By Jeremy Phillips
Publication Date: 2026-03-16 14:16:00
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Broadcom (AVGO) posted Q1 FY2026 AI revenue of $8.4B, up 106% year-over-year, and guided Q2 AI semiconductor revenue to $10.7B. Netflix (NFLX) doubled ad revenue in 2025 to over $1.5B and expects it to roughly double again in 2026, with 2026 revenue guidance of $50.7B to $51.7B. Target (TGT) beat Q4 adjusted EPS expectations at $2.44 versus $2.16 consensus and reported positive February sales growth.
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Nvidia’s GTC keynote today is expected to emphasize agentic AI and Blackwell chips, creating a tailwind for AI infrastructure plays like Broadcom and beneficiaries like Netflix while sentiment-driven selling has left Target undervalued.
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A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here.
Hightower’s Stephanie Link isn’t waiting for the all-clear. While much of the market watches geopolitical headlines, she’s putting money to work in three names ahead of what she expects…