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Nvidia’s CEO Says “All of This Is Going to Pass” After Tech Lost $1 Trillion in a Day 🔗

Tech stocks shed over a trillion dollars in a single session while oil and Treasury yields climbed, yet Nvidia's CEO stood in Berlin projecting c...

Broadcom: Trading At A 37% Discount To My Fair Value 🔗

Broadcom stock is rated "Buy" as the company is positioned as a premier technology leader, leveraging AI infrastructure. Click to learn more...

AI Stocks Are The Next Dividend Growers 🔗

Should You Buy Qualcomm Stock For Its Cash? 🔗

Over the last twelve months, Qualcomm (QCOM) generated free cash flow equal to 5.5% of its market value. That outpaces the 4.4% yield for the median S...

The AI Supercycle, Asia, And Why This Time Is Different 🔗

The AI race is about more than who builds the best model. Click here to read more.

Prediction: $1,000 Invested in Taiwan Semi (TSMC) Today Will Be Worth This Much by 2030. 🔗

An investment in TSMC today could easily triple in value over the next four years.

Broadcom Inc. (AVGO) Falls More Steeply Than Broader Market: What Investors Need to Know 🔗

Broadcom Inc. (AVGO) concluded the recent trading session at $329.28, signifying a -4.37% move from its prior day's close.

Tough Trading Leaves Indices In The Red 🔗

Nasdaq loses 4% on the week. WTI crude settles over $101 per barrel. Inflation worries climb but FedWatch tool stays steady

Not Nvidia. Not TSMC. This Equipment Maker Is the Real Bottleneck in AI Chip Production. 🔗

ASML is the most important semiconductor equipment maker in the world.

Companies Are Saying No to Tokenized Stocks—and Testing Wall Street’s Crypto Push 🔗

Nine companies have objected to having their shares trade on OKXICE’s proposed platform, highlighting resistance to a new model of stock trading.

Broadcom Falls 4% as CEO Hock Tan’s Capital Warning Hangs Over AI Chips; Marvell Drops 4% 🔗

Broadcom's own CEO just flagged a threat that has nothing to do with chip supply, and it is hitting custom AI chip stocks far harder than the bro...

Why Applied Optoelectronics Stock Plummeted This Week 🔗

When the Broadcom CEO talks, investors tend to listen.

AI Bubble Just Became The Fed's Inflation Problem 🔗

AI boom is fueling persistent inflation, compelling the Fed to maintain a hawkish stance and likely hike rates into 2027. Read full analysis here.

Chip Stocks Endure Longest Losing Streak Since 2006 as CoreWeave Credit Concerns Mount: This Week on Wall Street 🔗

The iShares Semiconductor ETF is on a nine-session losing run unseen since May 2006, as the KOSPI posts its worst week since 2008, optical names suffe...

The Buying Opportunities Hidden in the Chip Stock Chaos 🔗

Few, if any, chip names have been left unscathed from the brutal selloff. But it's a chance to hunt for bargains.

Will Broadcom Rejoin the $2 Trillion Club in 2027? 🔗

Broadcom supplies some of the best data center chips and components for developing artificial intelligence.

Billionaire Ray Dalio Says an AI-Fueled $4.4 Trillion Debt Crisis Is Coming 🔗

Ray Dalio sees a collision forming between Washington's appetite for debt and Silicon Valley's hunger for capital, and AI's biggest pla...

Why Long-Term Conviction Remains Intact for Broadcom (AVGO)? 🔗

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Focused Equi...

CEO Of Tech Titan States AI Investors Have 'No Clue' 🔗

CoreWeave plunges 60%, bonds yield 15%, and Gartner warns of a neocloud shakeout. Get the latest on AI infrastructure stock & know if the AI bubbl...

Is AMD Stock Safer Or Riskier Than A Year Ago? 🔗

Investors holding Advanced Micro Devices (AMD) stock have enjoyed a very good year: shares returned 157.8% over the past year, compared with a 17.9% g...

Stock Market Today: Wall Street Swaps Chips for Old Reliables as Producer Prices Spike 🔗

The Dow rose 1.2% as money moved from chips into old-economy names. Producer prices posted their biggest jump since 2022, and Jensen Huang came to Cor...

Got $1,000? 1 Top Stock to Buy Amid the Semiconductor Sell-Off Before It Triples by 2030 🔗

Marvell Technology's long-term guidance suggests that the stock could become a multibagger.

Cerebras Systems shares are trading higher following its IPO debut. 🔗

How AI Chips Will Power Google Cloud Revenue In 2027 And Beyond 🔗

Alphabet's sales of AI chips could generate 35% of cloud revenue in 2027 in a boost for Google stock, says Evercore ISI.

Latest News In AI Chips - Innovative AI Tech Transforms Edge Devices with Sequora Processor 🔗

BrainChip Holdings Ltd. has introduced its Sequora processor IP core designed for generative AI applications on battery-powered edge devices. This dev...

Nvidia, Micron and Broadcom Already Trade Like Cisco Post Dot-Com Burst: Bank of America 🔗

Bank of America’s Vivek Arya says Nvidia, Broadcom and Micron trade near 13x forward earnings, in line with Cisco after the dot-com crash.

