Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the morning after Micron Technology (NASDAQ:MU) reported, BofA’s senior semiconductor analyst argued that “what we are witnessing is what I would call a structural ... BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story

Investing.com -- Goldman Sachs initiated coverage of Intel with a Neutral rating and a 12-month price target of $150, acknowledging clear tailwinds in server CPUs and foundry optionality but arguing that the stock's recent run has already priced in much of the upside.

Nvidia was falling early Thursday after rising throughout premarket trading as initial semiconductor cheer from Micron earnings quickly reversed. Nvidia shares were down 2% at $2194.98 in early trading after Micron Technology blowout earnings. As Barron’s has written, Nvidia looked to be establishing a trading range with a floor of roughly $200, after breaking through that level in April.

AMD's HPC gains, surging data center revenues and AI infrastructure wins bolster its growth outlook, even as NVIDIA and Broadcom intensify competition.

Stark Warning on Broadcom Stock as Google Report Triggers Semiconductor Shakeup Concerns

Google's possible 2028 MediaTek shift could pressure Broadcom's custom ASIC narrative and lift MediaTek estimates.

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

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

Nvidia was rising early Thursday. The chip maker was benefiting from widespread semiconductor cheer, even as more options came onto the artificial-intelligence processor market. Nvidia shares were up 1.5% at $201.94 in premarket trading with chip stocks generally gaining after Micron Technology blowout earnings.

This exchange-traded fund regularly outperforms the broader market thanks to its high degree of exposure to the technology industry.

Broadcom Inc. (NASDAQ:AVGO) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 11, Timothy Arcuri of UBS was bullish on the company’s stock and maintained a “Buy” rating with a price objective of $485. That being said, the firm’s analyst opines that supply constraints might result in […]

Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. In the past year, the stock grew 44.12%, while it posted a 9.36% year-to-date growth. Based on 55 analyst ratings compiled by CNN, 93% have assigned a Buy rating to Broadcom, while 7% have assigned a Hold […]

The recent rout knocked down both AI-chip leaders -- but only one looks like the better value now.

Broadcom (AVGO) just got a new validation point in the artificial intelligence chip race: OpenAI’s first custom chip, Jalapeño, unveiled on June 24. The chip was designed with Broadcom and built for inference, the computing process that allows products such as ChatGPT to respond to user requests. ...

Shares of chipmakers surged late on Wednesday, adding over $400 billion in market ‌value after strong forecasts from Micron Technology and Qualcomm ‌breathed fresh life into Wall Street's recently waning AI stock rally. Micron surged ​12% in extended trade after forecasting quarterly earnings above analysts' estimates, signaling that heavy investments in AI-related infrastructure will drive strong demand for its memory chips. Also after the bell, Qualcomm ‌said it expects $15 billion ⁠in sales from its data center business by 2029 as it moves beyond its core smartphone ⁠chip business and shifts its focus to AI.

Broader tech sell-off continued on Wednesday as investors awaited Micron earnings to judge the demand for AI and memory chips.

The chipmaker looks expensive on today's numbers, but the honest question is what you are paying for the earnings of tomorrow.

OpenAI has developed Jalapeno, an AI inference ASIC chip with Broadcom, and SpaceX’s $25 billion note sale was oversubscribed at $89 billion.

The ChatGPT parent turned to Broadcom to create a custom processor.

Yahoo Finance's Josh Lipton takes a closer look at some of Wednesday's trending tickers and stories, including Broadcom's (AVGO) partnership with OpenAI (OPAI.PVT), Cerebras's (CBRS) first quarterly earnings report, and Wendy's (WEN) meme stock status.