Today: 3 July 2026
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NASDAQ:AVGO 11 June 2026 - 1 July 2026

S&P 500 Equal Weight Gains, Tech Chips Pressure Nasdaq After Weak Jobs Data

S&P 500 Equal Weight Gains, Tech Chips Pressure Nasdaq After Weak Jobs Data

Stocks in the U.S. were mixed at midday Wednesday. Indexes started out slow, but later action in ETFs pointed to strength under the surface—average names outperformed big tech stocks. The Dow Jones Industrial Average lost 65.31 points, or 0.1%, to 52,262.87 just after 10 a.m. EDT. The S&P 500 dropped 19.85 points, or 0.3%, at 7,479.82, while the Nasdaq Composite fell 141.90 points, or 0.5%, to 26,073.29, according to Reuters. On the NYSE, advancers outpaced decliners 1.2-to-1. On Nasdaq the ratio was 1.35-to-1.
1 July 2026
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AI shares June 2026: memory and power plays go different ways

AI shares June 2026: memory and power plays go different ways

U.S. AI stocks closed out June showing a more defined split than earlier in the month. On one side were suppliers with signed AI orders. On the other, big spenders and software names trading at high multiples. NVIDIA, Broadcom, Micron Technology and Vertiv gave investors new operating numbers tied to their AI business. Microsoft, Alphabet, Amazon.com and Meta Platforms remained key to demand, but the market focus moved in June to how the spending gets funded and what kind of payback investors can expect. That spread is what June has been about. AI names are not moving together now. When a stock looks cheap, it can signal risks like cycles, customer mix or supply. Expensive ones have to show they can grow AI sales ahead of the cost curve.
29 June 2026
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Broadcom shares jump on OpenAI move, margin outlook still in focus for AVGO

Broadcom (NASDAQ:AVGO) AI revenue now over half of forecast, shares still under pressure in June

Broadcom Inc. says AI chip revenue should hit $16.0 billion in its fiscal Q3, making up about 54% of expected revenue, up from 49% in the quarter ended May 3. Still, shares have stayed weak through June, down around 20% for the month, according to Benzinga. Broadcom's split is a signal the company is shifting away from its mixed chip-software setup, pushing harder into AI custom chips. CEO Tan said, “The momentum continues,” noting Q2 AI semiconductor revenue jumped 143% to $10.8 billion. CFO Kirsten Spears told investors operating leverage held up, with adjusted EBITDA reaching 69% of revenue for Q2 and guidance just under that at 68% for Q3.
29 June 2026
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Broadcom shares jump on OpenAI move, margin outlook still in focus for AVGO

Broadcom shares jump on OpenAI move, margin outlook still in focus for AVGO

Broadcom Inc. added $1.92, or 0.51%, to end at $382.07 on Wednesday. The stock had fresh headlines about OpenAI’s in-house chip effort but closed off session highs. Shares touched $388.74 earlier but pulled back by the end of trading. Volume came in at 29.79 million shares, or 114% of the 65-day average, MarketWatch said. OpenAI and Broadcom rolled out Jalapeño, OpenAI’s debut Intelligence Processor meant for LLM inference. Engineering samples are already running machine-learning jobs in the lab, including GPT-5.3-Codex-Spark, hitting production-level frequency and power, according to the companies. Early testing points to performance per watt beating the present state of the art.
25 June 2026
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Best Stock To Buy Today? Qualcomm’s OpenAI Chip Report Puts QCOM Back In The Market’s AI Trade

Qualcomm (NASDAQ:QCOM) slides, $19 billion lost as AI deal rumors lift investor-day expectations

Qualcomm shares dropped 8.01% to end at $204.13 on Tuesday, erasing about $19 billion in market value. The selloff is almost five times the $4 billion reported price tag for AI startup Modular, a deal still not finalized. The fall was close to the 7.9% drop in the Philadelphia Semiconductor Index, showing most of the selling hit the sector. Qualcomm lagged Nvidia, which shed 4.1%, and Broadcom, down 3.1%. “The AI trade had become highly concentrated and flow-driven,” Baird strategist Ross Mayfield said. That left it open to sentiment swings.
23 June 2026
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Broadcom (AVGO) stock: What to watch after Friday’s 3.8% surge and a fresh $480 target

