Broadcom Revenue Surges on Semiconductor Business Momentum
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We're downgrading Broadcom after shares go parabolic. A rival chipmaker is a buy
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.CNBC - 1h -
Broadcom jumps 9%, extending record run as Goldman expresses 'higher conviction'
After topping $1 trillion in market cap last week, Broadcom rallied further on Monday, driven by increased price targets from Wall Street.CNBC - 1h -
Broadcom can have its own ‘Nvidia moment’ as stock swells further
The newest member of the trillion-dollar market-cap club is looking ahead to a “likely sharp new product ramp” in the second half of 2025, according to an analyst.MarketWatch - 5h -
Trump 2.0: How many days before he loses momentum?
President-Elect Trump's agenda for his first 100 days in the White House is in jeopardy due to narrow GOP majorities in the House and Senate, and the loss of congressional Republican support for ...The Hill - 6h -
Australia lowers tax revenue forecast on weak Chinese economy
Treasury cuts $5.4bn from budget estimates over next four years, citing ‘significant impact’ of softer commodities demandFinancial Times - 17h -
Momentum builds around Social Security reforms ahead of Senate vote
Momentum is building around legislation that could mean higher Social Security benefits for some Americans as Senate leadership tees up a vote for next week. Senate Majority Leader Chuck Schumer ...The Hill - 2d -
Broadcom Surges 24%, Hits $1 Trillion Market Cap Amid AI Boom
Nasdaq Climbs on AI Momentum; S&P 500, Dow Slide in Quiet WeekYahoo Sports - 2d -
Nvidia’s stock misses out on the big chip rally after Broadcom earnings
One analyst noted that the type of AI chip Broadcom makes could pick up market share relative to “costly” graphics processing units.MarketWatch - 2d -
Broadcom’s projections show more evidence of the AI boom expanding beyond Nvidia
Broadcom’s stunning projection for its potential opportunity in 2027 is more evidence that the artifical-intelligence boom in semiconductors is expanding beyond Nvidia — but there still is a lot of ...MarketWatch - 3d -
Broadcom’s stock soars as earnings call offers a bold AI forecast
The chip maker booked 220% growth in AI semiconductor revenue for the latest fiscal year — and sees future AI sales far greater than that $12.2 billion sum.MarketWatch - 3d -
Broadcom shares rise 13% on profit beat, 'massive' opportunity in AI
Broadcom is seeing soaring demand from the boom in generative AI infrastructure.CNBC - 3d -
The Largest Immigration Surge in U.S. History
We explain the scale of recent immigration to America.The New York Times - 5d -
British American Backs Outlook as U.S. Investment Drives Momentum
The cigarette maker—which houses the Kent, Dunhill and Lucky Strike brands—expects second-half revenue growth to accelerate and also backed its midterm targets.The Wall Street Journal - 5d -
Coffee price surges to highest on record
Coffee drinkers are set to feel the pinch from high prices after crops got hit by drought and heavy rainfall.BBC News - 5d -
Oracle shares slide on earnings and revenue miss, disappointing forecast
Oracle shares fell Tuesday morning after the database software company issued disappointing quarterly results.CNBC - 6d -
Ready Player Me’s Player Zero sees momentum for Web3 collectible avatars
The PlayerZero Web3 avatar collectibles is changing how users experience digital identity across games and virtual worlds.VentureBeat - 6d -
SiriusXM Expects Revenue to Decline in 2025
SiriusXM expects to bring in less revenue next year than in 2024, according to the company’s latest guidance.The Wall Street Journal - 6d -
Small-Business Optimism Surges Post-Election
Following Donald Trump’s win, small-business optimism rose to a level not seen in nearly three years.Inc. - 6d -
MongoDB rallies on upbeat forecast, helped by momentum from new business
Shares of MongoDB Inc. jumped after hours on Thursday after the data development, storage and management platform raised its full-year outlook, as it attracts new business and invests in upgrades ...MarketWatch - 6d -
The Power of Experience for Business Growth
Bring together customer, employee and user experience for long-term business growth.Inc. - 6d -
India appoints Revenue Secretary Sanjay Malhotra as new central bank governor
