15 hours ago
The bears may not be going anywhere on semiconductor stocks.
Quick insight: The VanEck Semiconductor ETF (SMH) — which counts Nvidia (NVDA), Taiwan Semiconductor (TSM), and Broadcom (AVGO) as its top three holdings — has begun to form a head-and-shoulders stock pattern, according to Yahoo Finance AlphaSpace chart ****** ysis (below).
The left shoulder took shape starting in mid-May, with the head forming in late June, and now the right shoulder has emerged. The pattern will be official if the ETF falls below the May 19 closing low of $543.
The head-and-shoulders pattern is widely considered bearish, as it suggests that buyers are gradually losing control of the market for a particular stock or ETF.
During the formation of the left shoulder and head, buyers can still push prices to new highs. But the inability to push higher on the right shoulder suggests that buyer demand is beginning to weaken.
#shoulder #pattern #Stock #suggests
Quick insight: The VanEck Semiconductor ETF (SMH) — which counts Nvidia (NVDA), Taiwan Semiconductor (TSM), and Broadcom (AVGO) as its top three holdings — has begun to form a head-and-shoulders stock pattern, according to Yahoo Finance AlphaSpace chart ****** ysis (below).
The left shoulder took shape starting in mid-May, with the head forming in late June, and now the right shoulder has emerged. The pattern will be official if the ETF falls below the May 19 closing low of $543.
The head-and-shoulders pattern is widely considered bearish, as it suggests that buyers are gradually losing control of the market for a particular stock or ETF.
During the formation of the left shoulder and head, buyers can still push prices to new highs. But the inability to push higher on the right shoulder suggests that buyer demand is beginning to weaken.
#shoulder #pattern #Stock #suggests
4 days ago
Broadcom's Hock Tan guided Q3 AI chip revenue to $16 billion, up over 200% year-over-year, while TSMC guided full-year 2026 revenue growth above 40%.
Laffont's five holdings form a closed AI infrastructure loop spanning power, fabrication, tools, and custom silicon, with four of the five currently rated BUY.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today.
Philippe Laffont's Coatue Management just showed its hand: the latest 13F filing (holdings as of March 31, 2026) parks its biggest chips on a single trade: the AI infrastructure buildout. The five names below, all US-listed, represent Laffont's largest long common-stock and ADR positions. One of them just booked $10.80 billion in AI semiconductor revenue in a single quarter, growing 143% year-over-year. The setup is worth understanding before it reprices.
Every AI accelerator on this list is useless without electrons. That is why GE Vernova (NYSE:GEV) is the most surprising name in Laffont's tech basket: it sits one level upstream of the chips, building the gas turbines, grid equipment, and electrification hardware that hyperscalers are now ordering by the gigawatt. This is the AI trade one level upstream of NVIDIA. Q1 2026 revenue rose 15.8% year-over-year to $9.30 billion, but the real signal was orders: $18.30 billion, up 71% organically, with Electrification booking $2.4 billion in data center equipment orders in Q1 alone, more than all of 2025. CEO Scott Strazik put it plainly: "Demand is accelerating for our Power and Electrification solutions... backlog growing by more than $13 billion quarter-over-quarter."
#revenue #five #semiconductor
Laffont's five holdings form a closed AI infrastructure loop spanning power, fabrication, tools, and custom silicon, with four of the five currently rated BUY.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today.
Philippe Laffont's Coatue Management just showed its hand: the latest 13F filing (holdings as of March 31, 2026) parks its biggest chips on a single trade: the AI infrastructure buildout. The five names below, all US-listed, represent Laffont's largest long common-stock and ADR positions. One of them just booked $10.80 billion in AI semiconductor revenue in a single quarter, growing 143% year-over-year. The setup is worth understanding before it reprices.
Every AI accelerator on this list is useless without electrons. That is why GE Vernova (NYSE:GEV) is the most surprising name in Laffont's tech basket: it sits one level upstream of the chips, building the gas turbines, grid equipment, and electrification hardware that hyperscalers are now ordering by the gigawatt. This is the AI trade one level upstream of NVIDIA. Q1 2026 revenue rose 15.8% year-over-year to $9.30 billion, but the real signal was orders: $18.30 billion, up 71% organically, with Electrification booking $2.4 billion in data center equipment orders in Q1 alone, more than all of 2025. CEO Scott Strazik put it plainly: "Demand is accelerating for our Power and Electrification solutions... backlog growing by more than $13 billion quarter-over-quarter."
#revenue #five #semiconductor
4 days ago
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) plans to raise chipmaking prices by up to 10% starting in 2027, according to Nikkei Asia, citing multiple people briefed on the talks. Reuters and Bloomberg both confirmed the report. Base price increases will range from 5% to 10% depending on the customer and product, and mature-node chips built on 12nm, 16nm, and 28nm technology face increases up to 10%. Negotiations ran from June to July, with new pricing taking effect at the start of 2027. TSMC's U.S listed shares surged 4.6% on the news (Tuesday).
TSMC is the main chipmaker for Nvidia and Apple, and it also makes processors for AMD and Broadcom. The company did not comment on pricing directly, but a spokesperson said its "pricing strategy is strategic, not opportunistic." CEO C.C. Wei said in June he wanted to raise prices, while adding that TSMC would avoid the kind of abrupt hikes some memory chipmakers have imposed. The move follows TSMC's second-quarter results, where profit jumped 77% to a record T$706.6 billion, or about $22 billion, beating market expectations.
That raises a real question. With customers unable to easily switch suppliers for the most advanced chips, does TSMC have so much pricing power that there's barely a bear case left, or does something still stand in the way?
Image: TSMC
BULL CASE
#pricing #raise #prices #increases
TSMC is the main chipmaker for Nvidia and Apple, and it also makes processors for AMD and Broadcom. The company did not comment on pricing directly, but a spokesperson said its "pricing strategy is strategic, not opportunistic." CEO C.C. Wei said in June he wanted to raise prices, while adding that TSMC would avoid the kind of abrupt hikes some memory chipmakers have imposed. The move follows TSMC's second-quarter results, where profit jumped 77% to a record T$706.6 billion, or about $22 billion, beating market expectations.
That raises a real question. With customers unable to easily switch suppliers for the most advanced chips, does TSMC have so much pricing power that there's barely a bear case left, or does something still stand in the way?
Image: TSMC
BULL CASE
#pricing #raise #prices #increases
5 days ago
Taiwan Semiconductor (TSM), or TSMC, is the company powering the artificial intelligence (AI) revolution. Whether it's Nvidia (NVDA), Apple (AAPL), AMD (AMD), Broadcom (AVGO), or countless other chip designers, the world's most advanced semiconductors are largely manufactured by TSMC. That makes every earnings report from the company a key read for investors tracking AI spending.
The latest report didn't disappoint. TSMC topped Wall Street's expectations for both revenue and earnings in the second quarter, then lifted its full-year outlook once again, citing what it called the "AI megatrend." Yet despite another standout quarter, TSM stock has pulled back as investors weigh higher capital spending and profit-taking after a massive rally.
