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NASDAQ:AVGO 17 January 2026 - 23 January 2026

Broadcom Shares Slide 5%, AI Needs to Account for 72% of Growth Next Quarter
AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

Shares of Alibaba Group listed in the U.S. jumped 5.9% to $178.69 on Thursday after reports emerged that the Chinese tech giant plans to take its chip unit, T-Head, public. The news reignited interest in AI-related stocks during the morning session. Meanwhile, Arm gained 5.4%, and Nvidia saw a 0.9% rise.
Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia dropped Tuesday after Taiwan’s Inventec, a key producer of AI servers powered by Nvidia chips, indicated that approval for selling its H200 processor in China “appears to be stuck on the China side.” Shares closed down 4.3% at $178.07 in late trading.
Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns

Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns

Goldman Sachs stuck with Nvidia and Broadcom as its top picks in AI computing on Tuesday, saying Nvidia’s lead remains strong despite custom silicon closing the cost gap. The bank noted that Google’s Broadcom-designed TPU is making rapid gains on “inference” economics—the process of running AI models post-training—but highlighted Nvidia’s CUDA software and faster rollout as crucial advantages in the growing GPU-versus-ASIC battle.
AI stocks wobble before the bell as Trump’s Greenland tariff threat rattles markets

AI stocks wobble before the bell as Trump’s Greenland tariff threat rattles markets

U.S. artificial intelligence stocks were mixed in premarket trading on Tuesday as stock index futures slid to one-month lows after President Donald Trump renewed tariff threats against Europe in a standoff over Greenland. Trump said extra 10% import tariffs would start on Feb. 1 and rise to 25% on June 1 unless a deal is reached, pushing up volatility after the long U.S. holiday weekend.
AI stocks head into MLK Day break mixed: Nvidia and Intel slip as AMD, Broadcom firm

AI stocks head into MLK Day break mixed: Nvidia and Intel slip as AMD, Broadcom firm

U.S. chip and software stocks tied to AI closed Friday on a mixed note ahead of the long holiday weekend. Advanced Micro Devices and Broadcom posted gains, with AMD up 1.7% at $231.83 and Broadcom climbing 2.6% to $351.71. Meanwhile, Nvidia slipped 0.5% to $186.23, and Intel dropped 2.8% to $46.96. On the software side, Palantir slid 3.4%, Alphabet dipped 0.9%, and Microsoft edged up 0.7%.
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap

NYSE: AER 95 / 100
#2 BUY

Uber

NYSE: UBER 93 / 100
#3 BUY ON WEAKNESS

Taiwan Semiconductor

NYSE: TSM 91 / 100
#4 TACTICAL BUY

dLocal

NASDAQ: DLO 88 / 100
#5 BUY THE RESET

Tapestry

NYSE: TPR 86 / 100
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Editorial model selection. Not personalised advice.