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Trump’s Bull Market is Over? Not a Chance! JPM Says S&P Can Rally 22% From Here
24/7 Wall St.80d agobullish
Trump’s Bull Market is Over? Not a Chance! JPM Says S&P Can Rally 22% From Here

Everywhere investors look, the warning signs seem to be multiplying. Inflation ticked higher again in the latest Consumer Price Index report from the Bureau of Labor Statistics. Producer prices are climbing, too, raising concerns companies may eventually pass those costs onto consumers. The University of Michigan’s consumer confidence index recently hit its lowest reading in ... Trump’s Bull Market is Over? Not a Chance! JPM Says S&P Can Rally 22% From Here

Applied Materials (AMAT) Is Up 11.8% After Raising Q3 Outlook And Expanding AI Packaging Alliance
Simply Wall St.81d agoneutral
Applied Materials (AMAT) Is Up 11.8% After Raising Q3 Outlook And Expanding AI Packaging Alliance

In May 2026, Applied Materials, Inc. reported second‑quarter 2026 sales of US$7.91 billion and net income of US$2.81 billion, raised guidance for third‑quarter 2026 revenue to about US$8.95 billion plus or minus US$500 million, and continued share repurchases under its existing buyback program. Applied Materials also expanded its EPIC equipment and process innovation platform, bringing in partners such as Broadcom and SCREEN Semiconductor Solutions to co‑develop advanced chip packaging and...

Cisco Soars 32% in a Month, Arista Falls 10%, Broadcom Drifts: The AI Networking Trade Has a Clear Winner
24/7 Wall St.81d agoneutral
Cisco Soars 32% in a Month, Arista Falls 10%, Broadcom Drifts: The AI Networking Trade Has a Clear Winner

The AI networking trade has produced one of the sharpest leadership shifts of the year, and it favors the name many investors had written off. Over the past month, Cisco Systems (NASDAQ:CSCO) stock has surged 32%, while Arista Networks (NYSE:ANET) stock has slumped 10% and Broadcom (NASDAQ:AVGO) stock has essentially drifted sideways. Today’s midday session ... Cisco Soars 32% in a Month, Arista Falls 10%, Broadcom Drifts: The AI Networking Trade Has a Clear Winner

NVDA Down Almost 10% In 2 Weeks Despite Record Revenue: What Is Going On?
Benzinga81d agoneutral
NVDA Down Almost 10% In 2 Weeks Despite Record Revenue: What Is Going On?

When Nvidia Corp (NASDAQ:NVDA) reported one of the most lopsided quarters in corporate history this month, the stock barely flinched. The chip giant posted first-quarter revenue of $81.6 billion, up 85% year-over-year, alongside an $80 billion buyback expansion and a dividend hiked from a penny to 25 cents. Yet NVDA is up only around 13% on the year, well below its mid-May highs near $236. Why The Bull Case Holds Gavin Baker of Atreides Management, speaking on the All-In podcast, pushed back on

Trading at 7x Earnings in an AI Boom? This Is the ‘Stupid Cheap’ Stock Your Financial Advisor Won’t Tell You About
24/7 Wall St.81d agoneutral
Trading at 7x Earnings in an AI Boom? This Is the ‘Stupid Cheap’ Stock Your Financial Advisor Won’t Tell You About

Consider Micron Technology (NASDAQ:MU) here because a forward FY 2027 earnings multiple of 7x on a company sitting at the literal center of the AI memory bottleneck is a valuation that almost never exists at the heart of a megatrend, and the only reason it does now is that your advisor still thinks “memory” means ... Trading at 7x Earnings in an AI Boom? This Is the ‘Stupid Cheap’ Stock Your Financial Advisor Won’t Tell You About

One Expert Sees Broadcom at $630 — and the AI Infrastructure Math Backs the Case
24/7 Wall St.81d agoneutral
One Expert Sees Broadcom at $630 — and the AI Infrastructure Math Backs the Case

Shares of Broadcom (NASDAQ:AVGO) have been fluctuating sideways since melting up for the month of April. And while the name is far less heated than many of its peers in the semiconductor scene, gaining just over 19% year to date, far less than the more than 71% surge in the iShares Semiconductor ETF (NASDAQ:SOXX), I ... One Expert Sees Broadcom at $630 — and the AI Infrastructure Math Backs the Case

Bloomberg81d agoneutral
Qualcomm Strikes AI Chip Deal With TikTok Owner ByteDance

(Bloomberg) -- Qualcomm Inc. reached a deal with TikTok owner ByteDance Ltd. to supply chips for artificial intelligence data centers, according to people familiar with the matter, marking a key win for a company trying to expand from smartphone processors into AI infrastructure.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good N

Broadcom's Hidden Risk:  VMware Under Pressure?
Trefis81d agoneutral
Broadcom's Hidden Risk: VMware Under Pressure?

Broadcom (AVGO) has become one of the AI trade’s big winners, with the stock up 75% over the past year as investors bet aggressively on its custom AI chips. But beneath the AI narrative, VMware has become the financial backbone supporting that valuation. See a Closer look at AVGO's software business.

5 Strong Buy Passive Income Giants Have Raised Their Dividends by Double Digits for Years
24/7 Wall St.81d agobullish
5 Strong Buy Passive Income Giants Have Raised Their Dividends by Double Digits for Years

Investors love dividend stocks because they provide dependable passive income streams and an excellent opportunity for solid total return. Total return includes interest, capital gains, dividends, and distributions realized over time. In other words, the total return on an investment or portfolio consists of income and stock appreciation. At 24/7 Wall St., we have focused ... 5 Strong Buy Passive Income Giants Have Raised Their Dividends by Double Digits for Years

VIG Calls Itself a Dividend Appreciation Fund, But Its 1.5 Percent Yield Reveals What That Really Means
24/7 Wall St.81d agoneutral
VIG Calls Itself a Dividend Appreciation Fund, But Its 1.5 Percent Yield Reveals What That Really Means

Imagine a retiree who reads that Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) is a top dividend fund, parks $300,000 in it, and waits for the checks to arrive. They get ~$4,500 a year. That is the VIG problem in one sentence. The fund’s 1.5% distribution yield sits right next to the S&P 500’s payout, which means ... VIG Calls Itself a Dividend Appreciation Fund, But Its 1.5 Percent Yield Reveals What That Really Means

FTSE 100 Live: London and NY stocks play catch-up, BP sacks chairman
Proactive81d agoneutral
FTSE 100 Live: London and NY stocks play catch-up, BP sacks chairman

FTSE 100 up 39 points at 10,513 Oilers down and miners up on Iran deal optimism Kingfisher sales fall less than expected 4.12pm: Ferrari and Ive's EV design disappoints Shares in Ferrari are down 4.6% in New York and over 7% in Milan after the Italina stallion revealed its...