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You could buy all the aerospace companies in the S&P 500 and still have $300 billion left over for what investors are going to shell out for SpaceX.

Nvidia, AMD, and Broadcom all look like good buys in the wake of this dip.

The AI trade continues to stand on unsteady ground this week as semiconductor stocks waver. Oracle's (ORCL) fiscal fourth quarter earnings are due out after Wednesday's market close, which could ultimately be a tipping point for the AI sector. JonesTrading chief market strategist Michael O'Rourke speaks with Yahoo Finance Executive Editor Brian Sozzi about his outlook on the AI sector.

Bankers are taking in hundreds of billions in orders for the $75 billion in stock SpaceX plans to sell this week.

US stocks were set to open lower on Wednesday, but investors gained a little confidence from fresh inflation data ahead of the opening bell, while there were conflicting Middle East messages that pushed oil prices higher. Futures pointed to a weaker start on Wall Street, with the Dow Jones,...

Micron Technology (NasdaqGS:MU) has added Dr. Alexis Black Björlin to its board of directors. Dr. Black Björlin is an experienced AI and semiconductor executive with prior leadership roles at NVIDIA, Meta, Broadcom, and Intel. The appointment brings deeper expertise in AI infrastructure, cloud platforms, and advanced semiconductor hardware to Micron’s governance bench. Micron Technology, trading at a recent share price of $935.89, has been one of the more intensely watched AI hardware...

June 10 (Reuters) - U.S. stock index futures fell on Wednesday as technology stocks extended losses, while renewed tensions between the U.S. and Iran weighed on sentiment ahead of a key inflation

SpaceX is not public yet, but retail traders may already be making room for it.

NYU professor Scott Galloway warns a wave of upcoming AI IPOs could trigger an 80% collapse for one new market debut, and the aftershocks may hit already-public AI names like Nvidia Corp and Tesla Inc. The Prof G Markets co-host...

As investments go, Beignet and Big Sky may not be household names. But that doesn’t mean households aren’t going to be exposed to their financial...

U.S. stock markets closed mixed on Tuesday as the AI trade disappointed again just after a day of rebound.

Anthropic, the creator of AI-model Claude, will lease powerful but costly computer chips at five dat

Broadcom’s first quarter results for 2026 exceeded Wall Street’s expectations for both revenue and profit, yet shares fell sharply as investors digested underlying trends. Management credited surging demand for AI semiconductors as the core driver of year-on-year growth, with CEO Hock E. Tan emphasizing that “AI semiconductor revenue reached a record $10.8 billion, up 143% year on year.” Margins benefited from scale and operating leverage, but the company noted that product mix shifts—particular

KOSPI swung 16% in 48 hours. Samsung and SK Hynix drove it. Wall Street says nothing fundamental changed and remains positive.

You could buy all the aerospace companies in the S&P 500 and still have $300 billion left over for what investors are going to shell out for SpaceX.

Broadcom (AVGO) just posted the kind of quarter most chipmakers can only dream about. Record revenue, AI sales up triple digits, and a growing roster of marquee customers. Then the stock fell. Shares of Broadcom dropped 12.59% on June 4 to close at $418.91, the steepest one-day fall in over a year. ...

The spending fueling the boom hasn't let up, so should investors be buying the dip?

The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

Most people don't think about Oracle the way they think about Nvidia or Broadcom. It doesn't have the same flashy artificial intelligence (AI) narrative. It started as a CIA database project in 1977. For decades, it was the unglamorous but indispensable backbone of enterprise computing. Then the ...

A number of stocks fell in the afternoon session after the midday Apache helicopter incident over the Strait of Hormuz removed the stable macro backdrop the semiconductor sector needed to extend its recovery.

A number of stocks fell in the afternoon session after the midday Apache helicopter incident over the Strait of Hormuz removed the stable macro backdrop the semiconductor sector needed to extend its recovery.

A number of stocks fell in the afternoon session after the midday Apache helicopter incident over the Strait of Hormuz removed the stable macro backdrop the semiconductor sector needed to extend its recovery.

A number of stocks fell in the afternoon session after the midday Apache helicopter incident over the Strait of Hormuz removed the stable macro backdrop the semiconductor sector needed to extend its recovery.

A number of stocks fell in the afternoon session after the midday Apache helicopter incident over the Strait of Hormuz removed the stable macro backdrop the semiconductor sector needed to extend its recovery.

The company's spectacular AI success is undeniable, but it also concentrates the two biggest risks investors now face.

Tech jitters and profit taking weighed on AI and chip stocks as markets whipsaw and yesterday's apparent rebound falters, today, June 9, 2026.

When a Wall Street heavyweight tells you a $1.8 trillion company still looks cheap, it's worth slowing down to understand why. That's roughly the message coming out of JPMorgan (JPM) this month. Fresh off Broadcom's latest earnings, the bank didn't just nudge its outlook higher. It made a ...

Before the stock took off, the company was laying out an unusually specific, multi-year plan for its AI business that many investors seemed to overlook.

Recent swings in Arm Holdings (NasdaqGS:ARM) have tracked a wider pullback in semiconductor and AI infrastructure stocks, after Broadcom’s cautious AI revenue outlook and a stronger US payrolls report prompted profit-taking in growth oriented technology names. See our latest analysis for Arm Holdings. Against that backdrop, Arm’s share price is now US$346.39, with a 7 day share price return down 15.28% after a sharp sector pullback. However, a 30 day share price return of 62.42% and year to...

Broadcom (NasdaqGS:AVGO) has launched a $35b AI infrastructure financing platform, called the AI XPV Platform, in partnership with Apollo Global Management and Blackstone. The platform is designed to support more than 20 gigawatts of AI compute capacity by 2028, with Anthropic and OpenAI as initial customers. Broadcom will provide custom XPUs and networking solutions, while Apollo and Blackstone focus on financing and leasing structures. For investors tracking AI infrastructure, this move...