Walmart hits $1 trillion market cap - UPI.comTrending[Trump, Harvard][Artemis II][Canada crash][Tulsi Gabbard][World record teacher][Grok probe][Disney president][Camera mystery][U.S. News]Feb. 3, 2026 / 2:13 PM1 of 5 | The Walmart Marketplace sign shines at the 2023 SEMA Show at the Las Vegas Convention center in 2023. Walmart just reached the $1 trillion market cap. File Photo by James Atoa/UPI | [License Photo]Feb. 3 (UPI) -- Walmart's stock rose by 1% Tuesday to launch the company into the $1 trillion c ...

Broadcom Inc. (NASDAQ:AVGO)  on Tuesday announced the launch of its first-ever Wi-Fi 8 access point (AP) and switch solution, designed for AI-driven enterprise networks. • Broadcom shares are sliding. Why is AVGO stock dropping?Broadcom Unveils First Wi-Fi 8 AP and Switch for AI-Driven Enterprise NetworksThe new platform aims to optimize wireless networking and AI processing at the enterprise level, enhancing both performance and security.Wi-Fi 8 Solution Integrates AI and High-Performance NetworkingThe Wi- ...

Unified, wireless-first architecture addresses rising demand for hybrid work and delivers performance, efficiency and security needed for next-generation enterprise networkingPALO ALTO, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global leader in semiconductor and infrastructure software solutions, today announced the industry’s first Wi-Fi 8 access point (AP) and switch solution purpose-built with a unified architecture for AI-ready enterprise networks. Building on Broadcom’s ...

With the first month of the year complete, it's clear that there is one trend that isn't going away: artificial intelligence. AI is going to be prevalent throughout 2026 (spoiler alert: It will also be that way for the next five years), and there are few better places to invest fresh capital than the computing leaders. By investing in AI computing companies, you're picking stocks that are making money right now and aren't dependent on the overall success of the generative AI trend. Investors won't know t ...

Anthropic's sales are set to skyrocket in 2026 and beyond, and these two hardware companies are helping to make it possible.Anthropic is still a private company, but some reports and speculation suggest that it could have its initial public offering (IPO) this year. Despite the company still being private, reports have surfaced surrounding the company's sales outlook for this year. According to reports, the artificial intelligence (AI) company and Claude parent now expects its sales to reach roughly $18 bil ...

Core Viewpoint - The current stock market presents opportunities to increase holdings in five specific stocks that are expected to thrive in the coming years, despite the market being near all-time highs. Group 1: Nvidia - Nvidia has been a top-performing stock and continues to benefit from significant spending in the artificial intelligence sector, with data center buildouts still ongoing [2][4] - The stock is currently priced at $185.71, with a market cap of $4.6 trillion and a gross margin of 70.05% [3][4] - Analysts project over 50% year-over-year revenue growth for fiscal 2027, with the stock trading at 25 times full-year 2027 earnings, indicating it is undervalued [4] Group 2: The Trade Desk - The Trade Desk is trading at a low valuation of 15 times forward earnings, while experiencing healthy growth, with a reported 18% year-over-year revenue increase in Q3 2025 [5][6] - Despite market pessimism due to slowing growth and rising competition, it remains a leading advertising platform, making it an attractive investment opportunity [6] Group 3: MercadoLibre - MercadoLibre offers exposure to the Latin American market and has shown strong performance over the past decade, including recent quarterly results [7][9] - The stock is currently priced at $2,147.20, with a market cap of $109 billion, and is down approximately 13% from its peak in July 2025, presenting a buying opportunity [8][9] Group 4: Nebius Group - Nebius Group provides full-stack AI computing solutions, with management expecting significant growth, projecting an annual run rate of $7 billion to $9 billion by year-end [10][11] - The company’s annual run rate was only $551 million at the end of the last quarter, indicating substantial growth potential for 2026 [11] Group 5: Broadcom - Broadcom is focusing on AI computing units, partnering with AI hyperscalers to design specialized computing units, which may offer better results at lower costs compared to traditional GPUs [12] - The stock is currently priced at $331.11, with a market cap of $1.6 trillion and a gross margin of 64.71% [13]