9 Of 11 Sectors Rise In Friday Trading As Cyclicals Lead 🔗

Nine of 11 sectors are higher in Friday’s regular session, with cyclical sectors holding the top three positions. The leaders are separated rather t...

Capital Over Chips: Broadcom CEO Warns Financing Costs Could Slow AI Expansion 🔗

Broadcom Inc. stock traded lower in premarket trading on Thursday as investors balanced robust artificial-intelligence demand against concerns about t...

EXCLUSIVE: Is AI Growth Slowing Down? Memory Industry Expert Says It's 'Too Early' To Tell 🔗

Counterpoint’s MS Hwang tells Benzinga the memory chip sell-off reflects financing fears, not supply, as SK Hynix drops 24% in a week.

Not AMD. Not Broadcom. This is the Chip Designer Nvidia Investors Should Be Watching 🔗

Nvidia can't win without this chip designer.

Sold-Out Chips, Falling Stocks: Why Wall Street Is Suddenly Nervous About AI's Memory Boom 🔗

Memory stocks pull back despite sold-out AI chip capacity through 2027. Experts weigh Chinese competition and long-term outlooks.

Broadcom Stock Is Down 28%, And The Bar To Hit Its Target Is Lower Than You Think 🔗

Broadcom Inc. maintains a Strong Buy rating, with robust AI revenue growth and a clear path to its $115B 2027 target. Read more on AVGO stock here.

AI Capex, Gamble or Jackpot?: Market Snapshot 🔗

This week started with a striking warning from the Broadcom CEO, who likened the artificial intelligence market to a "casino." The statement...

Stocks rebound after tech sell-off and Indonesia shares sink on market downgrade warning 🔗

HONG KONG (AP) — Asian shares mostly advanced on Friday, a day after a tech sell-off dragged stocks lower, while Indonesia’s stock market plunged ...

Taiwan Semiconductor Holds the Cards As NVIDIA, Apple and AMD Battle for Limited AI Chip Capacity 🔗

Taiwan Semiconductor (TSMC) capacity battles heat up as NVIDIA, Apple, and AMD scramble for AI chips. Q3 revenue reaches $46.7 billion.

Will AI Spending Warning Change Broadcom (AVGO) Narrative 🔗

Broadcom recently introduced VMware HyperArmor for VMware Cloud Foundation and showcased high speed AI networking capabilities and Link Layer Retry in...

AI Stocks Are Hurting. Look at These Other Sectors for Protection. 🔗

Investors are fleeing tech stocks due to artificial-intelligence worries. But many other sectors of the market look like a good bet.

This AI rout is just another scare for investors 🔗

Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead comes on Market Domination to explain why the latest AI stock sell-off c...

Should You Buy The Dip In Marvell Stock? 🔗

Marvell Technology (MRVL) stock closed at $245.28 on October 14, 2026, down 14.5% from its October 6 close. That close came the day the shares rallied...

DRAM ETF Heads For Longest Weekly Losing Streak Since Inception, Roundhill CEO Says ‘Investor Sentiment Has Turned’ 🔗

Round Hill Investments CEO Dave Maza cited Chinese competition concerns, comments from Broadcom CEO Hock Tan, and macroeconomic uncertainty for the dr...

Broadcom CEO Hock Tan Echoes Warren Buffett in Warning About "Casino"-Like Investing 🔗

Two very different leaders are both noticing a concerning trend.

Elon Musk doubles down on his Micron bet 🔗

A public comment from Musk is drawing fresh attention to Micron.

I’m Simply Not Worried About Broadcom’s Multi-Segment Drag 🔗

Broadcom just delivered its best quarter ever, yet the stock sits nearly flat on the year as critics hammer its slower segments. Here is why one inves...

Nvidia and Broadcom Narratives Define the AI Chip Landscape 🔗

NVIDIA doubled its revenue while Broadcom grew AI chip sales 221%, yet the two companies are betting on completely opposite visions of who actually co...

QUICK SPARK: DRAM ETF Extends Losing Streak, But CEO Sees Long-Term Upside 🔗

Roundhill CEO Dave Mazza says memory-chip demand remains strong, with supply commitments extending through 2027, despite falling DRAM ETF share.

‘They are in a casino’: Broadcom is making billions off the AI boom, but CEO Hock Tan said many AI investors have ‘no clue’ what they’re investing in 🔗

Tan warned that investors are betting on AI companies that might not end up profitable, and that companies are “wasting money” on AI experimentati...

Better Artificial Intelligence Stock for 2026: Broadcom vs. NVIDIA 🔗

Broadcom's 36% net margin and $26.9 billion in free cash flow stack up against NVIDIA's dominance, but customer concentration and valuation ...

Why Is Broadcom (AVGO) Warning That The AI Boom Looks Like Gambling? 🔗

Broadcom (NasdaqGS:AVGO) CEO Hock Tan compared parts of the AI boom to casino gambling in fresh public comments this week. Tan warned that some enterp...

Nike, Moderna, Walmart Get a Lift as Traders Flee AI Stocks 🔗

Concerns about tech companies overspending on AI prompted investors to rotate out of the trade and seek value elsewhere. 

Prediction: Broadcom Could Be the AI Winner After Nvidia 🔗

Nvidia dominates AI compute, but hyperscalers are quietly shifting billions toward a rival chip architecture that costs less than half as much per wor...

