Let’s be honest, if you’re debating your next move with Broadcom stock, you’re not alone. With shares jumping an impressive 93.5% over the past year and a staggering 881.6% over the last five, plenty of investors are asking if the best gains are already behind us or if there’s more in store. In just the past week alone, Broadcom climbed 2.3%, shrugging off minor volatility and reminding us it is still a force to be reckoned with in the tech sector. But what’s really driving these moves? Some.....

AI companies now make up 14% of the high-grade market from 11.5% in 2020, surpassing US banks, the largest sector on the JPMorgan US Liquid Index (JULI) index at 11.7%, JPMorgan analysts including Nathaniel Rosenbaum and Erica Spear wrote in a note Monday. The analysts identified 75 companies across tech, utilities and capital goods sectors that are closely tied to AI, including Oracle Corp., Apple Inc. and Duke Energy Corp. Many of these firms are prolific debt issuers and in the case of tech, they are cash rich with very low net debt...

Apple (AAPL) finds itself in the spotlight after Jefferies downgraded the stock, citing market expectations around upcoming iPhone models, particularly the potential for the iPhone 18 Fold, as being overly optimistic. The downgrade comes amid rising questions about Apple’s pricing power and demand trends for its most recent models. See our latest analysis for Apple. Despite the recent analyst downgrade and questions around Apple’s next iPhone cycle, the company continues to capture.....