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Broadcom introduces VCF 9.1 to support enterprise AI workloads with hybrid cloud and Kubernetes integration.
The S&P 500 is now a leveraged bet on AI capex with semis at 17% of the index. Strategas calls for a melt-up. Steve Eisman warns on software credit.
Fabrinet stock falls despite beating Q3 results. Revenues grew 39%, driven by Telecom sales. Datacom sales also expected to grow.
Beth Kindig says Nvidia, TSM and Broadcom strength may signal market divergence, warning of a choppy period ahead despite strong fundamentals.
Elon Musk says retirement may become irrelevant, but strong inflows into ETFs like SPY and QQQ show investors focus on long-term portfolios.
https://asia.nikkei.com/spotlight/supply-chain/trump-administration-looks-to-ease-memory-chip-crunch-with-supply-chain-bloc
Ouster stock rises ahead of earnings after NVIDIA integration boost. Here's what's driving momentum and key levels to watch.
Alphabet sits $230 billion behind Nvidia after a blockbuster Q1 sent GOOGL to its best month since 2004. Polymarket sees a real shot at the crown by June.
Lumentum, Ondas and Applied Optoelectronics rallied over 1,000% in 12 months. Two report earnings this week. Wall Street is split.
Microsoft, Alphabet's Google, and Elon Musk's xAI agreed to give early access to their AI models for security assessments.