Key Takeaways AVGO's fiscal Q4 earnings rose 37.3% Y/Y to $1.95 per share, topping the Zacks Consensus Estimate by 4.3%.Fiscal Q4 revenues climbed 28.2% Y/Y to $18.02B, led by a 74% surge in AI-related semiconductor sales. Broadcom sees Q1 AI revenues doubling Y/Y to $8.2B, driven by demand for AI accelerators and switches.Broadcom (AVGO) reported fourth-quarter fiscal 2025 non-GAAP earnings of $1.95 per share, beating the Zacks Consensus Estimate by 4.3% and jumping 37.3% year over year.Revenues rallied 28 ...

This Is How Reform Can Make Marijuana Stock Investors MoneyMarijuana stocks are feeling the boost in trading and all-around preparation for 2026. So far, December 2025 has shown to be a month of possible reform measures being voted on and pushed through. You have Florida pushing a bill to enact home grow, and in recent talks, Donald Trump could very well execute an executive order to reschedule cannabis. If this takes place, this would be a win for some and a loss for others.Yet news like this has given mar ...

市场整体表现 - 周五华尔街股市大跌 道琼斯工业平均指数下跌超过200点或0.5%至48,462点 标普500指数下跌1.1% 纳斯达克指数下跌420点或1.8% [1] - 尽管周四标普500、道琼斯指数和罗素2000指数均收于历史新高 且有望实现周度上涨 但周五三大主要指数仍全部下跌 [3][4] - 道琼斯工业平均指数盘中一度上涨近200点至48,886点 创下盘中历史新高 [1] 人工智能与芯片行业动态 - 博通股价下跌超过10% 原因是该公司警告其人工智能系统销售的未来利润率将收窄 尽管预计季度营收强劲 [2] - 博通的最新业绩加剧了市场对人工智能投资热潮可能形成泡沫的担忧 [1][11] - 其他芯片股亦下跌 例如超威半导体下跌1% 更广泛的芯片指数下跌1.5% [2] - 英伟达股价下跌1.9% 此前有报道称该公司正在评估增加H200芯片产量以满足来自中国的强劲需求 [9] 科技股与市场情绪 - 有市场分析师指出 鉴于“大型科技股”自2022年10月以来一直处于涨势前沿 其可能成为引发广泛抛售的催化剂 [3] - 尽管市场存在担忧 但有投资总监认为 市场有大量场外现金 消费者状况并非如许多人宣称的那样糟糕 美联储正在放松政策而非收紧 许多板块和股票已休整充分蓄势待发 [5] 其他个股表现 - 云公司甲骨文股价下跌近5% 此前一个交易日录得自1月以来最大单日跌幅 [2] - 露露乐蒙股价大涨12% 原因是该服装制造商上调了年度利润预测并宣布其首席执行官将离职 [9] - 在美上市的大麻公司股价上涨 因有报道称特朗普总统计划通过行政命令削减对大麻的限制 Canopy Growth上涨23% Tilray Brands攀升30% [10] 宏观经济与政策背景 - 市场下跌抑制了由美联储发出的关于2026年降息的信号所激发的乐观情绪 该信号比预期的更为鸽派 [1] - 本周投票反对美联储降息的政策制定者担心通胀仍然过高 不足以支持降低借贷成本 特别是考虑到近期缺乏关于物价上涨速度的官方数据 [6] - 交易员目前定价预计到2026年底将总共降息50个基点 这超过了美联储周三暗示的幅度 [6]

Advanced Buying Strategies Workshop BREAKING: Tech Futures Slide As Broadcom Skids Today's Spotlight Purchase IBD's pre-recorded Advanced Buying Strategies workshop for only $395. Get Market Insights on IBD Live Dow Jones futures and the other major stock indexes traded mixed Friday, as Wall Street faced new artificial intelligence concerns. AI leader Broadcom (AVGO) was one reason why, as shares tumbled after reporting earnings. Meanwhile, retailer Lululemon Athletica (LULU) made big gains on the stock mar ...

