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AMD, and Broadcom Stocks Rise. What Big Tech Earnings Mean for AI Chips. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2631687909","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631687909?lang=en_us&edition=fundamental","pubTime":"2026-04-30 18:13","pubTimestamp":1777543980,"startTime":"0","endTime":"0","summary":"Shares of Nvidia and its artificial-intelligence chip peers were gaining in premarket trading Thursday. Higher AI investment forecasts from Big Tech companies were helping dispel fears raised earlier in the week about OpenAI's spending.Nvidia was up 0.6% in premarket trading. Advanced Micro Devices was rising 1.5% and Broadcom was gaining 1.4%.The companies are set to benefit from increased capital expenditure forecasts, most notably from Meta Platforms, which raised its annual capex projection by $10 billion to a new range of $125 billion to $145 billion. Meta has chip supply agreements with Nvidia, AMD, and Broadcom.Meta's spending plan, as well as higher capex  forecasts from both Microsoft and Google-parent Alphabet, should soothe worries sparked earlier this week by a report OpenAI had missed internal revenue targets.While Meta stock was falling sharply Thursday, down 8.6%, the company's AI investment is good news for its suppliers.This content was created by Barron's, which is 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Rises and Shows Promising Future for U.S. Tech Giants -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2631088682","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631088682?lang=en_us&edition=fundamental","pubTime":"2026-04-30 18:01","pubTimestamp":1777543260,"startTime":"0","endTime":"0","summary":"1001 GMT - Latest results from Google, Microsoft, Amazon, and Meta show that capex as well as demand for semiconductor chips from Nvidia, Broadcom and AMD will continue to rise, Quilter's Ben Barringer says. The earnings reports showed Google as the top performer, while Meta's stock is likely to be weighed down as a result of recent court cases around social media use for adolescents. \"All in all, it is clear that demand for AI shows no sign of slowing down, and as such capex will remain high amongst the hyperscalers,\" Barringer says. Meeting expectations, Microsoft begins to monetize copilot and moves to a consumption charging model, the analyst adds. 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Pensionsforsakring Boosts Broadcom Stake by 398,900 Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2631577710","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631577710?lang=en_us&edition=fundamental","pubTime":"2026-04-30 11:01","pubTimestamp":1777518074,"startTime":"0","endTime":"0","summary":"Alecta Pensionsforsakring, Omsesidigt, managed by Magnus Billing, recently executed a significant transaction involving Broadcom Inc. 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1366192091.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631259514","title":"Nvidia Stock Is Struggling to Recover from OpenAI Panic. How AMD, Broadcom Are Trading. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2631259514","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631259514?lang=en_us&edition=fundamental","pubTime":"2026-04-29 17:35","pubTimestamp":1777455300,"startTime":"0","endTime":"0","summary":"Nvidia stock was stuttering on Wednesday as Investors held off buying into the chip maker following concerns about artificial-intelligence growth and ahead of earnings from four Big Tech titans.The shares were down 0.1% at $213.01 in premarket trading. Among other chip stocks, Advanced Micro Devices was rising 0.5% and Broadcom was gaining 0.3%.All three of the chip companies fell Tuesday after The Wall Street Journal reported that ChatGPT-developer OpenAI had missed internal revenue and user targets, sparking worries about AI investment. However, OpenAI told Barron's the business was \"firing on all cylinders.