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Broadcom’s Record AI Quarter Sends Stock Lower After Cautious Guidance and 'Chips Only' Pivot

The market’s reaction shows investor doubts about margins and whether supply and backlog justify lofty AI‑chip valuations.

Big Tech Selloff Deepens as Oil Shock and Rate-Hike Odds Hit AI Leaders

SanDisk Near Record Highs After Blowout Quarter as Analysts Hike Targets

CoreWeave Faces Timing Delays, Debt Questions as Bulls Lean on Nvidia Ties

Applied Digital Posts Big Q2 Beat as $5 Billion Lease Extends AI Data‑Center Buildout

AI Spending Wave Delivers Record TSMC Profit and Stronger ASML Orders

Nvidia Ties Up to $100 Billion to OpenAI, Pledging 10GW of Systems From 2026