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CSCO's 8% three-month drop reflects margin and recurring-growth concerns, but surging AI demand and networking refresh opportunities support its outlook.

Marvell's stock has cratered even as its AI data-center business posts record numbers and analysts pile on upgrades, and one KeyBanc analyst is drawing a very different conclusion from the selloff than the rest of the market.

NVIDIA (NVDA) stock trades near $212, about 10% below its 52-week high, and it has gone nowhere over the past three months. The company itself has not been standing still. So it is worth asking the uncomfortable question: how far does a stock like this fall when a real shock arrives, and how long would you wait to get it back.

Broadcom posted record AI chip numbers and Wall Street still hammered the stock, leaving analysts pointing to a gap between price and target that rarely opens this wide on a mega-cap. Here is what the sell side is betting the market is missing.

Chip stocks slid as Dario Amodei's AI slowdown call rattled markets, but analysts say a crash is not the base case yet.

AI leaders diverge on safety and speed as investors weigh the impact on the sector.

Broadcom expects another surge in AI-chip sales, making Monday's selloff a direct test of infrastructure-spending confidence.

A weekend debate over AI pacing collided with a Federal Reserve rate decision, and the chip sector is now sorting winners from losers in a way that reveals exactly which stocks investors trust least when the future gets expensive.

Top AI leaders called for slowing capability development

Investors are fleeing top AI names after fears the technology is advancing too quickly, which lifted a group of software and media stocks.

A weekend essay from an AI CEO that never named a single chipmaker just sent Intel, AMD, and NVIDIA sliding in unison, and the order in which they fell tells a story that contradicts the obvious explanation.

Nvidia stock was dropping with Broadcom and AMD on the prospect of an AI slowdown but it could be better shielded than its peers.

Nasdaq-100 futures fell more than 1.5% Monday after Anthropic CEO Dario Amodei urged a pause on frontier AI model development

Broadcom (NASDAQ:AVGO) shares fell 3. 2% in pre-market trading on Monday to $350.

European chip stocks followed Asian peers lower, after leaders of the world’s biggest AI companies called for the industry to slow the tech’s development for safety reasons.

Goldman Sachs says AI spending is propping up S&P 500 earnings growth, but that same statistic reveals a fragile dependency on a handful of buyers whose budgets could shift any quarter.

A position that started as a small allocation now controls your retirement, and selling everything creates its own disaster. Three ETFs offer a way to stay in the trade without betting the nest egg on a single design team.

Intel (INTC) stock fell 5.6% on September 10 and trades near $100, about 29% below its 52-week high. Even so, it has returned 310.5% over the past year. The question is how much of that a market shock could take back, and on average Intel has fallen harder than the S&P 500 when shocks hit.

Even record-breaking monthly revenue from the world’s biggest chip manufacturer isn’t reviving the faltering AI trade.

A softer near-term forecast pulled Truist’s price target lower, even as Broadcom’s long-term AI numbers climbed.

One Wall Street analyst just put a number on Broadcom that sits far above where the stock trades today.

The stock market fell, but rebounded bullishly despite surging oil prices and Treasury yields hitting long-term highs.

Morningstar said Broadcom’s 2028 outlook exceeded its own estimates and expects demand for the company’s AI chips to remain strong over the next two years.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Friday's

Broadcom just posted AI chip growth that dwarfs nearly every semiconductor result this year, yet the stock sold off anyway. The real question is whether the market priced in the wrong number entirely.

Don't be fooled by guidance -- or by the sell-off. Broadcom stock remains fairly priced.

Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.

Broadcom (NASDAQ:AVGO) shares fell nearly 2% in premarket trading on Thursday after the company forecast fourth-quarter revenue below Wall Street estimates, while CEO Hock Tan outlined revenue projections for fiscal 2027 and 2028 during the company’s earnings call. Broadcom expects fourth-quarter revenue of approximately $34.

Broadcom stock slipped after the company's first quarter revenue forecast missed estimates.

Broadcom beat estimates for its fiscal third quarter and with its guidance for the current period. But Broadcom stock fell.