Today: 12 April 2026
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NASDAQ:AVGO 9 August 2025 - 7 October 2025

Record Highs, $55 B Deals & Data Drama: Wall Street’s Wild Week (Oct 4–5, 2025)

Stock Market Today: Wall Street Rally Stalls, Tech Slumps as Gold Hits $4,000

The S&P 500 fell 0.4%, Nasdaq lost 0.7%, and Dow slipped 0.2% Tuesday, ending a seven-day rally after record highs. Tech stocks led declines, with Oracle down about 5–6% and Tesla off 3%. Gold futures surged past $4,000 per ounce for the first time. The U.S. government shutdown entered a second week, delaying key economic data.
Broadcom’s $10B AI Chip Deal Ignites Stock Surge – What’s Powering This Tech Giant’s Boom

Broadcom’s $10B AI Chip Deal Ignites Stock Surge – What’s Powering This Tech Giant’s Boom

Broadcom reported record fiscal Q3 2025 revenue of $16 billion, up 22% year-over-year, driven by a 63% surge in AI chip sales. Shares recently traded near $333 after a 10-for-1 split, pushing market cap to $1.6 trillion. The company disclosed a $10 billion custom AI chip order, widely believed to be from OpenAI. CEO Hock Tan extended his contract by five years as Broadcom expands its AI and software business.
6 October 2025
AI Models Are Scheming – Inside OpenAI’s Plan to Stop Deceptive AI Behavior

OpenAI’s Mega AMD Deal: How a 6‑Gigawatt AI Chip Alliance Could Reshape the Arms Race

OpenAI and AMD announced a multi-year deal on Oct. 6, 2025, for OpenAI to deploy six gigawatts of AMD GPUs, starting with one gigawatt of MI450 chips in late 2026. AMD granted OpenAI a warrant for up to 160 million shares at $0.01 each, potentially giving OpenAI a 10% stake if milestones are met. AMD expects over $100 billion in revenue over four years. AMD shares rose more than 23% after the news.
AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

AI Frenzy Adds $200 Billion to Chip Stocks – Nvidia, AMD Soar on Record Rally

Global semiconductor stocks gained over $200 billion in early October 2025 as Nvidia, AMD, Broadcom, SK Hynix, and Samsung shares surged. OpenAI’s launch of a popular AI app and new partnerships with Samsung and SK Hynix fueled the rally, pushing its valuation near $500 billion. Nvidia’s $100 billion deal to supply OpenAI with AI systems drove further gains. Intel entered talks to produce chips for AMD amid soaring AI demand.
Wall Street Hits Record Highs as Tech Stocks Soar and Shutdown Worries Melt

Wall Street Hits Record Highs as Tech Stocks Soar and Shutdown Worries Melt

The Dow, S&P 500, and Nasdaq all closed at record highs on Oct. 2–3, led by gains in technology and AI stocks. Tesla fell 5% despite strong Q3 deliveries, while Stellantis jumped up to 8% on robust U.S. sales. A federal shutdown delayed key economic data, fueling bets on Fed rate cuts. OpenAI’s funding round implied a $500 billion valuation, boosting AI enthusiasm.
Nasdaq Rally Amid Tech Frenzy: Markets Brush Off Shutdown Fears in Late September 2025

Nasdaq Rally Amid Tech Frenzy: Markets Brush Off Shutdown Fears in Late September 2025

The Nasdaq Composite rose 0.48% to 22,591.15 on Sept. 29, 2025, with tech stocks leading gains; S&P 500 closed near record highs. Gold hit an all-time high near $3,840/oz and 10-year Treasury yields fell to 4.14% on rate-cut bets. Oil dropped almost 4% as OPEC signaled higher supply. Apple and Nvidia outperformed, while Intel slipped and Electronic Arts surged on a $55 billion buyout deal.
Exposing AI Bias: 10 Powerful Ways to Fight Algorithmic Discrimination

AI Megatrends 2025: The Next Wave Is Here—Why Data‑Center Power, AI Agents & Edge Devices Could Reshape Markets (and Portfolios) Now

OpenAI, Oracle, and SoftBank announced five new U.S. AI data center sites, aiming for 7 GW capacity in a $500 billion program, with Nvidia joining as supplier and investor. PJM warned AI data center power demand is outpacing grid additions; the White House moved to fast-track power projects. Samsung passed Nvidia’s HBM3E memory qualification, intensifying competition with SK hynix and Micron. Microsoft and Meta raised capex guidance as data center spending surges.
AI Stocks Frenzy! Nvidia, Microsoft Soar on OpenAI Drive – Is a Bubble Brewing?

AI Stocks Frenzy! Nvidia, Microsoft Soar on OpenAI Drive – Is a Bubble Brewing?

