Today: 12 June 2026
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NASDAQ:AVGO 15 April 2026 - 14 May 2026

Broadcom Stock Hits Record Before June 3 Earnings as Wall Street Bets AI Has More Room to Run

Broadcom Stock Hits Record Before June 3 Earnings as Wall Street Bets AI Has More Room to Run

Broadcom shares rose 4.6% to $436.03 midday Thursday, hitting a record after analyst price target hikes and ahead of its June 3 earnings report. The company previously guided for $22 billion in fiscal Q2 revenue, up 47% year-over-year, with AI chip sales driving growth. Market value topped $2.1 trillion. Broadcom’s partnership with OpenAI targets custom AI accelerator deployments starting in late 2026.
14 May 2026
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Nvidia’s China Opening Turns AI Stocks Into a Policy Trade Again

Nvidia’s China Opening Turns AI Stocks Into a Policy Trade Again

Nvidia CEO Jensen Huang joined President Trump’s China delegation, fueling speculation about renewed U.S. chip sales to China and lifting Nasdaq 100 futures by 0.82% premarket. Micron shares jumped 6.2%. The market moved on potential policy shifts and inflation concerns. Polymarket and Kalshi data showed traders expect no Fed rate cuts in 2026, pressuring high-valuation AI stocks.
13 May 2026
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Hot CPI Shock Hits Nasdaq: Wall Street’s Record Run Stalls as Fed Cut Bets Fade

Hot CPI Shock Hits Nasdaq: Wall Street’s Record Run Stalls as Fed Cut Bets Fade

U.S. stocks fell Tuesday after April inflation exceeded forecasts, with the S&P 500 down 0.4% and the Nasdaq off 0.6%. The Consumer Price Index rose 0.6% in April and 3.8% year-over-year, driven by a 3.8% jump in energy costs. Treasury yields climbed, and major tech shares dropped sharply. Markets now expect the Federal Reserve to keep rates steady into 2027.
12 May 2026
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SMH ETF Is Back in the AI Chip Rally. One Risk Still Could Bite Investors

SMH ETF Is Back in the AI Chip Rally. One Risk Still Could Bite Investors

The VanEck Semiconductor ETF (SMH) jumped to $522.69 premarket Wednesday, up $16.25, as AMD shares surged nearly 18% after forecasting Q2 revenue of $11.2 billion and reporting 38% Q1 revenue growth. Intel, Arm, Qualcomm, and Micron also rose. SMH is up 40.69% year to date, with Nvidia and Taiwan Semiconductor among its largest holdings. TSMC reported Q1 revenue up 40.6% to $35.90 billion.
6 May 2026
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AI Stocks Today: Big Tech Earnings Just Put the Market’s Hottest Trade on Notice

AI Stocks Today: Big Tech Earnings Just Put the Market’s Hottest Trade on Notice

Alphabet shares jumped over 3% in after-hours trading Wednesday as Google Cloud revenue surged 63% to $20 billion. Meta, Amazon, and Microsoft fell, with Meta dropping more than 6% after raising its 2026 capital spending forecast for AI infrastructure. Amazon’s AWS revenue beat estimates but shares slipped. The four companies are expected to spend over $600 billion on AI infrastructure this year.
29 April 2026
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AI Stocks With Growth Potential in Q2 2026: The 5 Names Wall Street Is Testing After the OpenAI Shock

AI Stocks With Growth Potential in Q2 2026: The 5 Names Wall Street Is Testing After the OpenAI Shock

AI-related stocks fell Tuesday after a report on OpenAI’s missed targets hit Oracle, CoreWeave, and chipmakers. Nvidia, AMD, and Broadcom dropped between 1.6% and 4.4%, while CoreWeave slid 5.8%. Alphabet, Microsoft, Meta, and Amazon are set to report earnings Wednesday, with about $600 billion in AI spending under scrutiny. Investors are watching for direct revenue tied to chips, cloud, and custom silicon.
29 April 2026
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US Stock Market Today After Hours: Nasdaq Hit by AI Worries as Visa, Starbucks and Chip Stocks Jump

US Stock Market Today After Hours: Nasdaq Hit by AI Worries as Visa, Starbucks and Chip Stocks Jump

