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Qualcomm struggles following steep declines and lost Apple modem share, yet Baird set a Street-high $400 target citing AI server and automotive expansion. In contrast, peers like Broadcom retain soli…
Broadcom shares dropped over 5% after hours despite strong earnings and tripled AI revenue. While fiscal 2027 AI outlook increased to $115 billion, it trailed elevated market whisper numbers, and fou…
Broadcom faces investor scrutiny over AI revenue durability and custom-chip competition ahead of its Q3 earnings. However, J.P. Morgan and Jefferies analysts emphasize that fears of losing Google's c…
Nvidia entered a strategic partnership with MediaTek backed by a $3.5 billion convertible bond investment. The collaboration leverages Nvidia's NVLink Fusion platform for custom AI chips across cloud…
Nvidia agreed to invest $3.5 billion in Taiwanese chipmaker MediaTek through convertible bonds, marking its largest overseas investment. The expanded partnership focuses on AI infrastructure, custom …
Nvidia invested $3.5 billion in MediaTek convertible bonds to deepen their partnership across AI infrastructure, PC chips, and automotive silicon. MediaTek will offer custom AI accelerator designs in…
MediaTek is investing $3.5 billion in Nvidia's convertible bonds to deepen their AI partnership across cloud, edge, and automotive markets. The deal integrates Nvidia's NVLink Fusion technology into …
Google expands custom AI silicon partnership with Marvell in a deal potentially worth $120 billion through 2033. The partnership accelerates Google's proprietary AI accelerator infrastructure while l…
Broadcom delivers massive AI semiconductor growth with strong EBITDA margins near 68%, though sky-high expectations and weak technical momentum below its 200-day moving average may limit near-term up…
Futurum Group CEO Daniel Newman praised Broadcom for developing OpenAI's new custom inference chip, Jalapeño. Benchmarks show the ASIC outperformed Nvidia's GB200 and GB300 systems in efficiency and …
Broadcom shares slipped over 4% after Google expanded its custom AI chip partnership with Marvell Technology. Although existing Broadcom projects remain active and analysts keep bullish price targets…
JPMorgan dismissed recent rumors of custom AI chip delays, reiterating an Overweight rating on Broadcom. The bank urged aggressive buying, highlighting Broadcom's dominance in advanced packaging and …
Broadcom is seeing explosive growth driven by its dominant 70% share in the custom AI accelerator market. With a $73 billion backlog and strong earnings momentum, the company is solidifying its role …