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and Broadcom Stocks Are Reigniting. They Could Spark a New Phase of the Semiconductor Rally. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2627463887","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627463887?lang=en_us&edition=fundamental","pubTime":"2026-04-14 03:36","pubTimestamp":1776108960,"startTime":"0","endTime":"0","summary":"Semiconductor stocks have shown impressive strength in recent months, with broad participation across the sector driving a steady rally. But now the spotlight is shifting back to the megacap leaders, as Nvidia and Broadcom appear poised to rejoin the advance. If these heavyweight names begin to confirm the trend, their rise could add another layer of momentum to an already resilient group and help power the next leg higher in the semiconductor rally.Let's now take a peek at Nvidia and Broadcom. Both are among the top 10 largest companies in the world. Refreshed and ready to rise, they can boost the technology sector, which has been essentially flat so far in 2026.Nvidia, the only $4 trillion dollar stock on the planet, is up 70% over the last year but has stalled at just a 2% gain over the last three months. The last two weeks have seen back-to-back 6% weekly gains, both of which closed at the weekly range's high.Peering at Broadcom's daily chart, the stock has traded between the $300 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HP rise as Nvidia claimed to eye PC deal","url":"https://stock-news.laohu8.com/highlight/detail?id=2627450337","media":"TIPRANKS","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627450337?lang=en_us&edition=fundamental","pubTime":"2026-04-14 01:35","pubTimestamp":1776101718,"startTime":"0","endTime":"0","summary":"Shares of Dell (DELL) and HP Inc. 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OpenAI outgrowing Microsoft? A new Amazon alliance raises the stakes.","url":"https://stock-news.laohu8.com/highlight/detail?id=2627457768","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627457768?lang=en_us&edition=fundamental","pubTime":"2026-04-14 01:20","pubTimestamp":1776100800,"startTime":"0","endTime":"0","summary":"A reported leaked memo from OpenAI's revenue chief signals a deepening rift with Microsoft, as the ChatGPT creator deepens its relationship with Amazon. OpenAI and Microsoft's longstanding relationship might be coming under pressure as OpenAI turns to Amazon.com to fuel its growth, according to a CNBC report Monday.In a Sunday memo, OpenAI Chief Revenue Officer Denise Dresser called OpenAI's partnership with Amazon  as the key to unlocking artificial-intelligence monetization in the enterprise market - adding that Microsoft  has limited its ability to meet enterprises where they are, according to the CNBC report. Many of OpenAI's enterprise clients are accessing its models through a platform on Amazon Web Services called Bedrock, and Dresser called the demand \"staggering.\". Amazon's stock has gained 3.5% so far this year, while Microsoft shares have dropped 21.2%. By comparison, the S&P 500 SPX is little changed in 2026 to 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Has Been Dealmaking and the Stock Has Been Rising. It's the 'Neocloud of Choice.' -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2627459726","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627459726?lang=en_us&edition=fundamental","pubTime":"2026-04-13 22:31","pubTimestamp":1776090660,"startTime":"0","endTime":"0","summary":"CoreWeave stock spiked again Monday after a 24% jump last week. Wall Street believes it deserves every percentage point.Macquarie analyst Paul Golding joined a growing chorus of CoreWeave believers, upgrading the stock to Outperform from Neutral and lifting his price target to $125 from $92 in a research note. The bump followed a couple of artificial-intelligence infrastructure deals that have investors excited.CoreWeave last week unveiled an expanded $21 billion agreement to provide Meta Platforms with AI cloud capacity through 2032. It followed that up with a multiyear deal with AI lab Anthropic -- a new customer -- for an undisclosed amount.CoreWeave was once viewed as an overflow option for a small group of customers, namely Microsoft and OpenAI, seeking rapid access to Nvidia chips. The new deals, though, \"suggest to us CoreWeave will increasingly become a structural player into the next decade,\" Golding wrote.The company's ability to re-contract its cloud infrastructure once 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Sachs, Sherwin-Williams Co. Share Losses Lead Dow's 350-Point Drop","url":"https://stock-news.laohu8.com/highlight/detail?id=2627456132","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627456132?lang=en_us&edition=fundamental","pubTime":"2026-04-13 21:45","pubTimestamp":1776087900,"startTime":"0","endTime":"0","summary":"This article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Goldman Sachs and Sherwin-Williams Co. are posting losses Monday morning, sending the Dow Jones Industrial Average into negative territory.Shares of Goldman Sachs  and Sherwin-Williams Co.  are contributing to the index's intraday decline, as the Dow  was most recently trading 352 points  lower.Goldman Sachs's shares have dropped $34.94, or 3.9%, while