Latest News

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  Jun 5, 2026

  negative

  Broadcom AVGO Q2 FY2026 AI Revenue Hits Record $10.8B, Up 143% — Stock Falls 14% After Hours on Q3 AI Guide of $16B Missing $17.2B Buy-Side

  Broadcom reported fiscal Q2 2026 AI semiconductor revenue of $10.8 billion — up 143% year-over-year and above its own $10.7 billion forecast — with total revenue of $22.2 billion, up 48%, and record free cash flow crossing $10 billion for the first time. Shares plunged approximately 14% after hours despite the beat, as Q3 AI revenue guidance of roughly $16 billion landed below the $17.2 billion buy-side whisper and the company held its full-year AI target unchanged rather than raising it.

  AVGONVDAAMDMRVLGOOGL +3 more

  AVGO stockBroadcom earningsAI semiconductor revenueQ2 FY2026 resultscustom AI acceleratorHock Tanchip stocks sellofffree cash flow record

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  Jun 5, 2026

  positive

  CrowdStrike CRWD Q1 FY2027 Net New ARR Rises 32% to Record $256M — 4-for-1 Stock Split Declared; FY27 ARR Growth Guidance Raised 520bps

  CrowdStrike reported fiscal Q1 FY2027 total revenue of $1.39 billion, up 26% year-over-year, with record net new ARR of $256 million rising 32% — fully recovering from the 2024 software incident. The board declared a 4-for-1 stock split effective July 2, and the company raised FY27 net new ARR growth guidance by 520 basis points at the midpoint. CEO George Kurtz described Q1 as 'the Mythos moment' as CrowdStrike positions its AI-native Falcon platform as core cybersecurity infrastructure for the agentic AI era.

  CRWDPANWZSSFTNT +3 more

  CRWD stockCrowdStrike earningsnet new ARR recordQ1 FY2027 resultsstock split 4-for-1cybersecurity AIFalcon platformGeorge Kurtz Mythos

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  Jun 5, 2026

  positive

  Nvidia CEO Jensen Huang Arrives in Seoul, Declares Robotics 'Next Major Sector' for South Korea — Meetings Scheduled With Samsung, SK Hynix, Hyundai, LG, Naver

  Nvidia CEO Jensen Huang landed at Gimpo International Airport in Seoul Friday for his second South Korea visit in seven months, telling reporters robotics 'is going to be the next major sector' and promising 'some surprises.' Huang has high-level meetings scheduled with Samsung Electronics, SK Hynix, Hyundai Motor, LG, and Naver, deepening Nvidia's physical AI partnerships in a country whose manufacturers produce roughly 70% of the world's high-bandwidth memory used in AI chips.

  NVDASSNLFHXSCFHYMTFTSLA +3 more

  NVDA stockNvidia CEO South Korearobotics physical AIJensen Huang Seoul 2026Samsung SK Hynix HBMHyundai Nvidia partnershipAI manufacturing automationNvidia Blackwell Vera Rubin

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  Jun 5, 2026

  neutral

  Dow Jones Sets Record 51,561 Close on June 4 as Chip Selloff Fuels Rotation Into UnitedHealth +5%, JPMorgan +3%, Walmart +1% — BofA Flags Summer Pullback Risk

  The Dow Jones Industrial Average surged 874.86 points, or 1.73%, to a record close of 51,561.93 on Thursday as investors rotated aggressively out of semiconductor names into non-tech large caps following Broadcom's after-hours selloff. UnitedHealth Group gained more than 5%, JPMorgan Chase rose 3%, and Walmart added nearly 1%, while the Nasdaq lost 0.09% and the S&P 500 rose just 0.41% to 7,584. Bank of America strategists reiterated their summer pullback warning, noting that Intel and Micron have each tripled year-to-date in 2026.

  UNHJPMWMTCOSTLLY +3 more

  Dow Jones record 51561stock market rotation June 2026UnitedHealth JPMorgan Walmart rallychip stocks selloffBank of America pullback warningS&P 500 7584Nasdaq underperformancesector rotation 2026

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  Jun 5, 2026

  neutral

  May Nonfarm Payrolls Due 8:30 a.m. ET — Consensus at 125K Jobs, Unemployment Steady at 4.3% — Fed Rate-Hike Debate Hinges on Print

  The May 2026 nonfarm payrolls report lands at 8:30 a.m. ET Friday with consensus pointing to 125,000 new jobs added — up from April's 115,000 beat — and unemployment holding at 4.3%. The print carries outsized policy weight: CME FedWatch prices a 50% probability of a rate hike before year-end, meaning a significantly above-consensus reading risks reigniting rate-hike bets while a miss could revive cut expectations against a 3.8% PCE backdrop.

  TLTIEFSPYQQQXLF +3 more

  nonfarm payrolls May 2026jobs report June 5 2026Fed rate decisionunemployment rate 4.3 percentFederal Reserve rate hikeUS labor market 2026average hourly earningsCME FedWatch

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