Strong Positive
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Slight Positive
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Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
NVDA
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Broadcom (AVGO) Soars on $10B AI Chip Order, Pressures Nvidia (NVDA) Shares | Reuters | Login to see the signal | |
Broadcom shares rally as $10 billion deal shows AI strategy is paying offSummaryBroadcom (AVGO) gained after a disclosed $10B AI chip order from a new customer, signaling customers may seek custom alternatives to pricier Nvidia chips and boosting Broadcom's AI revenue outlook for fiscal 2026. |
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NVDA
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Nvidia (NVDA) Tumbles as OpenAI and Broadcom Unveil Plan for Custom AI Chip | Reuters | Login to see the signal | |
OpenAI set to start mass production of its own AI chips with Broadcom, FT reportsSummaryOpenAI, co-designing a custom AI chip with Broadcom, plans to ship the chip next year to reduce reliance on Nvidia and meet surging compute demand, potentially denting Nvidia's future GPU demand. |
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