\". Now the focus will turn to earnings, with Google-parent Alphabet, Amazon.com, Microsoft, and Meta Platforms all scheduled to report Wednesday. Chip company shareholders will hope for raised capital-expenditure forecasts to restore confidence that AI spending is set to continue.This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published 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(AVGO) Targets $100 Billion in AI Chips by 2027. This Keeps Me Bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=2631981005","media":"TIPRANKS","labels":["express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631981005?lang=en_us&edition=fundamental","pubTime":"2026-04-29 16:45","pubTimestamp":1777452304,"startTime":"0","endTime":"0","summary":"Broadcom ($AVGO) validates the artificial intelligence (AI) infrastructure bull case with a projected path to $100 billion in AI chip revenue by 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Is The Most Critical Question Facing U.S. Investors Right Now - And It Has Nothing To Do With Iran","url":"https://stock-news.laohu8.com/highlight/detail?id=2631253498","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631253498?lang=en_us&edition=fundamental","pubTime":"2026-04-29 16:44","pubTimestamp":1777452278,"startTime":"0","endTime":"0","summary":"Chip stocks have pulled back from a parabolic rally, and there are technical and historical reasons for investors to worry that a deeper selloff in the sector will hurt the broader stock market.The most impactful driver of the U.S. stock market's rebound over the past month has almost nothing to do with the conflict in Iran.\"When something goes parabolic like this, you typically don't see the move end by going sideways. Typically, once you hit the final peak, the reversal tends to be an equal and opposite move to retrace the parabolic advance,\" Krinsky told MarketWatch during a Tuesday interview.Forrest said she believes this could help to keep a floor under semiconductor names, even if investors don't yet know which companies will be the biggest winners from the AI buildout. The space has already delivered some serious surprises over the past few months. One year ago, who would have guessed that stodgy Intel  would be outperforming high-flyin","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1674673691.USD","NVDL","QCMU","ASMG","NVDX","SNXX","ASMU","INTW","SNPX","AVGU","SMCY","ARMG","SMYY","AMDW","QCMD","MUU","AMBQ","DIPS","SMCX","PXLW","IE0034235303.USD","SMTC","MCHP","TSMY","AMDU","SMH","AVGO","NVTX","GFS","TSMG","AVL","LU0690374615.EUR","NVDG","QRVO","AVGX","ASML","MRVL","AVGG","MRVU","LU2764263039.SGD","LU0210533765.USD","QCML","TSMZ","SNDU","ADI","ARMU","CRDU","Q","TSMU","ARM","ANV","LU1548497426.USD","AVGW","AMUU","CRDO","LRCU","SOXS","LU2047632596.USD","WDCX","NVDB","AMD","BK4533","SMCC","NVDY","QCOM","HIMX","LU0077335932.USD","NVDO","ON","INTC","NVDA","TXN","SMCI","SMCZ","NVTS","MVLL","ALAB","MULL","SOX","LINT","AMDG","SOXL","SWKS","KLAC","NVDD","SNPS","NVD","NVDU","AMDL","AMDY","LU0726765562.USD","AMAT","LU0310800379.SGD","LU2265009873.SGD","TSM","NVYY","AVS","NVDW","UMC","NXPI","SMCL","SOXX","LU1280957306.USD","WOLF","IE00BQXX3D17.EUR","IE00BKVL7J92.USD","SG9999014575.USD","SNDK","KLAG","LU2100268510.USD","AMDD","LU0708994859.HKD","UCTT","AMBA","LSCC","LABX","LU2063271972.USD","STSM","WDC","ARMW","NVDQ","LU1629891620.HKD","AMYY","LRCX","STM","NVII","MUD","MU","TSMX","NVDS","DAMD","LU2191332357.HKD","STX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630308217","title":"Nvidia Stock Drops. Why Chip Stocks Keep Getting Hit","url":"https://stock-news.laohu8.com/highlight/detail?id=2630308217","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2630308217?lang=en_us&edition=fundamental","pubTime":"2026-04-29 10:30","pubTimestamp":1777429800,"startTime":"0","endTime":"0","summary":"AI chip stocks, including Nvidia, AMD, and Broadcom, slipped due to OpenAI spending concerns.","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Why Chip Stocks Keep Getting 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(AVGO) Valuation Check As AI Spending Jitters Meet Custom Chip Growth And Google Cloud Partnership","url":"https://stock-news.laohu8.com/highlight/detail?id=2631556061","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631556061?lang=en_us&edition=fundamental","pubTime":"2026-04-29 09:17","pubTimestamp":1777425440,"startTime":"0","endTime":"0","summary":"Recent swings in Broadcom (AVGO) have been driven by two opposing forces: concerns about AI spending following OpenAI’s missed user and revenue targets, and confidence in Broadcom’s growing custom AI chip and Google Cloud partnerships.