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#earnings #investors #spending #quarter
The latest report didn't disappoint. TSMC topped Wall Street's expectations for both revenue and earnings in the second quarter, then lifted its full-year outlook once again, citing what it called the "AI megatrend." Yet despite another standout quarter, TSM stock has pulled back as investors weigh higher capital spending and profit-taking after a massive rally.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#earnings #investors #spending #quarter
6 days ago
Right now, the twin forces of the artificial intelligence (AI) build-out and relentless demand for connectivity are lifting some of the strongest names in technology and telecom. Here are five compelling stocks worth buying more of, starting with the one everyone is watching.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Broadcom (NASDAQ: AVGO) has quietly become one of the most important companies in AI. It designs the custom chips that giants, including Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and Meta Platforms, use to run their own AI systems, and it dominates the networking gear that ties thousands of those chips together inside a data center. On top of that, its infrastructure software business, anchored by VMware, throws off steady, high-margin revenue that cushions the more cyclical chip side. With a massive AI order backlog and a clear path toward much larger AI sales, Broadcom pairs explosive growth with a diversified base most chipmakers lack.
Taiwan Semiconductor Manufacturing (NYSE: TSM) is the company that builds the world's most advanced chips, including those designed by Broadcom and Nvidia. Its management recently called AI demand "extremely robust" and raised its growth outlook, while pouring another $100 billion into its Arizona campus and ramping its cutting-edge 2-nanometer technology. Because nearly every leading chip company depends on its factories, Taiwan Semiconductor sits at an irreplaceable chokepoint in the AI economy. That is about as wide a moat as you will find.
Alphabet combines the cash machine of Google Search with a fast-growing cloud business and its own leading AI models. The company is investing enormous sums, including a plan to raise tens of billions to fund its AI infrastructure, and it is weaving AI across its products rather than being disrupted by it. Notably, Berkshire Hathaway built a large stake in Alphabet, a vote of confidence from the most famous value investor's company that this is a wonderful business at a fair price.
#broadcom #alphabet #taiwan
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Broadcom (NASDAQ: AVGO) has quietly become one of the most important companies in AI. It designs the custom chips that giants, including Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and Meta Platforms, use to run their own AI systems, and it dominates the networking gear that ties thousands of those chips together inside a data center. On top of that, its infrastructure software business, anchored by VMware, throws off steady, high-margin revenue that cushions the more cyclical chip side. With a massive AI order backlog and a clear path toward much larger AI sales, Broadcom pairs explosive growth with a diversified base most chipmakers lack.
Taiwan Semiconductor Manufacturing (NYSE: TSM) is the company that builds the world's most advanced chips, including those designed by Broadcom and Nvidia. Its management recently called AI demand "extremely robust" and raised its growth outlook, while pouring another $100 billion into its Arizona campus and ramping its cutting-edge 2-nanometer technology. Because nearly every leading chip company depends on its factories, Taiwan Semiconductor sits at an irreplaceable chokepoint in the AI economy. That is about as wide a moat as you will find.
Alphabet combines the cash machine of Google Search with a fast-growing cloud business and its own leading AI models. The company is investing enormous sums, including a plan to raise tens of billions to fund its AI infrastructure, and it is weaving AI across its products rather than being disrupted by it. Notably, Berkshire Hathaway built a large stake in Alphabet, a vote of confidence from the most famous value investor's company that this is a wonderful business at a fair price.
#broadcom #alphabet #taiwan
6 days ago
Giverny Capital ***** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ***** et Management highlighted Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world's leading contract chip manufacturer, producing advanced semiconductors for major global technology companies. On July 20, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) closed at $402.30 per share. One-month return of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was -4.25%, and its shares gained 78.11% over the past 52 weeks. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has a market capitalization of $1.86 trillion.
Giverny Capital ***** et Management stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q2 2026 investor update:
"Our fourth-largest position is Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), which is up nearly 100% since we bought it last summer. TSMC is the primary supplier of leading-edge computer chips for nearly every major technology company, from Nvidia to Broadcom to Apple. Its growth is also accelerating, with June revenue up 68% from a year earlier."
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is in 6th position on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 234 hedge fund portfolios held Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) at the end of the first quarter, up from 224 in the previous quarter. In Q1 2026, Taiwan Semiconductor Manufacturing Company Limited's (NYSE:TSM) revenue increased 6.4% (in U.S. dollar terms) sequentially to $35.9 billion, exceeding the guidance. While we acknowledge the potential of Taiwan Semiconductor Ma
In its Q2 2026 investor letter, Giverny Capital ***** et Management highlighted Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world's leading contract chip manufacturer, producing advanced semiconductors for major global technology companies. On July 20, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) closed at $402.30 per share. One-month return of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was -4.25%, and its shares gained 78.11% over the past 52 weeks. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has a market capitalization of $1.86 trillion.
Giverny Capital ***** et Management stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q2 2026 investor update:
"Our fourth-largest position is Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), which is up nearly 100% since we bought it last summer. TSMC is the primary supplier of leading-edge computer chips for nearly every major technology company, from Nvidia to Broadcom to Apple. Its growth is also accelerating, with June revenue up 68% from a year earlier."
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is in 6th position on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 234 hedge fund portfolios held Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) at the end of the first quarter, up from 224 in the previous quarter. In Q1 2026, Taiwan Semiconductor Manufacturing Company Limited's (NYSE:TSM) revenue increased 6.4% (in U.S. dollar terms) sequentially to $35.9 billion, exceeding the guidance. While we acknowledge the potential of Taiwan Semiconductor Ma
6 days ago
$AVGO delivered a 32,734% return since its 2009 IPO, turning a $10,000 investment into $3.28 million under Hock Tan.
Hock Tan targets $100 billion in AI revenue by 2027, backed by $30 billion in Q2 orders from Google, Meta, and OpenAI.
At 61x trailing P/E and heavy hyperscaler concentration, ***** ysts still project 38.7% upside if AI capex spending holds.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Broadcom didn't make the cut. Grab the names FREE today.
When Broadcom (NASDAQ:AVGO) reports numbers, the story is really about Hock Tan. He took the top job at Avago Technologies in March 2006, three years before the company went public on August 6, 2009. Public investors could not buy in until that IPO, so that is where our clock starts.
#hock #meta
Hock Tan targets $100 billion in AI revenue by 2027, backed by $30 billion in Q2 orders from Google, Meta, and OpenAI.
At 61x trailing P/E and heavy hyperscaler concentration, ***** ysts still project 38.7% upside if AI capex spending holds.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Broadcom didn't make the cut. Grab the names FREE today.
When Broadcom (NASDAQ:AVGO) reports numbers, the story is really about Hock Tan. He took the top job at Avago Technologies in March 2006, three years before the company went public on August 6, 2009. Public investors could not buy in until that IPO, so that is where our clock starts.
#hock #meta
7 days ago
Right now, the twin forces of the artificial intelligence (AI) build-out and relentless demand for connectivity are lifting some of the strongest names in technology and telecom. Here are five compelling stocks worth buying more of, starting with the one everyone is watching.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Broadcom (NASDAQ: AVGO) has quietly become one of the most important companies in AI. It designs the custom chips that giants, including Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and Meta Platforms, use to run their own AI systems, and it dominates the networking gear that ties thousands of those chips together inside a data center. On top of that, its infrastructure software business, anchored by VMware, throws off steady, high-margin revenue that cushions the more cyclical chip side. With a massive AI order backlog and a clear path toward much larger AI sales, Broadcom pairs explosive growth with a diversified base most chipmakers lack.
