Today: 3 July 2026
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NASDAQ:AVGO 7 April 2026 - 12 May 2026

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

Stocks slipped at the open Tuesday, with the Nasdaq bearing the brunt after April inflation numbers ran hotter than analysts had forecast—throwing a wrench into hopes for imminent Fed rate cuts. Both the S&P 500 and Nasdaq started in the red. The Dow managed a short-lived uptick, but that didn’t last as selling picked up. That move made waves in a market still hovering close to its peak. The S&P 500 slipped 0.4% off the record it notched just the day before, while the Dow dropped 185 points by 9:35 a.m. Eastern. The Nasdaq slid 0.6%, according to AP.
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

Wednesday morning saw the VanEck Semiconductor ETF jump back into the spotlight as U.S. chipmakers headed higher premarket, buoyed by Advanced Micro Devices’ bullish outlook and a fresh wave of interest in AI-related hardware. SMH traded at $522.69, marking a $16.25 climb from the previous close. Reuters flagged AMD surging almost 18% before the bell, with Intel, Arm, Qualcomm, and Micron also moving up. This shift is significant as the AI trade widens out. Instead of just chasing Nvidia-type GPUs—the specialized chips powering much of AI’s training—investors are eyeing more. AMD’s latest update flagged stronger appetite for CPUs, the general-purpose chips at the heart of everyday computing. As AI focus tilts toward “inference,” or deploying trained models in practical scenarios, fresh demand for these processors is emerging.
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

Wednesday’s artificial intelligence stock trade delivered a mixed bag. Alphabet moved higher in late trading, buoyed by solid cloud demand in Big Tech earnings. But Meta, Amazon, and Microsoft slipped after hours—investors were left weighing solid demand against renewed questions about the price tag for all that AI infrastructure. Timing’s key here. Results from Microsoft, Alphabet, Amazon, and Meta—the so-called hyperscalers fueling the AI surge—dropped after a choppy Wall Street day. Nasdaq eked out a 0.04% gain, while the S&P 500 slipped 0.04%. The Philadelphia semiconductor index jumped 2.4%. In late trading, Reuters said Alphabet climbed more than 3%. Amazon and Microsoft both lost over 3%, and Meta tumbled more than 6%.
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 stocks eyeing Q2 2026 growth hit turbulence as OpenAI-linked jitters dragged the group down, right ahead of earnings from the largest U.S. tech names. No one’s really doubting that companies are pouring money into AI at this point—they’re in. Now it comes down to Nvidia, Broadcom, Alphabet, Microsoft and a tight group of infrastructure players: can they convert those outlays into actual revenue quickly enough to justify these stretched valuations after such a steep rally?
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. equities slipped off record territory, dragged down by declines in AI-related stocks ahead of a wave of Big Tech earnings.• In after-hours moves, Visa, Starbucks, Seagate and NXP all saw gains following their reports or guidance.• Oil prices and the upcoming Fed rate call stand out as the key concerns heading into Wednesday. U.S. stocks fell on Tuesday, led by steeper losses in the Nasdaq, as investors pulled back from artificial intelligence-related names ahead of earnings from major tech players. After hours, action narrowed to a handful of earnings-driven moves: payment firms, coffee stocks, and chipmakers all posted notable swings once regular trading wrapped up.
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

Chip names dropped Tuesday, with Nvidia, AMD, and Broadcom all under pressure. Investors pulled back after the Wall Street Journal threw new uncertainty on OpenAI’s growth prospects and its future financing for computing power. Around 3:15 p.m. EDT, Nvidia shares slipped roughly 0.9%. AMD was off 2.5%, while Broadcom tumbled 4.1%. The VanEck Semiconductor ETF, tracking major chip names, shed 2.4%.
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

New York—April 28, 2026, 10:36 EDT Nvidia slid 1.8% to $212.78 Tuesday, erasing some of Monday’s rally. The pullback came as traders exited AI names following a report that cast doubt on OpenAI’s user numbers, revenue, and future spending on compute. At its session low, Nvidia hit $208.62, but the chipmaker still held onto a market cap north of $5.2 trillion.
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