India has appointed Sanjay Malhotra as governor of the country's central bank for a three-year period, according to CNBC TV18.CNBC - Dec. 9 -
China Auto Sales Sustain Momentum on Subsidies, Campaigns
The Chinese auto market extended its strong momentum, helped by the government’s trade-in policy.The Wall Street Journal - Dec. 9 -
Advertising revenues set to hit $1tn in market dominated by tech groups
Google, Meta, ByteDance, Amazon and Alibaba expected to earn more than half the annual totalFinancial Times - Dec. 9 -
10 semiconductor stocks that might make you a lot of money in 2025
Nvidia is expected to increase sales by 55% next year and analysts see plenty of upside for the stock — and others in the chip sector.MarketWatch - Dec. 7 -
Barclays Raises Datadog, Inc. (DDOG) Price Target to $187, Highlights Growth Potential Amid Software Sector Momentum
We recently compiled a list of the 12 AI News and Ratings Investors Probably Missed. In this article, we are going to take a look at where Datadog, Inc. (NASDAQ:DDOG) stands against the other AI ...Yahoo Sports - Dec. 7 -
Cramer's week ahead: Inflation data and earnings from Oracle, Broadcom and GameStop
CNBC's Jim Cramer on Friday walked investors through next week's Wall Street action.CNBC - Dec. 6 -
Evening Report — Dems' youth surge
Presented by Southern Company — Plus: Johnson woos adversaries. {beacon} Evening Report © AP Photo/Alex Brandon Younger Democrats vie for influence in House A YOUTH MOVEMENT is underway among ...The Hill - Dec. 6 -
Can Syrian rebels maintain momentum and take Damascus?
Assad’s forces have offered little resistance so far, as attention turns to how his allies will react. Assault on Aleppo: who are the Syrian rebels HTS and why are they advancing? So far the ...The Guardian - Dec. 6 -
The Biggest Business Fails of 2024
What do a global IT outage, glue on pizza, and the decline of an aviation giant have in common?Inc. - Dec. 6 -
Southwest Airlines Lifts Revenue Outlook
Southwest Airlines is the latest airline lifting its revenue guidance for the final quarter of the year as travel demand holds steady.The Wall Street Journal - Dec. 5 -
China’s shift to local chips gains momentum from latest US export controls
Industry associations urge companies to switch, saying US semiconductors are ‘no longer safe or reliable’Financial Times - Dec. 5 -
Bitcoin Price Surges to a Milestone: $100,000
The price of a single Bitcoin rose to six figures for the first time, an extraordinary level for a 16-year-old cryptocurrency once dismissed as a sideshow.The New York Times - Dec. 5 -
Japan’s audacious bid to become a semiconductor superpower
The government is backing a start-up that aims to upend the economics and geography of the microchip industry. Does it have a chance of success?Financial Times - Dec. 4 -
Salesforce surges on revenue beat, AI growth prospects – here's our new price target for the stock
Salesforce made clear that Agentfoce, its new AI offering, can kickstart revenue growth in the quarters ahead.CNBC - Dec. 4 -
Salesforce shares rise after earnings beat on revenue, fourth-quarter guidance
Salesforce reported its fiscal third-quarter earnings on Tuesday and posted strong fourth-quarter guidance.CNBC - Dec. 3 -
AT&T Gave Up on the Media Business, and Its Stock Has Surged
Investors have welcomed CEO John Stankey’s return to boring wireless and broadband services after costly entertainment gambles.The Wall Street Journal - Dec. 3 -
Asian chip stocks mostly rise, shrugging off new U.S. semiconductor export curbs on China
Shares of major Asian chip stocks mostly rose on Tuesday, shrugging off the U.S. announcing new emiconductor export controls on China.CNBC - Dec. 3 -
Chip war ramps up with new US semiconductor restrictions on China
Biden administration broadens limits on Chinese access to advanced microchip technology, with Donald Trump expected to go even further . The US has announced new export restrictions targeting ...The Guardian - Dec. 3 -
Microchip Technology to Cut Jobs, Sees Revenue Near Low End of Views
The Chandler, Ariz., total system solutions provider said it plans to cut about 500 employees following slower-than-expected turns orders and manufacturing restructuring plans.The Wall Street Journal - Dec. 2
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