Broadcom's lack of disclosure around its newest AI customer — the company's fifth — has investors confused about the company's work with OpenAI. ...

CEO Hock Tan said there was a fifth customer for AI chips that ordered $1 billion of chips for delivery in late 2026. ...

With another strong quarter in the books, Broadcom ( AVGO ) is seeing the sort of post-earnings volatility that is common with fast-growing, high-multiple, popular theme stocks, and with Broadcom now among the clear leaders in AI silicon, it fits all those categories.Analyst’s Disclosure:I/we have a beneficial long position in the shares of AVGO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it ...

With another strong quarter in the books, Broadcom ( AVGO ) is seeing the sort of post-earnings volatility that is common with fast-growing, high-multiple, popular theme stocks, and with Broadcom now among the clear leaders in AI silicon, it fits all those categories.Analyst’s Disclosure:I/we have a beneficial long position in the shares of AVGO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it ...

房地美潜在首次公开募股与监管状态 - 投资者正押注房地美将进行新的首次公开募股 [1] - 投资者预期房地美最终将从政府接管状态中释放 [1]

The final session of the week saw red dominate Wall Street screens, as stocks slid broadly following a renewed tech-led sell-off. • Rivian Automotive stock is approaching key resistance levels. What’s behind RIVN new highs?Shares of Broadcom Inc. (NASDAQ:AVGO) , one of the market's most closely watched artificial intelligence plays, plunged more than 11% despite topping Wall Street's quarterly expectations.Pressure on the AI theme carried over from Thursday, when Oracle Corp. (NYSE:ORCL) shares sank 11% aft ...

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U.S. stocks traded lower midway through trading, with the Nasdaq Composite falling more than 350 points on Friday.The Dow traded down 0.45% to 48,487.12 while the NASDAQ fell 1.60% to 23,216.22. The S&P 500 also fell, dropping, 1.04% to 6,829.12.Check This Out: Jim Cramer Rejects MicroStrategy: ‘I Just Want Bitcoin’Leading and Lagging SectorsConsumer staples shares jumped by 0.3% on Friday.In trading on Friday, information technology stocks fell by 2.5%.Top HeadlineBroadcom Inc. (NASDAQ:AVGO) reported bette ...

U.S. stocks traded lower midway through trading, with the Nasdaq Composite falling more than 350 points on Friday.The Dow traded down 0.45% to 48,487.12 while the NASDAQ fell 1.60% to 23,216.22. The S&P 500 also fell, dropping, 1.04% to 6,829.12.Check This Out: Jim Cramer Rejects MicroStrategy: ‘I Just Want Bitcoin’Leading and Lagging SectorsConsumer staples shares jumped by 0.3% on Friday.In trading on Friday, information technology stocks fell by 2.5%.Top HeadlineBroadcom Inc. (NASDAQ:AVGO) reported bette ...

市场盘前表现 - 盘前期货平均表现持平 但交易区间较宽 道琼斯工业平均指数上涨+110点 罗素2000指数上涨+2点 但纳斯达克指数下跌-103点 标普500指数下跌-2点 形成部分抵消 [1] 人工智能基础设施支出 - 市场对人工智能基础设施支出水平及其可持续性存疑 [2] - 博通公司首席执行官在财报电话会上提及明年人工智能产品订单低于预期 引发公司股价负面情绪 尽管其后来澄清730亿美元的积压订单是范围下限 但公司股价在今日盘前交易中仍下跌-5% [2] 劳动力市场数据与前景 - 美国劳工统计局将于下周发布11月就业形势报告 该数据因政府停摆一个半月而跳过了10月份 备受市场期待 [3] - 9月份数据显示新增就业+119K 失业率为+4.4% [3] - 过去四个月（截至9月）平均每月仅新增+44K个工作岗位 低于经济为应对婴儿潮一代退休所需水平 而此前四个月平均为+100K 再往前四个月平均为+185K 显示劳动力市场在过去一年直至9月明显恶化 [4][5] - 当前4.4%的失业率为四年来的最高水平 [5] - 鉴于企业裁员成为头条新闻以及移民政策收紧影响国内劳动力 预计即将发布的就业报告上行空间有限 [5] 通货膨胀数据与趋势 - 消费者价格指数报告将于下周发布 提供11月通胀率（CPI同比）数据 该数据同样因政府停摆跳过了10月份 [6] - 最近一次（9月）通胀率为+3.0% 为自1月以来首次达到该水平 [6] - 过去约两年半的通胀趋势图表显示 每一轮周期的峰值和谷底均逐步降低 例如 2023年9月为+3.7% 2024年3月为+3.5% 2025年1月为+3.0% [7] - 9月通胀率再次达到+3.0%的近期高点 可能预示着新的趋势叙事 [7] 宏观经济与美联储政策展望 - 下周的就业和通胀数据至关重要 经济似乎处于新的僵局 不确定性可能使美联储在新年之际采取谨慎态度 [8] - 尽管对直至2026年的GDP增长和通胀整体前景乐观 但美联储主席杰罗姆·鲍威尔及联邦公开市场委员会成员计划在下次会议上谨慎行事 [8]