Today: 2 May 2026
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NASDAQ:AVGO 26 February 2026 - 23 March 2026

AI Stocks Today: Nvidia, Microsoft and Broadcom Slide as Oil Tops $100 and OpenAI Seeks Fresh Cash

AI Stocks Today: Nvidia, Microsoft and Broadcom Slide as Oil Tops $100 and OpenAI Seeks Fresh Cash

Nvidia, Broadcom, Microsoft, AMD, and Micron fell early Monday as oil topped $100 a barrel and traders priced out Federal Reserve rate cuts. OpenAI offered private-equity firms a 17.5% minimum return and early access to new models. Elon Musk said Tesla and SpaceX will build two chip factories in Austin. Nasdaq 100 futures dropped 0.72% premarket.
23 March 2026
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Marvell Technology Stock Rises as Bigger AI Revenue Bet Draws Wall Street Backing

Marvell Technology Stock Rises as Bigger AI Revenue Bet Draws Wall Street Backing

Marvell Technology shares rose 0.5% to $93.11 Tuesday after the company projected fiscal 2028 revenue near $15 billion and said AI infrastructure demand from Alphabet, Meta, Microsoft, and Amazon could top $630 billion this year. The stock’s gain followed an 18.4% surge Friday after Marvell raised its long-term outlook. Marvell plans to debut new 1.6-terabit optical products at OFC 2026 in Los Angeles next week.
10 March 2026
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Broadcom Stock Back in Focus as $100 Billion AI Bet Sparks Fresh Rally

Broadcom Stock Back in Focus as $100 Billion AI Bet Sparks Fresh Rally

Broadcom shares closed at $345.75 on Monday, up 4.6%, after the company forecast AI chip revenue could top $100 billion in 2027. First-quarter AI revenue jumped 106% to $8.4 billion, with total revenue up 29% to $19.31 billion. The board approved a new $10 billion buyback. CEO Hock Tan said Broadcom has “line of sight” to more than $100 billion in AI chip revenue in 2027.
10 March 2026
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Wall Street Shaken by $100 Oil: Dow Drops, Airlines Slide, Rate-Cut Bets Pushed Out

Wall Street Shaken by $100 Oil: Dow Drops, Airlines Slide, Rate-Cut Bets Pushed Out

The Dow fell 0.84% as oil prices swung near $100 after briefly topping $119 on U.S.-Israeli hostilities with Iran. Airlines, cruise operators, and major banks dropped, while chip stocks rebounded, leaving the Nasdaq nearly flat. G7 officials declined to release emergency oil reserves, citing no immediate supply shortfall. The Russell 2000 slid 1.2%, nearing correction territory.
9 March 2026
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Microsoft Stock Price Week Ahead: Can MSFT Hold Near $409 as AI Demand Faces a CPI Test?

Microsoft Stock Price Week Ahead: Can MSFT Hold Near $409 as AI Demand Faces a CPI Test?

Microsoft shares closed at $408.96 Friday, down 0.4%, as the Nasdaq dropped 1.59% after a weak February jobs report. The company signed an 18-month AI partnership with Codelco on March 5. Investors are watching for Wednesday’s U.S. inflation data after recent signals of strong AI demand from Broadcom and Marvell.
7 March 2026
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Broadcom Stock Week Ahead: AVGO Price Faces Fresh Test After Earnings

Broadcom Stock Week Ahead: AVGO Price Faces Fresh Test After Earnings

Broadcom closed Friday down 0.7% at $330.48 after setting a new quarterly AI chip sales target of $10.7 billion and reporting Q1 AI revenue up 106% to $8.4 billion. The company forecast total Q2 revenue of about $22 billion, above estimates, and announced a $10 billion buyback. Marvell surged 18.3% while Nvidia fell 3.1%. U.S. stocks broadly declined as oil prices jumped and jobs data disappointed.
7 March 2026
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Broadcom Stock Climbs as AI Chip Forecast Tops $100 Billion, Q2 Outlook Beats

Broadcom Stock Climbs as AI Chip Forecast Tops $100 Billion, Q2 Outlook Beats

Broadcom raised its 2027 AI chip sales forecast to over $100 billion, sending shares up 4.8% to $332.65. First-quarter revenue rose 29% to $19.31 billion, with AI revenue more than doubling to $8.4 billion. The company expects $22 billion in second-quarter revenue and approved a $10 billion share buyback plan. CEO Hock Tan said Broadcom will ship custom chips to Anthropic and OpenAI in 2026 and 2027.
5 March 2026
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Credo Technology Group Holding stock jumps as Broadcom backs copper over optics in AI racks

Credo Technology Group Holding stock jumps as Broadcom backs copper over optics in AI racks

