Broadcom’s AI Revenue Tripled. The Stock Is 30% Below Its High.
With $58 billion in AI chip revenue guided for this year and a roadmap to $230 billion by 2028, AVGO’s pullback has created an entry the fundamentals support.
Category: Money
Salesforce Must Prove Agentforce Adds Revenue at Dreamforce
Chips slid Monday as capital rotated into software. Now Benioff has to show the market that AI agents expand Salesforce’s wallet rather than shrink it.
Nvidia Is Down 3% as AI Leaders Talk Slowing Frontier Models
Amodei, Altman, and Musk rarely align. Markets heard them loud and clear on NVDA.
Silver Hit $67. Now Comes the Harder Question.
After a 63% gain in a year, investors face a real choice: own the metal, buy the miners, or take the profit.
Samsung and SK Hynix Are Collecting a Toll on Phones
HBM4’s three-to-one wafer trade-off is tightening DRAM supply
The Yen Is at a Six-Month High. The Nikkei and the Dollar Are Next to Feel It.
With a BOJ rate hike now heavily priced for Sept. 17-18, traders need a plan across four assets before the meeting arrives.
Korea and Taiwan Are Building AI Hardware. Who Keeps the Profits?
Goldman sees 26% upside in Asia ex-Japan, but can Samsung and SK hynix hold their edge when the building cycle slows?
Lululemon Just Confirmed What Nike Already Told You
A second guidance cut erases $20-plus and hits Discretionary
Salesforce’s Valuation Gap Is the Opportunity
Agentforce logged 3.2 billion Agentic Work Units in one quarter. The stock still prices in deep skepticism.
Buy, Rent, or Invest? Home Prices and a 4.75% Ten-Year
Mortgage rates near 6.9% and rents rising fastest in over a year are shifting the rent-versus-own math.