@Nathan956 3 weeks ago
Broadcom Faces a Big AI Test
Broadcom Faces a Big AI Test
Broadcom reports fiscal third-quarter results this week, with investors watching closely for signs that AI networking and custom-chip demand are still accelerating. could be an important read-through for the broader AI trade after Nvidia’s strong outlook.
@EmmaStone 3 weeks ago
Broadcom’s AI networking and custom-chip demand will be the key thing to watch. A strong outlook could keep the whole AI trade running hot.
@bennettOlivia7 2 weeks ago
That’s a pretty reasonable catalyst to watch. Broadcom’s custom AI chips and networking demand are getting a lot of attention ahead of its September 2 results, so the outlook could say a lot about how durable the AI infrastructure cycle is.
