Jacek_Sopotnicki/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify Paramount, Netflix and Comcast have all put in bids. (0:14) Stocks keep recently rally going. (0:57) HP slumps post-earnings. (1:17) The following is an abridged transcript: Our top story so far, Warner Bros. Discovery (WBD) is asking suitors to sweeten their bids after the first round of offers landed. According to Bloomberg, the company wants improved submissions by Dec. 1, after which it cou ...

Market Overview - The Dow Jones Industrial Average is up 1.43%, with a 3% increase over the last three trading days, while the NASDAQ has risen approximately 4.3% in the same period [1][2] - The Russell 2000, representing small-cap stocks, has surged 7% since last Friday, indicating strong performance in this segment [2] - Health care has been a leading sector in the fourth quarter, with the XLV ETF up 2.25% today, while consumer discretionary (XLY) also saw gains of over 2% [3] Sector Performance - Seven sectors, including materials, consumer staples, industrials, financials, and communication services, are outperforming the S&P 500, with only energy and utilities showing losses [3] - The technology sector had mixed results, with Nvidia down 2.5% and AMD experiencing a larger loss of 4%, while companies like Applied Materials and Analog Devices saw gains of about 5% [4][5] Company Earnings and Projections - Dell reported Q3 adjusted EPS of $2.59, exceeding estimates of $2.47, with total net revenue of $27.01 billion, slightly below the expected $27.19 billion [26] - Dell raised its full-year revenue outlook to between $111.2 billion and $112.2 billion, driven by strong demand for AI servers [27] - HP, Inc. reported a profit outlook for the current year that misses estimates, projecting earnings of $2.90 to $3.20 per share, while also announcing job cuts of 4,000 to 6,000 by 2028 [52][54] AI and Technology Trends - The AI server market is a significant focus for Dell, with expectations of increased shipments and backlogs, as well as improved operating margins in their infrastructure unit [28][32] - The demand for AI-driven products is causing memory chip prices to rise, with expectations of a 30% increase in Q4 and an additional 20% next year [55] - HP's AIPCs (AI PCs) are gaining traction, with over 30% of their mix in Q4, surpassing the initial target of 25%, highlighting the growing adoption of AI technology in enterprise settings [64][66]

“I have no idea whether or not we are in a bubble, nor does anyone else. But here is how you can protect your portfolio when the market does correct, and it will.”There has been a lot of talk these days centering on the stock market bubble and the bursting of it. First, let me say our firm, LCM Capital Management, is not and never has been in the prognostication business. If you have read any of our previous Benzinga blogs, you would know that no one within our industry should be either since they are just ...

Core Insights - Broadcom Inc. (AVGO) experienced a significant stock price increase this week, attributed to positive comments from Salesforce CEO Marc Benioff [1] Group 1: Company Performance - The bullish sentiment surrounding Broadcom is linked to the tech sector's overall positive outlook, particularly influenced by Salesforce's performance and leadership [1] Group 2: Market Reactions - The market's response to Salesforce's CEO remarks indicates a strong investor confidence in technology stocks, which may benefit companies like Broadcom [1]

Core Insights - Broadcom Inc. (AVGO) has seen a significant increase in stock price this week, attributed to positive comments from Salesforce CEO Marc Benioff [1] Group 1: Company Performance - The bullish sentiment from Salesforce's CEO has positively influenced Broadcom's stock performance, indicating strong market confidence in AVGO [1] Group 2: Market Reactions - The reaction in Broadcom's stock price reflects broader market trends and investor sentiment towards technology companies, particularly those associated with Salesforce [1]

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Tuesday's key moments. 1. Stocks were mixed on Tuesday, with the S & P 500 and Dow Jones Industrial Average up and the Nasdaq Composite down slightly, with Big Tech names under pressure. Nvidia shares fell more than 6% after The Information reported that Meta may use Google's tensor processing units (TPUs) in its data centers starting in 2027. Broadcom , which helps Google design i ...