SMH: The AI Capex Boom Is Far From Over, And Chips Are On Sale 🔗

VanEck Semiconductor ETF is rated a Buy, citing robust AI-driven capex growth and attractive entry following recent sector correction. Click for more ...

The Case For NVIDIA Stock Rests On One Thing 🔗

NVIDIA (NVDA) has translated demand for its AI platform into rapid sales growth. NVIDIA can only sell the hardware its partners build, leaving the ope...

Is There A Risk Hiding In AMD Stock's Big Run? 🔗

For investors holding Advanced Micro Devices (AMD), the pressing concern is how much of each sale actually translates into profit. AMD's operatin...

Applied Materials vs. Broadcom: Which Tech Stock Is a Better Buy in 2026? 🔗

One designs the chips, the other builds the machines, but their financial health and risk profiles tell very different stories.

AI Trade Takes Another Hit Thursday as Tech Sell-Off Continues 🔗

Memory chip and data storage stocks fell Thursday, extending the sector’s recent losses.

Marvell Stock: A Brutal Selloff, An Even Bigger Opportunity 🔗

Marvell Technology, Inc. projects $20B FY2028 and $80B FY2031 revenue driven by AI networking demand. Click for this MRVL stock update.

Wall Street is 'tiring of the Bank of Nvidia, the Bank of AMD and the Bank of Broadcom': Baird's Mortonson 🔗

The sell-off in AI-related stocks, according to Baird tech strategist Ted Mortonson, is increasingly about who needs financing and what that financing...

Big Tech Will Spend $745 Billion on AI This Year. These Stocks Get Paid on Every Dollar. 🔗

These top hardware suppliers are capitalizing on surging data center investment.

Broadcom vs. SK Hynix: Which Technology Stock Is a Better Buy in 2026? 🔗

SK Hynix trades at a fraction of Broadcom's valuation despite stronger profit margins, but faces steeper cyclical risks in the memory market.

AMD: TSMC Just Fired A $175 Billion Warning Shot 🔗

Advanced Micro Devices, Inc.'s pullback may be a buy: agentic AI boosts EPYC/Instinct demand, TSMC N2 ramp improves supply and margins. Click for...

Defensives Lead Sectors In Thursday Trading As Technology Trails 🔗

Seven sectors are higher and four are lower in Thursday’s regular session, with defensive sectors holding two of the top three positions. The leader...

Applied Optoelectronics Stock Fell 12% on Hot Inflation. Opportunity or Falling Knife? 🔗

Key Takeaways for Applied OptoelectronicsFunding Scare: Applied Optoelectronics stock fell 11. 82% to $86.

TSMC stock drops despite record profit amid 'extremely robust demand' for AI chips 🔗

TSMC stock sank even after the company reported quarterly results that beat Wall Street estimates.

TSMC stock sinks despite record profit amid 'extremely robust demand' for AI chips 🔗

TSMC stock sank even after the company reported quarterly results that beat Wall Street estimates.

TSMC posts record profit amid 'extremely robust demand' for AI chips 🔗

TSMC reported quarterly revenue as investors look for clues about the health of the AI trade.

Nvidia, Apple, Broadcom in 'fierce' battle to get chip manufacturing space at TSMC 🔗

Soaring AI demand is constraining capacity at Taiwan Semiconductor, threatening to slow the AI buildout. Tech giants Nvidia, Apple, AMD and Broadcom a...

TSMC Stock Falls After Blowout Earnings. Musk Talks Could Offset AI Chip Fears. 🔗

Taiwan Semiconductor Manufacturing reported booming profit but the real intrigue comes in its talks with Elon Musk over his Terafab project.

Broadcom: Should You Worry About Off-Balance-Sheet Financing Risk? 🔗

Broadcom's robust AI revenue growth continues, with revenue expected to double in FY2027 and double again in FY2028. It trades at 30x forward P/E...

Stock Market Today: Hot Inflation and a Neocloud Shakeout Sink the Nasdaq 🔗

Hotter September inflation revived Fed hike bets and a Gartner warning crushed AI neoclouds. Pharma caught a bid, BlackRock hit a record, BofA got fin...

QCOM, AVGO, NVDA Stocks In Focus As ByteDance Reportedly Closes In On A MediaTek Pact For AI Data Center Chips 🔗

MediaTek’s potential deal with ByteDance highlights the growing competition in custom AI chips.

Broadcom vs. SK Hynix: Here's What Revenue Trends Tell Investors About These Artificial Intelligence Companies 🔗

SK Hynix has surged past Broadcom in total revenue, widening its lead significantly in recent quarters despite Broadcom's steady growth trajector...

Micron Stock Slides Again Thursday: What's Going On? 🔗

Micron Technology stock falls nearly 4% as Chinese competition, AI sector weakness and inflation concerns weigh on chip stocks.

Why Broadcom Is My Largest Stock Holding Today 🔗

Broadcom (AVGO) Strong Buy: DCF fair value ~$600 (74% upside).

Broadcom's Risk Is Visible, Marvell's Isn't 🔗

Buy Broadcom for steadier AI revenue, lower valuation, and better earnings quality vs. Marvell. Read more on AVGO and MRVL stocks here.

