-
Neueste Beiträge
- Dividendenstrategie für Einsteiger: So baust du passives Einkommen mit Aktien auf
- Aktien-Kursalarm einrichten: Stop-Loss & Zielkurs per Telegram und E-Mail
- Trading Journal Software im Vergleich 2026: Welches Tool passt zu dir?
- Trading Tagebuch führen: Der komplette Leitfaden für Privatanleger
- Aktienanalyse Fresenius, Adesso und Shop Apotheke
-
-
Broadcom Inc (US11135F1012)
Technologie · Halbleiter
Nachrichten |
||
| Datum / Uhrzeit | Titel | Bewertung |
| 12.06.26 20:17:46 | Day One For SpaceX Is In the Books. It Was Remarkably Unremarkable. | |
|
Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! A one-day IPO pop of 10% to 30% is normal and shows that bankers priced the deal correctly and that investors were ready for the valuation. SpaceX has quite a valuation. SpaceX is expected to generate about $35 billion in sales and $10 billion in Ebitda. Continue Reading |
||
| 12.06.26 19:57:35 | SpaceX stock gains, space companies fall, chips mixed on IPO news | |
|
Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! Yahoo Finance Senior Reporter Brooke DiPalma joins Market Domination to tackle today's top trending tickers, including the momentum driving SpaceX (SPCX) shares in Friday's session after the company's IPO, the impact it is having on other space stocks Virgin Galactic (SPCE) and Rocket Lab (RKLB), and how semiconductor stocks such as Micron Technology (MU) and Nvidia (NVDA) are moving on the historic public offering. Video Transcript 00:05 Jared It is time to cover some of today's trending tickers brought to you by CBO. We're watching SpaceX, other space stocks and chip names and joining me now live from the Nasdaq is Yahoo Finance's Brooke De Palma. So Brooke, we got to talk about SpaceX here. You were there at 11:45 a.m. when we got that first trade, 56 something million shares, $8.4 billion dollars. What was it like? 00:32 Brooke DiPalma Yeah, I mean the stock opened up at 150, now hovering just above 160 after surpassing 170 earlier this day. Definitely the excitement, the energy, it is all there. But you can't help but also follow this story on social media as well. Elon Musk, uh particularly, uh sort of making this more than just an IPO itself. There are so many ways that this IPO is so unique including that $135 IPO price that we got even in the filing. On top of the fact that retail investors are getting larger piece of pie. But I also want to draw your attention to this tweet where they actually gave the underwriter, supposedly Elon Musk, giving the underwriters green shoes because of the green shoe option, essentially saying that underwriting banks can sell more shares than actually exists within the offer. Typically that's upwards of more than 15%. And so it just goes to show that the energy, the excitement and and the anticipation that this IPO going into it was already going to be oversubscribed. It's certainly there and you could see this just sort of playing out not only here at the Nasdaq but really across of social media. A lot of social posts that have been putting out are getting such high engagement. Um so really, SpaceX now trading above still above nearly uh 19% more than that IPO price of 150. 01:23 Jared Yeah. We were just talking to Caleb Silver down at the New York Stock Exchange and guess what they're watching too. All right, we we got to move on here because looking at some of the other space stocks out there, you could say Rocket Lab, Virgin Galactic, EchoStar, UFO ETF, they're all trading lower here. And this raises an overarching concern I've heard a lot this week, which is SpaceX is so big, maybe it's just sucking money out of other trades and there are concerns that maybe, you know, we're putting in a temporary market top here because of its size. What do you think, Brooke? 01:54 Brooke DiPalma Right. Right. Well, if you take a look at SPCE, which is quite similar to SPCX, which is what SpaceX is now trading under, that's Virgin Galactic. And going into this, year to date, the stock was up more than 22%. Now the stock trading just below $4 per share. And so you have to wonder with so much discussion around how this SpaceX IPO was really providing such momentum to the space economy, the interest in the space economy, you have to wonder how these IPOs or rather how these companies within the space sector will perform following this when it seems like everybody wants to be in on the company who seemingly seems to be doing everything. I mean, Elon Musk wants to build a colony on Mars. Elon Musk is already putting data centers or rather satellites into space, eventually data centers into space. He also wants to get colonization on the moon. And so they're playing into these long-term bet that's also taking some near-term strategy. A company that's not profitable, a companies that's revenue is far less than its valuation, but it seems like investors right now willing to take the risk, perhaps moving away from some of these, you know, old school, long running space companies that we've seen listed for quite some time. 03:00 Jared Sure, like Boeing, Lockheed Martin, etc. Want to talk to you about semiconductors because they've had an incredible run this quarter, but they've been under a bit of pressure at various times this week and part of what I was just talking about, the concern that some of the uh that the SpaceX trade is being funded by other parts of the market. Well, are we seeing