Overview

• Broadcom's stock has soared into the trillion-dollar market cap club, gaining over $300 billion in value in just two trading sessions due to strong growth in its AI business.
• Nvidia's shares have dipped 2% as investors assess potential competition from Broadcom in the AI chip market, marking a rare divergence in semiconductor ETF trends.
• Retail trading activity has reached new peaks, surpassing levels last seen during the GameStop frenzy in 2021, driven by interest in stocks like Tesla, Palantir, and AI-related companies.
• Tesla's stock has jumped 75% since November, pushing its price-to-earnings ratio to 131x, reigniting debates over its valuation compared to traditional automakers.
• Super Micro Computer faces setbacks after being removed from the Nasdaq 100 due to accounting issues, while Palantir sees muted stock performance following its inclusion in the same index.