Browsing Tag
Broadcom
27 posts
Nvidia (NVDA) rises on Kyber denial but trails AMD and Broadcom as Rubin Ultra cadence questioned
Nvidia (NVDA) denies SemiAnalysis report that Kyber rack for Rubin Ultra slips to 2028, but stock lags AMD, Broadcom as roadmap doubts build. Read more.
Nasdaq-100 in 5 days, S&P 500 blocked until 2027: what SpaceX (SPCX) is still missing
Wedbush initiates SpaceX (SPCX) at Outperform, $190 target, $2.5T enterprise value; Nasdaq-100 inclusion July 7 adds $4.3B in passive inflows. Winners named.
Good news, bad market: how 172,000 jobs triggered the worst chip day since 2020
A blowout 172K jobs report sparked Fed rate-hike fears and a chip rout, sending the Nasdaq down 4% and the semiconductor index to its worst day since 2020.
Broadcom (AVGO) drops after hours despite record revenue and 143% AI chip growth
Broadcom posted record revenue up 48% and AI chip sales up 143%, then fell as much as 14% after hours. A blowout met expectations too high to satisfy.
Marvell (MRVL) soars 32% to a record after Jensen Huang calls it the next trillion-dollar company
Marvell soared 32% to a record after Nvidia's Jensen Huang called it the next trillion-dollar company, citing AI connectivity. But it's still about 4x from $1T.
Anthropic’s $965bn mark resets the AI race as an October IPO looms
Anthropic's $65 billion Series H values it at $965 billion, leapfrogging OpenAI as Micron, Samsung, and SK hynix join the compute arms race. Read more.
Jensen Huang moves to lock in Nvidia ($NVDA), SK hynix and TSMC as the AI memory and logic axis
As memory becomes the AI bottleneck, Jensen Huang moves to lock in Nvidia, SK hynix, and TSMC supply while committing $150B a year to Taiwan. Read more.
Anthropic Q2 revenue set to double to $10.9bn as $45bn SpaceX deal redraws AI compute map
Anthropic nears first operating profit on $10.9B Q2 sales as $1.25B monthly SpaceX compute deal reshapes AI infrastructure economics. Read full analysis.
Cerebras IPO priced 51% above range: How much will investors pay for AI not named Nvidia?
Cerebras priced 35% above its first range. The harder question is whether a company with 86% UAE revenue can justify $56 billion as a Nvidia alternative.
Cisco Systems guides FY26 revenue to $63bn, cuts nearly 4,000 jobs as AI orders hit $5.3bn: $CSCO surges toward record
Cisco Systems is cutting 4,000 jobs while AI orders compound past $9 billion. The question is whether Chuck Robbins can hold margins through tariffs.