Broadcom Inc. (AVGO)
2 must-buy stocks for H2 2026
Investors looking for the best stocks for the second half of 2026 may want to focus on companies positioned at the center of the artificial intelligence infrastructure boom.
A Top Strategist Says the AI Trade Is Cooling, but Chipmakers Are Quietly Winning
The setup is almost too neat. South Korea's Kospi just had what local press called a “Black Tuesday,” dropping nearly 10% as foreign investors dumped semiconductor shares and tripping circuit breakers.
Stanley Druckenmiller Backs These 3 AI Infrastructure Stocks: Should You Follow?
Stanley Druckenmiller's Duquesne Family Office disclosed positions in three
Legendary Short Seller Jim Chanos Issues Dire Prediction: “We Have the Same Setup” As the Dot-Com Crash. Here's How the AI Bull Market Ends
Shares across the AI infrastructure complex are trading mixed midday Wednesday after well-known short seller Jim Chanos publicly compared today's artificial intelligence capital spending boom to the 1999-2000 telecom build-out.
AVGO's Gross Margin Contracts Y/Y: Is Growth Getting Harder?
Broadcom's gross margin slips as semiconductor mix surges, but AI chip demand and 84% revenue growth keep momentum strong heading into the Q3 outlook.
3 Beaten Down AI Infrastructure Stocks to Buy in June
AI infrastructure stocks have given investors a textbook entry window this month.
Wall Street Strategist: This Industry is “Bigger Than AI” And a Massive Buying Opportunity After Friday's Sell-Off
While the market spent Friday selling tech, Hightower Chief Investment Strategist Stephanie Link sees the sell-off as a way to get in on the next major opportunity.
3 Stocks With Fresh Catalysts to Watch Before the July 4
Summer can be a tricky season for the market. As many institutional investors step away from their screens for a bit, trading volumes thin out, making strong moves in either direction hard to take at face value.
USD Implodes 17% And June 8th Could Be Worse
A 2x leveraged semiconductor ETF will eventually give you a day like June 5, 2026.
SpaceX IPO Hype Is Hiding a Deeper Story. Investors Are Rotating Back Into Blue Chip Stocks.
The long-awaited SpaceX IPO next week positions the company at roughly $2 trillion in market value.
Strategist Defends Semiconductor Rally Despite Bubble Fears: ‘Price Might Be Understanding Something You Don't Quite Get'
For much of the past year, Wall Street has debated whether the semiconductor rally is a once-in-a-generation earnings cycle or bubble.
Marvell Keep Surging After Nvidia CEO Calls It the Next Trillion-Dollar Company
Jensen Huang has spent the last three years declaring various inflections, factories, and platforms, and the market has spent those same three years front-running every one of them.
