Welcome to Market Catalyst. I'm Julie Hyman. We are 30 minutes into the US trading day.Here's what we're watching this hour. First up, US stocks rebounding after wiping out $2 trillion in value. We'll have full coverage ahead.Plus, we hone in on risks in Washington from the shutdown to the trade war. And with gold and silver now trading at record highs. We'll look at how investors can play the commodity space.Taking a look at the major average here first. So I want to start with the two-day chart to show ki ...

Key Points Broadcom announced a collaboration with OpenAI. The 10-gigawatt deal will deploy Broadcom's ASICs to accelerate OpenAI's large language models. Despite the stock's recent runup, Broadcom is still attractively priced. 10 stocks we like better than Advanced Micro Devices › Shares of Broadcom (NASDAQ: AVGO) surged higher on Monday, jumping as much as 10.6%. As of 12:38 p.m. ET, the stock was still up 10.2%. The catalyst that sent the networking specialist higher was word of a new partner ...

Texas Instruments (NASDAQ:TXN) faces mounting pressure as macroeconomic headwinds collide with a rich valuation, signaling tighter near-term growth prospects for the semiconductor giant.Bank of America (BofA) analyst Vivek Arya downgraded Texas Instruments to Underperform from Neutral and slashed the price forecast to $190 from $208.The bearish stance reflects the analyst’s view that global tariff uncertainty will limit the near-term recovery of industrial demand.Also Read: Wall Street’s Most Accurate Analy ...

博通与OpenAI合作 - 博通与OpenAI达成协议 合作开发10吉瓦定制AI加速器 [3] - OpenAI将设计加速器和系统 博通负责开发和部署 合作内容包括博通的加速器和以太网解决方案 [3][4] - OpenAI认为自研芯片可将前沿模型开发经验直接嵌入硬件 从而解锁新的能力和智能水平 [4] 派拉蒙与华纳兄弟探索并购 - 派拉蒙天空之舞准备对华纳兄弟探索发出第二轮收购要约 [5] - 华纳兄弟探索股价交易于约18美元 此前派拉蒙每股20美元的报价曾被拒绝 [5] 超越肉类的债务转换 - 超越肉类因可转换债务交换要约导致股东权益大幅稀释 股价暴跌 [6] - 近所有可转债持有人同意债务置换 转换超过11亿美元2027年到期票据 换取新票据和超过3亿股普通股 [6] 稀土与关键矿物行业动态 - 稀土股因中国限制进口 交易商押注替代矿物供应商将受益而上涨 [7] - 阿尔伯马尔位列标普500指数涨幅前茅 MP材料股价创历史新高 [7] - 澳大利亚考虑与美国达成资源协议 内容包括为关键矿物设定强制底价并为新稀土项目提供资金 [7] 布鲁姆能源与布鲁克菲尔德合作 - 布鲁姆能源与布鲁克菲尔德资产管理公司达成50亿美元战略合作 成为后者全球AI工厂首选现场电力供应商 [8] - 两家公司合作设计和交付全球AI工厂 包括一个将于年底前公布的欧洲站点 [8] 高交易量股票名单 - 高盛指出量子计算、加密货币和无人机相关股票篮子过去一个月均上涨超过50% [11] - 高盛编制罗素3000指数中交易量最高的30只股票名单 过去一个月交易量前五名为英伟达（超40亿股）、Plug Power、英特尔、BigBear.ai和Rigetti Computing [11][12] 白银市场情况 - 白银轧空行情持续 价格逼近1980年芝加哥期货交易所创下的每盎司52.50美元历史纪录 [10] - 市场担忧伦敦市场流动性缺乏 [10]

Key Takeaways Backbone of the AI economy to cross $120 billion in annual revenues at 34% growthZacks EPS consensus for 2025 has risen from $9.28 to $9.77, for 39% annual growthSep quarter earnings Oct 16 and investors should buy all dips below $300 -- if they get anyTaiwan Semiconductor ((TSM) reports September quarter results Thursday morning and as the stock bounces back sharply from Friday's trade war jitters, investors look forward to the continuous good news from the planet's top AI foundry.For instanc ...

It's time for the big three. We've got three stocks and three charts for you today, Kevin Green. Joining us to take us through the charts. And here to take us through the trades is Joe Teay, portfolio manager of the Rational Equity Armor Fund.Great to have you both with us. Joe, if you could just start with a big picture thought on the markets and where we stand today, I'd appreciate it. >> Sure, of course.Yeah, big picture. Last week, we were climbing the wall of worry, continuing to ramp higher and higher ...

The S&P 500 jumped 1.3% to recover nearly half its drop from Friday, which was its worst since April. The Dow Jones Industrial Average was up 483 points, or 1.1%, as of 10:45 a.m. Eastern time, and the Nasdaq composite was 1.8% higher. "Don't worry about China,†Trump said on his social media platform Sunday. He also said that China's leader, Xi Jinping, "doesn't want Depression for his country, and neither do I. The U.S.A. wants to help China, not hurt it!!!†It was a sharp turnaround from the anger Trump ...

Analysts are increasingly focused on the semiconductor industry’s evolving landscape, where strategic mergers and acquisitions are reshaping competitive dynamics.As companies seek to bolster their technological capabilities and market reach, investors are closely scrutinizing these moves for long-term growth potential.BofA Securities analyst Duksan Jan took a more cautious stance on Axcelis Technologies Inc. (NASDAQ:ACLS), cutting the rating to Underperform from Neutral and issuing a price forecast of $90, ...

[Applause] Shares of Broadcom higher top of the market today after announcing a new deal with OpenAI to deploy 10 gigawatts of custom AI chips over the next four years as OpenAI looks to lock in the chip supply and infrastructure to stay ahead. Our Mackenzie Sagalas has more on that in today's tech check and Mac maybe you can summarize everything we've been seeing lately because open announced a number of deals like this. Yes, they have.So for four or for 18 months now, Sam Alman and Broadcom CEO Hawk Tan h ...

Wall Street's $9B windfall fuels a Nobel-inspired $10B bet by JPMorgan to reshape the US economy.gettyA palpable sense of optimism is returning to Wall Street, as the long-dormant engine of high-stakes dealmaking roars back to life. Investment banking revenues at the financial district’s five largest institutions, JPMorgan Chase, Bank of America, Citigroup, Goldman Sachs and Morgan Stanley, which will be announced later this week, are poised to break through the $9 billion threshold in the third quarter for ...