Taiwan Semiconductor Manufacturing (NYSE: TSM) is the company that builds the world's most advanced chips, including those designed by Broadcom and Nvidia. Its management recently called AI demand "extremely robust" and raised its growth outlook, while pouring another $100 billion into its Arizona campus and ramping its cutting-edge 2-nanometer technology. Because nearly every leading chip company depends on its factories, Taiwan Semiconductor sits at an irreplaceable chokepoint in the AI economy. That is about as wide a moat as you will find.
Alphabet combines the cash machine of Google Search with a fast-growing cloud business and its own leading AI models. The company is investing enormous sums, including a plan to raise tens of billions to fund its AI infrastructure, and it is weaving AI across its products rather than being disrupted by it. Notably, Berkshire Hathaway built a large stake in Alphabet, a vote of confidence from the most famous value investor's company that this is a wonderful business at a fair price.
#NVIDIA #NASDAQ #business
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Broadcom (NASDAQ: AVGO) has quietly become one of the most important companies in AI. It designs the custom chips that giants, including Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and Meta Platforms, use to run their own AI systems, and it dominates the networking gear that ties thousands of those chips together inside a data center. On top of that, its infrastructure software business, anchored by VMware, throws off steady, high-margin revenue that cushions the more cyclical chip side. With a massive AI order backlog and a clear path toward much larger AI sales, Broadcom pairs explosive growth with a diversified base most chipmakers lack.
Taiwan Semiconductor Manufacturing (NYSE: TSM) is the company that builds the world's most advanced chips, including those designed by Broadcom and Nvidia. Its management recently called AI demand "extremely robust" and raised its growth outlook, while pouring another $100 billion into its Arizona campus and ramping its cutting-edge 2-nanometer technology. Because nearly every leading chip company depends on its factories, Taiwan Semiconductor sits at an irreplaceable chokepoint in the AI economy. That is about as wide a moat as you will find.
Alphabet combines the cash machine of Google Search with a fast-growing cloud business and its own leading AI models. The company is investing enormous sums, including a plan to raise tens of billions to fund its AI infrastructure, and it is weaving AI across its products rather than being disrupted by it. Notably, Berkshire Hathaway built a large stake in Alphabet, a vote of confidence from the most famous value investor's company that this is a wonderful business at a fair price.
#NVIDIA #NASDAQ #business
8 days ago
What happened: Semiconductor stocks jumped on Monday in early trading, recovering from a rout that left the PHLX Semiconductor Index (^SOX) down more than 9% last week.
AI chip heavyweight Nvidia (NVDA) rose more than 2%, while AMD (AMD) jumped 4% on ****** yst price target calls. Broadcom (AVGO) and Intel (INTC) also gained on Monday. Marvell (MRVL) and Qualcomm (QCOM) rose as well, reversing Friday's losses.
Memory and storage leaders Micron Technology (MU) and SK Hynix (SKHY), meanwhile, jumped 5%. Highflier Sandisk (SNDK) gained more than 3%. Among the semiconductor equipment makers, ASML (ASML), Applied Materials (AMAT), and Lam Research (LRCX) edged higher.
What's behind the move: Chipmaker AMD was selected as a "top pick" by Rosenblatt, which raised its price target on the stock to $665 from $490. UBS ****** ysts also raised their price target on the stock to $700, maintaining a Buy rating ahead of the chipmaker's annual AI conference this week.
Despite the semiconductor pullback, Wall Street sees the AI trade intact with the semiconductor index 20% decline over the past month signaling "a positioning unwind following a 90% year-to-date rally," according to UBS ****** ysts.
AI chip heavyweight Nvidia (NVDA) rose more than 2%, while AMD (AMD) jumped 4% on ****** yst price target calls. Broadcom (AVGO) and Intel (INTC) also gained on Monday. Marvell (MRVL) and Qualcomm (QCOM) rose as well, reversing Friday's losses.
Memory and storage leaders Micron Technology (MU) and SK Hynix (SKHY), meanwhile, jumped 5%. Highflier Sandisk (SNDK) gained more than 3%. Among the semiconductor equipment makers, ASML (ASML), Applied Materials (AMAT), and Lam Research (LRCX) edged higher.
What's behind the move: Chipmaker AMD was selected as a "top pick" by Rosenblatt, which raised its price target on the stock to $665 from $490. UBS ****** ysts also raised their price target on the stock to $700, maintaining a Buy rating ahead of the chipmaker's annual AI conference this week.
Despite the semiconductor pullback, Wall Street sees the AI trade intact with the semiconductor index 20% decline over the past month signaling "a positioning unwind following a 90% year-to-date rally," according to UBS ****** ysts.
9 days ago
While the artificial intelligence (AI) frenzy may have cooled, the fire still burns bright. The investment theme is no longer about picking every AI-related stock. Instead, investors are now becoming more selective and are rewarding businesses that are turning surging demand into real revenue, profits, and long-term growth. With this shift in market sentiment, AI infrastructure winners like Marvell Technology (MRVL) and Broadcom (AVGO) continue to stand out.
Marvell Technology is a semiconductor company that designs the chips used in data centers, cloud computing, AI infrastructure, networking, storage, and telecommunications. As hyperscale customers continue to invest aggressively in AI infrastructure, Marvell Technology is entering a stronger growth cycle, which is why investors are pouring money into the stock. MRVL stock has surged an impressive 131% year-to-date (YTD), massively outpacing the broader market.
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Marvell Technology is a semiconductor company that designs the chips used in data centers, cloud computing, AI infrastructure, networking, storage, and telecommunications. As hyperscale customers continue to invest aggressively in AI infrastructure, Marvell Technology is entering a stronger growth cycle, which is why investors are pouring money into the stock. MRVL stock has surged an impressive 131% year-to-date (YTD), massively outpacing the broader market.
Mark Cuban Says If You've Got $100,000, You'll Get The 'Best Guaranteed' ROI Buying Bulk Toothpaste & Soup — Put the Rest in the Bank, 'Let It Earn Nothing'
Micron Is Signing Deals in the Automotive ****** e. What That Means for MU Stock Here.
5% Bond Returns Are a Gift for Retirement Investors. My Favorite Way to Invest in Treasurys Lets You Earn a Paycheck No Matter What the Market Does.
9 days ago
Semiconductor investors have been here before. After a scorching run, chip stocks have tumbled again, with memory names sliding more than 20% into bear market territory and the broader group shedding hundreds of billions in value.
In the current artificial intelligence (AI) cycle, that kind of drop has repeatedly turned out to be a tech buying opportunity rather than a warning. The question worth asking now is whether the pattern will hold one more time.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Throughout this cycle, sharp sell-offs in chip stocks have tended to reverse quickly. When Broadcom (NASDAQ: AVGO) spooked the market with cautious guidance earlier this year, the sector shed more than $1 trillion in value in a matter of days, then rebounded as investors remembered that AI infrastructure spending was still climbing. The reason the dips kept getting bought is simple: Demand kept reaccelerating faster than supply. Global chip sales hit a record in 2025 and are forecast to jump again in 2026, with AI-related chips accounting for roughly half of the total. As long as data center build-outs stayed hungry and memory stayed in short supply, every pullback looked cheap in hindsight.
Here is the sober counterpoint. Semiconductors reside in a highly cyclical corner of the market, and history has shown that not all rebounds are quick or universal. Past downturns have carried the sector down 30%, 50%, even 80% from its highs, and those busts always followed a familiar script: Surging demand invites a wave of new capacity, and eventually supply catches up and prices fall. Warnings that the memory shortage could flip into oversupply by 2027 or 2028 are getting louder. A 20% dip is a gift right up until the cycle turns, at which point the same "buy the dip" instinct becomes a trap.
