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- May 12, 3:00:49 PM·Polling JPM…
CGVV: An Interesting, New Value ETF Worth Watching
Capital Group US Large Value ETF: concentrated U.S. large-cap value fund beating VOO YTD. Read here for an investment analysis of CCGV ETF.
Tuesday's big stock stories: What’s likely to move the market in the next trading session
Investors looked past another setback in the Middle East on Monday, as the S&P 500 ticked higher for its first close above 7,400.
Berkshire Hathaway: Be Patient Like Mr. Buffett And You Might Get A Chance To Buy At Book Value
Berkshire is a hold at 1.4x book value as high cash levels and leadership shifts cap near-term gains. Find out why BRK.B stock is a hold.
- May 12, 3:00:44 PM·Polling BRK.B…
Are Memory Specialists a Better Way to Play the AI Boom Than AI Chipmakers?
If you missed out on the AI chip boom, the memory space could be a second chance to profit.
Will Broadcom Inc. (AVGO) Beat Estimates Again in Its Next Earnings Report?
Broadcom Inc. (AVGO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Citi Raises Broadcom Price Target to $500: AI Demand Sets Up Another Big April Quarter
Broadcom stock picked up a fresh price target raise from Citi on Tuesday, with analyst Atif Malik lifting his target to $500 from $475 while maintaining a Buy rating. Broadcom (NASDAQ:AVGO) was framed in Citi’s note as an earnings preview call, with the firm pointing to stronger AI demand driving the April quarter modestly above ... Citi Raises Broadcom Price Target to $500: AI Demand Sets Up Another Big April Quarter
AI Stocks Nvidia, AMD, Broadcom Nab Price-Target Hikes
Several Wall Street analysts raised their price targets on highflying AI stocks, including Nvidia, AMD and Broadcom.
Broadcom Tax Free Cloud Options Test VMware Pricing Power And Stickiness
Arcfra and RackWare have launched cloud disaster recovery and migration services marketed as "Broadcom tax free" alternatives following Broadcom's VMware acquisition. The new offerings target enterprise customers seeking options that avoid Broadcom's updated VMware pricing and platform structure. The move reflects growing interest among enterprises and partners in independent, agentless solutions for disaster recovery and workload migration. For investors watching NasdaqGS:AVGO, this...
Is the Arista Rally Over? The Path to $111
Arista Networks Inc. (NYSE: ANET) is currently priced for a future that leaves no room for error. While the company has undeniably outpaced legacy rivals, its current 47x trailing earnings multiple suggests the AI rally may have finally outrun its fundamental support. Historically, Arista has found its valuation comfort zone closer to 38x; today’s significant premium assumes several years of uninterrupted AI tailwinds while ignoring the cyclical gravity that eventually pulls on all hardware vend
Jim Cramer Said 'Smell' — AI Stocks Heard 'Sell'
Jim Cramer said he could "smell the reversal day." Unfortunately, he was right this time.
Nvidia Defies the Decline in Chip Stocks
Stocks of most chip companies were getting hit, besides Nvidia. Texas Instruments, Samsung Electronics, ASML stocks were all down more than 2%, while shares of Taiwan Semiconductor Manufacturing were down 1.
Get Paid 12% To Buy AVGO At A 30% Discount - Here's How
Do you think AVGO stock is a good long-term bet at current levels? What about at a 30% discount at about $300 per share? If you think that is a steal and have some cash ready to go, here is a trade.
Arm Holdings anticipates a significant surge in revenue and earnings over the next five years.
Nasdaq 100 Dips On Hot CPI, Sandisk And Micron Tumble 9%: Stock Market Today
Nasdaq 100 sinks as April CPI hits 3.8%; Sandisk, Micron and Intel each lose roughly 9% while the 30-year Treasury yield breaches 5%.