Nvidia jumped after announcing a $100 billion OpenAI investment, while Microsoft beat Q2 forecasts and pledged $30 billion for UK AI. Alibaba surged nearly 10% on a new AI model and Nvidia partnership. U.S. equity funds saw $12 billion in inflows, led by AI-focused ETFs. Analysts warn AI spending may outpace returns, with Bain estimating $500 billion/year needed for data centers by 2030.
Billion-Dollar AI Bets and Biotech Breakthroughs: Top Tech News (Sept 27–28, 2025)

Billion-Dollar AI Bets and Biotech Breakthroughs: Top Tech News (Sept 27–28, 2025)

Nvidia will invest up to $100 billion to build 10 gigawatts of AI data centers for OpenAI, with the first 1 GW due by late 2026. The US cybersecurity agency issued an emergency directive after hackers breached at least one federal agency via Cisco firewall flaws, affecting hundreds of devices. The FDA approved Eli Lilly’s new breast cancer drug Inluriyo. The SEC loosened ETF rules, opening the door for new crypto ETFs.
GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

Nvidia’s AI Throne Under Siege? The 2030 Battle Plan From Broadcom, AMD—and a Surprise Challenger

Susquehanna projects Nvidia’s AI-accelerator market share will drop from about 80% to 67% by 2030, with Broadcom rising to 14% and AMD to just over 4%. Broadcom says deployments by three hyperscale customers could generate $60–$90 billion in AI-chip revenue by FY2027. Nvidia plans to invest up to $100 billion in OpenAI and supply systems for at least 10 GW of compute from 2026. Google and AWS are expanding in-house chip development.
AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

Oracle stock soared 36% after unveiling a $300 billion cloud deal with OpenAI, its biggest gain since 1992, pushing the S&P 500 and Nasdaq to record closes. The surge lifted chipmakers Nvidia, Broadcom, and AMD, while Oracle co-founder Larry Ellison’s net worth jumped to $392.6 billion. Palantir shares rose on a UK defense AI deal. Synopsys plunged 36% after missing revenue targets.
AI Stock Frenzy: $10 B Deals Ignite Rally as Big Tech Sounds Alarm

AI Stock Frenzy: $10 B Deals Ignite Rally as Big Tech Sounds Alarm

Broadcom shares jumped nearly 10% after disclosing a $10 billion AI chip order and raising its revenue forecast. Nvidia warned a proposed U.S. law could hurt global competition in advanced chips. Atlassian announced a $610 million acquisition of The Browser Company to expand into AI browsers. Palantir raised its revenue outlook again as the U.S. Army earmarked up to $10 billion for its AI services.
AI Stock Frenzy: $10B Chip Deal Ignites Rally, Amazon’s ‘Quick Suite’ Leak & Salesforce’s AI Setback

AI Stock Frenzy: $10B Chip Deal Ignites Rally, Amazon’s ‘Quick Suite’ Leak & Salesforce’s AI Setback

Broadcom shares surged 15% after announcing a $10 billion AI chip deal, while Nvidia and AMD fell as investors eyed a shift to custom chips. Amazon rose 4% on reports of a new AI workplace tool. Salesforce dropped 8% after a weak revenue forecast. Anthropic agreed to pay $1.5 billion to settle copyright claims over AI training data.
AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Arms Race: Nvidia’s Dominance, Broadcom’s Bold Move, and the Future of Silicon Supremacy

Nvidia controls 80–90% of the AI chip market, with its GPUs like the $40,000 H100 driving company value past $1 trillion in 2023. OpenAI is co-designing custom chips with Broadcom, placing a $10 billion order and aiming for 2026 production. Global data center AI chip spending soared from $17 billion in 2022 to $125 billion in 2024. The U.S. has tightened export controls on advanced AI chips to China, prompting domestic chip efforts.
AI Stock Frenzy: Broadcom’s $10B Chip Deal Ignites Rally as Salesforce Stumbles – Sept 4-5 Roundup

AI Stock Frenzy: Broadcom’s $10B Chip Deal Ignites Rally as Salesforce Stumbles – Sept 4-5 Roundup

Broadcom shares rose 4% after announcing a $10 billion custom-chip order and strong AI chip demand, while CEO Hock Tan committed to five more years. Salesforce stock fell 8% on weak revenue guidance despite AI investments. Atlassian agreed to buy The Browser Company for $610 million; its shares slipped 2%. C3.ai plunged 14% after missing estimates, withdrawing guidance, and replacing its CEO.
AI Stocks Whipsaw as Nvidia Stumbles, Alibaba Soars – Key News Aug 30–31, 2025

AI Stocks Whipsaw as Nvidia Stumbles, Alibaba Soars – Key News Aug 30–31, 2025

Nvidia stock fell about 4% despite strong sales, as China risks and high expectations weighed. Dell plunged up to 10% after warning of shrinking AI profit margins. Marvell dropped 18–19% on weak guidance, while Alibaba soared 13% on surging AI cloud revenue and a new data center chip. The PHLX Semiconductor Index lost about 3% amid a broad tech selloff.
AI Stock Frenzy Peaks Then Falters: Nvidia Wobbles, Alibaba Soars as Global AI Boom Faces Reality Check

AI Stock Frenzy Peaks Then Falters: Nvidia Wobbles, Alibaba Soars as Global AI Boom Faces Reality Check

