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NVIDIA (NASDAQ:NVDA) owns the AI compute market, but every major customer is spending billions to buy less of what it sells. NVIDIA carries a $4.75 trillion market cap and sits between a 52-week low of $158.18 and a high of $236.26. Q1 FY27 revenue came in at $81.61 billion, up 85.2% year over year, with ... Nvidia’s Biggest Threat Is This: Everyone Is Desperate to Stop Paying Nvidia Prices.

The First Trust Nasdaq Cybersecurity ETF pushed toward its first record close in over a month Monday — with CrowdStrike, JFrog, Palo Alto Networks, and Fortinet all notching intraday record highs.

Broadcom (AVGO) will develop custom microchips for Apple's (AAPL) products under an expanded partner

Meta's AI cloud story may be bigger than ads

Berkshire Hathaway has steadily turned Alphabet into a major position over the last couple of quarters.

Broadcom will supply Apple with custom application-specific integrated circuits, known as ASICs, through 2031, it said in a securities filing. Broadcom stock rose 4.1% to $375.13 on Monday. Apple has been one of Broadcom’s leading customers since 2010, notably buying hardware to assist with wireless connectivity.

Steve Jobs, the co-founder, long-time CEO of Apple (NASDAQ: AAPL), and the heart and soul of the company, died in 2011. If he were alive, he would watch his handpicked CEO, Tim Cook, retire. Cook did almost everything right for Apple’s shareholders. But he did little to change the company’s products. The iPhone was first ... What Would Steve Jobs Do Today?

Borrowing from Barron’s, the newspaper reported that Deutsche Bank’s Adrian Cox, concerned about the IPO pace of OpenAI and Anthropic, wrote, “They and their peers need to strike while the iron is hot to secure computing power, distribution and capital.” He is worried that if investors begin to lose patience with AI’s revenue prospects, access ... Open AI Should “Strike While The Iron Is Hot”

Meta stock is down 10% as big investors sell and buy Google instead, with a rising AI spending bill raising risk before July 29 earnings.

The "Magnificent Seven" stocks haven't done very well in recent months.

Taiwan Semiconductor is one of the top AI stocks available.

Morgan Stanley said the recent weakness in U.S. semiconductor stocks is a sign that the market ‌gains are broadening, with investors likely to turn toward ‌AI "hyperscalers" as well as consumer discretionary, transport and biotechnology shares. In a note dated ​Monday, the brokerage said hyperscalers — an industry term for tech companies that are spending big on data centers — could benefit from a rotation away from semiconductor stocks as the AI cycle shifts. Although the ‌likes of Alphabet ⁠and Amazon have committed billions to scale up their AI infrastructure, skyrocketing the share prices of semiconductor ⁠companies, clear evidence that AI products can generate returns that justify the spending is yet to be seen.

Another semiconductor rally, another ho-hum day for Nvidia The leading chip maker is still suffering from the fear that it won’t be one of the main beneficiaries of artificial-intelligence spending in future but analysts at Goldman Sachs preach patience. Nvidia shares were up 0.2% in premarket trading. The company’s major issue continues to be that major customers like Alphabet and Amazon are offering their own custom AI chips to third parties, even as they buy up Nvidia’s processors.

SpaceX had a busy holiday weekend, working on its Starlink space-based broadband business and revealing some of its AI plans. SpaceX stock rose 0.9% to $163.37 in premarket trading, while and futures were up 0.5% and down 0.1%, respectively. The moves came after SpaceX posted a new video to its website detailing plans for a new “Starmind” satellite constellation.

(Bloomberg) -- Broadcom Inc. said Monday that it will provide custom chips for Apple Inc. in an expanded deal that runs through 2031.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsFIFA Allows Balogun to Play After Trump Call Sparking UproarThe companies have signed a new multi-year

Aurora Mobile has signed a new partnership to deploy its push notification solutions across its customer’s mobile apps.

Two of the most-watched retail trading proxies in America filed very different sets of paperwork last year. Nancy Pelosi averaged roughly one trade every 22 days over the past 12 years. Donald Trump logged more than 21,000 stock trades across eight investment accounts in 2025, roughly 60 trades per day, according to Financial Times and ... Trump vs. Pelosi: Who Made More Money in the Stock Market Last Year?

(Bloomberg) -- Reddit Inc. is battling a new kind of spam: stealth marketing content created by brands that want to get mentioned by popular artificial intelligence chatbots like ChatGPT and Gemini.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbling Prices Re

These top tech stocks offer above-average earnings growth prospects at a reasonable price.

OpenAI and Anthropic need an IPO soon, Elon Musk's wealth soars again after SpaceX IPO, and more news to start your day.

(Bloomberg) -- SK Hynix Inc. kicked off its formal marketing process for its US listing on Monday, as the South Korean chipmaker looks to capitalize on surging investor demand for the high-flying memory-chip sector.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, T

It has a solid foundation and a lot of potential to build this huge business.

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.

Alphabet joined the Dow Jones Industrial Average in late June.

Meta getting into the cloud business should help allay investors' fears of overspending on AI infrastructure.

These stocks have led the performance of the S&P 500 in recent years.

Companies In The News Are: NFLX, GOOGL, AVAV, AAPL.

Over the last few quarters, Berkshire Hathaway has been aggressively buying a particular "Magnificent Seven" stock.

Chinese AI models are rapidly improving while remaining far cheaper than U.S. rivals, raising questions about pricing power for companies such as OpenAI, Anthropic, and Google.

<body><p>STORY: :: SK Hynix</p><p>South Korean chipmaker SK Hynix is set to launch its U.S. stock sale on Monday, with plans to raise around $28 billion.&nbsp;</p><p>Regulatory filings show the company will sell nearly 18 million new shares in the depository receipt listing on the Nasdaq, making it one of the world's most valuable tech firms.</p><p>The final price of the New York sale is due to be set on Thursday, ahead of the stock starting trade on Friday,&nbsp;</p><p>SK Hynix has been among the world's biggest winners from the AI boom.</p><p>It supplies&nbsp;high-bandwidth memory chips used in AI systems by customers such as Nvidia and Google.</p><p>Shares in the firm are up more than 250% this year, as it rides surging global investor demand for AI stocks.</p><p>The deal is expected to be the second-biggest share sale ever, behind only SpaceX's recent market debut.&nbsp;</p><p>SK Hynix shares were down around 2% by early afternoon in Asia.</p><p>Last week the company said it would invest close to $65 billion in South Korea as part of the country's drive to capitalize on AI.&nbsp;</p></body>