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Broadcom (NASDAQ: AVGO) CEO Eyes $100B AI Revenue Target, Says Acquisitions Take a Back Seat

Broadcom (NASDAQ: AVGO) CEO Hock Tan has signalled a meaningful strategic pivot — and artificial intelligence is at the centre of it.

Nitish Kishor | 05 June 2026

Broadcom (AVGO), Micron (MU), AMD Drag Chip Stocks Lower for Second Straight Day as Semiconductor Rally Shows Cracks

The semiconductor sector's stunning 2026 run may be hitting a wall. Investors who hoped Thursday's brutal chip selloff was an isolated event were dealt a sobering reality check Friday morning as leading semiconductor names extended their declines in premarket trading, pointing to a second …

Nitish Kishor | 05 June 2026

Eli Lilly (NYSE: LLY) and Novo Nordisk (NYSE: NVO) Set to Dominate $150B GLP-1 Market as TD Cowen Lifts Forecast

The global market for GLP-1 weight-loss and diabetes therapies is poised to be significantly larger than previously anticipated, according to a fresh assessment by TD Cowen — and the two companies that have dominated the space are expected to maintain their stranglehold well into …

Nitish Kishor | 05 June 2026

Global Markets Are at Records But Microcap Commodity Stocks Are Still Cheap, Here's the Last Genuinely Undervalued Sector in America

As the S&P 500 reaches unprecedented levels, buoyed by exuberance surrounding AI stocks trading at 30-40 timesEarnings, a curious anomaly persists in the commodity sector. Microcap mining stocks, particularly those focused on gold and other essential minerals, remain stubbornly priced as if the commodity …

Nitish Kishor | 05 June 2026

NVIDIA Just Added $800 Billion in Market Cap, Wall Street Is Drawing the Most Dangerous Comparison in Tech History

NVIDIA's recent market cap increase is nothing short of extraordinary. The chipmaker's marketCapitalizationskyrocketed by $272 billion, marking the largest single-day gain ever recorded. This surge has positioned NVIDIA as the third most valuable U.S. company, trailing only behind tech giants Apple Inc. (Nasdaq: AAPL) …

Nitish Kishor | 05 June 2026

Pinterest Just Committed $4 Billion to Amazon's AI Chips, Here's Why This Deal Changes the Entire Cloud AI Landscape

Pinterest's $4 billion commitment to Amazon Web Services marks a pivotal moment in the cloud AI landscape. This agreement, stretching until 2031, is not merely a procurement of cloud infrastructure; it is a strategic alignment that underscores the increasing reliance of social media platforms …

Nitish Kishor | 05 June 2026

Wall Street Says Broadcom's AI Guidance Drop Was Justified, And Why That's Actually Bullish for NVIDIA Right Now

Broadcom Inc. (Nasdaq: AVGO) recently faced a marked decline in its share price after issuing flat AI revenue guidance for the upcoming fiscal year. This setback, which led to a drop of over 14% in its stock price, stemmed not from a weakening demand …

Nitish Kishor | 05 June 2026

A Startup Just Hit $10.5 Billion on the Vibe Coding Phenomenon, Here's the AI Developer Trend That's Creating Billion-Dollar Companies Overnight

In a striking move that underscores the transformational impact of artificial intelligence on software development, Supabase has reached a staggering $10.5 billion valuation. This leap is largely attributed to the "vibe coding" phenomenon, where developers utilize AI tools such as GitHub Copilot, Cursor, and …

Nitish Kishor | 05 June 2026

Broadcom Crashed 10% After Its $16 Billion AI Chip Forecast, Here's What Every Semiconductor Investor Must Do Next

The recent forecast from Broadcom Inc. (Nasdaq: AVGO) has sent shockwaves through the semiconductor market, causing its stock price to tumble by more than 10%. The company projected $16 billion in AI chip revenue for the next fiscal year, a number that, while substantial, …

Nitish Kishor | 05 June 2026

Broadcom Dropped 15% on Record Results, This Is the Most Important Lesson Every AI Investor Must Learn Right Now

In the world of stocks, few events are as perplexing as a company posting record results only to see its share price tumble. This scenario unfolded dramatically with Broadcom Inc. (Nasdaq: AVGO), whose stock plummeted 15% despite reporting stellar quarterly figures. The company achieved …

Nitish Kishor | 05 June 2026
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