Broadcom targets $100 billion in AI revenue – analysts call it a buy
Broadcom has set an ambitious target of more than $100 billion in AI chip revenue by 2027, and Wall Street broadly agrees the company is on the right track.
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Trump's "economic D-Day" rhetoric against Iran triggered sharp moves in the oil market on Thursday, as the Dow Jones fell while energy stocks and ETFs shot higher.
Broadcom has set an ambitious target of more than $100 billion in AI chip revenue by 2027, and Wall Street broadly agrees the company is on the right track.
The stock market's valuation is near historic peak levels according to a key indicator that has previously warned of bubbles. The last time the signal flashed this strongly, the dot-com bubble burst.
Nvidia is guaranteeing financing of up to $105 billion for a massive OpenAI data center in Ohio — and expects to sell chips worth around $200 billion in the project's first phase alone.
Eksplosiv vekst i AI-drevne datasentre forvandler energiselskaper til hete teknologiaksjer. Strømforbruket fra datasentre kan nær tredobles innen 2030.
Uber CEO Dara Khosrowshahi is promising self-driving rides in 15 major cities by the end of 2026 — and sees autonomous vehicles as the key to eliminating the company's single biggest cost: human drivers.
Washington has sent a formal warning to Apple to avoid Chinese memory chips, according to the Wall Street Journal. The signal is the latest in an escalating technological decoupling between the US and China.
Reddit (RDDT) has been confirmed as a new member of the S&P 500 index effective August 18, 2026, triggering a 15 percent share price jump on Friday and forcing index funds to buy the stock.
Michael Burry, known from 'The Big Short,' has increased his short position in Nvidia and compares the company's massive financing initiative to the Enron scandal. Nvidia, for its part, dismisses the criticism and points out that independent asset managers bear the risk.
Investors expect AI company Anthropic to go public at a valuation exceeding $2 trillion in October – potentially making it the largest initial public offering in history.
Reddit is set for S&P 500 inclusion starting August 18, with shares jumping more than 8.5 percent in after-hours trading on Thursday. The company replaces AvalonBay Communities in the prestigious index.
Larry Fink, CEO of the world's largest asset manager BlackRock, warns against leaving savings in the bank — and outlines a radical alternative to the classic 60/40 portfolio.
Disappointing U.S. employment figures triggered a sharp repricing in the rates market, sending Korean and Japanese tech stocks sharply higher on Monday — though geopolitical tensions in the Middle East tempered gains in Japan.
NYU professor Scott Galloway warns that excessive AI investments and inflated valuations could trigger a stock market crash that sends AI stocks down 50–70 percent.
A surprisingly weak U.S. labor market report for July triggered broad risk appetite on August 7 — Bitcoin reached eight-month highs and equity indices rose sharply.
Several key indicators for the US stock market have now reached levels strongly reminiscent of the dot-com bubble in 1999 — and in some cases are even more extreme. Experts are divided on what it means.
Alex Karp, CEO of Palantir, launched a fierce attack on the pricing models of leading AI companies in a CNBC interview. The criticism could have major consequences for investors in AI stocks.
Leopold Aschenbrenner's AI fund Situational Awareness, which at its peak had returned over 1,000% since inception, lost two-thirds of its value in July 2026 and was forced into an emergency sale.
Berkshire Hathaway har akkumulert en historisk kontantreserve på 397 milliarder dollar. Nå spekulerer markedet i om ny toppsjef Greg Abel vil bruke pengene på storkjøp eller tilbakekjøp av egne aksjer.
The Financial Times declares that the 'Magnificent 7' label has run its course. Analysts warn that such market monikers can be more dangerous than they appear – and that new narratives are now taking over.
Asian equity markets are broadly lower following negative sentiment on Wall Street, rising oil prices, and geopolitical unrest. At the same time, demand for dollar-pegged stablecoins in the region is accelerating markedly.
The U.S. Federal Reserve left its benchmark interest rate unchanged for the fifth consecutive time. That keeps pressure on consumers – and sends important signals for giants Walmart, Costco, and Target.
Wall Street is under pressure on Tuesday as investors hold their breath ahead of the Federal Reserve's interest rate decision. New Fed Chair Kevin Warsh is adding to uncertainty across markets.
Nvidia is behind a lease agreement worth up to $50 billion for a massive data center in Texas – and may use the facility to provide capacity for its own cloud partners.
According to the Wall Street Journal, Nvidia is in negotiations to provide a financial guarantee of up to $250 billion for OpenAI's planned data center complex in Ohio — an amount equivalent to the chip giant's total assets.
After the US halted airstrikes against Iran, oil prices plunged more than 6 percent, while equity and crypto futures opened the week with clear gains.
The US stock market has triggered a technical sell signal, as investors eagerly await Apple's quarterly earnings, news from Iran, and this week's Federal Reserve rate meeting.
Technology stocks collapsed on Thursday as oil prices surged to $100 a barrel. Investors fled risk assets in one of the year's most severe market selloffs.
Apple has received the green light from Chinese authorities to use Alibaba's Qwen model in Apple Intelligence in China. The news sent BABA shares up nearly ten percent.
Nvidia's CEO predicts that global AI infrastructure spending could reach $4 trillion annually by 2030. The push is not only reshaping the tech industry, but also driving crypto miners to change course.
Warren Buffett believes speculative fever has reached historic heights. His preferred market indicator has now hit an all-time high — and Berkshire Hathaway is sitting on nearly $400 billion in cash.
Chinese tech stocks jumped sharply after Apple officially entered into AI partnerships with Alibaba and Baidu for the Chinese market – following final approval from Chinese regulators.
A consortium consisting of payments giant Stripe and private equity firm Advent International has reportedly submitted a joint bid for PayPal worth around $53.4 billion, according to Reuters.
Meta Platforms is setting a new record in AI infrastructure by more than doubling capacity at the Hyperion data center in Louisiana to 5 gigawatts – pushing the total investment past 50 billion dollars.
Meta is confronting a historic lawsuit seeking up to $1.4 trillion linked to the platforms' impact on young people's mental health — one of the largest penalty amounts ever proposed against a single company.
The Dow Jones, S&P 500, and Nasdaq fell on Tuesday after President Trump declared the ceasefire over, while oil prices surged sharply and risk aversion gripped the markets.
Asian equity markets showed diverging performance on Tuesday as a broad selloff in the semiconductor sector dragged down regional indices, while Hong Kong technology stocks bucked the trend and oil markets saw sharp price gains.
Nvidia's ambitious 'Kyber' rack, set to revolutionize AI data centers, has been pushed back to 2028 due to manufacturing issues. The delay could open doors for decentralized alternatives.
The market cap duel between Apple and Nvidia is intensifying. With just four percent separating the two giants, analysts are speculating whether Apple could reclaim the top spot as early as July 2026.
Historically, US equity markets have delivered strong returns during Trump presidencies – but analysts are now warning that a range of risk factors threaten to trigger a sharp market selloff in the second half of 2026.