U.S. stocks fell Tuesday, with the Nasdaq down 0.9% as AI and chip shares sold off ahead of major tech earnings. Oracle dropped 4.1%, Nvidia and AMD lost over 1.6%, and CoreWeave slid 5.8%. After hours, Visa and Starbucks rose on strong results and forecasts. Oil prices climbed, and traders watched the Federal Reserve’s rate decision.
29 April 2026
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Chip Stocks Drop as OpenAI Report Tests Nvidia, AMD and Broadcom AI Rally

Chip Stocks Drop as OpenAI Report Tests Nvidia, AMD and Broadcom AI Rally

Nvidia, AMD, and Broadcom shares fell Tuesday after a Wall Street Journal report said OpenAI missed internal user and revenue targets, raising concerns about future AI spending. Nvidia dropped 0.9%, AMD lost 2.5%, and Broadcom slid 4.1% by mid-afternoon. OpenAI disputed claims of internal disagreement over spending. The selloff came ahead of major tech earnings reports.
28 April 2026
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Nvidia Stock Today: Why Shares Are Falling After the OpenAI Shock

Nvidia Stock Today: Why Shares Are Falling After the OpenAI Shock

Nvidia shares fell 1.8% to $212.78 Tuesday after a Wall Street Journal report raised doubts about OpenAI’s user growth and future spending. The selloff hit other AI-linked stocks, including Oracle, AMD, and Broadcom. OpenAI disputed the report, calling it “clickbait.” Analysts were divided on whether the decline signaled real demand issues or was a routine correction.
28 April 2026
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Best AI Stocks to Buy Today: 6 Names Wall Street Is Watching Before Big Tech’s $600 Billion AI Test

Best AI Stocks to Buy Today: 6 Names Wall Street Is Watching Before Big Tech’s $600 Billion AI Test

Alphabet, Microsoft, Meta, and Amazon will report earnings Wednesday as investors focus on whether $600 billion in annual AI spending is driving revenue growth. Nvidia and Broadcom remain key chip suppliers, with Broadcom recently signing a long-term AI chip deal with Google. U.S. stock futures fell early Tuesday amid geopolitical concerns and scrutiny over Big Tech’s heavy AI outlays.
28 April 2026
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Broadcom’s $2 Trillion AI Bet Is Getting Harder to Ignore as Google Chips Put AVGO in Focus

Broadcom’s $2 Trillion AI Bet Is Getting Harder to Ignore as Google Chips Put AVGO in Focus

Broadcom entered Monday with a $2.05 trillion valuation, driven by demand for custom AI chips and a key supply deal with Google for future Tensor Processing Units. Shares traded at $422.76 before the U.S. open. Fiscal first-quarter revenue rose 29% to $19.31 billion, with AI semiconductor revenue up 106% to $8.4 billion. Broadcom is now a top holding in several Vanguard ETFs following recent fund splits.
27 April 2026
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Broadcom Stock Nears Record as Google AI Chip Push Fuels AVGO Breakout Bet

Broadcom Stock Nears Record as Google AI Chip Push Fuels AVGO Breakout Bet

Broadcom shares jumped over 4% Wednesday, trading near a record $420, after Google unveiled new TPU 8t and TPU 8i AI chips. Broadcom recently disclosed a long-term deal to supply Google with custom TPUs and networking components through 2031. The company reported $19.31 billion in fiscal Q1 revenue, with AI revenue up 106% to $8.4 billion. Investors remain divided over valuation and margin pressures.
22 April 2026
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Alphabet Stock Slips as Google-Marvell AI Chip Talks Put Spending, Earnings in Focus

Alphabet Stock Slips as Google-Marvell AI Chip Talks Put Spending, Earnings in Focus

Alphabet shares fell 0.9% to $338.45 Monday after reports Google is in talks with Marvell Technology to develop two AI chips, despite ongoing investor concerns over a projected $175–$185 billion 2026 spending bill. Marvell stock rose 6.1% while Broadcom dropped 2.4%. Alphabet reports first-quarter results April 29. Google and Marvell declined to comment.
20 April 2026
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Broadcom Nears $2 Trillion on Software, AI Chip Boom as Google-Marvell Talks Raise Risk