VergeIO Delivers Kubernetes Support that Collapses the VMware Stack
ANN ARBOR, Mich., May 12, 2026--VergeIO, the Private Cloud Operating System company, today announced general availability of Kubernetes support in VergeOS. The release adds a CSI storage driver, Cloud Controller Manager, Cluster Autoscaler, and Rancher node driver with UI extension, all distributed as Helm charts from the verge-io repository on GitHub. Together, the components let VMware customers running Kubernetes collapse three separate licensing taxes — vSphere, a Kubernetes distribution, an
Trade Tracker: Bill Baruch trims Micron
Bill Baruch, Founder & President Blue Line Capital, joins CNBC’s “Halftime Report” to detail his trim in Micron.
Broadcom stock target raised at Citi ahead of expected earnings beat
Investing.com -- Citi raised its price target on Broadcom to $500 per share in a note on Tuesday, reiterating a Buy rating on the chipmaker and calling it its top semiconductor pick for 2026, ahead of the company's fiscal second-quarter earnings due June 3.
Qualcomm Stock Sinks 11%: AI Momentum Hits Profit-Taking Wall Despite $20 Billion Buyback
Qualcomm (QCOM) shares fall more than 11% as profit-taking hits the semiconductor sector. See why an overbought RSI of 88 and macro pressure triggered the drop despite a new $20B buyback and AI growth push.
The tech trade pulls back from record highs: How investors should move
The Investment Committee debate how to trade tech stocks as the sector retreats from record highs.
CHY: Some AI Exposure And A Better Fund Than Most Bond Funds
The Calamos Convertible & High Income Fund offers a 9.35% yield, blending convertible bonds and high-yield corporates for both income and capital appreciation. Read the full analysis here.
Why Is Broadcom Stock Falling On Tuesday?
Broadcom (AVGO) stock falls Tuesday amid a Nasdaq pullback. Learn how $35B financing talks and Goldman Sachs' "agentic AI" outlook impact shares.
Options Action: Retail risk appetite surges
CNBC’s Oliver Renick joins ‘Squawk on the Street’ to report on the latest options trends.
Nvidia Isn't The Most Overbought Tech Stock Right Now — Alphabet, AMD Are
Nvidia shares reached a new all-time high on Monday, but Alphabet and AMD top the list of most overbought Big Tech stocks.
Broadcom Inc. (NASDAQ:AVGO): A GARP Play Blending Strong Growth with Reasonable Valuation
Discover Broadcom (AVGO) as a strong GARP stock with 10/10 growth, 35%+ EPS surge, and reasonable valuation. A rare blend of expansion and affordable pricing for investors.
AI super rally has retail investors acting the most aggressive since trading frenzy during Covid
Retail traders are buying calls in Cboe's "Mag 10" stocks – the big seven plus AMD, Palantir and Broadcom – at the heaviest 10-day clip since 2021, according to a report from the exchange.
Slumping AI stocks and rising oil prices halt Wall Street's record-breaking run
Rising oil prices and a sudden halt for technology stocks are slowing Wall Street’s record-breaking run on Tuesday. After coming into the day with a gain of nearly 179% for the year so far, for example, Micron Technology dropped 3.9%. Also weighing on Wall Street was another rise in oil prices as the war with Iran threatens to drag on.
Are Celestica's (TSX:CLS) New 1.6TbE Switches Quietly Redefining Its AI Infrastructure Ambitions?
Celestica Inc. recently made its DS6000-series 1.6TbE switches available for order, offering high-bandwidth, air- and hybrid-cooled platforms powered by Broadcom Tomahawk 6 silicon to support AI and machine learning data center back-end networks. By aligning these 1.6TbE switches with open standards such as UEC and OCP ESUN, Celestica is positioning its networking hardware as a foundational building block for large-scale “AI factory” infrastructure worldwide. Next, we’ll explore how...
Need a List of AI Stocks? Use This Zacks Tool
The Zacks Artificial Intelligence thematic screen features a diverse set of companies involved in the AI frenzy. Use it to your advantage.
Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q1 2026 Update
Cantillon Capital Managementâs Q1 2026 13F portfolio value declined to $15.05B. Click here to read more about the portfolio.
Qualcomm Stock Just Doubled: Breakout or Blow-Off?