Core Insights - Google faces significant competition from OpenAI's ChatGPT, which poses a real threat to its search engine dominance despite Google's pioneering role in AI technology [1] - Analysts view Google as a "sleeping giant" that is now actively competing in the AI space, with its stock performance reflecting investor confidence [2][3] - The demand for Google's specialized AI chips is increasing, positioning the company as a viable alternative to Nvidia [4] Company Developments - Google has launched new AI software and formed partnerships, such as with Anthropic PBC, to bolster investor confidence against competitors like OpenAI [5] - The company's cloud business is experiencing steady growth, driven by the global demand for AI services [5] - Google has consolidated its AI efforts under Demis Hassabis, focusing on foundational models to keep pace with competitors [12] Market Position - Google's market capitalization is approaching $4 trillion, with significant stock gains attributed to its AI advancements and investments from notable figures like Warren Buffett [3][4] - The company has a unique advantage in producing a full stack of computing solutions, including AI applications, software models, cloud architecture, and custom chips [7] - Google's Tensor Processing Units (TPUs) are gaining traction, with AI startup Anthropic planning to utilize up to 1 million TPUs in a deal worth tens of billions [8] Competitive Landscape - Meta Platforms is reportedly in talks to use Google's chips, indicating growing interest in Google's technology [9] - OpenAI is pursuing profitability through premium offerings and partnerships with various chipmakers, while Google’s TPUs are primarily attractive to companies with substantial computing needs [17] - Analysts suggest that the chip industry is not a zero-sum game, allowing multiple players to succeed [17] Consumer Engagement - Google claims that 650 million people use its Gemini app, while OpenAI's ChatGPT has reached 800 million weekly users, highlighting the competitive landscape in consumer engagement [15] - Despite Google's advancements, its cloud revenue of $15.2 billion still lags behind Microsoft and Amazon Web Services [16] Analyst Perspectives - Analysts believe that Google's recent advancements in AI signify its return to competitiveness, countering previous narratives of its decline [19]

Core Viewpoint - Broadcom Inc. is positioned as a key player in the AI sector, with an "Outperform" rating and a price target of $420.00 set by Raymond James, indicating potential upside in the semiconductor market, particularly for AI-related stocks [1][2]. Group 1: Company Positioning - Broadcom is recognized as a share gainer in the AI market, providing customized alternatives to general-purpose processors, which is increasingly sought after by hyperscalers [3]. - The company is uniquely positioned in the AI revolution due to its custom chip offerings and strong networking assets, which serve as a competitive advantage [5]. Group 2: Market Dynamics - The current market trend has shifted focus from cyclical trading in semiconductors to a more secular theme driven by AI, with Broadcom expected to benefit from AI share gains, margin strength, and underappreciated software cash flows [2][4]. - Despite challenges in non-AI semiconductors and software, there is an anticipated improvement in growth from these sectors, with software margins and cash generation not fully recognized [4]. Group 3: Financial Outlook - The price target of $420 is based on a valuation of 30 times the estimated earnings per share for fiscal year 2027, reflecting confidence in Broadcom's long-term growth potential [5].

Group 1 - Futures for major indexes, including the Dow Jones industrial average, showed little change as markets awaited key economic data [1] - Nvidia (NVDA) and Advanced Micro Devices (AMD) experienced declines following reports that Meta Platforms (META) will utilize Google's AI chips [1] - Google parent Alphabet (GOOGL) and AI chip partner Broadcom (AVGO) saw stock increases as a result of this news [1] Group 2 - Alibaba (BABA) reported a significant 34% growth in cloud services, attributed to the acceleration of cloud growth each quarter this year [2]

11月24日，美股三大指数全线收涨，其中纳斯达克综合指数大幅上涨2.69%，引发市场热议。值得注意的是，全球市场中的科技股表现格外突出，特斯拉和 谷歌等巨头的股价都涨幅超过6%。与此同时，芯片股也迎来了爆发性增长，博通（Broadcom）股价上涨11%，创下了自4月以来的最大涨幅，市值一举增加 约1.26万亿元人民币。 | 名称 | 最新, | 涨幅4 总量 | | --- | --- | --- | | 博通 | 377.960 | 11.10% 4663万股 | | AVGO | | | | GoPro Inc-A | 1.660 | 9.93% 534万股 | | GPRO | | | | 西部数据 | 150.930 | 8.43% 1076万股 | | WDC | | | | 特斯拉 | 417.780 | 6.82% 9627万股 | | TSLA | | | | 希捷科技 | 253.380 | 6.69% 418万股 | | STX | | | | 泰森食品 | 57.170 | 6.52% 882万股 | | TSN | | | | Coinbase Global I... 255.970 ...