#AVGOStock
LightNews LightNews
wealthwise-dca.bsky.social
Amazon stock rose 3% Thursday as its partnership with Anthropic accelerates data center expansion and the ramp-up of its Trainium AI chips.

#AMZN #NVDA #AVGO #Amazon #Nvidia #Broadcom #AMZNStock #NVDAStock #AVGOStock #AmazonStock #NvidiaStock #BroadcomStock #AWS #Anthropic #Trainium #AI #DataCenter
September 5, 2025 at 2:59 PM
wealthwise-dca.bsky.social
Broadcom is expected to retain its leadership as the top AI server compute ASIC design partner with 60% market share in 2027, according to Counterpoint Research.

#ASICs #AVGOStock #Broadcom #TSMStock #MRVLStock
January 28, 2026 at 3:29 PM
wealthwise-dca.bsky.social
Citi’s 2026 semiconductor outlook sees AI-driven growth continuing, with Microchip Technology named the firm’s top pick

#NVDA #AVGO #MU #NXPI #SNPS #CDNS #Nvidia #Broadcom #Micron #Synopsys #Cadence #NVDAStock #AVGOStock #MUStock #NXPIStock #SNPSStock #CDNSStock
$NVDA $AVGO $MU $NXPI $SNPS $CDNS
December 24, 2025 at 12:36 PM
wealthwise-dca.bsky.social
Broadcom outlined expectations for Q1 fiscal 2026 consolidated revenue of approximately $19.1 billion, up 28% year-on-year, with adjusted EBITDA projected at about 67% of revenue

#AVGO #AVGOStock #Broadcom #AVGONews #BroadcomStock #BroadcomNews #AIChips #Semiconductors #DataCenter
$AVGO
December 15, 2025 at 1:16 PM
wealthwise-dca.bsky.social
"Ironwood is tracking better than expected as Google signed Anthropic as a customer earlier this quarter (for up to 1M TPUs), with Meta also reported to be another major customer here," said Susquehanna analysts, led by Christopher Rolland, in an investor note.

#AVGO #Broadcom #AVGOStock
$AVGO
December 5, 2025 at 2:03 PM
wealthwise-dca.bsky.social
Amid soaring demand driven by artificial intelligence, Bank of America now projects global semiconductor sales could reach roughly $1 trillion by 2027, a significant increase from its previous forecast of $860 billion

#NVDA #AVGO #AMD #LRCX #NVDAStock #AVGOStock #AMDStock #LRCXStock #Semiconductors
October 21, 2025 at 1:17 PM
wealthwise-dca.bsky.social
OpenAI is reportedly teaming up with Arm Holdings to develop a CPU chip as part of its Broadcom-led AI chip project.

#ARM #AVGO #OpenAI #Broadcom #ArmHoldings #ARMStock #AVGOStock #OpenAIStock #BroadcomStock #ArmHoldingsStock #AIChips #AIHardware #AIAccelerators #Semiconductors #DataCenters
October 15, 2025 at 12:58 PM
wealthwise-dca.bsky.social
Under the partnership, OpenAI will design the accelerators and systems, embedding insights from its frontier models directly into the hardware to unlock new levels of capability and intelligence.

#AVGO #OpenAI #Broadcom #BroadcomOpenAI #AVGOStock #AVGONews #AVGOStockNews #BroadcomStock
October 14, 2025 at 2:37 PM
wealthwise-dca.bsky.social
U.S. hyperscalers are set to massively boost infrastructure spending, with Goldman Sachs projecting total capital expenditures to nearly $1.4 trillion between 2025 and 2027, up from ~$485 billion spent from 2022–2024.

#SMH #NVDA #AMD #AVGO #SMHStock #NVDAStock #AMDStock #AVGOStock
$SMH $NVDA $AMD
October 7, 2025 at 11:33 AM
wealthwise-dca.bsky.social
Broadcom shares closed over 9% in Friday’s trading after beating fiscal Q3 estimates and unveiling a major new customer.

#AVGO #Broadcom #AVGOStock #AVGONews #AVGOStockNews #BroadcomStock #BroadcomNews #BroadcomStockNews #ASICs #AI #Semiconductors #Chipmakers #TechStocks #MarketIntelligence
$AVGO
September 8, 2025 at 12:32 PM
wealthwise-dca.bsky.social
Broadcom forecasts $17.4B in Q4 revenue as AI semiconductor momentum accelerates, bolstered by a new customer.

#AVGO #Broadcom #AVGOStock #AVGONews #AVGOStockNews #BroadcomStock #BroadcomNews #BroadcomStockNews #MarketIntelligence #FinancialMarkets #Investors #WallStreet #Finance #StockMarketNews
September 5, 2025 at 1:17 PM
wealthwise-dca.bsky.social
OpenAI is set to launch its first AI chip next year in partnership with U.S. semiconductor company Broadcom, according to the Financial Times.

