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Morgan Stanley sees massive AI growth ahead for the chip giant

Fabless chip and software maker Broadcom (NASDAQ:AVGO) will be reporting results this Wednesday after the bell. Here’s what to look for.

Broadcom is scheduled to report results for its fiscal third quarter after-market hours on Wednesday, September 2, with Wall Street looking for another quarter of exceptional growth.

Broadcom's revenue and profits are growing fast, but investors have mostly stayed away.

Broadcom is due to report earnings Wednesday after markets close, with traders expecting a big move from the chipmaker’s stock.

Cathie Wood Goes Bigger on Broadcom as AI Chip Revenue Explodes

Broadcom Stock Is Set for Results. Wall Street Expects $29.4 Billion in Revenue.

US equity investors are expected to watch Q2 earnings, with a particular focus on cybersecurity and

This week features earnings from Nvidia rival Broadcom plus reports from Dell and Hewlett Packard Enterprise.

Fiscal Q2 results beat estimates, but investors zeroed in on near-term monetization risk tied to a major customer partnership, today, Aug. 28, 2026.

Klein's bullish thesis rests on a convergence of deeply negative sentiment, a near-unbroken historical earnings track record, and an expectation that CEO Hock Tan will directly confront the dominant bear narrative on the call. Broadcom is the most direct publicly traded expression of the custom ASIC AI chip debate — the market's current verdict on whether Google's in-house chip development will erode AVGO's hyperscaler revenue is weighing visibly on the stock.

Marvell Technology (NASDAQ:MRVL) reported record fiscal second-quarter 2027 revenue of $2.739 billion, up 13% sequentially and 37% from a year earlier, as demand for data-center connectivity and custom silicon products continued to rise. Chairman and Chief Executive Officer Matt Murphy said revenue

On Aug. 27, 2026, the tech giant reported $96.2 billion in quarterly revenue, up 106% year over year, resetting expectations for AI spending power.

Nvidia's Strong AI Demand Sends Intel, AMD and Broadcom Stocks Higher

Cathie Wood’s ARK Investment Management bought a total of 57,705 AVGO shares across three of its funds.

The company nearly doubled its long-term non-handset target in June, while a faster Apple exit and a cost squeeze went straight into the near-term numbers.

The day before Nvidia reports earnings that analysts expect to roughly double year over year, OpenAI dropped a chip benchmark that rattled the AI hardware world and forced a question no investor wanted to sit with overnight.

BMO’s Harsh Kumar just ranked Broadcom second only to Nvidia in AI chips.

Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead speaks with Josh Lipton about what Nvidia's (NVDA) margins and balance sheet may be conveying about the chip giant ahead of its second quarter earnings release on Wednesday, August 26.

The U.S. Treasury chief threatened economic sanctions against any country doing business with Iran.

Marvell has surged further than almost any semiconductor stock in 2026, and now it faces a confirmed earnings event in three sessions with options volume piling up on both sides. The question is whether that lead becomes a liability before the August 27 print arrives.

Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do with NVIDIA at all.

On this episode of Stock Movers: - Broadcom (AVGO) is in talks with a group of lenders to raise more than $60 billion in debt for an AI chip financing deal that will benefit Anthropic PBC and other companies, according to people with knowledge of the matter. - Ross Stores (ROST) shares climb after the off-price retailer boosted its earnings per share forecast for the full year. The company said it saw strength throughout the second quarter, with comparable store sales growth supported by "both an increase in new customers and higher engagement from existing customers." - BJ's Wholesale (BJ) boosted its adjusted earnings per share guidance for the full year; the guidance beat the average analyst estimate.

Barclays models $18.5 billion of annual revenue and $6.15 of incremental EPS

Investing.com -- TD Cowen stated in a note on Tuesday that it sees upside to estimates across compute and networking semiconductors but is neutral heading into results from Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO), arguing the issues that matter most to investors will not be resolved this quarter.

The chip and software giant's reported profits more than doubled over the past year -- which happens to be how this gap closed both times before.

Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.

Apollo Global Management (NYSE:APO) reported record second-quarter fee-related earnings and spread-related earnings, citing momentum in origination, capital formation and investment performance across its asset management and retirement services businesses. The alternative asset manager generated f

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AMD heads into its August 4 earnings report riding a massive AI-fueled surge, but a demanding valuation and fresh insider selling raise the question of whether the rally has legs or a stumble is coming.