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The reflex take on Broadcom (AVGO) is that it is just another way to ride Nvidia’s AI boom. It is closer to the opposite. Broadcom’s growth engine is custom AI …

A growing chorus of China’s most influential hedge fund managers is sounding the alarm on what they describe as a dangerously overheated global AI trade. After an explosive run-up in …

The tired framing of Intel is the fallen giant that missed mobile, missed AI, and handed its manufacturing crown to Taiwan. That story is two years out of date. Intel …

US consumer sentiment improved in June from near-record lows as declining gasoline prices and easing geopolitical tensions provided some relief to households still grappling with elevated living costs. The University …

Figma’s stock price has imploded since its initial public offering (IPO) last year as the exuberance that fueled its private-market valuation collided with the realities of life as a publicly …

Around two weeks ago, Elon Musk’s SpaceX conglomerate went public. Everyone who is remotely interested has a fair idea of the numbers. But in a nutshell, it was easily the …

Forget the reflex that says memory chips are dumb commodities doomed to boom and bust. The single most important number in Micron Technology’s (NASDAQ: MU) fiscal third quarter is not …

UK retail sales weakened further in June, with volumes falling at a sharper pace and sales performing below seasonal norms to the greatest extent in more than two years, according …

Cathie Wood’s Ark Innovation Fund (ARKK) ETF stock has remained inside a narrow range in the past few months. ARKK has remained between the support and resistance levels at $72.68 …

A brutal multiweek cryptocurrency drawdown has sent Strategy Inc (MSTR) into a freefall – with the company’s share price having crashed below the critical $100 threshold for the first time …