Core Viewpoint - The semiconductor industry is crucial for modern technology, impacting various sectors from consumer electronics to military applications, and is currently facing challenges related to energy efficiency and manufacturing costs [2][3][4]. Group 1: Semiconductor Importance - Semiconductors are essential components in a wide range of devices, controlling systems from smartphones to military equipment [2]. - The industry is pivotal not only for information technology but also for advancements in fields like neuroscience and synthetic biology [7]. Group 2: Chip Design and Manufacturing - Chip design is an intellectual task requiring specialized tools and teams, while manufacturing is a labor-intensive process needing large factories [4][6]. - The integration of different chip functions necessitates various technologies, leading to inefficiencies in information transfer and high design costs [4][6]. Group 3: Market Dynamics - TSMC dominates the semiconductor foundry market with over 60% share, while the U.S. manufacturing capacity has significantly declined from 37% in 1990 to 12% in 2021 [7]. - The CHIPS Act was introduced to address the declining U.S. semiconductor manufacturing capabilities, but the global supply chain remains fragile [7]. Group 4: Technological Advancements - Moore's Law, which predicts the doubling of transistors on chips, is facing challenges as manufacturing costs rise and energy efficiency improvements slow down [10][11]. - Innovations such as 2.5D integration and chiplets are being explored to enhance performance and efficiency while addressing the limitations of traditional semiconductor designs [25][16]. Group 5: AI and High-Performance Computing - The demand for AI and machine learning applications is driving the need for specialized processors, leading to significant investments in GPU and dedicated hardware [14][15]. - High-performance computing systems are becoming increasingly power-intensive, necessitating advanced cooling solutions to manage heat [19]. Group 6: Storage Technology - Advances in storage technologies, including 3D structures and high-bandwidth memory (HBM), are crucial for meeting the growing data demands of modern applications [21][22][23]. - Emerging storage technologies like MRAM and PCM are being developed as alternatives to traditional non-volatile memory solutions, offering advantages in speed and energy efficiency [23]. Group 7: Future Outlook - The semiconductor industry is expected to achieve significant advancements driven by the increasing demand for AI and high-performance computing, with innovations in materials and manufacturing processes playing a key role [25][30]. - The integration of photonics and application-specific optimizations will be essential for overcoming the limitations of current semiconductor technologies [28][30].

Market Performance - The U.S. stock market showed stability as the sell-off in precious metals and cryptocurrencies eased, with better-than-expected PMI data contributing to gains across major indices [1] - The S&P 500 index closed up 0.54% at 6976.44 points, the Nasdaq Composite rose 0.56% to 23592.11 points, and the Dow Jones Industrial Average increased by 1.05% to 49407.66 points [1] Sector Performance - The S&P 500 index is close to its historical closing high, just 2.16 points away from 6978.60 points and approximately 20 points from its intraday high of 7002.28 points [3] - Notable stock movements included Nvidia down 2.89%, Google-A up 1.68%, Apple up 4.06%, and Amazon up 1.53% [3] - The "storage giants" performed well, with SanDisk up 15.44%, Micron Technology up 5.52%, Seagate Technology up 6.2%, and Western Digital up 7.99% [3] - The rare earth sector saw mixed results, with U.S. Antimony up 7.23%, while other companies like U.S. Rare Earths and Critical Metals experienced fluctuations [3] Cryptocurrency Impact - Bitcoin fell below $80,000, leading to a significant drop in Robinhood Markets by 9.62%, making it the largest decliner in the S&P 500 [4] - Other cryptocurrency-related stocks also faced declines on the same day [4] Chinese Stocks - Chinese stocks showed mixed performance, with the Nasdaq Golden Dragon China Index down 0.65% [5] Commodity Market - International oil prices fell, with WTI crude oil down $2.88 to $62.33 per barrel, a decline of 4.42% [6] - COMEX gold futures dropped $64.20, or 1.35%, to $4680.9 per ounce, while COMEX silver futures rose slightly by $0.73, or 0.93%, to $79.265 per ounce [6] - Spot gold decreased by $205.25, or 4.22%, to $4660.1 per ounce, and spot silver fell by $5.49, or 6.48%, to $79.21 per ounce [6]

Core Viewpoint - The U.S. stock market experienced gains on Monday, with the Dow Jones Industrial Average rising by 1.05%, the Nasdaq increasing by 0.56%, and the S&P 500 up by 0.54% [1] Group 1: Major Index Performance - The Dow Jones Industrial Average rose by 1.05% [1] - The Nasdaq increased by 0.56% [1] - The S&P 500 was up by 0.54% [1] Group 2: Performance of Large Tech Stocks - Micron Technology saw an increase of over 5% [1] - Intel, Apple, and AMD each rose by over 4% [1] - Google and Amazon increased by over 1% [1] Group 3: Decline in Other Tech Stocks - Nvidia and Oracle both fell by over 2% [1] - Meta, Microsoft, and Tesla each declined by over 1% [1] - Netflix and Broadcom experienced slight declines [1]

Core Viewpoint - Broadcom's stock has experienced a 20% decline from its 52-week high, primarily due to concerns over profitability and gross margins, despite strong demand for its AI-focused semiconductor products and infrastructure software solutions [1][2][9] Group 1: Financial Performance - Broadcom's stock has dropped from a high of $414.61, reflecting market concerns about profitability rather than a decrease in demand [1][9] - Management has projected a decline of 100 basis points in consolidated gross margin for the first quarter, attributed to a higher mix of lower-margin AI-related revenue [2] - As AI revenue grows, overall gross margins may remain under pressure throughout the fiscal year, influenced by the balance between infrastructure software and semiconductor sales [3] Group 2: Strategic Focus - The company is focusing on improving operating leverage, expecting that higher revenue volumes will lead to stronger operating profit dollars, even with declining gross margin percentages [6] - Broadcom anticipates shipping more AI systems in the second half of the fiscal year, which will involve passing through additional component costs from third parties [7] - Despite potential further declines in gross margin percentages due to third-party costs, the company expects total gross margin dollars to rise and operating profit dollars to increase due to leverage [8]