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NASDAQ:AVGO 9 June 2026 - 22 June 2026

Broadcom Inc. (NASDAQ:AVGO) Shares Rise 7% as $128 Billion AI Deals Spotlight Funding Concerns
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.
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.
Wall Street mixed with Fed in focus, chip stocks bounce

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.
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.
Dow up 930 points after hours as tech lifts Nasdaq

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

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

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.
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.
Tech stocks slide after hours, Oracle’s AI spending draws focus

Tech stocks slide after hours, Oracle’s AI spending draws focus

Dow sinks nearly 1,000 points as tech breaks down; inflation, Iran weigh U.S. stocks came under more selling after the bell Wednesday. The Dow Jones Industrial Average finished down 953.33 points, or 1.87%, at 49,918.78. The S&P 500 fell 1.62% to 7,266.99. The Nasdaq Composite dropped 1.98% to 25,169.50. Tech stocks took the biggest hit as traders turned defensive. Inflation looked hot and U.S.-Iran tensions stirred.
Anthropic IPO: $35 Billion Compute Bet Puts AI Valuation Near $1 Trillion to the Test

Anthropic IPO: $35 Billion Compute Bet Puts AI Valuation Near $1 Trillion to the Test

Anthropic’s possible IPO isn’t just about Claude demand anymore. The last 48 hours shifted the story—now it’s about new financing. Apollo and Blackstone are putting up money for a $35 billion AI-compute expansion. Anthropic will use Broadcom chips. The move comes as investors weigh if any private AI firm near a $1 trillion valuation can turn big user numbers into lasting profits.
10 June 2026
Broadcom Shares Slip After $35 Billion AI Transaction, Guidance Jitters Linger

Broadcom Shares Slip After $35 Billion AI Transaction, Guidance Jitters Linger

Broadcom Inc. shares dropped Wednesday, down 4.0% at $376.42 as of 11:59 a.m. EDT, after news of its $35 billion AI infrastructure plan with Apollo and Blackstone did little to hold the stock up. Investors shifted focus back to the doubts over whether Broadcom’s custom AI chip sales can still outpace Wall Street’s high hopes. On Tuesday, shares had an implied close of $392.16.
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#1 STRONG BUY

AerCap

NYSE: AER 95 / 100
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Uber

NYSE: UBER 93 / 100
#3 BUY ON WEAKNESS

Taiwan Semiconductor

NYSE: TSM 91 / 100
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dLocal

NASDAQ: DLO 89 / 100
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Tapestry

NYSE: TPR 86 / 100
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