that in the chip trade here? 03:24 Brooke DiPalma Yeah, what we're seeing as we head or make our way into this afternoon, if you take a look at what we're seeing within the YF interactive, we are seeing uh some intraday trading, mostly a mixed picture, but Nvidia, Broadcom, Micron, ASML, all down, moving lower, but at the same time, you do have some stocks that are benefiting not only from perhaps this risk-on sentiment that SpaceX is is inviting to the market given that it has outperformed expectations, certainly well above that 135 IPO price. But on top of that, too, you have this potential ceasefire uh within uh with between the US and Iran. So that's certainly contributing to some momentum that we're seeing in the market, too. But some of the names seeing the most momentum today include Intel, ARM, Qualcomm, even SanDisk seeing a nice pop. And so certainly these names that are playing into this larger AI narrative are seeing some tailwinds because of the SpaceX IPO, Jared. 04:09 Jared Yeah, and you got to think that the uh the winners, that might be a narrower group going forward. But I appreciate you stopping by here, Brooke. Yeah. View Comments |
||
| 12.06.26 19:21:26 | SpaceX Holds Most IPO Gains; It's Already The Sixth-Largest Company | |
|
Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! Shares of SpaceX traded around the middle of Friday's price range, as the most hyped IPO in years finally arrived in the broad stock market and immediately became one of the largest companies in the world. The IPO raised $75 billion, making it the largest initial public offering in history. It also values the company at roughly $1.8 trillion initially. Continue Reading |
||
| 12.06.26 17:20:46 | Stock Market Today, June 12: SpaceX Mega IPO Soars, Testing Tech Stocks at Midday | |
|
Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! CAs of midday, the S&P 500(SNPINDEX:^GSPC) rose 0.12% to 7,403.38, the Nasdaq Composite(NASDAQINDEX:^IXIC) dropped 0.36% to 25,716.64 as SpaceX’s (NASDAQ: SPCX) IPO kept risk appetite elevated in a volatile morning of trading. The IPO kept risk appetite elevated in a volatile morning of trading. The Dow Jones Industrial Average(DJINDICES:^DJI) climbed 0.38% to 51,040.07 as oil slid amid growing Iran peace deal hopes. Market movers Artificial intelligence (AI) infrastructure and cloud names had a volatile morning as the SpaceX IPO rocked the Nasdaq. At midday, the stock had surged almost 20% to $161.33 just hours after listing. Tech giants, Nvidia, Apple, Microsoft, and Broadcom all slipped as the mega-IPO pressured the market. What this means for investors The SpaceX IPO took center stage as the $75 billion offering entered the history books. Initial trading in the space-AI-communications firm showed strong demand, though some investors are skeptical that a loss-making company warrants such a high valuation. This morning’s choppy trading could be a sign of things to come, say strategists at 22V Research. There are growing signs that conviction in mega tech stocks is fading, and that may lead to further sharp swings as investors rotate between tech and value stocks. Oil prices dropped on growing expectations that the U.S. and Iran might reach a deal and reopen the Strait of Hormuz. WTI crude oil fell below $85 a barrel for the first time since mid-April. Improving U.S. consumer sentiment also boosted stocks: June data from the University of Michigan showed that easing gas prices had reduced some of the pressure on people’s wallets. Should you buy stock in S&P 500 Index right now? Before you buy stock in S&P 500 Index, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and S&P 500 Index wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $438,283! Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,257,427! Now, it’s worth noting Stock Advisor’s total average return is 938% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of June 12, 2026. Emma Newbery has positions in Apple and Nvidia. The Motley Fool has positions in and recommends Apple, Broadcom, Microsoft, and Nvidia. The Motley Fool has a disclosure policy. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
||
| 12.06.26 17:00:25 | SpaceX Starts Trading At 150, Now Up 24% In Huge Trading | |
|
Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! Shares of SpaceX traded around the middle of Friday's price range, as the most hyped IPO in years finally arrived in the broad stock market and immediately became one of the largest companies in the world. With Friday's gains, SpaceX is now valued above $2 trillion. CEO Musk owns 46% of the company, which includes the Starlink satellite internet services, X social media and xAI, Musk's artificial intelligence business. Continue Reading |
||
| 12.06.26 16:37:20 | 3 Reasons EBAY is Risky and 1 Stock to Buy Instead | |
|
Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! eBay has had an impressive run over the past six months as its shares have beaten the S&P 500 by 21.5%. The stock now trades at $109.19, marking a 27.9% gain. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move. Is now the time to buy eBay, or should you be careful about including it in your portfolio? Get the full stock story straight from our expert analysts, it’s free. Why Is eBay Not Exciting? Despite the momentum, we don’t have much confidence in eBay. Here are three reasons you should be careful with EBAY, plus one stock we’d rather own.