#OpenAI #AVGO #NVDA #Nvidia #AVGOStock #NVDAStock #BroadcomStock #NvidiaStock #CustomChips #CustomAIChips #OpenAIChips #ASIC #ASICs #AIChip #Semiconductors
September 5, 2025 at 12:01 PM
wealthwise-dca.bsky.social
Broadcom has begun shipping its new Tomahawk Ultra Ethernet switch, designed for high-performance computing and AI workloads.

#AVGO #AVGOStock #AVGONews #AVGOStockNews #Broadcom #BroadcomStock #BroadcomNews #BroadcomStockNews #NVDA #NVDAStock #NVDANews #NVDAStockNews #Nvidia
$AVGO $NVDA
July 16, 2025 at 12:31 PM
wealthwise-dca.bsky.social
Broadcom executives report that AI demand remains robust, driven by new inferencing workloads not included in earlier 2027 forecasts, potentially leading to upside.

#AVGO #AVGOStock #AVGONews #AVGOStockNews #Broadcom #BroadcomStock #BroadcomNews #BroadcomStockNews #Broadcom #Semiconductor #AIChips
July 10, 2025 at 12:42 PM
wealthwise-dca.bsky.social
"In 2025, we plan to invest around $75 Billion in total capex," said Pichai at the Google Cloud Next Conference 2025 on Wednesday.

#GOOG #GOOGStock #GOOGNews #GOOGStockNews #Google #GoogleStock #NVDA #NVDAStock #NVDANews #NVDAStockNews #Nvidia #NvidiaStock #AVGO #AVGOStock #Broadcom #BroadcomStock
April 11, 2025 at 12:57 PM
wealthwise-dca.bsky.social
Microsoft Scales Back Data Centers, AI Stocks Drop

Video: youtube.com/shorts/D3Fjq...

#NVDA #NVDAStock #NVDANews #NVDAStockNews #Nvidia #NvidiaStock #NvidiaNews #NvidiaStockNews #AMD #AMDStock #AMDNews #AMDStockNews #AVGO #AVGOStock #AVGONews
$NVDA $AMD $AVGO
March 27, 2025 at 2:58 PM
wealthwise-dca.bsky.social
Taiwan Semi Never Discussed Potential Tie-Up With Intel for its Foundry Business

Video: youtube.com/shorts/_bIO-...

#TSM #TSMStock #TSMNews #TSMStockNews #INTC #INTCStock #INTCNews #INTCStockNews #NVDA #NVDAStock #NVDANews #NVDAStockNews #AVGO #AVGOStock #AVGONews $TSM $INTC $NVDA $AVGO
March 24, 2025 at 3:57 PM
wealthwise-dca.bsky.social
EU Launches €200B InvestAI Initiative to Build AI Gigafactories

Video: youtube.com/shorts/2whW3...

#NVDA #AI #Europe #EuropeAI #Ursula von der Leyen #NVDAStock #NVDANews #NVDAStockNews #AVGO #AVGOStock #AVGONews #AVGOStockNews #AMD
$NVDA $AVGO $AMD $TSM $SMH
February 12, 2025 at 2:01 PM
wealthwise-dca.bsky.social
France Unveils $112B AI Investment Plan To Rival US’ Stargate

Video: youtube.com/shorts/ZAXDa...

#NVDA #AI #France #FranceAI #EmmanuelMacron #NVDAStock #NVDANews #NVDAStockNews #AVGO #AVGOStock #AVGONews #AVGOStockNews #BAM #BAMStock #BAMNews #BAMStockNews #SMH
$NVDA $AVGO $BAM $SMH
February 11, 2025 at 2:14 PM
wealthwise-dca.bsky.social
Japan’s Rapidus to Supply 2-Nanometer Chips to Broadcom in Strategic Partnership

Video: youtube.com/shorts/V4f5h...

#AVGO #TSM #Rapidus #AVGOStock #AVGONews #AVGOStockNews #TSMStock #TSMNews #TSMStockNews #2NM #2NMChips #TOYOF #SFTBY
$AVGO $TSM
January 10, 2025 at 4:00 PM
wealthwise-dca.bsky.social
"AI revenue, which grew 220% year-on-year, was driven by our leading AI XPUs and Ethernet networking portfolio," Broadcom CEO Hock Tan said.

Video: youtube.com/shorts/3XpRT...

#AVGO #AVGOStock #Broadcom #BroadcomStock #BroadcomEarnings #AVGOEarnings #DataCenters #AIDataCenters #AIStock
December 13, 2024 at 1:01 PM
wealthwise-dca.bsky.social
Apple is collaborating with Broadcom to develop its first in-house AI server chip to be mass production by 2026, likely by TSM using its 3nm.

Video: youtube.com/shorts/LMJU9...

#AAPL #AAPLStock #AppleStock #AVGO #AVGOStock #Broadcom #BroadcomStock #TSM #TSMStock #TaiwanSemiconductorStock #NVDA
December 12, 2024 at 1:00 PM