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Fed’s Eyes Turn to Inflation: Heard on the Street Weekly Recap
The Wall Street Journal138d agoneutral
Fed’s Eyes Turn to Inflation: Heard on the Street Weekly Recap

The U.S. economy added 115,000 jobs in April, the Labor Department said, far exceeding expectations. The unemployment rate stayed unchanged at 4.3%. The jobs report puts the Federal Reserve’s focus squarely on inflation data when it comes to determining its next move on interest rates.

What’s Next for the Chip-Stock Juggernaut
The Wall Street Journal138d agoneutral
What’s Next for the Chip-Stock Juggernaut

Welcome to the great chip-stock melt-up of 2026. Intel is now up 239% this year. Sandisk shares have surged 558%. South Korea’s largest stock index has nearly doubled. And the S&P 500’s semiconductor companies have added roughly $3.

Goldman Sachs resets Broadcom stock forecast
TheStreet139d agoneutral
Goldman Sachs resets Broadcom stock forecast

Broadcom (AVGO) is a semiconductor giant with a vast product portfolio spanning wired infrastructure, wireless communications, enterprise storage, and industrial end markets. The company positioned itself as a major player in enterprise infrastructure software following its 2023 acquisition of ...