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Broadcom beat fiscal Q2 estimates and provided strong AI revenue guidance for Q3. The company secured a $30B+ Apple deal, is expanding US capacity, and powers OpenAI's new chip, fueling demand for it…
Google's expanded custom-chip deal with Marvell tempers Broadcom's booming AI growth, despite massive support from Apple. While AVGO's AI revenue soared, its reliance on key clients for future spendi…
Baron Opportunity Fund's Q2 2026 letter praises Broadcom for its dominant custom silicon position, citing multi-year deals with Google, Apple, OpenAI, and Meta's continued AI infrastructure investmen…