Broadcom (NASDAQ:AVGO) Down 3% as Market Reacts to AI Funding Risk

Broadcom fell about 2.8%, closing near $381 on Tuesday. The drop put focus on a risk away from Broadcom’s design teams—if its main cloud clients can keep up the spending for the AI expansion driving Broadcom’s fast growth. Nasdaq slid 2.21% as investors questioned heavy AI investment tied to debt and braced for a more hawkish Fed. Hyperscalers keep funneling billions into AI hardware and software. But Globalt’s Thomas Martin said, “raises questions about all the spending that’s being done,” after the latest round of AI news.
23 June 2026
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NVIDIA Stock Price Slides 3% Despite Amazon Chip Deal as Oil, Rate Fears Hit AI Trade

Nvidia Stock Drops as 362-Kilowatt Rack Puts Investor Risk in Focus

Nvidia shares dropped 3.6% to around $201.10 late Tuesday, pushing the chipmaker’s valuation under $5 trillion. A product detail from Monday is likely more important for investors though. Rolling out Nvidia’s next systems could hinge not just on processor demand but on power and cooling requirements. 362 kilowatts is the big figure here. Super Micro says its Nvidia Vera Rubin NVL4 liquid-cooled rack runs at that power level. With eight racks, power jumps to 3.2 megawatts, and the system design is able to scale up to a gigawatt. “The institutions that accelerate infrastructure deployment will lead the next generation of breakthroughs,” said Super Micro CEO Charles Liang.
23 June 2026
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Korea Slides 10%, Nasdaq Futures Down 2.7% as Chip Stocks Sink Worldwide

Korea Slides 10%, Nasdaq Futures Down 2.7% as Chip Stocks Sink Worldwide

Semiconductor stocks around the world fell sharply Tuesday, with South Korea’s KOSPI down 9.99%. Chipmakers in Europe dropped too, and Nasdaq 100 futures shed 2.7% ahead of the Wall Street open. “Former generals … appear to have lost momentum,” said Chris Weston, head of research at Pepperstone. Philadelphia Semiconductor Index had hit an all-time high on Monday, making the latest dip stand out. Nvidia is down nearly 3% in premarket, while Intel, Marvell Technology and Advanced Micro Devices are lower by between 5.5% and 7.5%. Micron Technology dropped 8.6%. “Concern is returning that large technology firms are spending too much on AI infrastructure,” said Ipek Ozkardeskaya, senior analyst at Swissquote Bank.
23 June 2026
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SMH ETF flows point to AI chip trade moving away from Nvidia

SMH ETF flows point to AI chip trade moving away from Nvidia

The VanEck Semiconductor ETF saw nearly $7 billion pour in on Monday, the biggest sign yet of investors looking beyond just Nvidia and into a basket of chip suppliers. That flow is making its mark. Semiconductor stocks climbed on the day, while the big tech names dragged the Nasdaq lower. The timing is key. LSEG Lipper data said U.S. equity funds picked up $38.37 billion for the week ended June 17, the biggest since November 2024. Technology sector funds got a record $21.46 billion in the same period. SMH’s one-day creation made up about a third of those tech inflows, showing just how much the AI trade is passing through a handful of ETFs.
22 June 2026
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Broadcom’s $2 Trillion AI Call Gets 7.5% Test Next Week

Broadcom’s Google AI chip contract takes on new weight as JPMorgan defends stock

Broadcom shares slipped near midday on Monday as investors weighed JPMorgan’s defense of the chipmaker’s Google AI program against a broader reset in high-valuation AI infrastructure stocks. The stock traded at $396.72, down $14.63, with its latest trade around 11:47 a.m. in New York, market data showed. The move matters because the market is now testing whether Broadcom’s AI story is a quarter-to-quarter chip cycle or a longer contract cycle. JPMorgan analysts Harlan Sur and Mayur Ramdhani told clients to look past reports that Broadcom and Google had delayed or canceled a next-generation TPU v9 2-nanometer program, saying the team remained on track with “NO delays; NO cancellations,” Benzinga reported on Monday.
22 June 2026
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Pelosi family positions in AI, Big Tech grab attention after new trades