those of Sherwin-Williams Co. are off $7.51, or 2.2%, combining for a roughly 261-point drag on the Dow.Also contributing significantly to the decline are NVIDIA Corp. , Home Depot , and JPMorgan Chase .A $1 move in any one of the 30 components of the Dow equates to a 6.16-point swing.Data source: Dow Jones Market Data, FactSet. Data compiled April 13, 2026.This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street 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Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA","url":"https://stock-news.laohu8.com/highlight/detail?id=2627445664","media":"Benzinga_recent_news","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627445664?lang=en_us&edition=fundamental","pubTime":"2026-04-13 21:27","pubTimestamp":1776086820,"startTime":"0","endTime":"0","summary":"Today's economic calendar kicks off the week with a very light schedule, which may lead to more technically driven and positioning based price action throughout the session. The primary data point comes at 10:00AM ET with Existing Home Sales, providing insight into housing market conditions and demand trends. While not typically a major market mover, it can still influence sentiment around the broader economy.Now, we will discuss SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, and TSLA.SPY is currently trading around 675.00 as markets kick off the week with a lighter economic calendar and focus shifting toward positioning and macro expectations. If buyers defend this level early, a move toward 679.50 may develop, followed by 684.25 if momentum builds into the afternoon. Sustained strength above 688.75 would signal continued upside participation.If SPY loses 675.00 with conviction, sellers may press into 670.75. 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MARKETS-Chip stock rally faces key test after US–Iran talks stall","url":"https://stock-news.laohu8.com/highlight/detail?id=2627455858","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627455858?lang=en_us&edition=fundamental","pubTime":"2026-04-13 21:00","pubTimestamp":1776085242,"startTime":"0","endTime":"0","summary":"LIVE MARKETS-Chip stock rally faces key test after US–Iran talks stallUS equity index futures red; Dow down ~0.9%Euro STOXX 600 index off ~0.9%Dollar gains; US crude rallies >7%; bitcoin, gold both dipUS 10-Year Treasury yield edges up to ~4.33%Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com. CHIP STOCK RALLY FACES TEST AS US-IRAN TALKS FAIL TO DELIVER DEAL. UK HOMEBUILDERS LOOK CHEAP AFTER WAR-DRIVEN SELLOFF - MORNINGSTAR CLICK HERE. EVEN IF WAR ESCALATES, THIS ISN'T THE 1970'S CLICK HERE. TIME TO PAY ATTENTION TO THE UZBEKISTAN'S 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The NVIDIA Exemplar Cloud program recognizes cloud platforms that demonstrate reproducible, world-class AI workload performance at scale using NVIDIA Performance Benchmarking. To achieve validation, a provider must demonstrate that its infrastructure delivers results within 5% of NVIDIA's own reference performance targets -- across real-world training workloads, production-grade software stacks, and massive multi-GPU configurations.The NVIDIA Exemplar Cloud initiative was established to bring transparency and accountability to AI cloud performance -- cutting through subjective claims with standardized, reproducible benchmarks. 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'Rule of 10' stocks like Nvidia and Meta are now poised for a comeback, according to Goldman Sachs","url":"https://stock-news.laohu8.com/highlight/detail?id=2627432972","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627432972?lang=en_us&edition=fundamental","pubTime":"2026-04-13 19:02","pubTimestamp":1776078120,"startTime":"0","endTime":"0","summary":"Higher bond yields have been hitting secular growth stocks, but that may be about to change.  Jensen Huang, President and CEO of Nvidia Corporation, Google CEO Sundar Pichai, and Mark Zuckerberg , CEO of Meta, each preside over so-called Rule of 10 companies.Oil prices are surging again. Usually, that's likely to make investors worried about the damage being done to the economy and make companies enjoying secular growth - long-term, structural expansion in sectors largely independent of short-term economic cycles - that much more attractive.But many such secular growth stocks - say software over recent decades, and AI more recently - have been having a rotten time of late. \"The de-rating of secular growth,\" is how a team of strategists at Goldman Sachs led by Ben Snider summarize the recent market shift.Goldman's definition of secular growth stocks are those S&P 500 firms, excluding financials, real estate, and utilities, that meet its \"Rule of 10\" sales growth criteria. 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Stock Is Stuck in a Range. The Main Concerns Are Not Just Production Worries","url":"https://stock-news.laohu8.com/highlight/detail?id=2627480663","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627480663?lang=en_us&edition=fundamental","pubTime":"2026-04-13 17:10","pubTimestamp":1776071400,"startTime":"0","endTime":"0","summary":"The chip maker is being held back by geopolitical concerns as well as competition and production 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