Today: 12 June 2026
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NASDAQ:AVGO 7 June 2026 - 11 June 2026

Nvidia, Broadcom, Applied Materials, Intel, Oracle lead AI infrastructure stocks

Nvidia, Broadcom, Applied Materials, Intel, Oracle lead AI infrastructure stocks

Nvidia tops the new AI infrastructure buy list as it expands beyond chips, joining a $10 billion Helix Digital Infrastructure launch; Broadcom surges with a $35 billion AI XPV Platform, Applied Materials wins analyst upgrades after Singapore expansion, Intel gets a BofA upgrade on AI CPU demand, while Oracle faces funding risks after a sharp post-earnings selloff despite record cloud growth. (Reuters)
11 June 2026
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Semiconductor Index Drops After Oracle Details $95 Billion AI Spend, Nvidia and Broadcom Under Pressure

Semiconductor Index Drops After Oracle Details $95 Billion AI Spend, Nvidia and Broadcom Under Pressure

Oracle shares plunged 8.9% in after-hours trading as investors balked at the company’s plan to spend up to $95 billion on capital expenditures in fiscal 2027, raising $40 billion through debt and equity, shifting AI market focus from booming demand to funding anxiety and dragging the PHLX Semiconductor Index down 3.57%.
11 June 2026
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Chip Selloff Trips Up Wall Street’s AI Rally

Chip Selloff Trips Up Wall Street’s AI Rally

Nasdaq and S&P 500 tumbled midday, erasing early chip-stock gains as tech shares slid; Philadelphia Semiconductor Index dropped 2% after jumping 3%, with Broadcom, Micron, and Nvidia under pressure. Investors await key inflation data Wednesday and SpaceX’s massive IPO, both seen as catalysts for further volatility amid concerns that high valuations in AI and tech could face profit-taking if rate fears persist.
9 June 2026
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Nasdaq rises as AI names find support after market selloff

Nasdaq rises as AI names find support after market selloff

Nasdaq surged 1.27% as investors snapped up AI and chip stocks after Friday’s rout, with the Philadelphia Semiconductor Index jumping 6.2%; Citigroup hiked its S&P 500 year-end target to 8,100 on AI demand, but Goldman Sachs warned strong jobs data makes a Fed rate hike more plausible, posing risks to growth stocks if inflation surprises.
8 June 2026
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ASML Sets New European Valuation Record; Broadcom Shows Risks in AI

ASML Sets New European Valuation Record; Broadcom Shows Risks in AI

ASML’s market value soared to a European record of $691.8 billion as analysts raised estimates for its EUV machine output, driving U.S. shares up 7.1% after JPMorgan and Morgan Stanley hiked price targets, with investors betting on ASML’s control of critical chipmaking tools amid surging AI demand and factory expansions planned for 2026.
8 June 2026
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Dow Futures Edge Lower as Nasdaq Recovers; AI Selloff Gets a Test Today

Dow Futures Edge Lower as Nasdaq Recovers; AI Selloff Gets a Test Today

Nasdaq 100 futures jumped 0.69% as chip stocks rebounded premarket after a $1.3 trillion rout Friday, but surging oil prices and a sharp rise in Fed rate-hike bets fueled concerns about inflation and growth stock valuations, with Goldman Sachs now seeing no Fed rate cuts until 2027 and Citigroup warning AI-driven gains may not last beyond 2027.
8 June 2026
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Stock Market Today

  • UiPath Shares Slip Amid Analyst Caution Despite Strong Revenue Growth
    June 11, 2026, 7:54 PM EDT. UiPath (PATH) shares declined 0.84% to $10.65 on June 11, underperforming the Nasdaq's 2.54% gain amid cautious analyst sentiment. Despite a 17% year-over-year revenue increase to $418 million and a 12% rise in annual recurring revenue (ARR) to $1.901 billion in Q1 fiscal 2027, investor concerns persist over demand, competition, and AI automation growth pace. CEO Daniel Dines called the quarter a strong start, and CFO Ashim Gupta highlighted GAAP profitability for the first time. Analysts remain mixed with MarketBeat rating it Hold, based on 2 buy, 14 hold, and 1 sell recommendations, and an average 12-month target of $13.87. UiPath projects Q2 revenue of $395-$400 million and FY revenue near $1.78 billion, focusing on execution in AI-driven process automation.

Latest articles

Keel Infrastructure (KEEL) shares surge after $458 million AI data center deal closes

Keel Infrastructure (KEEL) shares surge after $458 million AI data center deal closes

12 June 2026
Keel Infrastructure Corp. surged 5.14% to $5.52 after closing $458 million in 1.250% convertible senior notes due 2032, with proceeds aimed at accelerating AI and high-performance computing data center projects; the notes’ initial conversion price is $7.41, about 25% above the June 4 close, while analysts’ 12-month price targets range from $3.00 to $8.00, averaging $5.52.
Rocket Lab Shares Surge as SpaceX IPO Chatter Returns RKLB to Spotlight

Rocket Lab Shares Surge as SpaceX IPO Chatter Returns RKLB to Spotlight

12 June 2026
Rocket Lab soared 9.26% to $114.78 and hit $119.24 after hours as investors piled into space stocks ahead of SpaceX’s $75 billion IPO, despite KGI Securities starting coverage at Neutral with a $105 target and no company-specific news; record Q1 revenue, a $2.2 billion backlog, and upcoming launches keep attention on RKLB as the sector heats up.
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