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Broadcom is benefiting from the shift to custom AI chips. Here's what its surging AI revenue and guidance mean for the stock.

The bottleneck has shifted from chips to power, and one under-the-radar stock just signed a 15-year, $2.6 billion AI lease that proves the trade is real. The market hasn’t priced it yet.

The AI boom has created a market where good results are no longer good enough. Investors have rewarded companies tied to artificial intelligence with premium valuations, but they have also become far less forgiving. A strong quarter can still lead to a falling stock price if management fails to convince Wall Street that growth is ... Micron Must Do This on June 24, or Its Stock Could Crash

Markets are hunting for new leadership as the Big Tech engine sputters, and one Wall Street technician thinks she knows where the baton is being passed. On CNBC’s Closing Bell Overtime, Fairlead Strategies founder Katie Stockton argued that financials, industrials, and biotech look ready to take over leadership as semiconductor and memory names show their ... Wall Street Technician Declares Financials, Industrials, and Biotech Poised for Breakouts. 3 ETFs Could Soar.

Despite SpaceX rocketing out of the gate, we're still on track to witness the greatest fleecing of everyday investors in Wall Street's storied history.

Wall Street loves a new nickname for its favorite trade.

Sandisk shares have rocketed higher amid an unprecedented memory chip supply shortage.

The tech giant is one of the best long-term plays on the booming AI market.

D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing: both major semiconductor ETFs are up more than 80% this year, while memory names have surged 300% or more, yet the multiples investors ... Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.

At the Everpure Accelerate 2026 summit in Las Vegas, Everpure, the company formerly known as Pure Storage, put a number on the AI infrastructure cycle consuming Wall Street. CFO Tarek Robbiati said hyperscalers are expected to spend roughly $3 trillion in cumulative capital expenditures over the next three years, a figure he framed as “2 ... Google, SpaceX, Microsoft, and Amazon Are About to Spend ‘Twice the Entire U.S. Defense Budget’ on AI

CSCO's AI infrastructure orders, network refresh cycle and security momentum support its premium valuation and long-term growth prospects.

Broadcom's AI chip business is growing at an extraordinarily fast pace, but another large part of the company's business is getting ready to accelerate.

Trump comments spark broad semiconductor stock gains

A sizable chunk of SpaceX's $75 billion initial public offering (IPO) capital raise is already spoken for.

These three hard-hit stocks look poised to rebound.

Broadcom Inc. (NASDAQ:AVGO) is one of the best US stocks to buy and hold for the next 5 years. On June 9, Broadcom’s “Private Cloud Outlook 2026” revealed an AI tipping point, with enterprises shifting production AI inference from public to private cloud. Driven by concerns over cost, complexity, and control, 56% of companies now […]

If peace does indeed hold, there will likely be a continuing market rally in the weeks ahead. It’s a big deal. Meanwhile, Oracle Corp. (ORCL) reported earnings recently into a market that had recently soured on the AI trade after Broadcom Inc. (AVGO) earnings the week before, writes Tom Hutchinson, editor of Cabot Income Advisor.

Tan’s tech juggernaut has been a gold mine for investors; the stock has returned 34,000% during his tenure.

Somewhere in the past few weeks, a supply chain rumor got out that a chip program Broadcom has been working on with Google might be running late. Nobody confirmed it. No contract was lost, no customer pulled back, no earnings were restated. Just a rumor, and yet Broadcom's stock shed nearly 7% in ...

On June 18, 2026, Marvell Technology drew investor attention with a price upgrade and renewed AI confidence.

Broadcom Inc. (NASDAQ:AVGO) is one of the best growth stocks to buy, according to billionaire Ray Dalio’s Bridgewater Associates. On June 11, Broadcom Inc. (NASDAQ:AVGO) commenced a cash tender offer for the purchase of up to $2.5 billion of its outstanding senior notes. The company is to purchase notes with maturities ranging from 2030 to […]

As AMD chases a multi-billion dollar AI future, it has stopped celebrating a key profitability metric, a quiet signal that the company's next wave of growth will be a different, lower-margin bet.

Today's Research Daily features new research reports on 16 major stocks, including Alphabet Inc. (GOOGL), Broadcom Inc. (AVGO) and Johnson & Johnson (JNJ), as well as two micro-cap stocks, Franklin Wireless Corp. (FKWL) and Park Aerospace Corp. (PKE).

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...

The chipmaker looks expensive on today's numbers, but a patient investor is buying into a much more reasonable valuation three years from now.

President Trump’s May 2026 OGE Form 278-T disclosure revealed something genuinely unusual in volume, with more than 3,600 individual stock trades in the first quarter of 2026, with heavy concentration in AI infrastructure bought during the March selloff. Executive-branch disclosures report value ranges and dates, not share counts, so any precision beyond brackets like “$1 ... Donald Trump’s Q1 Portfolio Was Just Revealed. He Just Poured Millions Into These 3 Unstoppable AI Stocks.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.99%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.61%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.16%. September E-mini S&P futures (ESU26 ) are up +0.99%, and September E-mini Nasdaq futures...

At $7.53, Rackspace Technology (NASDAQ:RXT) is a Hold, with an aggressive Buy trigger if a macro panic drags shares back to $5.00. After a 675.57% year-to-date rip, the real question is how much is already priced in. Rackspace operates hybrid multicloud services across a shrinking legacy Private Cloud business and a growing Public Cloud managed ... Buy, Hold, or Sell: Rackspace Is Up 675% This Year, Is It a Buy Today?

By Max A.

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