Broadcom Inc.
$389.11
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Weekly Playbook: The Tech Earnings Valuation Gauntlet (CXM, DSGX, AVGO)
Jun 1, 2026
The Information Technology sector enters the first week of June carrying steep valuation premiums, forcing companies to deliver flawless operational updates to defend their multiples. This week's earn
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$700 Billion in Hyperscale Capex: The Pivot from AI Training to Inference
Apr 28, 2026
The broader tape remains structurally bifurcated today, with the Information Technology sector lifting indices marginally while consumer discretionary and staples lag. Behind that divergence is a prof
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De-escalation, Hyperscaler Capex, and the Physical Realities of the AI Arms Race
Apr 18, 2026
The unofficial de-escalation of the Iran conflict has removed a significant macro overhang, clearing the path for the Information Technology sector to resume its structural breakout. With the geopolit
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