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Broadcom Sinks 14% on Soft AI Chip Outlook Despite Earnings Beat, Dragging Down AMD and Intel
24/7 Wall St.62d agobullish
Broadcom Sinks 14% on Soft AI Chip Outlook Despite Earnings Beat, Dragging Down AMD and Intel

Shares of Broadcom (NASDAQ:AVGO) are down 14% in Thursday morning trading, sinking to around $410 after closing Wednesday at $479.23. The reversal follows the company’s fiscal Q2 2026 earnings release after the close on June 3. The pain is spreading. Advanced Micro Devices (NASDAQ:AMD) is off 4% to around $521, and Intel (NASDAQ:INTC) is down ... Broadcom Sinks 14% on Soft AI Chip Outlook Despite Earnings Beat, Dragging Down AMD and Intel

As HPE surges on Q2 earnings, are we seeing the start of AI mania?
Yahoo Finance Video64d agobullishVIDEO
As HPE surges on Q2 earnings, are we seeing the start of AI mania?

Hewlett Packard Enterprise (HPE) shares are surging by over 30% in Tuesday trading after roaring past fiscal second quarter estimates on adjusted earnings and revenue. HPE is finally being hailed as a competitive name in the AI infrastructure arena, alongside the likes of Dell Technologies (DELL). EMJ Capital founder and president Eric Jackson speaks with Yahoo Finance Executive Editor Brian Sozzi about whether he believes the AI trade is reaching a mania-level amid these euphoric stock moves.

IBM Shares Surge as Old Clip of Trump Praise Recirculates Online
Bloomberg65d agobullish
IBM Shares Surge as Old Clip of Trump Praise Recirculates Online

(Bloomberg) -- A nearly six-month old video of Donald Trump praising International Business Machines Corp.’s CEO sent the shares surging almost 9% on Monday, adding more than $24 billion to the company’s stock-market value. Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectStrait of Hormuz Ship Transits Are Rising Thanks to US HelpPro-T

AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic
Bloomberg66d agobullish
AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic

(Bloomberg) -- Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an artificial-intelligence bubble that’s due to burst.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns

‘Dinosaur’ Tech Stocks Reborn as AI Fuels $1.7 Trillion Rally
Bloomberg67d agobullish
‘Dinosaur’ Tech Stocks Reborn as AI Fuels $1.7 Trillion Rally

(Bloomberg) -- They were all stars of the dot-com era before fading into the background as the bubble burst and a new generation of tech darlings rose to the forefront. But Dell Technologies Inc., Nokia Oyj and Lenovo Group Ltd. are back with a vengeance thanks to the unrelenting artificial intelligence spending boom.Most Read from BloombergStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseCVS Returns Zepbound to Drug Plans

Trump Invested in Intel And it Soared 500%. Here’s the Next Industry the Government is Buying.
24/7 Wall St.69d agobullish
Trump Invested in Intel And it Soared 500%. Here’s the Next Industry the Government is Buying.

Defense drone stocks are surging at midday Thursday after a Wall Street Journal and CNBC report indicated the Pentagon is in talks with drone manufacturers about funding deals that could include direct federal equity stakes. Unusual Machines (NYSE:UMAC) stock leads the rally with a 58% intraday jump, while Red Cat Holdings (NASDAQ:RCAT) stock is up ... Trump Invested in Intel And it Soared 500%. Here’s the Next Industry the Government is Buying.