Broadcom And 2 Top AI Chip Stocks To Watch 🔗

AI specialist Anthropic just reported quarterly revenue of $16.8b and moved into profit, a reminder that demand for computing power can turn into real...

Global chip sell-off deepens as South Korean market plunges 🔗

Samsung and SK Hynix shares led the South Korean KOSPI lower as a global chip stock sell-off deepened.

Elon Musk takes a direct swipe at Broadcom CEO and AI investors 🔗

One comment from Broadcom’s CEO set off a debate about AI spending that Musk couldn’t resist weighing in on.

TSMC Q3 Earnings: Nicholas Mugalli Says Capex Hint Matters Most As Chipmaker Eyes Sixth Record Profit 🔗

TSMC is poised for a sixth straight record profit Thursday, with investors watching for hints on 2027 AI chip spending.

Taiwan Semiconductor Manufacturing And 2 AI Chip Stocks To Watch 🔗

US consumer prices are running at a 3.7% annual rate, with fuel costs a key driver as the Iran conflict disrupts oil supply routes. When inflation fee...

SK Hynix Stock Plunges 11% in Seoul, Slips After Hours in New York as Hot CPI, Fed Hike Bets and AI Funding Worries Weigh 🔗

SK Hynix tumbled more than 11% in Seoul Thursday, deepening a global chip selloff tied to hot U.S. CPI, Fed hike bets and AI funding doubts.

Broadcom vs. Marvell Technology: Which Technology Stock Is a Better Buy in 2026? 🔗

Broadcom has AI revenue commitments locked in years ahead from the world’s largest technology companies. Marvell just set a revenue record with Nvid...

A $10,000 Broadcom investment in 2016 now pays $1,991 a year in dividends 🔗

Early buyers thought they were getting a chip stock, not an income play. A decade later, the paycheck says otherwise.

AMD Stock Takes a Bigger Hit as Cracks Emerge in the AI Trade 🔗

AMD shares fell 5.7% as CoreWeave’s bond selloff raised concerns about AI spending and demand for chips.

CPI Pressures Markets And Fed Reserve's Move On Interest Rates 🔗

Hot CPI report upends markets. Fears of rising interest rates heightened. Tech stocks pull back again.

Can Marvell Stock Drop From Here? 🔗

Over the past twelve months, Marvell Technology (MRVL) stock has returned 216%, easily outpacing a roughly 18% return for the S&P 500. On October ...

TSM Earnings Tomorrow: Can Strong AI Demand Boost Q3 Results? 🔗

TSMC heads into Q3 earnings with surging AI demand and advanced chip growth. Can strong sales offset margin pressures and high capital spending?

TSMC Earnings Will Surge but Terafab and Texas Talks Are in Focus 🔗

Taiwan Semiconductor Manufacturing is forecast to report booming profit but the real intrigue comes in its talks with Elon Musk over his Terafab proje...

Broadcom is The Steady Hand The Market Keeps Discounting 🔗

Broadcom's revenue exploded while its stock sat nearly flat for a year, and that gap keeps widening every quarter. Before dismissing this as a br...

Applied Optoelectronics Dives 9% as AI Funding Fears Hit Optical Stocks; Coherent Slides 7%, Lumentum Drops 7% 🔗

Warnings from two chip giants about AI funding constraints have sent optical networking stocks into a sharp sector-wide slide, and the smallest suppli...

BlackRock’s Larry Fink Says Data Centers ‘Are Not The Problem’ – Moratorium Would Trigger US Recession 🔗

According to Fink, a lot of the U.S. economy's growth is currently dependent on the artificial intelligence build-out and the associated capital ...

Broadcom vs. Nvidia: If I Could Only Own One for the Next 5 Years, It Would Be This One 🔗

Both have plenty of room to grow, but I think there's a clear winner.

Broadcom And 2 Cash Flow Stocks To Watch 🔗

Inflation in the US just printed at 3.7% in September, and higher fuel costs are putting pressure on household budgets as well as company profit pools...

The Real AI Opportunity at Marvell Is Just Starting to Emerge 🔗

Marvell just secured a deal its CEO called a monster number, analysts have zero sell ratings on the stock, and the biggest growth catalyst has barely ...

OcNOS Goes 102.4T: IP Infusion Announces Support for Broadcom Tomahawk 6 Platforms 🔗

SANTA CLARA, Calif., October 14, 2026--IP Infusion, a global leader in open networking solutions, today announced plans to extend its OcNOS® network ...

Why Is AMD Stock Falling on Wednesday? 🔗

A hotter September inflation report, AI financing concerns and an OpenAI revenue reset are weighing on tech stocks.

Why Is Broadcom Stock Falling on Wednesday? 🔗

Semiconductor stocks are lower after CEO Hock Tan’s comments on AI investors, OpenAI and financing risks.

Advanced Micro Devices Stock Surges 183% YTD: Time to Hold or Exit? 🔗

AMD stock surges 182.8% YTD, fueled by AI demand, data center growth, and strategic partnerships. Yet premium valuation and supply constraints raise c...

