Semiconductor News & Analysis Feed
244 articles
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Scott Galloway Says Tesla, Nvidia, Broadcom Could Get Caught In The Crossfire Of The Space X IPO
Daragh Thomas
Wed, June 10, 2026 at 2:45 AM PDT 5 min read
TSLA
-2.81%
NVDA
-2.82%
SPCX
0.00%
ANTH.PVT
AVGO
-4.57%
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Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
NYU professor Scott Galloway warns a wa
2026-06-10
cryptobriefing.com
2026-06-10
Crypto Briefing
Broadcom and Marvell lead AI chip market with record revenues in fiscal 2026
Custom AI accelerator chips are driving historic growth at both semiconductor giants, with Broadcom's AI revenue surging 14
2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
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Broadcom, Nvidia, And The Tech Sector: A Call To Moderate The AI Excitement
Jun 09, 2026, 7:00 AM ETBroadcom Inc. (AVGO) StockNVDA
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Summary
Broadcom delivered record Q2 results, but a minor revenue miss triggered a massive sector-wide selloff, highlighting extreme valuation sensitivity in AI semiconductors.
AV
2026-06-09
www.aol.com
2026-06-09
AOL.com
AI Juggernauts Nvidia, Palantir, Micron, and Broadcom Are Sending Shockwaves Through Wall Street With This Nearly $13 Billion Warning
SEAN WILLIAMS, THE MOTLEY FOOL
Tue, June 9, 2026 at 5:26 PM GMT+8
0
Key Points
AI is the largest addressable opportunity in decades, and it's sent shares of Nvidia, Palantir Technologies, Micron Technology, and Broadcom soaring over the trailing three years.
Insid
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
__fail__
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Investors have been waiting decades for the next technological leap forward to rival what the internet did for corporate America and Wall Street. With an estimated $15.7 trillion global addressable market by 2030, artificial intelligence (AI) has answered the call.
The foundational companies behind the rise of AI have seen their shares skyrocket. Since the start of 2023, Nvidia (
NVDA
+1.70%
), P
2026-06-09
www.msn.com
2026-06-09
MSN
Broadcom (AVGO) has been one of the undisputed champions of the artificial intelligence (AI) boom. As a leading designer of custom AI chips for hyperscale cloud giants, the company has become a cornerstone of the rapidly expanding AI infrastructure market, helping drive its stock nearly 380% higher over the past three years. Yet, despite delivering another standout quarter recently, investors hit
2026-06-09
247wallst.com
2026-06-09
24/7 Wall St.
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) and Qualcomm (NASDAQ:QCOM) just gave investors two different reads on the AI chip economy. Broadcom posted a record quarter driven by custom AI silicon for hyperscalers.
Video Muted
Qualcomm beat estimates while nursing a handset slump, leaning on automotive growth and a fresh data center engagement. Both stocks fell last week, making the $25,000 qu
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Got $25,000? Broadcom or Qualcomm: The Clear Winner for Growth Investors This Year
Vandita Jadeja
Mon, June 8, 2026 at 9:47 AM PDT 3 min read
AVGO
+2.31%
QCOM
+1.87%
NVDA
+1.83%
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Quick Read
AVGO's AI chip revenue surged 143% to $10.8B, while QCOM trades at 23x earnings with a new hyperscaler silicon deal set to ship this year.
Qualcomm's $20B buyback
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Is It Too Late to Buy Nvidia and Broadcom? Here's What History Says.
Manali Pradhan, CFA, The Motley Fool
Mon, June 8, 2026 at 8:20 AM PDT 6 min read
NVDA
+1.39%
AVGO
+2.51%
INTC
+11.16%
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Trading disclosure
Shares of Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) have gained nearly 442% and 401% in the past three years. After such extraordinary gains, investors may wo
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
Shares of Nvidia (
NVDA
+1.34%
) and Broadcom (
AVGO
+2.46%
) have gained nearly 442% and 401% in the past three years. After such extraordinary gains, investors may wonder whether there is still enough upside potential left in these stocks or whether the artificial intelligence (AI) opportunity is already priced in.
Image source: Getty Images.
That question becomes harder because Nvidia and Bro
2026-06-08
www.barchart.com
2026-06-08
Barchart.com
A close-up of the Broadcom logo on a smartphone by Timon via Adobe Stock
Broadcom (AVGO) has been one of the undisputed champions of the artificial intelligence (AI) boom. As a leading designer of custom AI chips for hyperscale cloud giants, the company has become a cornerstone of the rapidly expanding AI infrastructure market, helping drive its stock nearly 380% higher over the past three years.
2026-06-08
futurumgroup.com
2026-06-08
The Futurum Group
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2026-06-08
news.google.com
2026-06-08
Barron's
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
A holder who started Friday, June 5, 2026 with $10,000 in ProShares Ultra Technology (NYSEARCA:ROM) ended the day with about $8,655. The fund opened at $161.98 and closed at $140.20, a single-session loss of 13.45%. Over the same five trading days, ROM gave back 11.8%, with the week starting at $158.95. Those numbers are what a 2x daily tech ETF does on the worst day the sector has had in over a y
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
If you held Direxion Daily MU Bull 2X Shares (NYSEARCA:MUU) into Friday’s close, you watched the fund shed 26.65% in a single session, which is what 2x daily leverage does when its underlying has its worst day in years. The underlying, Micron Technology (NASDAQ:MU | MU Price Prediction), closed at $864 on June 5, 2026, down roughly 13% from a prior close of $996. A roughly 13% move in the stock tu
2026-06-08
news.google.com
2026-06-08
Yahoo Finance
2026-06-08
easternherald.com
2026-06-08
The Eastern Herald
Broadcom’s $1.2 Billion Guidance Miss Just Erased $1.3 Trillion From the Chip Market
Broadcom's Q3 AI chip guidance fell $1.2B short of expectations — and the entire semiconductor sector paid the price in its worst session since March 2020.
BY ECONOMY DESK
JUNE 8, 2026
Broadcom's AI chip revenue guidance fell $1.2 billion short of analyst expectations on June 3, 2026, triggering a two-day sector
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD
Michael Williams
Mon, June 8, 2026 at 2:30 AM PDT 5 min read
NVDA
-6.20%
AVGO
-7.92%
AMD
-10.86%
MSFT
-2.66%
SOXX
-10.44%
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Trading disclosure
Quick Read
SOXQ delivered a 182% one-year return at a 0.19% expense ratio, making it a cheaper entry point into the AI semiconductor boom than rival
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
The Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) has emerged as one of the cleanest, lowest-cost vehicles for direct semiconductor exposure during the AI capex cycle. The fund tracks the PHLX Semiconductor Sector Index, which represents the 30 largest U.S.-listed semiconductor companies, and carries a 0.19% expense ratio, materially cheaper than the older iShares competitor. Since launching in Jun