Pelosi family positions in AI, Big Tech grab attention after new trades

Pelos family filings show they continue to hold major positions in leading U.S. tech and AI infrastructure stocks, despite selling a large amount of Apple, Nvidia and Amazon back in December. The House filings show these holdings are listed as spouse-owned, not owned directly by Nancy Pelosi. Semiconductor names jumped, pushing Wall Street higher in Thursday's final trading before the Juneteenth holiday. The Philadelphia semiconductor index finished up 6.4%. For the week, the Nasdaq rose 2.43%, while the S&P 500 gained 0.93% and the Dow ended 0.71% higher.
21 June 2026
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Broadcom stock rebounds into holiday weekend as AI-chip debate stays hot

Broadcom stock rebounds into holiday weekend as AI-chip debate stays hot

Broadcom Inc. shares ended a short U.S. trading week with a sharp rebound, rising 4.7% on Thursday to $411.35 before Nasdaq closed Friday for Juneteenth and the weekend pause set in. The gain beat the broader market and marked a second straight advance for the stock, though it still sat 16.9% below its June 3 high of $495. The timing matters. Broadcom has become one of Wall Street’s cleanest bets on custom artificial intelligence chips, but that has also made the stock unforgiving: good numbers have not always been good enough. Thursday’s move looked less like a fresh verdict on the business and more like a partial repair after a bruising post-earnings selloff earlier this month.
20 June 2026
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AI Names Drop, Oil Upends Inflation Bets, US Stocks Slip

Wall Street mixed with Fed in focus, chip stocks bounce

Dow edges higher, Nasdaq and S&P 500 slip; market stays in tight range U.S. stocks closed mixed Wednesday. The Dow Jones Industrial Average added 0.33% to 52,169.53, while the S&P 500 eased 0.07% to 7,506.27 and the Nasdaq Composite dipped 0.15% to 26,337.77, according to LSEG data on Reuters. Market action stayed narrow, with neither a clear selloff nor a full risk-on move. The wait is almost over. The Federal Reserve will issue its policy statement and new projections at 2 p.m. EDT, and Warsh will speak as chair for the first time in a press conference at 2:30. Reuters said the Fed will likely keep rates at 3.50%-3.75%. Markets want clues on any change in language that could hint at possible future cuts.
17 June 2026
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Dow Closes at Record in After-Hours as S&P 500, Nasdaq Dip on Tech Slide

Dow Closes at Record in After-Hours as S&P 500, Nasdaq Dip on Tech Slide

U.S. stock-index funds edged higher or held steady in late after-hours trade Tuesday. The Dow Jones Industrial Average hit another record, but tech pressure pulled down the S&P 500 and Nasdaq. This shift got traders’ attention after stocks rallied the day before as oil fell and talk picked up about a possible U.S.-Iran deal. Now the question is whether lower crude is enough to outweigh pricey tech shares and the Fed’s call still coming up Wednesday.
17 June 2026
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AI Names Hit Fed Hurdle After Nvidia, Oracle Swings

AI Names Hit Fed Hurdle After Nvidia, Oracle Swings

AI stocks in the U.S. go into this holiday-shortened week with risk sentiment looking better but still shaky. The Dow, S&P 500 and Nasdaq all closed up Friday and posted weekly gains. Lower oil and some optimism around U.S.-Iran news helped. Investors also looked at SpaceX’s Nasdaq debut. The stakes are clear for Nvidia, AMD, Broadcom, Micron, Oracle and Super Micro Computer. These names usually get a lift when markets want growth and will pay up for it now, but they can sink fast if higher rates, big costs or soft guidance cloud the outlook. AI stocks are moving on their own again. Nvidia closed at $205.19, barely changed. AMD jumped 4.7%. Broadcom fell 0.9%, Micron lost 1.4%. Oracle was flat. Super Micro tumbled 4.8%. The group’s mixed moves point to investors getting more selective, chasing names seen with earnings firepower and showing less patience for firms with shakier profit outlooks or riskier financing.
14 June 2026
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AMD Upgrade, SK Hynix Nasdaq Plan Push AI Chip Makers Higher

