@ShallowLoving 1 day ago
Summary of recent earnings for Broadcom, Sandisk, and Nebius
Summary of recent earnings for Broadcom, Sandisk, and Nebius
Here is a summary of three tech stocks showing strong growth numbers recently.
Broadcom (AVGO) reported Q4 revenue of $18.01 billion, a 28% increase year over year. Net income nearly doubled to $8.51 billion. The company is seeing significant demand for its custom chips (ASICs) from clients like Alphabet and Anthropic as an alternative to Nvidia hardware.
Sandisk (SNDK) is trading independently again after spinning off from Western Digital in early 2025. They posted revenue of $3.02 billion, up 61%, with net income jumping to $803 million. Their data center segment is leading the growth.
Nebius (NBIS), formerly Yandex, reported revenue up 547% to $227.7 million as they pivot to AI infrastructure. They are still recording losses due to heavy investment but issued strong guidance for 2026 annual run rate.

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@BrianHoward 1 day ago
I've been following Sandisk since they split off and that revenue jump is pretty wild. Seems like the data center move was the right call for them.