US stocks continue to rise。Inflation is slowing、Expectations of interest rate cuts continue、There are three signatures of good performanceit's for. In particular, good performance has dispelled concerns about high valuations.
At your feet3 notable AI-related stocks, a major semiconductor company $Broadcom(AVGO.US)$, the software giant's $Adobe(ADBE.US)$with $Oracle(ORCL.US)$ButAll together is a good settlementannounced.Both stock prices surged 10% or more compared to the previous day。
OfBroadcomisThis year's AI semiconductor sales forecast was revised upward from the previous 10 billion dollars to 11 billion dollarsI did it. There is a possibility that Broadcom has emerged as a rival to NVIDIA, which is leading the way in terms of AI semiconductor sales.Good performanceWith the announcement of the split, it seems that developments that test high stock prices will continueThat's it.AdobeisThe full-year outlook was revised upwardThen, stock prices skyrocketed due to overtime trading on 6/13.It has fallen 23% year to date, and the sense of being late is still clearI can say that.It is expected that review purchases will continueIt will be done.Oraclealso showed strong demand in the AI field on 6/11, and it rose 13% the next day...