Credo Technology shares climbed 9% to $111.94 Thursday after Broadcom endorsed copper-linked wiring for AI data centers. The gain followed a 14.8% drop earlier in the week on lower gross-margin guidance despite record quarterly revenue of $407 million, up 201.5% year over year. Credo’s top three customers grew sequentially, but together made up 88% of revenue, heightening concentration risk.
5 March 2026
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Corning stock slides after Broadcom warns AI racks will stick with copper longer

Corning stock slides after Broadcom warns AI racks will stick with copper longer

Corning shares dropped 4.4% Thursday after Broadcom CEO Hock Tan said customers will stick with copper, not optical links, inside AI racks for now. Corning CFO Ed Schlesinger warned of a slower “scale-up” for AI networking, pointing to a possible inflection closer to 2028. Broadcom stock rose 5.3%, while Ciena fell 15.2%. Analysts see co-packaged optics adoption delayed by at least two years.
5 March 2026
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Broadcom’s VMware Aria bug hits CISA exploited list, setting patch clock for agencies

Broadcom’s VMware Aria bug hits CISA exploited list, setting patch clock for agencies

CISA added Broadcom’s VMware Aria Operations vulnerability CVE-2026-22719 to its exploited-bugs list, ordering federal agencies to patch by March 24. Broadcom acknowledged reports of possible exploitation but said it could not confirm them. Patches and a workaround are available. The alert comes as Broadcom prepares to report quarterly earnings after the market close.
4 March 2026
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Broadcom stock slides ahead of earnings as RBC trims target, flags AI demand risk

Broadcom stock slides ahead of earnings as RBC trims target, flags AI demand risk

Broadcom shares fell 1.6% Tuesday to $313.84 and were little changed after hours, ahead of earnings due March 4. RBC Capital cut its price target to $340 from $370, citing near-term strength but longer-term questions. Investors expect about $19.21 billion in revenue and $2.02 EPS. Board member Eddy Hartenstein will retire at the 2026 annual meeting, per a company filing.
3 March 2026
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Nasdaq ends February with weekly drop as AI jitters bite; jobs report is next test

Nasdaq ends February with weekly drop as AI jitters bite; jobs report is next test

The Nasdaq Composite fell 0.9% Friday to 22,668.21, ending its worst month since March 2025. Tech and financial shares led declines as inflation data and AI disruption fears weighed on sentiment. Nvidia dropped 4.2%, while Zscaler slid 12.2% after earnings. Focus turns to the March 6 U.S. jobs report and Broadcom results.
28 February 2026
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Nvidia stock slides again, dragging AI shares as Wall Street questions the payoff

Nvidia stock slides again, dragging AI shares as Wall Street questions the payoff

Nvidia shares fell 2.4% Friday, extending losses after a steep drop post-earnings, and pulling other AI-linked tech stocks lower. The Dow dropped 1.22%, S&P 500 lost 0.66%, and Nasdaq slid 0.99% in late morning trading. Hotter-than-expected U.S. producer prices fueled inflation concerns and pressured high-valuation tech names. Global equity fund inflows hit a five-week low as investors grew cautious.
27 February 2026
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Stock Market Today

  • 3 Vanguard ETFs to Safeguard Portfolios Against Stock Market Crash
    May 2, 2026, 9:04 AM EDT. Despite the S&P 500 hitting record highs, signs of economic strain are evident, including a slowing labor market, rising inflation up to 3.3% in March, and geopolitical tensions from the Iran conflict. These factors threaten a swift market downturn. High exposure to tech stocks, especially in S&P 500-based portfolios (over 30% concentration), increases risk in such environments. Vanguard offers three ETFs that may cushion portfolios in a crash: the High Dividend Yield ETF (VYM), emphasizing established, cash-generative companies; the Health Care ETF (VHT), focusing on recession-resistant healthcare firms; and the Short-Term TIPS ETF, which invests in Treasury Inflation-Protected Securities to hedge against inflation. These funds provide diversification and defensive positioning amid growing uncertainty.

Latest article

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

2 May 2026
The S&P 500 and Nasdaq closed at record highs Friday as Alphabet, Amazon, Meta, and Microsoft projected 2026 AI spending above $700 billion. Meta shares dropped nearly 10% after raising its capital-spending outlook, while Alphabet rose on strong Google Cloud revenue. Meta acquired Assured Robot Intelligence, expanding into robotics AI. Google began selling its AI chips directly to customers, challenging Nvidia.
Forget Big Tech: Data Storage Stocks Are Becoming AI’s Quiet Market Dark Horse

Forget Big Tech: Data Storage Stocks Are Becoming AI’s Quiet Market Dark Horse

2 May 2026
Seagate shares rose 7.9% and Sandisk jumped 8.3% Friday, while Western Digital slipped 0.6%. Sandisk reported Q3 revenue up 251% to $5.95 billion and signed $42 billion in long-term supply deals. Western Digital’s Q3 revenue climbed 45% to $3.34 billion, topping analyst estimates. Seagate forecast Q4 revenue of $3.45 billion, citing AI-driven demand.
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