This week throws the spotlight on Big Tech’s $600 billion AI spending spree, with Nvidia, Broadcom, Microsoft, Alphabet, Amazon, and Meta in the thick of the “best AI stocks to buy today” argument ahead of Wednesday’s big earnings lineup. Reports are on tap from Alphabet, Microsoft, Meta, and Amazon. Investors will be tracking whether those heavy AI investments are showing up in cloud sales, advertising gains, and enterprise software growth. The game has shifted. The AI trade isn’t just a story anymore—now it’s about results. Reuters says these four firms are heading toward a combined $600 billion spend on AI this year, a massive investment that’s put a noticeable dent in free cash flow and ramped up shareholder pressure. “What’s the return” on all that money, asks Joe Maginot, large-cap portfolio manager at Madison Investments.
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

PALO ALTO, California, April 27, 2026, 04:07 Broadcom started Monday with a $2.05 trillion market cap—putting it among a handful of chipmakers at that level. The surge is less about phones or laptops these days, with custom AI chips and cloud networking now driving the story. Google’s infrastructure ambitions have only pulled Broadcom in further. Last trade: $422.76, ahead of the U.S. open.
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 climbed Wednesday, approaching all-time highs after Google’s newest AI chip hit the market—reinforcing the sense that AVGO sits squarely at the center of custom AI hardware supply. Shares last changed hands at $419.62, up 4.3%. They had earlier reached $420.04. The timing is notable as investors start zeroing in on which firms will actually convert this wave of hyperscale AI spending into hardware, components, and real returns. Google rolled out its eighth-generation Tensor Processing Units on Wednesday—custom AI chips, split into two variants: TPU 8t for training models, and TPU 8i for inference, meaning the phase where those models spit out results.
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

New York, April 20, 2026, 2:39 PM EDT Alphabet stock edged down Monday, despite news that Google is negotiating with Marvell Technology on two new artificial intelligence chips—a signal that new AI initiatives aren’t quelling investor unease over spending. Class A shares slipped 0.9% to $338.45 by the afternoon, putting Alphabet’s market cap around $2.94 trillion.
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

PALO ALTO, California, April 20, 2026, 07:38 PDT Broadcom’s race toward the $2 trillion mark hit a snag Monday. Reuters reported that Alphabet’s Google is negotiating with Marvell Technology on two fresh AI chips, hinting that one of Broadcom’s most valuable custom-silicon ties could be shifting. Broadcom slipped roughly 1.7% early in U.S. trading; Marvell jumped 4.3%.
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

Nvidia Corp’s dominance in AI chips faced a fresh market check on Friday, when Cerebras Systems—a direct rival in the AI processor space—unveiled plans for a U.S. IPO and filed for a Nasdaq debut with the ticker “CBRS.” Cerebras’ numbers for 2025 jumped out: revenue climbed to $510 million, up from $290.3 million, and the company flipped to a profit, posting $1.38 per share after last year’s $9.90-per-share loss, according to Reuters. The timing’s key as competition intensifies over inference—the grunt work AI systems do to generate answers. Reuters, referencing a report from The Information, said OpenAI reached a deal to pay Cerebras upwards of $20 billion across three years for servers built on Cerebras chips. Reuters noted it hadn’t independently confirmed those details; OpenAI didn’t reply to questions, and Cerebras wouldn’t comment.
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 climbed roughly 1.2% to $403.18 in Friday morning trading, picking up steam after Goldman Sachs reaffirmed its buy rating and stood by a $480 target. Investors had already been chasing the stock higher on the heels of Meta’s beefed-up AI chip deal and a flurry of cloud-customer wins. The call is in focus as investors weigh whether AI infrastructure is outpacing demand or still accelerating. TSMC CEO C.C. Wei described “AI demand is so strong” earlier this week. Positive forecasts from both TSMC and ASML flagged another robust quarter of spending by major U.S. cloud operators—a signal that matters for Broadcom, along with Nvidia and AMD.
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

UPDATE April 15, 2026, 23:00 - Broadcom shares rose after Meta extended a multi-year partnership to co-develop custom AI chips through 2029, reinforcing its position as a key supplier in the race to build large-scale AI infrastructure. The deal includes over one gigawatt of initial computing capacity and signals a broader shift by tech giants toward in-house silicon to reduce reliance on Nvidia. Meanwhile, Marvell drew fresh bullish calls from analysts, with price targets lifted on expectations of strong multi-year growth in AI-driven data center demand, including custom chips and networking. Broadcom shares jumped 3.9% to $395.52 Wednesday morning, after Meta Platforms deepened its partnership with the chipmaker. Marvell Technology also gained, up 1.5% at $135.87, buoyed by a fresh bullish call from Oppenheimer. The two names remained firmly in focus for traders chasing AI hardware momentum.
15 April 2026
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Broadcom Stock Gets Fresh Meta AI Lift as Duolingo Stock Falls on Growth Fears