In the current artificial intelligence (AI) cycle, that kind of drop has repeatedly turned out to be a tech buying opportunity rather than a warning. The question worth asking now is whether the pattern will hold one more time.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Throughout this cycle, sharp sell-offs in chip stocks have tended to reverse quickly. When Broadcom (NASDAQ: AVGO) spooked the market with cautious guidance earlier this year, the sector shed more than $1 trillion in value in a matter of days, then rebounded as investors remembered that AI infrastructure spending was still climbing. The reason the dips kept getting bought is simple: Demand kept reaccelerating faster than supply. Global chip sales hit a record in 2025 and are forecast to jump again in 2026, with AI-related chips accounting for roughly half of the total. As long as data center build-outs stayed hungry and memory stayed in short supply, every pullback looked cheap in hindsight.
Here is the sober counterpoint. Semiconductors reside in a highly cyclical corner of the market, and history has shown that not all rebounds are quick or universal. Past downturns have carried the sector down 30%, 50%, even 80% from its highs, and those busts always followed a familiar script: Surging demand invites a wave of new capacity, and eventually supply catches up and prices fall. Warnings that the memory shortage could flip into oversupply by 2027 or 2028 are getting louder. A 20% dip is a gift right up until the cycle turns, at which point the same "buy the dip" instinct becomes a trap.
9 days ago
Interested in Netflix, Inc.? Here are five stocks we like better.
A broad technology sector sell-off pressured the S&P 500 and NASDAQ this week, while energy and financial stocks gained on Strait of Hormuz tensions and strong bank earnings.
Netflix disappointed investors with a mixed earnings report, and next week's earnings from Alphabet will offer a key signal on the AI infrastructure trade's health.
MarketBeat **** ysts covered a range of stocks and sectors this week, including Micron, Fastenal, Johnson & Johnson, SanDisk, Broadcom, Apple, Microsoft, Meta, PayPal, and quantum computing names.
Another manic market week was punctuated by a tech wreck that pressured the S&P 500 and NASDAQ indexes. Nothing was working in the technology sector: chipmakers, neocloud providers, and hyperscalers were all down, as investors grew impatient or just tired of the artificial intelligence (AI) trade.
A broad technology sector sell-off pressured the S&P 500 and NASDAQ this week, while energy and financial stocks gained on Strait of Hormuz tensions and strong bank earnings.
Netflix disappointed investors with a mixed earnings report, and next week's earnings from Alphabet will offer a key signal on the AI infrastructure trade's health.
MarketBeat **** ysts covered a range of stocks and sectors this week, including Micron, Fastenal, Johnson & Johnson, SanDisk, Broadcom, Apple, Microsoft, Meta, PayPal, and quantum computing names.
Another manic market week was punctuated by a tech wreck that pressured the S&P 500 and NASDAQ indexes. Nothing was working in the technology sector: chipmakers, neocloud providers, and hyperscalers were all down, as investors grew impatient or just tired of the artificial intelligence (AI) trade.
11 days ago
Broadcom (NASDAQ: AVGO) has been a solid stock pick in 2026, rising around 15% so far this year. However, it's down nearly 20% from its all-time high because of a poorly received earnings report. When you dig into why Broadcom's stock fell following that announcement, the reason looks quite silly as bears overreacted to modest guidance. Investors should be looking at this latest sell-off as a golden buying opportunity for a company whose business will explode for the remainder of 2026 and into 2027.
I think this is the most critical reason to buy the stock, as the Broadcom of today is going to look far different from the one at the end of 2027.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Broadcom does a lot as a company, but a highlight now is its custom AI chips. GPU-based computing is highly effective, but it's expensive. GPUs aren't optimized to run a certain workload because they're meant to be able to handle all types of workloads. This unspecialized nature is great for some applications, and poor for others. In AI, several workloads can be streamlined into one type where a specialized computing chip, like the one Broadcom designs, can deliver superior cost performance versus GPU-based training.
Broadcom's customer list is growing, and it now has four major clients, along with some other smaller ones. Highlighting the list are Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Anthropic, and OpenAI. Alphabet, which owns Google, is already a leader in this area, as its Tensor Processing Units (TPUs) are quite popular. The other three's custom AI chips will enter production throughout the remainder of 2026 and into 2027, which is why Broadcom has advertised massive growth.
I think this is the most critical reason to buy the stock, as the Broadcom of today is going to look far different from the one at the end of 2027.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Broadcom does a lot as a company, but a highlight now is its custom AI chips. GPU-based computing is highly effective, but it's expensive. GPUs aren't optimized to run a certain workload because they're meant to be able to handle all types of workloads. This unspecialized nature is great for some applications, and poor for others. In AI, several workloads can be streamlined into one type where a specialized computing chip, like the one Broadcom designs, can deliver superior cost performance versus GPU-based training.
Broadcom's customer list is growing, and it now has four major clients, along with some other smaller ones. Highlighting the list are Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Anthropic, and OpenAI. Alphabet, which owns Google, is already a leader in this area, as its Tensor Processing Units (TPUs) are quite popular. The other three's custom AI chips will enter production throughout the remainder of 2026 and into 2027, which is why Broadcom has advertised massive growth.
11 days ago
What happened: Semiconductor stocks retreated on Friday. Memory and storage highfliers Micron Technology (MU) and Sandisk (SNDK) stocks dropped more than 2%, and Western Digital (WDC) fell more than 3%.
Chipmakers, including Nvidia (NVDA), AMD (AMD), Broadcom (AVGO), Intel (INTC), and Marvell (MRVL), also moved lower. Qualcomm (QCOM) retreated as well.
Among semiconductor equipment makers, Applied Materials (AMAT) and Lam Research (LRCX) each declined more than 4%.
Going into Friday's trading session, global semiconductor stocks had shed $3.3 trillion in market value since June 22.
What's behind the move: Semiconductor stocks have been volatile in recent weeks over concerns that investors will want to see a return on investment from big spenders on AI infrastructure.
Chipmakers, including Nvidia (NVDA), AMD (AMD), Broadcom (AVGO), Intel (INTC), and Marvell (MRVL), also moved lower. Qualcomm (QCOM) retreated as well.
Among semiconductor equipment makers, Applied Materials (AMAT) and Lam Research (LRCX) each declined more than 4%.
Going into Friday's trading session, global semiconductor stocks had shed $3.3 trillion in market value since June 22.
What's behind the move: Semiconductor stocks have been volatile in recent weeks over concerns that investors will want to see a return on investment from big spenders on AI infrastructure.
11 days ago
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Wedgewood Composite delivered a net return of 9.4% in the second quarter compared to 15.2% for the Standard & Poor's 500 Index, 16.7% for the Russell 1000 Growth Index, and 13.9% for the Russell 1000 Value Index. The firm is optimistic about the long-term growth of hyperscalers and has increased its investments in this sector, citing their significant earnings potential and crucial role in AI adoption. Capital has also been redirected towards technology hardware stocks, especially semiconductors, which now make up a larger share of the S&P 500 Index. Semiconductor stocks have benefited from hyperscalers' spending, but the firm expresses caution about cyclical risk and volatility. However, the momentum-driven market negatively affected the Wedgewood fund's high-quality stocks, leading to a 25% return over the past 15 months, significantly underperforming the 90% gain of the S&P 500 Momentum ETF (SPMO). In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Wedgewood Partners highlighted Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) as a top contributor to performance. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world's leading contract chip manufacturer, producing advanced semiconductors for major global technology companies. On July 16, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) closed at $409.74 per share. One-month return of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was -13.23%, and its shares gained 66.80% over the past 52 weeks. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has a market capitalization of $1.98 trillion.