\nSee our latest analysis for Broadcom.\nThat context helps explain why the share price has pulled back 4.39% over the past day even after an all time high and a strong 32.98% 30 day share price return. At the same time, the 1 year total shareholder return 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Worries Have Returned to Wall Street. Now Come Earnings. -- WSJ","url":"https://stock-news.laohu8.com/highlight/detail?id=2631539955","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631539955?lang=en_us&edition=fundamental","pubTime":"2026-04-29 04:55","pubTimestamp":1777409700,"startTime":"0","endTime":"0","summary":"Shares of Oracle, CoreWeave, SoftBank and other firms tied to OpenAI slumped on Tuesday, with those three all dropping at least 4% after The Wall Street Journal reported that the ChatGPT maker had missed its own targets for revenue and users. That revived investors' worries that technology giants' massive investment in artificial intelligence won't produce the blockbuster profits many expect.The report was particularly jarring coming just ahead of key earnings from major AI players due this week. Alphabet, Amazon.com, Microsoft and Meta Platforms are all scheduled to report Wednesday, with Apple following close behind on Thursday, a run that many expect to test a rally that has helped carry major indexes to recent records.Tuesday's declines weighed on the Nasdaq composite, dragging the tech-heavy index back 0.9% from a record hit the prior session. Tech shares were the biggest decliners in the S&P 500, with the sector falling 1.3%.OpenAI has defended its financial footing and said its ","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4596","ADBE","AMZN","LU1244550577.SGD","MSFT","LU0823411888.USD","BK4543","SFTBY","META","LU0211327993.USD","LU1267930490.SGD","BK4155","CRWG","CRWV","KO","NVDA","AMD","GOOGL","BK4504","BK4023","CWVX","BK4116","BK4585","LU2237443382.USD","LU2237443622.USD","BK4588","LU2237443978.SGD","NOW","LU1244550494.USD","MAGY","AAPL","LU2237443549.SGD","LU0310800965.SGD","CRWU","LU1267930227.SGD","AI","LU0052756011.USD","BK4114","BK4551","LU0211328371.USD","LU0310799852.SGD","LU0128525689.USD","BK4528","BK4533","LU1244550221.USD","AIYY","CORD","BK4532","GOOG","CRM","BK4587","TSLA","BK4597","YMAG","ORCL","AVGO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631841115","title":"OpenAI's Reach Is Evident in Tech Selloff - Heard on the Street -- WSJ","url":"https://stock-news.laohu8.com/highlight/detail?id=2631841115","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631841115?lang=en_us&edition=fundamental","pubTime":"2026-04-29 00:46","pubTimestamp":1777394760,"startTime":"0","endTime":"0","summary":"The mere possibility that OpenAI is not growing as fast as it wants to is a rather expensive problem.That didn't stop investors from selling down the names that are most exposed to OpenAI's future expansion plans. Chip titan Nvidia fell more than 3% while Broadcom slipped more than 5% in midday trading. That cost the two nearly $280 billion in combined market value. Other major chip names like AMD, Intel and Arm Holdings also fell, which took down the PHLX Semiconductor Index by 4.6%.Cloud operators and data-center equipment providers also fell hard, given that OpenAI has struck ambitious computing deals across the cloud market. Oracle lost nearly 4% while CoreWeave shed more than 5%. Oracle's backlog of cloud computing revenue yet to be recognized is more than $550 billion-which is larger than the respective backlogs at Amazon and Google-primarily resting on a $300 billion deal Oracle struck with OpenAI last year. 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