AMD Upgrade, SK Hynix Nasdaq Plan Push AI Chip Makers Higher

NEW YORK, June 13, 2026, 06:55 EDT. AI chip stocks were stronger after a bump from an AMD upgrade and news that SK Hynix is planning a Nasdaq listing, sending the market back to Nvidia’s supply chain. AI chip stocks finished the week mixed as buyers kept backing some big artificial-intelligence names but turned away from others seen as overvalued. The iShares Semiconductor ETF closed up 1.5% at $596.25 Friday. AMD jumped 4.7% to $511.57. Nvidia added 0.2% to $205.19. Taiwan Semiconductor Manufacturing was up 0.6%. Broadcom slipped 0.9%. Micron dropped 1.4%.
13 June 2026
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AI Names Drop, Oil Upends Inflation Bets, US Stocks Slip

Dow up 930 points after hours as tech lifts Nasdaq

U.S. stocks stuck to gains in after-hours action Thursday after Wall Street posted its strongest day in months. The SPDR S&P 500 ETF Trust traded at $739.52, up 0.24%. Invesco QQQ Trust rose 0.31% to $719.34. The SPDR Dow Jones Industrial Average ETF added 0.18%, finishing at $510.29. iShares Russell 2000 ETF was also up 0.33% to $291.36, Investing.com’s after-market data showed. The move after hours came after stocks surged during the session, as technology bounced and traders took comfort from fading geopolitical tension. The Dow Jones Industrial Average jumped 929.97 points, or 1.86%, to 50,848.75. The S&P 500 added 127.31 points, or 1.75%, to 7,394.30. The Nasdaq Composite advanced 640.16 points, or 2.54%, ending at 25,809.66, according to Reuters.
12 June 2026
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Nvidia, Broadcom, Applied Materials, Intel, Oracle lead AI infrastructure stocks

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

New York, June 11, 2026, 4:10 PM EDT AI infrastructure spending sets new theme for growth buy lists Growth investors are shifting to names that stand to profit as AI moves from buzz to hardware. Reuters, citing data published Wednesday, reports the AI rally has sent equities to highs, and Morgan Stanley now sees $3 trillion in big tech spending on global data centers from 2025 to 2028, with $800 billion for hyperscaler capex just in 2026. Latest large-cap names in focus: Nvidia, Broadcom, Applied Materials, Intel, Oracle.
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

Chip stocks took another hit Thursday as investors kept tallying up what the AI wave is costing. The PHLX Semiconductor Index, or SOX, dropped 3.57% on Wednesday. Oracle’s numbers, out after the bell, only raised more doubts about how much more cash—debt and equity—will be needed to fund the AI push before chipmakers actually see lasting profits from demand. The SOX, a modified market-cap-weighted index tracking semiconductor firms that design, make, distribute and sell chips, is seen as a key chip-stock sentiment gauge for Wall Street. Reuters said semiconductor shares kept falling Wednesday, dragging out recent losses. Nvidia and Broadcom were among the biggest weights on the S&P 500, with tech valuations a concern for investors.
11 June 2026
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Stock Market Today

  • Amtech (ASYS), IPG Photonics Sink as Semis Slide on AI Demand Questions
    July 2, 2026, 11:03 PM EDT. Amtech (ASYS) and IPG Photonics both sold off after the Philadelphia Semiconductor Index fell over 7%, with traders worried about slowing AI chip orders. Citi flagged that big cloud firms could cut spending if AI investments don't deliver returns. Some in the market are also eyeing Meta's move to lease AI computing power, seeing overcapacity risk building. Korean chip companies SK Hynix and Samsung took a hit on talk Apple is reaching out to Chinese suppliers, stirring up competition fears. The session showed heavy profit-taking and anxiety about growth in chips. Some analysts say the slower high-bandwidth memory build is more about margins than real weakness in AI chip demand.
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