Elon Musk Fires Back at Broadcom CEO Hock Tan's AI Investment Warning: 'No Crying in the Casino' 🔗

Space Exploration Technologies Corp. CEO Elon Musk responded to Broadcom Inc. CEO Hock Tan’s warning about speculative artificial intelligence inves...

Does Credo's $525M-$535M Revenue Outlook Signal Further Upside? 🔗

CRDO's surging AI connectivity demand, record revenues and expanding optical business fuel growth, with fiscal 2027 revenues projected to rise mo...

One Stock Could Benefit as AI Spending Moves Beyond Nvidia 🔗

Nvidia dominated the AI chip conversation for two years, but a quiet shift toward custom accelerators is reshaping where the real money flows, and one...

ASML: Huge Earnings Beat 🔗

ASML Holding N.V. Q3 earnings beat on AI-driven demand, with strong margins and Q4 growth guidance. Click for this ASML update.

Nasdaq 100 Drops 1% on Hot CPI, SOXX Falls 7th Day: Stock Market Today 🔗

The Nasdaq 100 fell 1% by midday Wednesday after September CPI topped forecasts, pushing Treasury yields and rate-hike bets higher.

AI Chips Today - AI Infrastructure Evolves With Strategic Partnerships And Innovations 🔗

Recent developments in AI chip infrastructure have emerged from NetBox Labs’ strategic partnerships with NVIDIA and Grafana Labs. These collaboratio...

Meta Platforms: Muse Wonder Exposes The AI Trade's Biggest Disconnect 🔗

Meta Platforms, Inc.’s Muse Wonder boosts its personal AI edge and monetization, but rising AI spend may pressure FCF. Click for this META stock ...

Best Semiconductor Stocks to Buy and Hold Through 2030 🔗

Semiconductor companies are positioned for long-term growth as artificial intelligence (AI) hyperscalers continue to plow unprecedented sums into data...

8 Of 11 Sectors Fall Wednesday As Defensives Lead 🔗

Three sectors are higher and eight are lower in Wednesday's regular session, with defensive sectors holding the top three positions. The leade...

Not Nvidia. Not Broadcom. This Storage Stock Could Be 2027's Hidden AI Winner. 🔗

Chips grab the AI headlines, but Seagate's 34% revenue growth and next-gen hard drives make it an overlooked pick heading into 2027.

I'm Getting Even More Excited As AI Bubble Fears Return 🔗

AI infrastructure trade faces a Q4 test as tech slips and yields rise. Click for this look at where I see this leading market sector heading.

Broadcom: AI Demand Is Strong, But Is That Enough? 🔗

Broadcom (AVGO) is a buy as AI semiconductor demand accelerates.

As Big Tech Designs Its Own AI Chips, the Companies Behind the Scenes Win 🔗

AI needs more than GPUs, and these companies are delivering.

Micron: China Just Broke The Memory Supercycle Story 🔗

Micron faces rising China DRAM competition, cyclical memory pricing, rich valuation, and AI demand risks. Click for more on MU stock.

CoreWeave Eyes 'Unlimited' Insurance Capital to Fuel AI Expansion as Debt Needs Grow, Co-Founder Says ‘You Have to Be Huge’ 🔗

CoreWeave seeks insurance capital and new loans to fund AI data-center expansion as its co-founder says scale is critical to compete.

Marvell: Buy For The Connectivity, Stay For The Custom Silicon 🔗

Marvell Technology, Inc. gets a Buy with a $298 target, driven by optical interconnect growth and FY28 $20B guidance. Click for more on MRVL stock.

SHOC: Nvidia's Comeback Meets A Memory Boom 🔗

SHOC ETF still a high-conviction buy as Nvidia results and hyperscaler capex lift AI semis.

Markets Flashing Yellow: Dismal Breadth, Stretched Valuations, Semiconductors Turning Over 🔗

S&P 500 and Nasdaq ate near highs, but weak breadth, chip leaders breaking down, and rising rates/energy point to correction risk. Read the full a...

Chart Of The Day: Chips Get Crunched On Chinese Competition 🔗

The MoneyShow Chart of the Day shows key domestic and foreign chip and AI stocks' performance. In just 5 days, they lost anywhere from 4.6% to 12...

ASML Raises Full-Year Sales Outlook as AI Boom Drives Demand 🔗

ASML Holding NV upgraded the low end of its 2026 sales forecast, the third consecutive quarter it raised its outlook, as soaring artificial intelligen...

ASML, TSMC Report This Week: What Traders Are Watching After A 6-Day Chip Stock Slide 🔗

Results from two chip industry bellwethers could show whether AI-driven demand can hold up against growing concerns about returns on infrastructure sp...

Broadcom CEO echoes Warren Buffett with warning for investors 🔗

Tan said investors are ignoring a key lesson about the limits of their own understanding.

ASML Beats Q3 Estimates, Raises 2026 Outlook as AI Boom Drives Capacity Expansion Talks Beyond 2028 🔗

ASML posts strong Q3 2026 sales as CEO Christophe Fouquet signals possible capacity expansion beyond 2028 amid surging AI demand.

Asian markets mixed as tech firms claw back some losses 🔗

Asian stocks stuttered Wednesday as investors fought to claw back the previous day's steep tech losses, with focus turning to US inflation data a...