Wedgewood Partners stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q2 2026 investor update:
"Top performance contributors for the second quarter include Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Alphabet, United Rentals, Apple, and Visa.
Another beneficiary of the AI spending boom has been Taiwan Semiconductor Manufacturing. Revenues grew by more than 40% (in USD), on top of 40% growth last year. Its leading-edge fabs and packaging capacity are fully booked, driving margins to all-time highs. Much of this capacity was put in place a few years ago, before generative AI was a household and business-wide term. More recent demand signals from customers - including Nvidia, Broadcom, and even Micron - indicate AI-related growth of over 50% per annum through 2029. Whereas the Company used to have demand visibility only a few quarters out, it now has visibility a few years out. As with long-held portfolio risk mitigation, we limit all positions to 10% weightings. We believe it is prudent to maintain this risk-management limit on the stock, especially
In its Q2 2026 investor letter, Wedgewood Partners highlighted Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) as a top contributor to performance. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world's leading contract chip manufacturer, producing advanced semiconductors for major global technology companies. On July 16, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) closed at $409.74 per share. One-month return of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was -13.23%, and its shares gained 66.80% over the past 52 weeks. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has a market capitalization of $1.98 trillion.
Wedgewood Partners stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q2 2026 investor update:
"Top performance contributors for the second quarter include Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Alphabet, United Rentals, Apple, and Visa.
Another beneficiary of the AI spending boom has been Taiwan Semiconductor Manufacturing. Revenues grew by more than 40% (in USD), on top of 40% growth last year. Its leading-edge fabs and packaging capacity are fully booked, driving margins to all-time highs. Much of this capacity was put in place a few years ago, before generative AI was a household and business-wide term. More recent demand signals from customers - including Nvidia, Broadcom, and even Micron - indicate AI-related growth of over 50% per annum through 2029. Whereas the Company used to have demand visibility only a few quarters out, it now has visibility a few years out. As with long-held portfolio risk mitigation, we limit all positions to 10% weightings. We believe it is prudent to maintain this risk-management limit on the stock, especially
15 days ago
Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Best Stocks to Buy in 2026 According to Billionaire D.E. Shaw.
Semiconductor designer Broadcom Inc. (NASDAQ:AVGO)'s shares have been quite volatile over the past couple of days. While they are up by 15% year-to-date, they lost 12% between June 18th and July 2nd, only to gain 11% since then. On June 30th, Jefferies discussed Broadcom Inc. (NASDAQ:AVGO) as it reiterated a Buy rating and a $550 share price target. It discussed the chip company's AI business and outlined that Broadcom Inc. (NASDAQ:AVGO) was benefiting from increased visibility into future earnings. Jefferies added that the firm's Tensor AI chip business with Google was also doing well.
Broadcom Inc. (NASDAQ:AVGO)'s AI chip demand was at the center of a 19.5% share price drop between June 3rd and 5th as it failed to raise its revenue guidance for the products. Erste Group downgraded the shares to Hold from Buy on July 7th and outlined that it believed that the current share price levels reflect most of the firm's valuation.
For illustration purposes only. Photo from Pixabay/Pexels
Carillon Eagle Growth fund discussed Broadcom Inc. (NASDAQ:AVGO) in its Q1 2026 investor letter:
Semiconductor designer Broadcom Inc. (NASDAQ:AVGO)'s shares have been quite volatile over the past couple of days. While they are up by 15% year-to-date, they lost 12% between June 18th and July 2nd, only to gain 11% since then. On June 30th, Jefferies discussed Broadcom Inc. (NASDAQ:AVGO) as it reiterated a Buy rating and a $550 share price target. It discussed the chip company's AI business and outlined that Broadcom Inc. (NASDAQ:AVGO) was benefiting from increased visibility into future earnings. Jefferies added that the firm's Tensor AI chip business with Google was also doing well.
Broadcom Inc. (NASDAQ:AVGO)'s AI chip demand was at the center of a 19.5% share price drop between June 3rd and 5th as it failed to raise its revenue guidance for the products. Erste Group downgraded the shares to Hold from Buy on July 7th and outlined that it believed that the current share price levels reflect most of the firm's valuation.
For illustration purposes only. Photo from Pixabay/Pexels
Carillon Eagle Growth fund discussed Broadcom Inc. (NASDAQ:AVGO) in its Q1 2026 investor letter:
15 days ago
One of the biggest success stories in the stock market this year has been Micron Technology (MU). The company makes computer memory and storage - the very products that have been in high demand this year due to the explosive build-out of artificial intelligence data centers.
Micron Technology stock is up 247% so far this year, which is the second-best performance in the entire S&P 500 Index ($SPX). This pushes Micron to join the exclusive trillion-dollar club in its market capitalization. Having Micron in your portfolio can lead to dynamic returns, whether you're just starting out or if you're a seasoned pro. Bloomberg News recently reported that the Appaloosa Management hedge fund run by David Tepper returned 32% in the first half of the year, with memory chip stocks like Micron leading the way.
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Micron Technology stock is up 247% so far this year, which is the second-best performance in the entire S&P 500 Index ($SPX). This pushes Micron to join the exclusive trillion-dollar club in its market capitalization. Having Micron in your portfolio can lead to dynamic returns, whether you're just starting out or if you're a seasoned pro. Bloomberg News recently reported that the Appaloosa Management hedge fund run by David Tepper returned 32% in the first half of the year, with memory chip stocks like Micron leading the way.
'Shark Tank' Star Kevin O'Leary 'Can't Stand It' When Young People Spend $28 on Lunch But Only Make $70k — 'I Mean, That's Just Stupid'
Broadcom Lands $30 Billion Chip Deal With Apple. Why It's a Win-Win for AAPL and AVGO.
Intel Future Price Hikes Send Huge Demand Signal to Wall Street
15 days ago
Coursera (COUR) stock was listed in March 2021 and the stock briefly traded at all-times highs above $50. With the Covid-19 pandemic necessitating shift to online classes, Coursera was among the beneficiaries.
However, the positive momentum in the stock was short-lived and the downtrend has sustained. In the last 52-weeks, COUR stock has declined 32.2% with negative sentiments on the back of growth concerns.
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Broadcom Lands $30 Billion Chip Deal With Apple. Why It's a Win-Win for AAPL and AVGO.
Intel Future Price Hikes Send Huge Demand Signal to Wall Street
However, the positive momentum in the stock was short-lived and the downtrend has sustained. In the last 52-weeks, COUR stock has declined 32.2% with negative sentiments on the back of growth concerns.
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Broadcom Lands $30 Billion Chip Deal With Apple. Why It's a Win-Win for AAPL and AVGO.
Intel Future Price Hikes Send Huge Demand Signal to Wall Street
15 days ago
What happened: Chip stocks declined in premarket trading on Monday, led by shares of South Korean memory maker SK Hynix (000660.KS, SKHYV).