A series of bullish catalysts just launched Qualcomm stock to record highs.
Tuesday's big stock stories: What’s likely to move the market in the next trading session
Investors looked past another setback in the Middle East on Monday, as the S&P 500 ticked higher for its first close above 7,400.
VOOG: Another Very Solid Growth ETF From Vanguard
Vanguard S&P500 Growth Index ETF offers strong long-term returns but lags top tech-focused ETFs like FTEC and XLK. Read more on VOOG ETF here.
It's not too late to get into the AI trade, says Futurum's Daniel Newman
Daniel Newman, Futurum Group, joins 'Closing Bell Overtime' to talk what continues to drive the AI trade and how long it can sustain.
Goldman Sachs resets Broadcom stock forecast
Broadcom (AVGO) is a semiconductor giant with a vast product portfolio spanning wired infrastructure, wireless communications, enterprise storage, and industrial end markets. The company positioned itself as a major player in enterprise infrastructure software following its 2023 acquisition of ...
Broadcom Hits a Bottleneck as OpenAI Revenue Concerns Claim Their First Casualty
After signing a deal with Broadcom for 10 gigawatts of data center capacity in October last year, OpenAI is struggling to find financiers.
Moat Strategies Join Tech-Led April Rebound
Moat Index gained 3.87%, lagging as underweight to tech hurt during a narrow rally. SMID Moat Index rose 6.18%, trailing small- and mid-cap benchmarks despite tech strength.
The $1 trillion club's new members are powering the AI boom: Chart of the Day
Market royalty is getting a hardware makeover.
AI demand surges across chips and cloud as AMD beats estimates, Nvidia expands ecosystem deals, and OpenAI partners scale rapidly across infrastructure and enterprise.
Alphabet's 160% rally in a year reflects value of owning 'most of the stack' in AI
Google was seen as an AI laggard in the early days of the AI boom, but investors are now betting that the search giant will be a clear winner.
- May 12, 3:00:40 PM·Polling AVGO…
Curious about the most active S&P500 stocks in today's session?
Stay informed about the most active stocks in the S&P500 index on Tuesday's session. Discover the stocks that are generating the highest trading volume and driving market activity.
Piper Sandler delivers blunt message for Tesla stock investors
Tesla rally alert: analyst sees massive upside from Optimus and AI beyond core EV value
Nvidia CEO Left Off Trump's China Delegation Despite $50 Billion Opportunity
Jensen Huang will not join Trump's China trip as Nvidia's AI chip sales remain tied to export controls.
Tesla's Battery Supplier Sees a 19% Demand Rebound
Panasonic forecasts 46 gigawatt hours of US battery demand
Tesla Sinks 5% as Musk Heads to China: Robotaxi Glitches, Battery Delays Test Investor Patience
Shares of Tesla (NASDAQ:TSLA) are down roughly 5% intraday on Tuesday, trading near $423 and change after closing at $445 on Monday. The pullback arrives just as Tesla CEO Elon Musk prepares to join a business delegation to China, where Tesla’s pending Full Self-Driving (FSD) approval remains a multi-quarter overhang. The move snaps a powerful ... Tesla Sinks 5% as Musk Heads to China: Robotaxi Glitches, Battery Delays Test Investor Patience
Elon Musk To Join Trump On China State Visit. Tesla Stock Sinks.
Tesla CEO Elon Musk will be among a group of business leaders joining President Donald Trump's state visit to China.
The last time President Trump visited China, he took an even larger delegation, but didn’t invite a single woman.
Tesla stock slips ahead of Musk's trip to China with Trump trade delegation
After a string of gains, Tesla stock slipped on Tuesday ahead of CEO Elon Musk's trip to China with President Trump.
Panasonic delays 4680 battery mass production – report
The company had indicated in July last year that it expected the final customer feedback imminently.
Here's What Elon Musk Could Discuss In China As He Joins Trump's State Visit
Tesla CEO Elon Musk will be among a group of business leaders joining President Donald Trump's state visit to China.
