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A new $63 billion debt financing deal for Anthropic to buy Broadcom (AVGO) AI chips has shares of the chipmaker rallies Tuesday. Marley Kayden talks about why the headline is so significant as Anthropic readies for an IPO as soon as next month. D.A. Davison also upgraded Broadcom and raised its pri…
Boeing (BA) shares tumble as its earnings call raises concerns about higher costs, slower production and delivery targets, despite positive cash flow and a massive backlog. Noah Hamman says quality-control issues and manufacturing efficiency remain key hurdles, though Boeing still has long-term tur…
SoFi Technologies (SOFI) is a unique stock in the fintech space, says Keith Buchanan, especially in the way it accrues customers. He explains how earnings show ways the company has "grown up." Andrew Wang believes SoFi's earnings challenges pessimism from investors that the stock deserves…
Arup Datta explains why a balanced mix of value, growth and quality can help investors navigate volatile markets, inflation and shifting Fed expectations. He sees opportunities in cheaper European and Asian markets and says AI and Nvidia (NVDA) GPUs are making quantitative research faster and more …
Chris Vermeulen says AI semiconductor stock charts like the PHLX Semiconductor Index (SOX) and the VanEck Semiconductor ETF (SMH) show persistent short- and long-term bullish trends. He expects Nvidia (NVDA), AMD Inc. (AMD), Broadcom (AVGO) and other large cap chipmakers to lead the rally and doesn…
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