What's behind the move: Investors took profits amid concerns of an increasingly overstretched and crowded trade. Worries over a report signaling that SK Hynix's operating profit for its current quarter may trail consensus estimates also weighed on sentiment.
SK Hynix stock sank 15% in Asia, setting the stage for a sharp decline in US traded shares after their stellar debut on Friday. Rival Samsung Electronics (005930.KS) also fell in South Korea, while AI memory stocks Micron (MU), Sandisk (SNDK), and Western Digital (WDC) all sank more than 5% on Monday morning.
Chip stocks Intel (INTC), AMD (AMD), Broadcom (AVGO), and Arm Holdings (ARM) also declined roughly 2% with the broader sector.
What else you need to know: The decline marks a sharp reversal from SK Hynix's US debut, in which its American depositary shares surged 13% above the $149 offering price on Friday. The company raised $26.5 billion in the offering, making it the largest US IPO ever by a foreign company.
What's behind the move: Investors took profits amid concerns of an increasingly overstretched and crowded trade. Worries over a report signaling that SK Hynix's operating profit for its current quarter may trail consensus estimates also weighed on sentiment.
SK Hynix stock sank 15% in Asia, setting the stage for a sharp decline in US traded shares after their stellar debut on Friday. Rival Samsung Electronics (005930.KS) also fell in South Korea, while AI memory stocks Micron (MU), Sandisk (SNDK), and Western Digital (WDC) all sank more than 5% on Monday morning.
Chip stocks Intel (INTC), AMD (AMD), Broadcom (AVGO), and Arm Holdings (ARM) also declined roughly 2% with the broader sector.
What else you need to know: The decline marks a sharp reversal from SK Hynix's US debut, in which its American depositary shares surged 13% above the $149 offering price on Friday. The company raised $26.5 billion in the offering, making it the largest US IPO ever by a foreign company.
16 days ago
Intel (INTC) is running short on chips, not customers. The semiconductor giant has spent the last year rebuilding its reputation with buyers of central processing units, the chips that act as the brain of a personal computer or a data center server.
Now the comeback story has run into a new problem: it cannot produce enough chips to keep up with orders, and the shortage is starting to show up in prices. Media reports indicate that Intel raised list prices on its Xeon server chips and Core Ultra laptop chips heading into the third quarter, and Wall Street thinks the company can keep raising prices without scaring away buyers.
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Micron Stock's Sell-Off Won't Last. Here's the Simple Reason Why.
Now the comeback story has run into a new problem: it cannot produce enough chips to keep up with orders, and the shortage is starting to show up in prices. Media reports indicate that Intel raised list prices on its Xeon server chips and Core Ultra laptop chips heading into the third quarter, and Wall Street thinks the company can keep raising prices without scaring away buyers.
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Broadcom Lands $30 Billion Chip Deal With Apple. Why It's a Win-Win for AAPL and AVGO.
Micron Stock's Sell-Off Won't Last. Here's the Simple Reason Why.
16 days ago
Broadcom (AVGO) has become one of the most important companies in the artificial intelligence (AI) infrastructure boom, thanks to its growing role in custom silicon, networking chips, and semiconductor solutions used by some of the world's largest technology companies. While memory chipmakers have captured much of the spotlight this year, Broadcom has quietly strengthened its position behind the scenes by helping major customers design application-specific integrated circuit (ASIC) chips tailored to their own AI workloads.
That position became even more important this week. Broadcom announced an expanded long-term partnership with Apple (AAPL) under which it will develop and supply custom ASIC chips through 2031. While Broadcom did not disclose the financial terms, Apple later revealed that it expects to spend more than $30 billion under the agreement.
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That position became even more important this week. Broadcom announced an expanded long-term partnership with Apple (AAPL) under which it will develop and supply custom ASIC chips through 2031. While Broadcom did not disclose the financial terms, Apple later revealed that it expects to spend more than $30 billion under the agreement.
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16 days ago
Amazon (AMZN) is heading back to the bond market, this time looking to raise at least $25 billion. The plan, revealed in an SEC filing, splits the debt into eight parts that mature between three and 40 years. Officially, the money is for general corporate purposes, including debt repayment and funding investments. In reality, it's all about feeding Amazon's AI infrastructure. Barclays, Goldman Sachs, JP Morgan, and Morgan Stanley are running the deal, with Amazon signaling this to be its last debt raise of the year.
The numbers behind Amazon's AI push explain the reason it needs the cash. The company plans to spend roughly $200 billion in 2026, a big jump from $131 billion in 2025. Even for a company as cash-rich as Amazon, spending on this scale is hard to fund from cash alone. Prior to this, Amazon had already raised around $54 billion in the U.S. and Europe, along with another $10 billion in Canada. CEO Andy Jassy has defended the heavy spending, calling AI a once-in-a-lifetime opportunity that's worth betting big on.
'Shark Tank' Star Kevin O'Leary 'Can't Stand It' When Young People Spend $28 on Lunch But Only Make $70k — 'I Mean, That's Just Stupid'
Broadcom Lands $30 Billion Chip Deal With Apple. Why It's a Win-Win for AAPL and AVGO.
Intel Future Price Hikes Send Huge Demand Signal to Wall Street
The numbers behind Amazon's AI push explain the reason it needs the cash. The company plans to spend roughly $200 billion in 2026, a big jump from $131 billion in 2025. Even for a company as cash-rich as Amazon, spending on this scale is hard to fund from cash alone. Prior to this, Amazon had already raised around $54 billion in the U.S. and Europe, along with another $10 billion in Canada. CEO Andy Jassy has defended the heavy spending, calling AI a once-in-a-lifetime opportunity that's worth betting big on.
'Shark Tank' Star Kevin O'Leary 'Can't Stand It' When Young People Spend $28 on Lunch But Only Make $70k — 'I Mean, That's Just Stupid'
Broadcom Lands $30 Billion Chip Deal With Apple. Why It's a Win-Win for AAPL and AVGO.
Intel Future Price Hikes Send Huge Demand Signal to Wall Street
17 days ago
We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn't A Bottom & Discussed These 17 Stocks. Lam Research Corporation (NASDAQ:LRCX) is one of the stocks discussed by Jim Cramer.
Lam Research Corporation (NASDAQ:LRCX) is one of the largest semiconductor manufacturing equipment providers in the world. Its shares are up by 233% over the past year and by 79% year-to-date. Susquehanna increased Lam Research Corporation (NASDAQ:LRCX)'s share price target to $475 from $385 and kept a Positive rating on the stock on June 30th. In its coverage, the financial firm discussed the backlog for semiconductor manufacturing equipment and remarked that it appeared to have extended beyond the one year mark. With Lam Research Corporation (NASDAQ:LRCX)'s shares gaining 2.7% on Wednesday, Cramer tweeted about the firm:
"The action in Lam Research, at the heart of the intellectual property when it comes to the data center away from Nvidia, is quite positive
Broadcom and Lam great tells today!
For illustration purposes only. Photo from Pixabay/Pexels
Lam Research Corporation (NASDAQ:LRCX) is one of the largest semiconductor manufacturing equipment providers in the world. Its shares are up by 233% over the past year and by 79% year-to-date. Susquehanna increased Lam Research Corporation (NASDAQ:LRCX)'s share price target to $475 from $385 and kept a Positive rating on the stock on June 30th. In its coverage, the financial firm discussed the backlog for semiconductor manufacturing equipment and remarked that it appeared to have extended beyond the one year mark. With Lam Research Corporation (NASDAQ:LRCX)'s shares gaining 2.7% on Wednesday, Cramer tweeted about the firm:
"The action in Lam Research, at the heart of the intellectual property when it comes to the data center away from Nvidia, is quite positive
Broadcom and Lam great tells today!