Broadcom Nears $2 Trillion on Software, AI Chip Boom as Google-Marvell Talks Raise Risk

Broadcom shares fell 1.7% Monday after Reuters reported Google is in talks with Marvell Technology on two new AI chips, raising questions about Broadcom’s custom-silicon relationship with Google. Marvell stock rose 4.3%. Broadcom recently announced long-term AI chip deals with Google and Meta, and reported first-quarter AI revenue up 106% to $8.4 billion.
20 April 2026
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Nvidia Stock Faces a $20 Billion AI Chip Test as Cerebras Heads for IPO

Nvidia Stock Faces a $20 Billion AI Chip Test as Cerebras Heads for IPO

Cerebras Systems filed for a U.S. IPO and reported 2025 revenue of $510 million, swinging to a profit of $1.38 per share from a loss a year earlier. Reuters cited a report that OpenAI agreed to pay Cerebras over $20 billion for servers, though this was unconfirmed. Nvidia shares closed up 1.7% at $201.68, valuing the company at about $4.53 trillion. Nvidia projected fiscal Q1 revenue of $78 billion.
18 April 2026
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Broadcom stock rises as Goldman keeps $480 target after Meta AI chip deal

Broadcom stock rises as Goldman keeps $480 target after Meta AI chip deal

Broadcom shares rose 1.2% to $403.18 Friday after Goldman Sachs reiterated a buy rating and $480 price target, citing Meta’s expanded AI chip partnership. Meta extended its Broadcom deal through 2029, with an initial compute commitment over 1 gigawatt. The agreement follows recent custom chip wins with Google and Anthropic. Analysts flagged risk from Broadcom’s growing reliance on a few large customers.
17 April 2026
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Broadcom Jumps on Meta AI Chip Deal as Marvell Gets New Bull Call

Broadcom Jumps on Meta AI Chip Deal as Marvell Gets New Bull Call

Broadcom shares rose 3.9% after Meta extended its chip partnership through 2029, with the first rollout phase exceeding 1 gigawatt of compute. Marvell gained 1.5% as Oppenheimer raised its price target to $170, citing strong data-center networking growth. Wall Street opened higher, with the S&P 500 near record levels amid easing inflation signals.
15 April 2026
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Stock Market Today

  • S&P 500, Nasdaq, Dow Futures Rise Ahead of SpaceX IPO and Iran Peace Hopes
    June 11, 2026, 10:43 PM EDT. U.S. stock futures for the S&P 500, Nasdaq 100, and Dow Jones Industrial Average edged higher as investors anticipated SpaceX's landmark IPO priced at $135 per share, raising about $75 billion. The tech-heavy Nasdaq added 2.54% on Thursday, leading gains, while the S&P 500 and Dow rose 1.75% and 1.86%, respectively. Market optimism grew on President Trump's remarks indicating that a U.S.-Iran deal, potentially ending tensions, was near, prompting cancellation of planned strikes. Five companies, including Rocket Lab and Astera Labs, are set to join the Nasdaq-100 in June 2026, influencing index movements. Retail investor sentiment showed caution, especially on Dow and S&P ETFs, reflecting mixed confidence despite broader market gains.

Latest articles

AI Names Drop, Oil Upends Inflation Bets, US Stocks Slip

Dow up 930 points after hours as tech lifts Nasdaq

12 June 2026
Dow soars 929.97 points for its strongest session in months as easing geopolitical risk and a rebound in tech drive ETFs higher after hours; chip stocks surge with the PHLX Semiconductor Index up 7.9%, while Adobe drops 5.44% after CFO exit despite raised forecasts.
Keel Infrastructure (KEEL) shares surge after $458 million AI data center deal closes

Keel Infrastructure (KEEL) shares surge after $458 million AI data center deal closes

12 June 2026
Keel Infrastructure Corp. surged 5.14% to $5.52 after closing $458 million in 1.250% convertible senior notes due 2032, with proceeds aimed at accelerating AI and high-performance computing data center projects; the notes’ initial conversion price is $7.41, about 25% above the June 4 close, while analysts’ 12-month price targets range from $3.00 to $8.00, averaging $5.52.
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