News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
- I'm Not Swayed By AI Bubble Burst Doomerism
See why Microsoft, Amazon, Google, and Meta lead AI infrastructure growth post-earnings despite CapEx risks. Click for an updated market outlook.
- The Credit Market's Warning Is Coming Back To Haunt AI Stocks
Credit default swap markets are signaling rising credit risk for major AI-driven companies. Read more on CDS markets here.
- Jim Cramer Warns ‘Don’t Assume the Worst Is Behind Us’ After $1 Trillion Chip Stock Rout
Semiconductor stocks lost $1T after Intel plunged 28% on weak guidance. Cramer warned volatility may persist ahead of earnings and midterms.
- 1 Big Winner and 1 Loser From the Upcoming Anthropic IPO
These two companies could move in different directions over the medium term.
- Marvell Sinks 14% in a Week on Lumentum Talks: Chipmakers Like It “Don’t Have a Choice”
Key TakeawaysMarvell Technology fell 14% in the past week on reported Lumentum talks, then in a chip selloff after Intel’s weak outlook. Lumentum’s lasers would make Marvell a bigger Broadcom rival and give Coherent a competitor backed by Marvell’s chips.
- Texas Instruments Has Raised Its Dividend for 23 Years. Here Are 3 More Tech Income Stocks
Tech stocks and reliable dividends rarely belong in the same sentence, but a handful of Nasdaq blue chips have quietly built decade-long streaks of raises backed by massive free cash flow, and the names may surprise income investors who wrote off the sector.
- The 1-Minute Market Report October 31, 2026
The S&P 500 declined 0.6% last week, with AI and mega-cap growth stocks under heavy selling pressure. Discover more in this market report.
- Broadcom Sinks 5.5% as Its $43 Billion Anthropic Backstop Meets an Intel-Led Chip Rout
Key TakeawaysBroadcom’s new backstop on a $63 billion Anthropic rack financing carries a maximum potential liability of about $43 billion, on top of an earlier $29 billion backstop. AI semiconductor revenue rose 221% to $16.
- MarketBeat Week in Review – 10/26 - 10/30
Stocks wavered after the Fed held rates steady and Alphabet's earnings missed on Search revenue, fueling AI bubble concerns despite strong results from Microsoft and resilient earnings elsewhere.
- R&D: A Long-Term Investment
Nvidia, Amazon, and Microsoft exemplify how large, sustained R&D and capital investments can drive innovation in transformative areas like AI and cloud computing. Read more here.
- Broadcom Heads These 3 Top Undervalued Stocks To Watch
With the euro zone still managing growth despite costly energy and higher borrowing costs, investors are again paying close attention to cash generation and valuation. Solid cash flows can act like a shock absorber when conditions turn. That creates a window for you to look at bu…
- Elizabeth Warren Slams Trump's Voluntary AI Safety Deal With Tech CEOs, Says Republicans Aren't Doing Enough to Regulate AI: ‘Not Lifting A Finger...’
Warren slammed Trump for trusting AI companies to regulate themselves, warning that voluntary safety commitments are no substitute.
- Meta's $145 Billion AI Spending Plan Raises Credit Concerns as S&P Global Turns Outlook Negative: ‘Less Certain That It Will Curtail Its Spending’
S&P Global cuts Meta’s credit outlook to negative as rising AI spending and cash flow pressures raise concerns over leverage.
- Dividend Income Report: +15.25% And A Listener's Portfolio Roast
This month I tried something different on the podcast - a listener sent me one of his portfolios and asked me to roast it. Read more here.
- Cracks are emerging in the AI spending boom
Big Tech is pouring billions into AI infrastructure, but mounting debt, negative cash flow, and growing investor skepticism are raising questions about the sustainability of the AI spending boom.
- Former SEC Chair: Broadcom’s $63 Billion Package Feels Like “That 08 Off-Balance Sheet Craze”
Key TakeawaysBanks plan to sell as much as about $21 billion of bonds for the $63 billion package Broadcom put together to finance Anthropic’s chips, Bloomberg reported. Former SEC Chair Gary Gensler compared the package to the off-balance-sheet deals of 2008 and raised concerns …
- Cramer: Broadcom’s $63 Billion Anthropic Financing Works Because “There Is Only One Hock”
Key TakeawaysBank of America, Citigroup, Morgan Stanley and Blackstone committed $63 billion to a vehicle that will buy Broadcom’s AI chips and networking gear and lease them to Anthropic. Some banks reportedly considered pulling out until Broadcom CEO Hock Tan agreed to higher i…
- Broadcom Stock Outlook Hinges On AI Chip Growth And Anthropic Partnership
Broadcom Inc. recently reported sharp growth in AI semiconductor revenue, expanded custom accelerator work with Anthropic and Meta, and shipped 89 security fixes in TrueSource Spring Enterprise while rolling out new application security and patch automation capabilities. In the s…
- History Says Now Is the Perfect Time to Buy Broadcom Stock
The shares have sold off heavily in recent months, yet revenue continues to boom.
- Anthropic Could Join Public Markets With a Junk Rating Despite $112B Cash Pile, Blackstone Warns
Blackstone is warning investors that Anthropic may struggle to secure an investment-grade credit rating following its IPO.