As an online marketplace, eBay generates revenue growth by increasing both the number of users on its platform and the average order size in dollars. Over the last two years, eBay’s active buyers, a key performance metric for the company, increased by 1.3% annually to 136 million in the latest quarter. This growth rate is one of the lowest in the consumer internet sector, largely a function of its already massive scale and saturated market. If eBay wants to reaccelerate growth, it likely needs to innovate with new products.eBay Active Buyers
Forecasted revenues by Wall Street analysts signal a company’s potential. Predictions may not always be accurate, but accelerating growth typically boosts valuation multiples and stock prices while slowing growth does the opposite. Over the next 12 months, sell-side analysts expect eBay’s revenue to rise by 5.8%, close to This projection is underwhelming and indicates its newer products and services will not lead to better top-line performance yet.
EBITDA is a good way of judging operating profitability for consumer internet companies because it excludes various one-time or non-cash expenses (depreciation), providing a more standardized view of the business’s profit potential. Analyzing the trend in its profitability, eBay’s EBITDA margin decreased by 7.4 percentage points over the last few years. This raises questions about the company’s expense base because its revenue growth should have given it leverage on its fixed costs, resulting in better economies of scale and profitability. Its EBITDA margin for the trailing 12 months was 26.3%.eBay Trailing 12-Month EBITDA Margin Final Judgment eBay’s business quality ultimately falls short of our standards. With its shares outperforming the market lately, the stock trades at 13.8× forward EV/EBITDA (or $109.19 per share). This valuation tells us it’s a bit of a market darling with a lot of good news priced in - we think other companies feature superior fundamentals at the moment. We’d suggest looking at an all-weather company that owns household favorite Taco Bell. Story Continues Stocks We Would Buy Instead of eBay ONE MORE THING: Top 5 Growth Stocks. The biggest stock winners almost always had one thing in common before they ran. Revenue growing like crazy. Meta. CrowdStrike. Broadcom. Our AI flagged all three. They returned 315%, 314%, and 455%, respectively. Find out which 5 stocks it’s flagging this month — FREE. Get Our Top 5 Growth Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today. View Comments |
||
| 12.06.26 15:55:23 | SpaceX Opens at $150. That's Disappointing. | |
|
Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! SpaceX stock opened at $150, up 11% from the $135 IPO price and valuing the space company at about $1.9 trillion, according to Dow Jones Market Data. That makes Elon Musk's rocket company the sixth most valuable company in America, more than Broadcom and less than Amazon. Continue Reading |
||
| 12.06.26 15:01:20 | 3 Reasons to Sell FFBC and 1 Stock to Buy Instead | |
|
Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! Over the past six months, First Financial Bancorp has been a great trade, beating the S&P 500 by 12%. Its stock price has climbed to $31.78, representing a healthy 18.4% increase. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move. Is there a buying opportunity in First Financial Bancorp, or does it present a risk to your portfolio? See what our analysts have to say in our full research report, it’s free. Why Is First Financial Bancorp Not Exciting? We’re happy investors have made money, but we’re sitting this one out for now. Here are three reasons we avoid FFBC, plus one stock we’d rather own.
From lending activities to service fees, most banks build their revenue model around two income sources. Interest rate spreads between loans and deposits create the first stream, with the second coming from charges on everything from basic bank accounts to complex investment banking transactions. Regrettably, First Financial Bancorp’s revenue grew at a mediocre 9% compounded annual growth rate over the last five years. This fell short of our benchmark for the banking sector.First Financial Bancorp Quarterly Revenue
While banks generate revenue from multiple sources, investors view net interest income as a cornerstone — its predictable, recurring characteristics stand in sharp contrast to the volatility of one-time fees. First Financial Bancorp’s net interest income has grown at a 8.4% annualized rate over the last five years, worse than the broader banking industry and in line with its total revenue. Its growth was driven by both an increase in its outstanding loans and net interest margin, which represents how much a bank earns in relation to its outstanding loan book.First Financial Bancorp Trailing 12-Month Net Interest Income
Although long-term earnings trends give us the big picture, we like to analyze EPS over a shorter period to see if we are missing a change in the business. First Financial Bancorp’s unimpressive 8.7% annual EPS growth over the last two years aligns with its revenue trend. This tells us it maintained its per-share profitability as it expanded.First Financial Bancorp Trailing 12-Month EPS (Non-GAAP) Final Judgment First Financial Bancorp isn’t a terrible business, but it doesn’t pass our bar. With its shares beating the market recently, the stock trades at 1.1× forward P/B (or $31.78 per share). This valuation is reasonable, but the company’s shakier fundamentals present too much downside risk. We’re fairly confident there are better stocks to buy right now. We’d suggest looking at the most dominant software business in the world. Story Continues Stocks We Would Buy Instead of First Financial Bancorp ONE MORE THING: Top 5 Growth Stocks. The biggest stock winners almost always had one thing in common before they ran. Revenue growing like crazy. Meta. CrowdStrike. Broadcom. Our AI flagged all three. They returned 315%, 314%, and 455%, respectively. Find out which 5 stocks it’s flagging this month — FREE. Get Our Top 5 Growth Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today. View Comments |