U.S. CEOs seek China business gains from Trump-Xi summit
STORY: It's a who's who of the business world heading to China with U.S. President Donald Trump this week as he meets with Chinese President Xi Jinping. Elon Musk, Apple's Tim Cook and...
Jim Cramer Said 'Smell' — AI Stocks Heard 'Sell'
Jim Cramer said he could "smell the reversal day." Unfortunately, he was right this time.
Tesla invests $250 million to expand Germany battery plant
The investment raises Tesla's annual production capacity target at its Gruenheide factory from 8 gigawatt hours to 18 gigawatt hours
Nvidia’s Huang Wants to Sell Chips to China. Trump Has Other Priorities.
Nvidia CEO Jensen Huang won’t be among the business leaders accompanying President Donald Trump on this week’s visit to China, according to reports. It might be a sign that the White House is giving up on hopes of opening up the Chinese market for U.S. chip companies. The recent strength of the semiconductor sector has been a boon for Nvidia, as investors warm again to the prospects for its artificial-intelligence chips.
Tesla Surges on AI, Rivian Struggles to Stay Afloat
Tesla (NASDAQ: TSLA) and Rivian (NASDAQ: RIVN) both closed the books on Q1 FY2026, and the contrast is impossible to ignore. Tesla posted $22.39 billion in revenue with an automotive gross margin of 21.1%. Rivian delivered $1.381 billion while its automotive segment slipped to a $62 million gross loss. Same industry, very different chapters. AI ... Tesla Surges on AI, Rivian Struggles to Stay Afloat
Tesla China Sales Jump as Roadster Buzz Returns
April sales from Tesla's Shanghai factory rose sharply, but investors remain cautious on the next leg of growth.
Nvidia's Jensen Huang left off Trump China trip list
Jensen Huang's absence raises fresh geopolitical questions
10 Consumer Discretionary Stocks Whale Activity In Today's Session
Tesla: Another Chance To Sell (Technical Analysis)
Tesla, Inc. is up ~30% in 30 days and looks overbought. Click for this look at how TSLA is faring on the charts and whether this is a good time to sell the stock.
Beware: Trump’s Bull Market Might Skip Tesla This Year
Tesla (NASDAQ:TSLA) at $428.35 looks overpriced, since the price already pays for a future the financials have not yet delivered. The stock ripped 24.79% over the past month while Wall Street’s average target sits below the current quote, an awkward setup for a name that has a habit of round-tripping above $400. Tesla sells autonomy ... Beware: Trump’s Bull Market Might Skip Tesla This Year
Redwood Materials hires former Tesla CFO Deepak Ahuja
Deepak Ahuja, who guided Tesla through its 2010 IPO, joins the battery recycling and energy storage company after more than a year without a CFO
Tesla to Inject $250 Million into German Factory
By Mauro Orru Elon Musk's Tesla will invest $250 million into its German factory to increase production of battery cells for electric vehicles, moving to boost output in Europe as its sales in...
2 Mega-Cap Stocks to Target This Week and 1 That Underwhelm
"Too big to fail" is how we would describe the megacap stocks in this article today. While they will likely stand the test of time, it’s not all sunshine and rainbows as their scale can limit their ability to find new sources of growth.
Nvidia Gets Snubbed as Trump China Trip Loads Up on Apple, Tesla Power
Jensen Huang Omitted from Trump China Trip as Apple, Tesla Chiefs Make High-Stakes Cut
Nvidia Stock Drops After Report CEO Huang Is Excluded From Trump’s China Trip
Nvidia stock looked set to fall on Tuesday from a record high in the previous session. CEO Jensen Huang won’t be among the business leaders accompanying President Donald Trump on this week’s visit to China, according to reports. The recent strength of the semiconductor sector has been a boon for Nvidia, as investors warm again to the prospects for its artificial-intelligence chips.
Elon Musk Is Expected to Join Trump in China. What It Means for Tesla Stock.
