Latest in Downgrading Broadcom
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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 - 6h -
Broadcom is having 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 - 8h -
Broadcom jumps 11%, 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 - 8h -
Moody’s Downgrades France’s Credit Rating
The action, which will put pressure on the nation’s borrowing costs, reflects doubt that a new government can mend the deteriorating financial situation.The New York Times - 2d -
France's new prime minister gets a baptism of fire after surprise Moody's downgrade
Within hours of being appointed, France's new prime minister Francois Bayrou faced his first upset.CNBC - 17h -
French bonds under pressure following Moody’s downgrade
Borrowing costs edge higher after rating agency warns political chaos will make it harder to cut budget deficitFinancial Times - 18h -
Broadcom is closing in on $1 trillion market cap. Here’s how many other companies have achieved that lofty status.
Shares of Broadcom were soaring Friday following a bullish forecast on sales of artificial-intelligence chips, putting the company on the cusp of becoming the next member of the trillion-dollar club.MarketWatch - 2d -
Broadcom's long and winding path to the trillion-dollar club, and how Trump played a role
Broadcom became the eighth U.S. tech company to eclipse $1 trillion in market cap on Friday after the stock's record gain.CNBC - 2d -
Moody’s downgrades France’s credit rating over political turmoil
Agency’s warning of weakening public finances underlines challenges facing new prime minister François BayrouFinancial Times - 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 - 3d -
Broadcom’s stock sees its best day ever as investors get ‘a reason to dream’
Analysts found things to nitpick in Broadcom’s earnings but noted major resonance in AI.MarketWatch - 3d -
Broadcom stock closes up 24%, pushing company past $1 trillion market cap for the first time
Shares of Broadcom popped more than 24% Friday, pushing the company's market cap beyond $1 trillion for the first time.CNBC - 3d -
AI chipmaker Broadcom shares soar 17% despite mixed quarterly results — here's why
We're increasing our price target on the stock after a slew of positive AI updates.CNBC - 3d -
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 - 4d -
Broadcom shares rise 13% on profit beat, 'massive' opportunity in AI
Broadcom is seeing soaring demand from the boom in generative AI infrastructure.CNBC - 4d -
Broadcom Revenue Surges on Semiconductor Business Momentum
For its fiscal first quarter, Broadcom expects revenue of $14.6 billion, up from a reported topline performance of $11.96 billion for the year-ago period.The Wall Street Journal - 4d -
Cramer calls analyst downgrade of AMD 'cogent.' But he's not giving up on the stock
Bank of America is worried that competitive dynamics in the AI chip market could be an overhang on AMD.CNBC - Dec. 9 -
NFL Week 14 injury tracker: Kenneth Walker III, Breece Hall downgraded to out; Ja'Marr Chase good to go
Here's a look at the notable injuries heading into Week 14CBS 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 -
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