U.S. stock futures muted after chip losses drag Wall Street; CPI data awaited 🔗

Investing.com-- U.S. stock futures were little changed on Tuesday evening after Wall Street ended lower on chipmaker losses, as investors awaited Sept...

Was There Any Sign Coherent Stock Would Run? 🔗

Coherent (COHR) stock returned 135.4% in the twelve months to October 12, 2026, against 17.3% for the S&P 500. Sales growth accelerated over those...

Chips' Sixth Straight Loss Drags Nasdaq Into the Red 🔗

Chip stocks marked their longest losing streak in more than a year to overshadow the earnings season kickoff.

Marvell Is Up 214% in 2026 While Broadcom Is Only Up 3%: Take Profits on MRVL Stock, or Hold On for the Ride? 🔗

Marvell stock has left Broadcom and NVIDIA in the dust this year, but a gain that steep raises a sharper question than most investors want to answer a...

The Five Largest Holdings in the RANK ETF After Its Latest Rebalance 🔗

The Defiance KSM TipRanks Analyst ETF (RANK) has completed its latest quarterly reconstitution and rebalance, which took effect after the close on Sep...

Is Microsoft’s New Maia 300 Chip a Threat to Nvidia’s Dominance? What the Stock Says. 🔗

Nvidia stock rises even as news from Broadcom and Microsoft rocked the semiconductor sector.

Seagate and Western Digital Shares Plummet, What You Need To Know 🔗

A number of stocks fell in the morning session after reports of design breakthroughs in China prompted investors to reassess expectations for tight me...

Why Micron (MU) Shares Are Falling Today 🔗

Shares of memory chips maker Micron (NASDAQ:MU) fell 4.1% in the morning session after shares continued to pullback from the prior trading day as memo...

Marvell Technology, Kulicke and Soffa, Vishay Intertechnology, Allegro MicroSystems, and Amkor Shares Plummet, What You Need To Know 🔗

A number of stocks fell in the morning session after reports of design breakthroughs in China prompted investors to reassess expectations for tight me...

Does The Drop In Credo Stock Change Anything? 🔗

Shares of Credo Technology (CRDO) fell 7.3% on Monday, October 12, 2026, alongside a 0.1% slip in the S&P 500. Astera Labs, a peer, fell 5.3% in t...

China’s CXMT and Broadcom’s CEO Rattle Chip Stocks: Which Fear Matters More for Micron? 🔗

The chip selloff rolled into a second day on Tuesday, October 13. Micron (MU:NASDAQ) was down about 4.

Results and commentary from semiconductors is consistently positive, says D.A. Davidson's Gil Luria 🔗

Gil Luria, D.A. Davidson head of technology research, joins 'Closing Bell Overtime' to talk the downturn in semiconductor stocks and why it ...

The AI Trade Led the Bull Market—but Don’t Bail on the Big Winners Just Yet 🔗

Strong earnings forecasts and lower valuations support further gains for AI stocks, even as the S&P 500’s concentration raises risks.

Elon Musk Says ‘No Crying in the Casino’ After Broadcom CEO Warns AI Frenzy Is Getting Out of Hand 🔗

Broadcom’ CEO Hock Tan says AI investors “have no clue what they are investing in.” Elon Musk responded Tuesday.

Applied Materials Stock Sinks for 6th Day, but Cantor Sees 85% Upside 🔗

Applied Materials stock fell 7% on investor day, its sixth straight loss. Cantor Fitzgerald kept an $850 target, implying 85% upside.

Lumentum Stock Falls Nearly 10% as Optics Stocks Slide in a Sector-Wide Selloff . Here’s Where the Stock Could Go by 2032 🔗

Key Stats for Lumentum StockCurrent Price: $995. 41Target Price (Mid): ~$4,260Potential Total Return: ~328%Street Target: ~$1,177What Happened?Lumentu...

Ray Dalio’s Actions – Not His Words – Keep Me Buying Nvidia 🔗

Ray Dalio warned the world that AI looks like a classic bubble, then quietly kept Nvidia as Bridgewater's single largest stock holding. When a le...

Broadcom Is Backing Anthropic and OpenAI With $92 Billion. Here's What It Means for Investors. 🔗

Broadcom is looking to make sure two of its biggest customers have the capital to buy its chips.

How Much Of Qualcomm Stock Rides On One Business? 🔗

Phone chip revenue is the central metric to watch at Qualcomm (QCOM). Handset chips generated $5.1 billion in fiscal Q3 2026, accounting for more than...

Should You Buy, Sell, or Hold Cisco Stock After a 68% Rise in a Year? 🔗

CSCO's 68% stock rally reflects surging AI infrastructure orders, robust networking demand, and security growth, strengthening its long-term grow...

Nvidia Stock Slips on Fallout From Broadcom CEO and Microsoft’s New Chip 🔗

Nvidia stock has fallen back from record highs after news from Broadcom and Microsoft rocked the semiconductor sector.

Chip stocks falling after sell-off in Korea's KOSPI 🔗

South Korea's KOSPI index (^KS11) experienced a sell-off sparked by a new chip rout, which then fed into US markets. The 8:30 Hosts Julie Hyman, ...