Tesla CEO Elon Musk is expected to join President Donald Trump on the latter’s trip to China, The Wall Street Journal reported. Tesla shares were down 1.5% at $438.47, while and futures were down 0.4% and 0.1%, respectively. Tweets have suggested Tesla is close to rolling out its AI-trained Full Self-Driving, or FSD, driver-assistance technology in China.
What's Going On With Tesla Stock Tuesday?
Tesla (TSLA) falls amid CPI data. With RSI at 74, is the stock overbought? See the key support and resistance levels to watch now.
CHY: Some AI Exposure And A Better Fund Than Most Bond Funds
The Calamos Convertible & High Income Fund offers a 9.35% yield, blending convertible bonds and high-yield corporates for both income and capital appreciation. Read the full analysis here.
Energy Transition Today - Empowering Communities With Affordable Solar Energy Solutions
Summit Ridge Energy has completed a 1.62 MW rooftop community solar project in Melrose Park, Illinois, as part of the Illinois Shines program, which supports equitable access to clean energy. The project, developed alongside LBA Logistics and Black Bear Energy, will provide over 2 million kWh of renewable energy annually, enough to power over 200 homes, and promises utility bill savings of 10–20% for subscribers, particularly benefiting low-to-moderate income households in an Environmental...
This Chip Stocks Rally Is Suddenly Fragile. Why Markets Should Worry.
Trump’s China summit threatens the AI boom, Ford gets into the energy storage business, Hims & Hers posts a surprise loss, and more news to start your day.
Nvidia Isn't The Most Overbought Tech Stock Right Now — Alphabet, AMD Are
Nvidia shares reached a new all-time high on Monday, but Alphabet and AMD top the list of most overbought Big Tech stocks.
China highlights U.S. business ties in video ahead of President Trump’s trip
Eunice Yoon reports on the latest surrounding President Trump’s planned trip to China as he departs for a state visit on Tuesday.
Tesla's Five-Front Strategy: Why No Rival Can Match Its Full Scope
Tesla aims at 5 huge markets with vertical integration as FSD adoption jumps 51% YoY.
OpenAI trial updates: Altman says Musk's exit was a 'morale boost' for some employees
Elon Musk is accusing OpenAI CEO Sam Altman and President Greg Brockman of trying to 'steal a charity.'
Tesla’s robotaxi rollout features Texas-sized wait times
When Tesla announced an expansion of its robotaxis to Dallas and Houston last month, some investors touted momentum for CEO Elon Musk’s mission to transform the electric-vehicle maker into an AI-powered, driverless-tech giant. Reuters reporters who recently tested Tesla’s robotaxis in those cities, however, found them to be still in a beta-testing phase. Tesla did not respond to requests for comment for this story.
Nvidia Stock Falls After Report CEO Huang Is Excluded From Trump’s China Trip
Nvidia stock looked set to fall on Tuesday from a record high in the previous session. CEO Jensen Huang won’t be among the business leaders accompanying President Donald Trump on this week’s visit to China, according to reports. The recent strength of the semiconductor sector has been a boon for Nvidia, as investors warm again to the prospects for its artificial-intelligence chips.
Ron Baron on upcoming SpaceX IPO: This is going to become the largest company on the planet
Ron Baron, Baron Capital founder, CEO and portfolio manager, joins 'Squawk Box' to discuss the upcoming SpaceX IPO, the future of Tesla, his thoughts on Elon Musk, and more.
Trump's China trip, Nadella's testimony, GM layoffs and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
AI super rally has retail investors acting the most aggressive since trading frenzy during Covid
Retail traders are buying calls in Cboe's "Mag 10" stocks – the big seven plus AMD, Palantir and Broadcom – at the heaviest 10-day clip since 2021, according to a report from the exchange.
Bad News for Tesla Shareholders: Should You Sell the Stock?
This could spell trouble for the company's robotaxi ambitions.
Trump is taking more than a dozen U.S. executives to China. Jensen Huang isn't one of them
Nvidia CEO Jensen Huang isn't going on Trump’s China trip, though more than a dozen other U.S. executives are.
