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Slumping AI stocks and rising oil prices halt Wall Street's record-breaking run
Associated Press136d agobearish
Slumping AI stocks and rising oil prices halt Wall Street's record-breaking run

Rising oil prices and a sudden halt for technology stocks are slowing Wall Street’s record-breaking run on Tuesday. After coming into the day with a gain of nearly 179% for the year so far, for example, Micron Technology dropped 3.9%. Also weighing on Wall Street was another rise in oil prices as the war with Iran threatens to drag on.

Goldman Sachs resets Broadcom stock forecast
TheStreet137d 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 ...

Bloomberg139d agoneutral
Apollo, Blackstone Weigh $35 Billion Financing for Broadcom

(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are among private credit lenders involved in talks with chipmaker Broadcom Inc. over a roughly $35 billion financing, the latest indication that companies are mobilizing all sources of capital to fund the AI build-out. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS Fires on Iranian Targets as Trump Demands Deal From

Broadcom guidance reveals one signal getting unusual attention
TheStreet141d agoneutral
Broadcom guidance reveals one signal getting unusual attention

Numbers in earnings reports come and go. Every quarter brings a new beat, a new record, a new reason to pay attention. But occasionally, a single line in a guidance statement stops you cold. For Broadcom (AVGO), that line came from CEO Hock Tan on March 4, 2026, buried inside the company's ...

Anthropic commits to spending $200 billion on Google's cloud and chips, the Information reports
Reuters142d agoneutral
Anthropic commits to spending $200 billion on Google's cloud and chips, the Information reports

Anthropic has committed to spend $200 billion with Google Cloud over five years as part of a recent agreement, The Information ‌reported on Tuesday, citing a person with knowledge of the matter. The ‌commitment suggests the AI startup accounts for more than 40% of the revenue backlog Google disclosed ​to investors last week, according to the report. Google parent Alphabet shares were up about 2% in extended trading on Tuesday following the report.

Big Tech Earnings Show Split Between AI Trade Winners and Losers
Bloomberg145d agoneutral
Big Tech Earnings Show Split Between AI Trade Winners and Losers

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

Stocks Recover From Tuesday OpenAI Selloff
The Wall Street Journal146d agobearish
Stocks Recover From Tuesday OpenAI Selloff

Shares of Oracle, CoreWeave, SoftBank and other firms tied to OpenAI have largely recovered losses from Tuesday, when they slumped after The Wall Street Journal reported that the ChatGPT maker had missed its own targets for revenue and users.