Strong Positive
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Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
NVDA
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Broadcom (AVGO) Soars on Strong Q4 AI Chip Forecast, Puts Pressure on Nvidia (NVDA) | Reuters | Login to see the signal | |
Broadcom forecasts upbeat fourth-quarter revenue as AI chip demand soarsSummaryBroadcom raised Q4 revenue guidance above estimates, driven by strong demand for custom AI chips and 63% AI revenue growth, positioning its accelerators as a lower‑cost alternative to Nvidia processors. |
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NVDA
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Broadcom (AVGO) Soars on AI Networking Strength, Pressures NVIDIA (NVDA) Ahead of Q3 Report | Zacks | Login to see the signal | |
Broadcom (AVGO) Thrives in Custom AI ExplosionSummaryBroadcom (AVGO) readies Q3 results as AI networking and custom XPU growth fuel revenue, challenging peers after Marvell's weak guide; valuation risks remain despite strong hyperscaler demand and VMware-driven software tailwinds. |
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