Chip stocks bounce on Broadcom, OpenAI deal and easing China tensions
President Donald Trump said in a post to Truth Social over the weekend to not worry about China and it “will all be fine,” quelling some market fears.
Monday, October 13, 2025: Jim Cramer discusses his next moves for the Investing Club
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Oaktree’s Howard Marks says AI frenzy isn’t a bubble — at least not yet
Marks said while enthusiasm for AI stocks is undeniable, it hasn’t yet crossed into the realm of mania that defines a true bubble.
Howard Marks reflects on 35 years of writing market memos loved by Buffett and others on Wall Street
Marks recalls pivotal moments like his warnings before the 2000 dot-com crash and the 2008 financial crisis, when he urged investors to buy amid panic.
Broadcom’s chip president says mystery $10 billion customer isn’t OpenAI
Analysts predicted that AI startup OpenAI was the unnamed customer.
JPMorgan tells clients to buy Friday’s stock market dip
Friday’s big decline has JPMorgan traders telling clients to buy the dip, but not without protection.
Broadcom stock soars 10% on OpenAI custom chip deal, adding to Nvidia and AMD agreements
OpenAI is teaming up with Broadcom to jointly develop and deploy 10 gigawatts of custom AI accelerators starting in 2026.
Here are Monday’s biggest analyst calls: Nvidia, Apple, Tesla, AMD, Estee Lauder, Oracle, Yelp & more
Here are Monday’s biggest calls on Wall Street.
Salesforce adds voice calling to Agentforce AI customer service software
Customers of Agentforce Voice can specify the pronunciation of terms and customize the tone of voice for artificial intelligence agents.
Jefferies trims Apple price target, sees ‘more downside than upside’ ahead for iPhone maker
The investment firm sees shares of Apple falling 17% from here.