U.S. stock indexes fell from record highs on Aug. 29 as major AI-linked stocks like Nvidia and Dell tumbled. Nvidia dropped about 4% despite strong sales, while Dell plunged up to 10% after warning of profit pressures. Marvell Technology sank nearly 19% on weak guidance. Alibaba jumped 13% after reporting a surge in AI-driven cloud revenue.
AI Stocks Frenzy: Mega Deals, GPT-5 Hype and Bubble Warnings Fuel Aug 9–10 Market Buzz

AI Stocks Frenzy: Mega Deals, GPT-5 Hype and Bubble Warnings Fuel Aug 9–10 Market Buzz

AMD’s Q2 data-center chip sales rose 14% to $3.2 billion but missed estimates, while SMCI shares plunged 18% after cutting guidance, erasing over $6 billion in value. Nvidia stock jumped 73% and later hit record highs alongside Broadcom as the AI-chip rally resumed. The U.S. began licensing Nvidia’s H20 AI GPUs to China, drawing criticism from Chinese state media. Meta secured $29 billion in financing for new AI data centers.
AI Stocks Frenzy: GPT-5 Hype, Record Highs & Billion-Dollar Bets Fuel Aug 8–9 Market Surge

AI Stocks Frenzy: GPT-5 Hype, Record Highs & Billion-Dollar Bets Fuel Aug 8–9 Market Surge

The U.S. began licensing Nvidia to export H20 AI chips to China on Aug. 7, reversing a ban. OpenAI launched GPT-5 the same day, citing 700 million ChatGPT users. AMD shares dropped 5.1% and SMCI plunged 18.2% after weak Q2 data-center results. The Nasdaq Composite notched its 18th record high of 2025 on Aug. 8, led by AI and tech stocks.

Stock Market Today

  • Invesco Price Target Cut by 12.17% to €26.13 Amid Mixed Institutional Moves
    April 12, 2026, 8:35 AM EDT. Invesco's (BIT:1IVZ) average one-year price target fell by 12.17% to €26.13, down from €29.75. Despite the drop, the target still indicates a 32.25% rise from the current €19.76 share price. Institutional holdings decreased 10.36% in the past quarter, with 631 funds reporting positions-a 41.95% decline in owners. Notable shifts include Millennium Management boosting shares by 7.31%, while Aqr Capital slashed holdings by 10.54%. Massachusetts Mutual Life Insurance maintained steady at 18.31% ownership. Average portfolio weight across funds rose 8.35% to 0.21%. The mixed changes reflect cautious fund sentiment as analysts adjust outlooks on Invesco's stock.

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Bitcoin Price Today Slips After Iran Talks End Without Deal, but ETF Buyers Keep Showing Up

Bitcoin Price Today Slips After Iran Talks End Without Deal, but ETF Buyers Keep Showing Up

12 April 2026
Bitcoin fell 1.4% to $71,707 on Sunday after U.S.-Iran talks in Islamabad ended without a deal. Spot bitcoin ETFs logged net inflows last week, with BlackRock and Fidelity leading Friday’s buying. Morgan Stanley launched its MSBT fund on April 8, the first Wall Street bank to debut a bitcoin ETF. U.S. inflation data showed headline CPI up 3.3% in March, while core CPI rose 2.6%.
XRP Price Today: XRP Slips to $1.33 After Failed U.S.-Iran Talks Hit Crypto

XRP Price Today: XRP Slips to $1.33 After Failed U.S.-Iran Talks Hit Crypto

12 April 2026
XRP slipped about 1% to $1.33 on Sunday after U.S.-Iran peace talks in Islamabad ended without a deal, pressuring crypto markets. The token traded in a narrow range, with bitcoin and ether also weaker. XRP’s market cap stands at $81.7 billion, with $1.96 billion in daily volume. The token remains 63.5% below its all-time high.
Gold Price Today: Bullion Near $4,762 After Weekly Gain, but Failed Iran Talks Cloud Outlook

Gold Price Today: Bullion Near $4,762 After Weekly Gain, but Failed Iran Talks Cloud Outlook

12 April 2026
Spot gold steadied at $4,761.79 an ounce Friday after a third weekly gain, with U.S. futures at $4,787.40. The dollar posted its biggest weekly drop since January, making gold cheaper for non-U.S. buyers. U.S.-Iran talks ended without a deal, keeping geopolitical risks high. China’s central bank increased gold reserves for a 17th month, reaching 74.38 million ounces.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 12.04.2026

12 April 2026
Futu Holdings (FUTU) rose 10.2% in the past week but trades 13.4% below its January level. Shares closed at $154.50, while analysts estimate intrinsic value at $245.48. The company posted a 92.2% return over 12 months. Valuation models indicate earnings exceed risk costs, supporting long-term growth projections.
India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

11 April 2026
Lockheed Martin said it is not in direct talks with India over the F-35, clarifying that any approach must go through official U.S. and Indian channels under the Foreign Military Sales process. Indian officials confirmed no formal discussions on acquiring the F-35 have begun. India recently approved a $40 billion military upgrade, including other fighter jets, while Lockheed’s F-21 remains in a separate competition.
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