Credo Expands AI Connectivity Portfolio With 1.6T ZeroFlap ALC 🔗

CRDO expands its AI connectivity portfolio with the 1.6T ZeroFlap Active Light Cable, offering lower power consumption, enhanced reliability and exten...

How VYM’s $94.6B Dividend Kings Aided Portfolio Is Beating Treasuries 🔗

VYM's trailing yield sits well below what a 10-year Treasury pays today, yet the fund keeps attracting billions in new assets. The reason comes d...

Intel Is Down 20% From Its September High. Will $100 Hold? 🔗

Intel has shed a fifth of its value since September while burning through billions in its foundry division, and the round-number level traders have be...

What's Going on With Arm Stock on Tuesday? 🔗

Arm Holdings plc (NASDAQ: ARM) stock is up slightly Tuesday during a semiconductor sector sell-off, concerns over AI spending sustainability, and lega...

Broadcom’s CEO Just Compared AI Investors to Gamblers 🔗

Broadcom's CEO stood before a room of investors and called them casino gamblers, then turned around and raised his own AI revenue guidance. The c...

Nasdaq Futures Fall as Global AI Selloff Intensifies 🔗

Nasdaq futures fell sharply as a selloff in AI stocks intensified amid heightened fears of Chinese competition, while a fall in oil prices and safe-ha...

Tech Selloff Deepens as Bank Earnings Fuel Stock Market Rotation 🔗

The stock market is reacting to big bank earnings, Micron gets a warning from Elon Musk about Chinese memory chips, and more news to start your day.

Samsung, SK Hynix Fall In Seoul On China Memory Threat—Broadcom CEO Compares AI Investors To Casino Gamblers—JPM Whipsaws 🔗

Investors Get Jittery Please click here for an enlarged chart of JPMorgan Chase & Co (NYSE:JPM). Note the following: This articl...

Broadcom vs. Nvidia: The AI Revolution Is Big Enough for Both. Here's the Better Buy. 🔗

Nvidia and Broadcom are two of the best-positioned stocks for the continued AI infrastructure boom.

Cyclicals Lead Sectors In Tuesday Trading As Health Care Trails 🔗

Four sectors are higher and seven are lower in Tuesday’s regular session, with cyclical sectors holding two of the top three positions. Materials si...

Seoul, Tokyo stocks plunge as Asia suffers fresh tech rout 🔗

Seoul, Tokyo and Taipei led losses across Asian stock markets on Tuesday as technology firms plunged on fresh worries about the outlook for the AI inv...

Calm Down, The AI Bubble Won't Burst Just Yet 🔗

AI trade rotation hits semis as cash shifts to reflation. CEOs flag capital limits; HBM stays tight. Click for this look at the current sector trends.

Stock Market Today: Micron, Sandisk Fall on China Memory News 🔗

Micron, Sandisk and SK Hynix fell after China’s CXMT reported progress on denser memory chips. Meta rallied on Muse Wonder as bank earnings kick off...

The Deep Value Play for Growth Investors Isn't Artificial Intelligence, It's This Forgotten Industry 🔗

The cannabis industry is full of beaten-down stocks with tons of long-term growth potential.

Nvidia Stock Slips. How Broadcom and Microsoft Are Shaking the Chip Sector. 🔗

Nvidia stock has fallen back from record highs after news from Broadcom and Microsoft rocked the semiconductor sector.

Why Is Nebius Group Stock Falling Tuesday? 🔗

Nebius Group (NBIS) stock falls 4.4% amid tech weakness, AI funding concerns, and IREN's Anthropic cloud deal.

Broadcom CEO: Investors are ignoring a key lesson from Warren Buffett 🔗

In very frank comments, Broadcom CEO Hock Tan called out investors for not knowing what they were investing in, evoking a classic Warren Buffett tenet...

Micron: My DCF And Valuation Multiple Analysis Confirm It Is Still Cheap 🔗

Micron Technology, Inc. stock looks undervalued on AI memory demand, customer deals, and cost discipline; DCF suggests 52% upside to $1,500. Click for...

KOSPI Slumps as U.S. AI Chip Panic Spreads 🔗

Chip fears go global as investors worry the AI trade will fail to endure the looming earnings season.

Global chip selloff deepens as AI worries, China competition weigh 🔗

Investing.com -- Shares of U.S. and European chipmakers fell Tuesday as a selloff in AI-exposed stocks deepened, pulling the broader technology sector...

AI stocks plunge as tech chief calls market a ‘casino’ 🔗

AI stocks have plunged after the boss of one of the US’s biggest technology companies said the market had become “a casino”.

Stock market today: Dow, S&P 500, Nasdaq futures trade mixed with bank earnings on deck 🔗

US stock futures were muted on Tuesday as crosscurrents from bank earnings, a chip sell-off, and volatile oil prices clouded the market outlook.

Broadcom’s AI Durability Warning Triggers Sharp Drop In SK Hynix, Samsung In Korea; Nvidia's China AI Chip Share Falls As Huawei Closes In 🔗

Concerns about AI infrastructure funding rattled global semiconductor stocks, with South Korean memory makers among the hardest hit.

What's Going On With Applied Materials Stock Tuesday? 🔗

Applied Materials (AMAT) stock slips 2% in premarket trading. Here is a look at technical levels, analyst price targets, and more.