For illustration purposes only. Photo from Pixabay/Pexels
18 days ago
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The only thing more in-demand than SK Hynix memory chips? Demand for SK Hynix Nasdaq-listed stock.
The premier South Korean memory chipmaker, which already trades on the Korea Exchange, makes its US debut today, and investors are so desperate to get another piece of the company that it's arriving more than seven times oversubscribed, according to a Bloomberg report. Now, one big question remains: Can the company break free from the sector's historically cyclical nature?
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READ ALSO: AstraZeneca Plunges After New Heart Disease Drug Fails Trial and Apple Edges Closer to Dethroning Nvidia After $30B Broadcom Chips Deal
The only thing more in-demand than SK Hynix memory chips? Demand for SK Hynix Nasdaq-listed stock.
The premier South Korean memory chipmaker, which already trades on the Korea Exchange, makes its US debut today, and investors are so desperate to get another piece of the company that it's arriving more than seven times oversubscribed, according to a Bloomberg report. Now, one big question remains: Can the company break free from the sector's historically cyclical nature?
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
READ ALSO: AstraZeneca Plunges After New Heart Disease Drug Fails Trial and Apple Edges Closer to Dethroning Nvidia After $30B Broadcom Chips Deal
18 days ago
Underperformance across most of the Magnificent Seven is giving ETFs built around smaller stocks a rare chance to beat the S&P 500 this year.
Five of the seven megacaps are trailing the index in 2026. The S&P 500 is up 10.9% year to date through July 9. Apple, with a 16.5% gain, and Alphabet, up 14.8%, are ahead of it, but Nvidia, Microsoft, Amazon, Meta Platforms, and Tesla are all behind, and three of them are in the red for the year.
For most of the past few years, these stocks powered the bulk of the S&P 500's returns. They finished 2025 at roughly 35% of the S&P 500, and they sit at about a third of it today.
Their dominance is why plain exposure to the S&P 500, or to a broader fund like the Vanguard Total Stock Market ETF (VTI), has been such a reliable bet. It also punished anyone who strayed from that setup, whether by layering on a mid- or small-cap fund like the iShares Core S&P Mid-Cap ETF (IJH) or the iShares Core S&P Small-Cap ETF (IJR), or by trimming the largest names with something like the Invesco S&P 500 Equal Weight ETF (RSP).
But this year, with the megacaps stalling, those same funds have found an opening. IJH is up 15.3% so far in 2026 and IJR is up 21.6%, both comfortably ahead of the index. RSP has outperformed too, though by a slimmer margin at 12.4%.
Taken together, the data shows smaller companies outrunning their larger counterparts as a group. That may come as a surprise given the magnitude of the AI boom—a boom the Magnificent Seven are spending heavily on and benefiting from.
The boom is real, but so are the questions around it. What kind of returns will the massive spending on AI generate? And how will AI reshape the long-term business models and competitive moats for the Mag-7?
The bigger winners at the stock level have been the semiconductors. There is a chip name inside the Magnificent Seven in Nvidia, but it has sharply lagged the rest of the industry this year. Broadcom, which entered 2026 in the top 10, has also trailed its semiconductor peers.
Micron Technology is the one that broke through, muscling into the top 10 on the back of a massive run tied to memory demand. Names like Intel, AMD, and Applied Materials have also soared.
But because these semis were a relatively small percentage of the S&P 500 entering the year, their surge has not lifted the index the way the Magnificent Seven's gains did in prior years.
Of course, none of this takes much away from the index itself. A double-digit first half is a strong showing in its own right, and it would take far more small-cap outperformance to undo years of large-cap dominance.
Whether that continues will likely come down to the same thing that opened the door in the first place, which is whether the Magnificent Seven keep lagging.
Permalink | © Copyright 2026 etf.com. All rights reserved
Five of the seven megacaps are trailing the index in 2026. The S&P 500 is up 10.9% year to date through July 9. Apple, with a 16.5% gain, and Alphabet, up 14.8%, are ahead of it, but Nvidia, Microsoft, Amazon, Meta Platforms, and Tesla are all behind, and three of them are in the red for the year.
For most of the past few years, these stocks powered the bulk of the S&P 500's returns. They finished 2025 at roughly 35% of the S&P 500, and they sit at about a third of it today.
Their dominance is why plain exposure to the S&P 500, or to a broader fund like the Vanguard Total Stock Market ETF (VTI), has been such a reliable bet. It also punished anyone who strayed from that setup, whether by layering on a mid- or small-cap fund like the iShares Core S&P Mid-Cap ETF (IJH) or the iShares Core S&P Small-Cap ETF (IJR), or by trimming the largest names with something like the Invesco S&P 500 Equal Weight ETF (RSP).
But this year, with the megacaps stalling, those same funds have found an opening. IJH is up 15.3% so far in 2026 and IJR is up 21.6%, both comfortably ahead of the index. RSP has outperformed too, though by a slimmer margin at 12.4%.
Taken together, the data shows smaller companies outrunning their larger counterparts as a group. That may come as a surprise given the magnitude of the AI boom—a boom the Magnificent Seven are spending heavily on and benefiting from.
The boom is real, but so are the questions around it. What kind of returns will the massive spending on AI generate? And how will AI reshape the long-term business models and competitive moats for the Mag-7?
The bigger winners at the stock level have been the semiconductors. There is a chip name inside the Magnificent Seven in Nvidia, but it has sharply lagged the rest of the industry this year. Broadcom, which entered 2026 in the top 10, has also trailed its semiconductor peers.
Micron Technology is the one that broke through, muscling into the top 10 on the back of a massive run tied to memory demand. Names like Intel, AMD, and Applied Materials have also soared.
But because these semis were a relatively small percentage of the S&P 500 entering the year, their surge has not lifted the index the way the Magnificent Seven's gains did in prior years.
Of course, none of this takes much away from the index itself. A double-digit first half is a strong showing in its own right, and it would take far more small-cap outperformance to undo years of large-cap dominance.
Whether that continues will likely come down to the same thing that opened the door in the first place, which is whether the Magnificent Seven keep lagging.
Permalink | © Copyright 2026 etf.com. All rights reserved
18 days ago
What happened: Micron Technology (MU) stock jumped more than 4% on Thursday, joining a broader rally across memory and AI-related stocks. Sandisk (SNDK), Western Digital (WDC), Marvell (MRVL), Broadcom (AVGO), Intel (INTC), and AMD (AMD) also traded higher.
What's behind the move: The jump comes after reports that Asia's SK Hynix (000660.KS) is oversubscribed in its US IPO, signaling that institutional investors remain bullish on the AI memory trade.
On Thursday, Micron also unveiled plans to invest up to $3 billion to bolster the US semiconductor supply chain, with part of the investment supporting GlobalWafers' silicon wafer manufacturing operations in Texas.
Micron and GlobalWafers plan to enter a 10-year supply agreement, giving Micron long-term access to raw silicon wafer capacity.
What else you need to know: The artificial intelligence trade has been a major driver of earnings growth this year, helping propel the broader stock market higher.