Broadcom Stock Gets Fresh Meta AI Lift as Duolingo Stock Falls on Growth Fears

Shares of Broadcom jumped in late trading Tuesday after Meta rolled out a multi-year AI chip deal with the company, fueling the recent surge in optimism for the semiconductor designer. Duolingo, on the flip side, slipped roughly 2.2% as the language-learning platform continued to face investor pushback on sluggish growth and softer earnings forecasts. The distinction is in focus now as investors pile into AI infrastructure stocks thanks to their clearer long-term prospects, while growth companies that put off monetization are taking a hit. Despite a 2% gain for the Nasdaq on Tuesday, Zacks tagged Broadcom as its Bull of the Day just one day earlier—and Duolingo as its Bear. That’s about as concise a read on current capital flows as you’ll get.
15 April 2026
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US Stock Market Week Ahead: Iran Talks, Bank Earnings and PPI Top What to Watch Before Monday’s Open

US Stock Market Week Ahead: Iran Talks, Bank Earnings and PPI Top What to Watch Before Monday’s Open

Wall Street’s Monday open could hinge on weekend U.S.-Iran discussions and initial tanker moves through the Strait of Hormuz. On Saturday, three supertankers navigated a trial passage while negotiators gathered in Islamabad, offering investors a glimpse at potential relief from the energy shock that rattled markets in March. The S&P 500 has almost erased its drop following the late-February U.S.-Israeli strikes on Iran, with Friday closing out the strongest week for major U.S. indexes since November. But expectations haven’t cooled off: According to Reuters, analysts are looking for S&P 500 companies to post first-quarter earnings growth of about 14% from last year, which doesn’t leave much cushion for disappointing forecasts.
11 April 2026
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Nvidia Stock Edges Up, but Broadcom’s Google TPU Deal Raises Stakes in AI Chip Race

Nvidia Stock Edges Up, but Broadcom’s Google TPU Deal Raises Stakes in AI Chip Race

UPDATE: New York, April 8, 2026, 11:26. In late-morning trading, Broadcom was up 3.6% to $346.00, outpacing Nvidia’s 1.8% rise to $181.36, while Alphabet added 3.7% to $316.68.A fresh development not in the original piece: Seaport downgraded Broadcom to Neutral, warning that AI chip suppliers may increasingly have to help finance giant data-center buildouts, a concern sharpened by Broadcom’s own disclosure that the Anthropic deployment is still being discussed with “operational and financial partners.”
8 April 2026
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NVIDIA Corporation Faces Fresh Slurm Scrutiny After SchedMD Deal Raises AI Control Fears

NVIDIA Corporation Faces Fresh Slurm Scrutiny After SchedMD Deal Raises AI Control Fears

Nvidia Corp is under the microscope again after a Reuters piece spotlighted worries among AI and supercomputing pros that its acquisition of SchedMD might steer Slurm—the job-scheduling software widely used on large computing clusters—toward favoring Nvidia hardware. In response last week, Nvidia said its customers “benefit from our open source and free software” and pledged ongoing support and upgrades for Slurm for all users. Slurm sits at the core of the system, handling the queuing, scheduling, and allocation of workloads across vast arrays of processors in AI and high-performance computing environments. That’s why the issue draws attention. After Nvidia disclosed its agreement in December, it stressed that Slurm would stay both open-source and vendor-neutral. SchedMD CEO Danny Auble described the acquisition as a way to “enhance the development of Slurm,” but emphasized it would remain open source.
7 April 2026
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Stock Market Today

  • Asia stocks climb on chipmaker bounce, oil dip
    July 3, 2026, 1:20 AM EDT. Asia shares rose, with chipmaker stocks bouncing back after their drop earlier this week. Weak oil prices also helped, cutting some inflation worries and lifting sentiment. Tech names were in focus, as gains in chips and cheaper energy looked set to support earnings. Major Asia indexes moved higher, with investors hoping for more growth even as global uncertainty lingers.
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