Panasonic forecasts profit rebound for battery unit after quarterly loss
Japan's Panasonic Holdings said on Tuesday it expected full-year profit at its energy unit, which supplies batteries to Tesla, to more than double, recovering after posting a quarterly loss. The business, which posted a 3.8-billion-yen loss in the January-March quarter, was hit by U.S. tariffs, start-up costs at its Kansas plant and lower sales at a factory in Japan.
Elon Musk, Apple's Tim Cook, BlackRock's Larry Fink among CEOs joining Trump for China trip
CNBC's Andrew Ross Sorkin reports on the latest news.
Waymo issues a recall of over 3,800 self-driving vehicles in its fleet due to a software glitch, NHTSA says.
Trump Heads To Beijing For High-Stakes Xi Summit— What's On The Cards As Bessent Sets The Stage?
President Donald Trump to visit Beijing for Xi Jinping summit focused on trade, energy and Iran-linked global security tensions.
Tesla's robotaxi rollout features Texas-sized wait times
When Tesla announcedan expansion of its robotaxis to Dallas and Houston last month,some investors touted momentum for CEO Elon Musk’s mission totransform the electric-vehicle maker into an...
Qualcomm China Trip Puts AI And Chip Export Risks In Focus
Qualcomm CEO Cristiano Amon is joining a U.S. business delegation on President Donald Trump's upcoming summit trip to China for talks with Xi Jinping. The delegation, which also includes leaders from Tesla and Apple, is focused on pursuing business agreements and discussing U.S. access to the Chinese market. The visit is expected to touch on semiconductor export rules and commercial ties between the U.S. and China. For investors watching NasdaqGS:QCOM, this trip sits at the intersection of...
Ro Khanna warns against Chinese investment in the U.S. as Trump-Xi meeting approaches, spelling disaster for American workers.
Jeff Bezos-Backed Slate Auto To Take On Tesla: Is Billionaire Now Distancing Himself From Startup?
Slate Auto is among the electric vehicle companies that have tried to take on Tesla Inc over the years. With the backing of billionaire and Tesla CEO Elon Musk rival, Jeff Bezos and a focus on affordability, the company was...
Tesla China Sales Jump 36% In April As Musk-Led Company Files New Roadster Trademark
Elon Musk’s Tesla Inc reported a 36% year-over-year jump in April sales from its Shanghai factory and filed a new Roadster trademark, but Polymarket bettors still aren’t buying the bull case. Tesla’s Shanghai Gigafactory produced 79,478 Model 3 and Model...
Tesla Gains After Analyst Rating Update
Tesla shares stayed active as investors reacted to a fresh Wall Street rating update.
US equity indexes rose on Monday, alongside crude oil futures and Treasury yields, as President Dona
A Major Catalyst for AAPL Stock Is Just a Month Away: Apple Is a ‘Sleep Tech Giant’ Says Wedbush
Wedbush Securities views Apple as entering a transformative AI chapter, supported by leadership changes and new growth opportunities.
Will Tesla investors get Optimus upside for free if they buy now?
Piper Sandler analyst Alexander Potter wrote that Tesla (TSLA) investors entering at the current stock price are practically buying into the upside of the company's Optimus robotics "for free." Yahoo Finance Senior Autos Reporter Pras Subramanian breaks down this analyst note examining the future value of the EV maker's robotics business.
Tesla's Elon Musk, Apple's Tim Cook among CEOs set to join Trump on China trip
Sixteen top business executives are expected to join President Trump on his trip this week to meet with Chinese leader Xi Jinping.
Ford Motor is starting up a new business that Tesla pioneered: Energy Storage. Monday, Ford introduced “Ford Energy,” which will deliver “United States-assembled battery energy storage systems for utilities, data centers, and large industrial and commercial customers in the United States.” Tesla has a large energy storage business.
Here's How Nvidia Is Quietly Carrying the Entire S&P 500 Rally to Record Highs
Goldman Sachs data shows unusually narrow market breadth reminiscent of past tech-led cycles. Yet as narrow as it is, the concentration may be more significant than investors realize.