Nathan Peterson, director of derivatives research and strategy at the Schwab Center for Financial Research, is telling clients to slow down on semiconductors after one of the sharpest rallies the group has…
At $92.37, Netflix (NASDAQ:NFLX | NFLX Price Prediction) is a Hold. The stock has been a top-tier compounder for a decade, but the post-earnings dip has not made it cheap enough to…
I keep hitting the buy button on Broadcom (NASDAQ:AVGO | AVGO Price Prediction), and I am here to admit my earlier bearish stance was wrong. A few months ago I was convinced…
Like many investors, I enjoy old Buffett videos for their lessons, but also for the quaint numbers of the past. Such as when he bought 5% of Disney for something like $4…
I keep buying Broadcom (NASDAQ:AVGO | AVGO Price Prediction) and I am not going to pretend otherwise. Every paycheck, every rebalance, every time the stock pulls back, the buy button gets warm…
Vandita Jadeja Reports on Tuesday morning that OpenAI missed internal goals on user targets and revenue have rattled the AI infrastructure complex. Per Bloomberg, as flagged in a BTIG morning note, investors are questioning…
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) has been one of the most remarkable AI infrastructure stories on the market, and the setup heading into the back half of fiscal 2026 looks compelling.…
Vandita Jadeja Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) closed Thursday at $199.64, leaving the AI chip leader up just 7% year to date. NVIDIA shares trade only slightly above $200 on Friday…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang recently appeared on the Dwarkesh Podcast and made one of his most direct competitive claims yet: “NVIDIA’s computing stack is the best performance…
Micron Technology (NASDAQ:MU | MU Price Prediction) shares are up 6% in midday trading, leading a broad-based rally across AI chip names. Advanced Micro Devices (NASDAQ:AMD) stock gained 4% and Broadcom (NASDAQ:AVGO)…
The Nasdaq Composite (^IXIC) looks set to recapture gains on Tuesday with all eyes on Apple (Nasdaq: AAPL) after CEO Tim Cook announced he would be stepping down. Tech futures are rising…
Passive index investing has a concentration problem. The seven largest technology companies now account for roughly 35% of the S&P 500, which means owning a standard index fund today is less “broad…
Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) have been spiking alongside the rest of the market in recent weeks, and with new highs and a breakout in sight, questions linger as…
Joey Frenette AI infrastructure spending has continued to accelerate into 2026. Bank of America recently raised its 2026 semiconductor market forecast to $1.3 trillion, highlighting NVIDIA, Broadcom, and Marvell as the primary beneficiaries. Capital…
Jim Cramer made a pointed call this week: in the context of Meta Platforms (NASDAQ:META | META Price Prediction) partnering with Broadcom (NASDAQ:AVGO) to produce tens of millions of custom AI chips,…
