Broadcom

Broadcom

Yahoo Finance • 12 hours ago

Congressman Swaps One Chip Stock for Another: Here Are the Moves

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. The trading activity of members of Congress continues to be closely followed by investors. A recent trade saw a congressman sell shares o... Full story

Yahoo Finance • 2 days ago

Elon Musk Says SpaceX Sales Are ‘Exploding’—and Forecasts Revenue Twice Wall Street’s Estimate

Ron Baron’s annual investment conference often includes a conversation with the SpaceX CEO Baron calls “Starman.” Continue Reading... Full story

Yahoo Finance • 2 days ago

Investing.com’s stocks of the week

Investing.com -- Democratic wins in both chambers of Congress eventually triggered a heavy sell-off across AI and chip names, while deal news drove sharp moves in both directions elsewhere. Still guessing which stocks will beat the market... Full story

Yahoo Finance • 2 days ago

Oracle Faces Major Wall Street Test After AI Selloff

This article first appeared on GuruFocus. Oracle (NYSE:ORCL) shares rebounded in Friday's premarket trading alongside other artificial intelligence stocks following a punishing technology selloff, putting renewed attention on the cloud gi... Full story

Yahoo Finance • 2 days ago

Cathie Wood Makes $437 Million In Trades. Adds Nvidia, SpaceX; Offloads Broadcom

ARK Invest made major moves in the tech sector as AI stocks plummeted. Continue Reading... Full story

Yahoo Finance • 2 days ago

Cathie Wood Picks a Side in the AI Chip Selloff

This article first appeared on GuruFocus. Cathie Wood made a sharp call between two of the AI boom's biggest winners Thursday. ARK Invest bought 252,592 Nvidia shares worth about $45.9 million after the stock plunged roughly 9%, while si... Full story

Yahoo Finance • 2 days ago

Michael Burry Takes Profits on Major AI Bear Bet

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) has started taking profits on one of his biggest bearish technology bets. Warning! GuruFocus has detected 3 Warning Signs with NVDA. Is NVDA fairly valued? Test... Full story

Yahoo Finance • 2 days ago

The AI ‘credit card’ is getting costlier as CoreWeave bond yield tops 16%

Debt markets are sending a message to AI data center builders: we're hiking the interest rate on your credit card and may put some new curbs on your credit limit. That analogy comes courtesy of Jefferies global head of equity strategy, Ch... Full story

Yahoo Finance • 2 days ago

Data center boom faces new political roadblocks

[Blue Data Center Server Racks Corridor With Lights] Nikada The U.S. data center boom could face a fresh political hurdle as newly elected governors promised to halt or pause construction across several states, putting a substantial porti... Full story

Yahoo Finance • 2 days ago

Broadcom Stocks Rise 3.56% as AI Chip Rebound Lifts Custom Silicon Leader

This article first appeared on GuruFocus. Broadcom (NASDAQ:AVGO) shares gained 3.56% to $301.90 at 10:10 a.m. ET on Friday, November 6, joining a broad chip rebound after Thursday's AI rout. Investors are looking past the panic toward Bro... Full story

Yahoo Finance • 2 days ago

Micron, AMD and Nvidia Lead AI Stocks Rebound After Historic Selloff

This article first appeared on GuruFocus. Semiconductor shares staged an early recovery Friday, with memory and processor makers among the biggest gainers after Thursday's broad technology rout. Micron Technology (NASDAQ:MU) jumped about... Full story

Yahoo Finance • 2 days ago

Nvidia Stock, Other AI Names Rebound After Sell-Off

Nvidia and other chip stocks exposed to the AI data center buildout rebounded on Friday after a hard sell-off. Continue Reading... Full story

Yahoo Finance • 2 days ago

Cathie Wood sells $120 million in AI stock, buys Nvidia

This article first appeared on GuruFocus. ARK Invest, led by Cathie Wood, boosted their stakes in Space Exploration Technologies Corp. (SPCX, Financials) and numerous chipmakers as tech stocks fell sharply.At the end of trading on Thursda... Full story

Yahoo Finance • 2 days ago

Tech just had a crisis-sized day — the kind that came in 2000, 2008, and 2020: Chart of the Day

The S&P 500 (^GSPC) fell more than 4% Thursday, and tech fell nearly twice as far. The Technology Select Sector SPDR Fund (XLK) dropped 8%, its worst day since March 16, 2020, the worst day of the pandemic crash. The AI trade took the bru... Full story

Yahoo Finance • 2 days ago

Michael Burry Dumps 25% of His Semiconductor Bet Amid Brutal Tech Selloff

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is maintaining his bearish outlook on the semiconductor industry but has started reducing one of his biggest bets after a sharp decline in technology shares. The... Full story

Yahoo Finance • 2 days ago

Brutal AI Implosion Torches $4.5 Trillion — These 3 Stocks Hit The Worst

If you've been wondering when the AI stock boom would blow up — now you know. And some of the losses are epic. Continue Reading... Full story

Yahoo Finance • 2 days ago

3 Great AI Infrastructure Stocks To Own In November 2026

AI focused stocks just had a brutal reset after the worst US chip sell off since 2020, as investors suddenly questioned how far data centre build outs can really go under a more regulation minded Congress. That kind of shakeout often leave... Full story

Yahoo Finance • 2 days ago

Capital Group Growth (CGGR) Buys $16.8 Million More Seagate on Nov. 4

This article first appeared on GuruFocus. Capital Group Growth ETF (CGGR) showed more buying than selling in its latest ETF activity on Wednesday, with 15 positions increased and 4 decreased. CGGR recorded $204.8 million in gross trades a... Full story

Yahoo Finance • 2 days ago

SPDR Portfolio S&P 500 Growth (SPYG) Buys $29.8 Million More NVDA on Nov. 4

This article first appeared on GuruFocus. State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) recorded a net $239.6 million of ETF activity on Wednesday, Nov. 4, adding to 151 positions with no decreases. Gross traded value matched the... Full story

Yahoo Finance • 2 days ago

Technology Select Sector SPDR (XLK) Adds Oracle, Trims Apple on Nov. 4

This article first appeared on GuruFocus. State Street Technology Select Sector SPDR ETF (XLK) reported gross ETF activity of $262.9 million on Wednesday, with $162.8 million in net buying against $116.94 billion in assets. XLK increased... Full story