China's Memory Chip Push Sends SK hynix, Samsung Reeling: Is the AI Trade Losing Steam? 🔗

SK hynix and Samsung shares tumble over rival CXMT's memory chip progress and growing AI sector profit-taking.

Broadcom Introduces VMware HyperArmor, Expanding Hypervisor Security and Protections for VMware Cloud Foundation 🔗

VMware HyperArmor offers unique, proactive zero day protection to VMware Cloud Foundation environments with no downtime, software upgrades, or in-gues...

AI Stock Crash Could Trigger Global Market Turmoil, Warns IMF, as Debt and Cyber Risks Mount: 'Resilience Is Not Safety' 🔗

IMF warns an AI stock correction, rising debt and cyberattacks could trigger global market stress, with Asian markets exposed.

What's Going On With Broadcom Stock Tuesday? 🔗

Broadcom (AVGO) drops premarket as tech weakness drags chip stocks. Explore price levels, technical analysis, and price targets.

Broadcom: The More Google Designs, The More It May Need Hock Tan 🔗

Broadcom stays a buy as AI chip revenue surges via Google/OpenAI/Meta ties; 3.5D packaging supports growth. Read more on AVGO stock here.

AAOI, LITE, COHR Extend Sell-Off Overnight: AI Funding Fears Hit Optical Networking Trade, But Retail Bulls Eye Rebound 🔗

AI spending concerns rattle optical stocks after strong year-to-date gains amid robust demand for high-speed connectivity.

Broadcom CEO follows a proven blueprint for labs buying its chips 🔗

Its CEO says supply is no longer the main bottleneck for frontier labs. The new one puts his own balance sheet in the spotlight.

SNDK, MU, INTC, AMD, SKHY: Chip Stocks Extend Slide As AI Funding Concerns, China Competition Weigh On Sector 🔗

Financing concerns and China’s push into advanced memory technology deepen pressure on semiconductor stocks.

Korean Chip Stocks Sink on Chinese Rival Worry, Broadcom Remarks 🔗

Samsung Electronics Co. and SK Hynix Inc. shares extended their recent selloff, as concerns about Chinese rivals and the stretched artificial intellig...

Broadcom vs. Qualcomm: Which Chip Stock Is a Better Buy in 2026? 🔗

One trades at half the earnings multiple of the other, but profitability and risk profiles tell starkly different stories.

Does Dynatrace Stock's Valuation Make Sense? 🔗

Dynatrace (DT) stock currently trades at about 122 times its profit over the past twelve months. That represents a steep premium compared to an averag...

What Changed In Qualcomm's Story? 🔗

Qualcomm (QCOM) stock is currently priced at 20.0 times earnings, trading below the 21.9 multiple of the S&P 500. Investors paying that price need...

3 Dividend Paying Stocks Offering AI Exposure 🔗

Several stocks with favorable AI tailwinds - Broadcom (AVGO), Vertiv (VRT), and Caterpillar (CAT) - shell out dividend payments.

Nvidia (NVDA) vs. Broadcom (AVGO): Which AI Stock Is a Better Buy After the OpenAI Scare? 🔗

On October 8, the Financial Times reported that OpenAI’s annualized revenue was about $50 billion, roughly $20 billion below figures widely reported...

ASML CEO Says AI Chip Boom Could Stretch Beyond 2028, but Broadcom Warns of Financing Bottleneck 🔗

ASML CEO Christophe Fouquet sees the artificial intelligence chip boom potentially lasting beyond 2028, but Broadcom Inc. chief Hock Tan warns that fi...

Broadcom CEO Uses Crypto’s Favorite Criticism on AI Investors 🔗

Broadcom CEO Hock Tan says many AI investors act like they are in a casino, the charge critics once aimed at crypto.

Why Lumentum Sank Today 🔗

The optical laser leader fell hard, along with the entire AI infrastructure sector, following cautionary remarks from a key sector CEO.

Broadcom CEO Says Many AI Investors Have ‘No Clue,’ Likens Boom to a Casino 🔗

Broadcom Inc. CEO Hock Tan warned Monday that many artificial intelligence investors don’t understand what they’re buying, comparing their behavio...

Maia 300: Microsoft Builds the Exit From a Compute Landlord Model It Helped Finance 🔗

The Shift From Borrower to Builder Microsoft is no longer content to finance the dominance of the chipmakers it depends on. The company that paid Anth...

What Does NVIDIA Offer That Marvell Does Not? 🔗

Investors buy Marvell Technology (MRVL) and NVIDIA (NVDA) to capture spending on artificial intelligence data centers, but the two companies generate ...

d-Matrix Announces Squadron Compute Clusters for AI Inference at Data Center Scale 🔗

d-Matrix today announced d-Matrix Squadron, a fleet of multi-rack systems offering megawatts of highly efficient inference compute for running AI mode...

Chip Stocks Fall As Broadcom, Intel CEOs Warn About AI Funding 🔗

Chip stocks dropped on Monday as investors weighed cautious comments by the chief executives of Broadcom and Intel.

Broadcom Is Building an AI Business Unlike Nvidia’s. Here’s My Price Prediction 🔗

Broadcom competes with Nvidia without selling a single GPU to the general market, and that unusual strategy has locked in hyperscaler contracts stretc...