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Broadcom beat Q3 expectations with tripled profits and nearly doubled revenue, driven by soaring AI custom chip demand. The company provided upbeat Q4 guidance and forecast massive multi-year growth …
Morgan Stanley projects Alphabet could generate up to $200 billion from custom TPU chips over the coming years. Analyst Brian Nowak raised revenue and margin forecasts, expecting surging TPU demand t…
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…
Broadcom shares rose after expanding its debt repurchase program to $3 billion. Sentiment was further bolstered by JPMorgan reaffirming its bullish outlook on Broadcom's AI chip partnership with Goog…
Broadcom shares fell over 7% after missing Q2 revenue estimates due to intensifying custom semiconductor competition. Despite strong AI growth, the company faces pressure from Nvidia and Marvell, tho…
Broadcom (AVGO) approaches its second-quarter earnings with high market expectations. Analysts highlight strong AI accelerator demand and networking growth as key drivers. Investors remain focused on…
Apple launched new MacBook Air and MacBook Pro models with improved speed and battery life amid a slowing global PC market and chip shortages, aiming to sustain hardware demand and strengthen its cus…