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NASDAQ:AVGO 28 April 2026 - 30 May 2026

Broadcom Shares Slide 5%, AI Needs to Account for 72% of Growth Next Quarter
Top AI Stocks To Watch Today: Nvidia, Microsoft, Broadcom, AMD, Palantir And Cerebras Face A Yield Test

Top AI Stocks To Watch Today: Nvidia, Microsoft, Broadcom, AMD, Palantir And Cerebras Face A Yield Test

Friday’s open looked shaky for U.S. artificial intelligence shares, with higher Treasury yields and climbing oil prices threatening to derail the AI-driven surge that just sent Wall Street to fresh records. Nvidia, Microsoft, Broadcom, AMD, Palantir, and Cerebras—just public—are all in focus, but the market mood is notably harsher than on Thursday.
Nvidia’s China Opening Turns AI Stocks Into a Policy Trade Again

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

AI stocks weren’t reacting to the usual chip unveil or a flashy new model this time. It was all about access. Nvidia’s Jensen Huang landing a spot on Trump’s China delegation sent a clear message—traders saw a possible opening, maybe some movement on advanced AI-chip sales between the U.S. and China. Nasdaq 100 futures climbed 0.82% as of 05:35 a.m. ET. The Dow futures, though, edged lower, underscoring how specific the buying was.
SMH vs SOXX vs SOXL: AI Chip ETF Rally Hits Its Hardest Test Yet

SMH vs SOXX vs SOXL: AI Chip ETF Rally Hits Its Hardest Test Yet

Semiconductor ETFs took a steep dive on Tuesday. The leveraged Direxion Daily Semiconductor Bull 3X Shares plunged nearly 12.4% just before 11 a.m. in New York—a sharp swing for a fund that’s been one of 2026’s most popular AI hardware bets. Losses rippled across the sector: VanEck Semiconductor ETF fell around 3.5%, iShares Semiconductor ETF slipped 4.1%, and First Trust Nasdaq Semiconductor ETF dropped close to 4.5%.
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.
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.
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.
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap

NYSE: AER 95 / 100
#2 BUY

Uber

NYSE: UBER 93 / 100
#3 BUY ON WEAKNESS

Taiwan Semiconductor

NYSE: TSM 91 / 100
#4 TACTICAL BUY

dLocal

NASDAQ: DLO 88 / 100
#5 BUY THE RESET

Tapestry

NYSE: TPR 86 / 100
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Editorial model selection. Not personalised advice.