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YOU WONT BELIEVE: Broadcom - You Need To See This

Why Broadcom Providing 2028 Guidance Is a Big Deal for AVGO Stock Bulls

Broadcom’s bold $230 billion 2028 AI revenue target is giving AVGO bulls a powerful new reason to stay bullish even as the stock faces near-term pressure.

Barchart

Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock

Broadcom fell after earnings despite strong AI chip demand, but analysts remain bullish as investors weigh near-term guidance, TPU share and supply limits.

MarketBeat

AI Is Making Cybersecurity Harder to Ignore—These 3 ETFs Offer a Broad Bet

Cybersecurity demand is surging on AI growth, with stocks like Palo Alto, CrowdStrike, and Okta, plus ETFs HACK, CIBR, and BUG, rallying despite chart patterns signaling a possible correction.

MarketBeat

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US stocks today: Dow soars 600 pts, S&P, Nasdaq over 1% as Fed governor Waller's remarks ease rate hike fears

US stocks rallied over 1% on Thursday as Fed Governor Christopher Waller's comments eased rate hike fears ahead of the US jobs report. The S&P 500, Nasdaq and Dow Jones all gained, while Nvidia and software stocks rose. Broadcom fell after its revenue forecast failed to meet high AI expectations.

The Economic Times

Dow Jumps 624 Points as Treasury Yields Pull Back: Stock Market Today

Snowflake's post-earnings pop gave software stocks a boost, while retreating Treasury yields supported a broader rally on Wall Street.

Kiplinger

The Path to $230 Billion: Broadcom Outlines the Next Phase of Its AI Growth Story

Broadcom beat earnings estimates and raised AI chip guidance, projecting $115 billion in FY2027 and $230 billion in FY2028 AI semiconductor sales as Anthropic and OpenAI grow as XPU customers.

MarketBeat

Global Market: Japan’s Nikkei struggles for direction as chip stocks weigh, bond yields fall

Japan’s Nikkei traded in a narrow range as lower bond yields and softer oil prices offset weakness in semiconductor stocks following a drop in Broadcom shares. Energy stocks underperformed, while investors awaited Japan’s 30-year government bond auction for further cues on interest rates and technology stocks.

The Economic Times

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Broadcom raises AI chip forecast as Big Tech keeps writing bigger checks

They have gained about 6% this ‌year, significantly underperforming ⁠rivals ⁠and the broader semiconductor index, as AI spending concerns and increased competition persist, including Marvell's recent custom chip deal with Google.

The Economic Times

S&P Futures Tick Higher as Oil Prices and Bond Yields Fall, U.S. ADP Jobs Report and Broadcom Earnings on Tap

September S&P 500 E-Mini futures (ESU26) are up +0.12% this morning, finding some footing after three straight sessions of losses as oil prices and bond yields retreated.

Barchart

VMware renewals force organizations to rethink infrastructure strategy

Three years since Broadcom's VMware takeover, businesses shouldn't accept rising license costs as inevitable.

TechRadar

Nvidia Just Invested $3.5B in a Major Qualcomm Rival's AI Chips. Here's What Traders Need to Know.

CEO Jensen Huang called MediaTek ‘one of the world's great semiconductor companies.’

Barchart

Dear Broadcom Stock Fans, Mark Your Calendars for August 31

Broadcom is kicking off its multiday VMware Explore event, with AI and enterprise growth hiding in plain sight.

Barchart

Broadcom’s Earnings Test Comes With a Higher Bar After NVIDIA’s Blowout

Broadcom reports earnings Sept. 2, with investors watching revenue, EPS, AI chip sales, and FY2027 AI guidance after last quarter's guidance freeze sparked a stock drop.

MarketBeat

Option Volatility and Earnings Report For Aug 31 – Sept 4

It’s another quiet but important week on the earnings front this week, with some key technology names set to report. This week we have Broadcom, Dell Technologies, Palo Alto Networks and Snowflake all set to report.

Barchart

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The Economic Times

US Stock Market: Jobs data, Broadcom results to test stock rally near record highs

US stocks are trading near record highs, but the rally faces key tests this week from August jobs data and Broadcom’s quarterly results. Investors will closely watch labour-market signals for clues on the Federal Reserve’s interest-rate path, while Broadcom’s outlook could determine whether enthusiasm around artificial intelligence stocks remains strong.

Barchart

Interest Rates, Jobs Data and Other Key Things to Watch this Week

Markets reacted sharply to Fed Chair Kevin Warsh's hawkish Jackson Hole comments suggesting potential future interest rate hikes.

MarketBeat

3 AI Infrastructure Stocks to Watch Beyond NVIDIA

Broadcom, Arista Networks, and Vertiv each address a different AI infrastructure bottleneck beyond NVIDIA's GPUs, covering custom chips, networking, and power and cooling systems.

The Economic Times

Wall Street Week Ahead: Jobs report, Broadcom results pose next hurdles for stock market rally

In the coming week, the U.S. jobs data will be a focal point for investors, potentially impacting the Federal Reserve's interest rate strategies. Broadcom's quarterly results are anticipated right after Nvidia's stellar performance. The sustained rise in corporate profits is driving a bullish phase in U.S. equities, with optimism fueled…

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Barchart

Spicy Stocks: Why BNP Thinks Jalapeño Could Benefit Broadcom Stock

BNP Paribas sees OpenAI’s Jalapeño, a custom AI inference chip developed with Broadcom, as a positive for AVGO stock as demand for specialized AI infrastructure grows.

MarketBeat

Marvell’s Big AI Test Comes One Day After NVIDIA’s Blowout Quarter

Marvell Technology reports earnings Thursday after a 188% year-to-date stock run, with investors watching data center growth and its custom silicon pipeline, including the Alphabet chip deal, following NVIDIA's blowout results.

Barchart

A $60 Billion Reason to Buy Broadcom Stock

Broadcom stock gained on news of fresh $60 billion debt talks with Blackstone and Apollo Global Management.

Barchart

Broadcom’s Next $100 Billion AI Business Is Taking Shape. Here’s What It Means for AVGO Stock

Broadcom is chasing a $100 billion AI opportunity, backed by some of the biggest names in tech.

International Business Times

OpenAI Claims an AI Chip Breakthrough. Broadcom Collaboration Jalapeño Beats Nvidia's GB300 in Tests.

The new processor, called Jalapeño, outperformed Nvidia's GB300 in the amount of AI work completed per unit of power and the speed at which the system returned responses, according to the company.

Barchart

Marvell Is Partnering With Google to Create Custom Chips. How to Play MRVL Stock Here.

Marvell will issue share warrants to Google as part of the deal.

Tom’s Hardware

OpenAI’s 700W Jalapeño ASIC outpaces 1,400W Nvidia flagship GPU — claims up to 1.9x throughput per kilowatt and 3.6x lower latency, co-developed with Broadcom

OpenAI arrived at Hot Chips on Tuesday with benchmarks claiming its first in-house chip beats Nvidia's GB300.

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