Nvidia’s stock misses out on the big chip rally after Broadcom earnings

• 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 - 13h

• 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 - 23h

• US stocks rally set to slow as investor ‘euphoria’ fades, say big banks

  Wall Street strategists forecast S&P 500 will rise 8% by end of next year after big 2024 gains
  
  Financial Times - 2d

• Oracle shares suffer steepest drop of 2024 after earnings miss

  Oracle shares fell on Tuesday following disappointing quarterly results from the database software company.
  
  CNBC - 3d
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  Nvidia's stock dips after China opens probe of the AI chip company for violating anti-monopoly laws

  Shares of Nvidia have slipped after China said it is investigating the high-flying U.S. microchip company over suspected violations of Chinese anti-monopoly laws
  
  ABC News - 3d

• We're downgrading a stock on tariff risk — plus, chips and software plays stand out

  Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
  
  CNBC - Dec. 4

• Salesforce earnings spur a big stock rally. Is the AI hype justified?

  Wall Street seems excited about early momentum for Salesforce’s Agentforce AI product, but some analysts are skeptical about the monetization potential.
  
  MarketWatch - Dec. 4
• 

  Flyers Missed Out On Star Target For Big Reason

  There was a notable reason why the Flyers missed out on this trade target.
  
  Yahoo Sports - Dec. 3

• Zscaler’s post-earnings stock drop further bucks 2024’s rally by software sector

  Zscaler’s stock was down on the year prior to earnings, while an ETF tracking the software sector had rallied 29%
  
  MarketWatch - Dec. 3

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