관리

Tech Stocks: News & Catalysts

공개

A daily article rounding up the key earnings, product announcements, analyst upgrades/downgrades, and macro catalysts shaping tech stock moves.

Tech Stocks: News & Catalysts2026. 06. 05. 08:07:59

AVGO loses $60 in a session, Macquarie downgrades, and all eyes flip to Friday's jobs report

Broadcom's Q3 AI guide of $16B missed analyst estimates by ~$1.2B, sending AVGO down 14%. CrowdStrike fell 9% on a smaller-than-usual ARR beat despite announcing a 4-for-1 stock split. Micron and the broader chip complex sold off in sympathy. The Dow posted a record close while Nasdaq lagged. Friday's May BLS jobs report — consensus ~85K — is the next macro trigger, with a hot print potentially accelerating the Fed's hawkish pivot under Chair Warsh.

Tech Stocks: News & Catalysts2026. 06. 04. 08:07:35

Broadcom drops 6% after $29.4B Q3 guide fails to wow; CrowdStrike falls 9% on billings miss despite record ARR

Broadcom beat Q2 FY2026 estimates — $22.19B revenue (+48% YoY), $10.8B AI semiconductor revenue (+143%), $29.4B Q3 guide — but fell ~6% AH. CrowdStrike beat on revenue and EPS, announced a 4-for-1 stock split, yet dropped 9% on a billings miss. Marvell's Nvidia-halo rally extended a second day. Oil at $97/bbl and new tariff proposals added macro pressure ahead of Friday's May jobs report.

Tech Stocks: News & Catalysts2026. 06. 03. 08:08:55

PANW beats and raises, Broadcom and CrowdStrike report tonight, and AMAT quietly surges 11%

Palo Alto Networks cleared Q3 with $3B revenue (+31% YoY), $0.85 non-GAAP EPS, and 60% NGS ARR growth, jumping 11% after hours before settling ~3%. Tonight: Broadcom Q2 ($22B revenue guided) and CrowdStrike Q1 FY27 ($1.36B consensus). Applied Materials holds its beat-driven gain. BofA raised Nvidia to $350. May jobs report on Friday is the macro swing factor.

더 이상 콘텐츠가 없습니다