The AI boom has driven much of the stock market's growth in the last few years, but many AI stocks have taken a hit lately amid worries about a brewing bubble. Broadcom's drop Friday—even after a strong earnings print—could be taken as a signal of flagging support for the sector. Shares of Broadcom were down nearly 9% in recent trading, leading decliners on the S&P 500 and Nasdaq. AI investor favorites Advanced Micro Devices (AMD), Micron Technology (MU), and Palantir (PLTR) also lost ground, as worries abo ...

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美股市场表现 - 纳斯达克综合指数下跌近2% 延续科技股跌势[1] - 标准普尔500指数下跌约1.3% 此前一日曾首次突破6900点[1] - 道琼斯工业平均指数下跌0.5% 因其包含的科技股较少[1] - 以科技股为中心的指数本周可能录得周度下跌[4] 市场资金轮动与驱动因素 - 市场出现从科技股向价值股的广泛轮动[1] - 投资者因对人工智能估值过高的担忧重启而抛售科技股[2] - 周期性股票（对经济更敏感的股票）获得买盘 因美联储进行了年内第三次降息[3] - 降息预期源于对美国经济增长的乐观情绪升温 这有助于推动股市更广泛的看涨情绪[3] 债券与商品市场 - 国债收益率上升 10年期收益率升至4.18%以上 30年期收益率升至4.85%以上[2] - 降息推动黄金价格触及新纪录 该贵金属有望创下自1979年以来最佳年度表现[3] 公司动态与业绩 - 博通股价周五下跌超过10% 尽管其季度盈利超出预期 但未能明确展示AI业务的回报 反而引发了对利润率收窄的担忧[2] - 露露乐蒙股价飙升超过9% 因该运动服装制造商宣布其首席执行官将于一月底离职 此前公司经历了一段令人失望的销售期[4]

Broadcom Inc (NASDAQ:AVGO) just pulled off the most lucrative "quiet pivot" in Silicon Valley — and the market almost missed it while obsessing over a routine 5% dip. Track AVGO stock here.The company that spent half a century being defined by switches, routers and networking silicon is now being redefined by three clients who don't even bother pretending they're anything short of AI superpowers: OpenAI, Alphabet Inc.’s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google and Meta Platforms Inc (NASDAQ:META) .AI Custom Chip ...

Stocks have moved mostly lower over the course of the trading session on Friday, with the major averages all moving to the downside following the mixed performance seen in the previous session. The tech-heavy Nasdaq has led the way lower, tumbling 396.53 points or 1.7 percent to 23,197.33, while the S&P 500 is down 76.56 points or 1.1 percent at 6,824.44.The narrower Dow is posting a more modest loss after reaching a new record intraday high in early trading, falling 189.50 points or 0.4 percent to 48,514. ...

【导读】AI交易崩了，甲骨文崩完，博通也崩了 大家好，今晚继续关注海外市场的表现，美国继续上演冰火两重天，道琼斯指数盘中创新高，而科技股为主的纳斯达克指数，则下跌。 一起看看发生了什么事情。 AI交易崩了 12月12日晚间，美股三大指数下跌，道琼斯指数盘中一度创历史新高，投资者继续从科技股撤出资金，转而加码市场中偏"价值"的板块。纳指 跌超1%。 对人工智能热潮的担忧再度加剧，科技股承压。继甲骨文股价周四暴跌后，博通股价也成为关注焦点，跌幅约为10%。 | 2.00 | 今开:379.96 | | --- | --- | | 3.26 | 昨收:406.37 | | : 414.61 | 量比: 5.71 | | : 138.10 | 委比: -77.78% | | : 4.90 | 股息(TTM): 2.35 | | 产： 17.21 | 股息率(TTM): 0.58% | | . | Beta: -- | | 成交量: 3348.66万股 | 换手:0.71% | | --- | --- | | 成交额：124.50亿 | 振幅:4.61% | | 市盈率(TTM): 74.41 | 市净率：21.17 ...