||
| 12.06.26 14:45:12 | Jim Cramer on Broadcom: “It Can Make a Comeback” | |
|
Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! Broadcom Inc. (NASDAQ:AVGO) was among the stocks Jim Cramer commented on, saying that tech stocks cannot be trusted to lead anymore. During the episode, a caller asked Cramer's thoughts on the company's earnings, and he said: Let's, okay, Broadcom's earnings were not good. And my Trust lost a huge amount of money, and I feel really badly about it. It can make a comeback. I hope there's some insider buying. They did miss the numbers. But if you want to ask what Broadcom was like for me, Broadcom was like a weekend of hell. I got home, and I just said, I screwed up, I screwed up on Broadcom. It was just like 1982 when I got something wrong in the market. Nothing's changed. I don't like that. Stock market data. Photo by Jakub Zerdzicki on Pexels Broadcom Inc. (NASDAQ:AVGO) supplies semiconductor devices and infrastructure software, including networking, connectivity, and storage solutions. The company's products are used for applications in data centers, telecommunications, broadband, smartphones, industrial systems, and AI networking. Cramer mentioned the stock during the June 4 episode and remarked: … The disappointing earnings may not be as crushing as we think. This is not the first time that Broadcom, which by the way, is a gigantic company, has offered a measured forecast only to crush the numbers next quarter. The stock had gone parabolic into the quarter, and as we told CNBC Investing Club members when we sold some stock ahead of this quarter this week, a parabola is never a good sign. Plus, when we speak with George Kurtz, the CEO of CrowdStrike tonight, I think we're going to get a much better sense of how well the cybersecurity company's doing. And the notion of an earnings or a forecast disappointment, it may be misplaced… The disappointments really weren't all that disappointing. While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News. View Comments |
||
| 12.06.26 14:02:00 | Is Broadcom (AVGO) Still Undervalued? | |
|
Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! We just covered Harvard University Stock Portfolio 2026: Top 10 Picks. Broadcom (NASDAQ:AVGO) ranks #6 (seeHarvard University Stock Portfolio 2026: Top 5 Picks). Harvard's Stake: $146,681,741 Broadcom (NASDAQ:AVGO) is up roughly 48% over the past year, yet bulls believe there is still meaningful upside ahead. The core reason is simple: the custom AI chip industry is booming as hyperscalers seek lower-cost, purpose-built alternatives to off-the-shelf GPUs — and Broadcom dominates this space. CEO Hock Tan stated earlier this year that the company has clear visibility to AI revenue from chips alone exceeding $100 billion in 2027, providing a rare and concrete long-term anchor for investors. What makes Broadcom's (NASDAQ:AVGO) position particularly defensible is its web of locked-in, multi-year hyperscaler partnerships. Meta extended its partnership through 2029 to co-develop multiple generations of its custom AI training and inference chips using Broadcom's 2nm-class technology. Google extended its TPU development and supply agreement through 2031, guaranteeing Broadcom a five-year committed deployment runway. Broadcom (NASDAQ:AVGO) is also collaborating with Anthropic on a 4.5GW compute capacity deal and with OpenAI on a massive 10GW custom inference engine — though both relationships involve complex financing arrangements that the market is watching closely. Combined, these partnerships have pushed Broadcom's AI order book to $73 billion, with its total corporate backlog approaching $162 billion. However, the valuation is becoming increasingly difficult to justify. Broadcom's (NASDAQ:AVGO) non-GAAP P/E stands at 61x — significantly higher than other high-growth chip players like Nvidia (36x) and Micron (44x). This is harder to defend given that Broadcom's 3-year revenue CAGR of 25.66% and net income CAGR of 24.96% pale in comparison to Nvidia's growth trajectory. The stock is effectively priced for perfection, meaning any stumble on earnings or a walk-back of the $100 billion 2027 target could trigger a sharp rerating. Carillon Eagle Growth & Income Fund stated the following regarding Broadcom Inc. (NASDAQ:AVGO) in its Q1 2026 investor letter: "Broadcom Inc. (NASDAQ:AVGO) was weak for the quarter as higher inflation led investors to fear a slowdown in hyperscaler spending. This led to lower spending on custom silicon, the main reason for Broadcom's strength over the last couple of years. We believe Broadcom still has some of the best tech in the space and will be one of the biggest winners from AI (Click Here to Read the Letter in Detail)." Story Continues While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on thebest short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. Disclosure: None. Follow Insider Monkey on Google News. View Comments |
||