What's behind the move: The jump comes after reports that Asia's SK Hynix (000660.KS) is oversubscribed in its US IPO, signaling that institutional investors remain bullish on the AI memory trade.
On Thursday, Micron also unveiled plans to invest up to $3 billion to bolster the US semiconductor supply chain, with part of the investment supporting GlobalWafers' silicon wafer manufacturing operations in Texas.
Micron and GlobalWafers plan to enter a 10-year supply agreement, giving Micron long-term access to raw silicon wafer capacity.
What else you need to know: The artificial intelligence trade has been a major driver of earnings growth this year, helping propel the broader stock market higher.
18 days ago
The Erste Group recently downgraded shares of chipmaker Broadcom (AVGO) to "Hold" from "Buy." Opining that AVGO stock is trading at overvalued levels, **** yst Hans Engel said that "the potential for further price appreciation currently appears limited." However, in the same note, Engel dispelled fears about Broadcom's long-term prospects by reiterating that the company's gross margin and operating margin should remain at high levels, with revenue expected to jump 89% from the previous year to $29.4 billion.
After witnessing a drop-off, AVGO stock recovered to end the day marginally lower on July 7. Overall, valued at a market capitalization of about $1.8 trillion, shares of Broadcom are up 17% on a year-to-date (YTD) basis.
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After witnessing a drop-off, AVGO stock recovered to end the day marginally lower on July 7. Overall, valued at a market capitalization of about $1.8 trillion, shares of Broadcom are up 17% on a year-to-date (YTD) basis.
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18 days ago
It's Thursday, 2 p.m., and do you know where the Nasdaq is?
It's up a respectable 1.2% -- but the Direxion Daily Semiconductor Bull 3X Shares ETF (NYSEMKT: SOXL) is up much, much more, surging past 14.1% on some billion-dollar-plus news items in semiconductors today.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The first news comes from Micron (NASDAQ: MU) stock, which is surging nearly 8% after announcing it's investing up to $3 billion "to strengthen the U.S. semiconductor supply chain ecosystem," including by loaning GlobalWafers Co., Ltd. $500 million to help build its 300mm raw silicon wafer manufacturing facility in Sherman, Tex., and its signing a 10-year deal to buy the wafers GlobalWafers churns out.
In related news, Reuters is reporting that Meta Platforms (NASDAQ: META) has signed a multi-year supply agreement to source NAND flash memory for its data centers from Sandisk (NASDAQ: SNDK), and is also buying DRAM from Samsung, and fiber optic cables from Sumitomo Electric, and Iris artificial intelligence chips from Taiwan Semiconductor Manufacturing (NYSE: TSM) -- with Broadcom (NASDAQ: AVGO) doing the chip design work.
It's up a respectable 1.2% -- but the Direxion Daily Semiconductor Bull 3X Shares ETF (NYSEMKT: SOXL) is up much, much more, surging past 14.1% on some billion-dollar-plus news items in semiconductors today.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The first news comes from Micron (NASDAQ: MU) stock, which is surging nearly 8% after announcing it's investing up to $3 billion "to strengthen the U.S. semiconductor supply chain ecosystem," including by loaning GlobalWafers Co., Ltd. $500 million to help build its 300mm raw silicon wafer manufacturing facility in Sherman, Tex., and its signing a 10-year deal to buy the wafers GlobalWafers churns out.
In related news, Reuters is reporting that Meta Platforms (NASDAQ: META) has signed a multi-year supply agreement to source NAND flash memory for its data centers from Sandisk (NASDAQ: SNDK), and is also buying DRAM from Samsung, and fiber optic cables from Sumitomo Electric, and Iris artificial intelligence chips from Taiwan Semiconductor Manufacturing (NYSE: TSM) -- with Broadcom (NASDAQ: AVGO) doing the chip design work.
18 days ago
Broadcom Inc. (NASDAQ:AVGO) is one of the top stocks to buy according to Whale Rock Capital Management. On June 30, Jefferies ***** yst Blayne Curtis reiterated his Buy rating and $550 price target on Broadcom Inc. (NASDAQ:AVGO). The ***** yst cited an improving outlook for the company's AI chip business.
A key pillar of Curtis' thesis is Broadcom's improving visibility into FY2028 earnings. In fact, Jefferies ran a scenario ***** ysis that points to earnings per share of between $30 and $40 for that year, which translates into a valuation multiple of roughly 10 times earnings.
Curtis also pointed to an on-track roadmap for Broadcom's custom Tensor Processing Units, the AI chips it co-designs with Google. He noted that this partnership now extends through 2031 under a long-term agreement that guarantees minimum revenue and offers potential upside of more than $500 billion over that period.
Beyond Google, Jefferies highlighted a broadening customer base for Broadcom's application-specific integrated circuits (ASICs). These are the custom chips built for individual AI customers. According to the ***** yst, the broadening customer is an encouraging sign that the company is diversifying away from reliance on a single buyer. One example of such diversification is Broadcom's new partnership with OpenAI, through which the two companies unveiled Jalapeno. This is OpenAI's first custom AI accelerator chip designed specifically for running large language model inference workloads.
Broadcom Inc. (NASDAQ:AVGO) is a semiconductor and infrastructure software company. It designs, develops, and supplies semiconductor devices and software solutions, including networking connectivity products, wireless device connectivity components, server and storage system solutions, and broadband access technologies.
A key pillar of Curtis' thesis is Broadcom's improving visibility into FY2028 earnings. In fact, Jefferies ran a scenario ***** ysis that points to earnings per share of between $30 and $40 for that year, which translates into a valuation multiple of roughly 10 times earnings.
Curtis also pointed to an on-track roadmap for Broadcom's custom Tensor Processing Units, the AI chips it co-designs with Google. He noted that this partnership now extends through 2031 under a long-term agreement that guarantees minimum revenue and offers potential upside of more than $500 billion over that period.
Beyond Google, Jefferies highlighted a broadening customer base for Broadcom's application-specific integrated circuits (ASICs). These are the custom chips built for individual AI customers. According to the ***** yst, the broadening customer is an encouraging sign that the company is diversifying away from reliance on a single buyer. One example of such diversification is Broadcom's new partnership with OpenAI, through which the two companies unveiled Jalapeno. This is OpenAI's first custom AI accelerator chip designed specifically for running large language model inference workloads.
Broadcom Inc. (NASDAQ:AVGO) is a semiconductor and infrastructure software company. It designs, develops, and supplies semiconductor devices and software solutions, including networking connectivity products, wireless device connectivity components, server and storage system solutions, and broadband access technologies.
18 days ago
Apple (AAPL) just wrote Broadcom (AVGO) a gigantic check, and it says a lot about where both companies think the next decade of technology is headed. The two companies announced a new multiyear agreement worth more than $30 billion, according to a company statement.
It calls for Broadcom to design and build custom chips and wireless components for Apple products, with more than 15 billion American-made chips expected to come out of the deal. For a company that has spent the past three years benefiting from the AI megatrend, this Apple news is a reminder that Broadcom still has a massive, profitable business making legacy parts for iPhones and other devices.
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It calls for Broadcom to design and build custom chips and wireless components for Apple products, with more than 15 billion American-made chips expected to come out of the deal. For a company that has spent the past three years benefiting from the AI megatrend, this Apple news is a reminder that Broadcom still has a massive, profitable business making legacy parts for iPhones and other devices.
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