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Forkast News11d agoneutral
Dreamforce Will Pitch Unified Agent Trust. The Market Is Still Stitching Together Three Separate Layers

As the industry converges on San Francisco for Dreamforce 2026, the narrative is predictably polished. Salesforce is positioning its Trust Boundary as the definitive architecture for the agentic enterprise, promising a seamless vision of unity. Yet, for those tasked with building the actual infrastructure, the reality is far more fragmented. The trust stack has not […]

Broadcom’s Anthropic Ramp Puts Google’s TPU Business in a Different Light
Insider Monkey11d agoneutral
Broadcom’s Anthropic Ramp Puts Google’s TPU Business in a Different Light

Broadcom’s September 2 results show custom AI hardware turning into substantial sales. On the accompanying call, management said it expected to accelerate Ironwood shipments to Anthropic in the fourth quarter. That puts Google’s TPU technology at the center of a relationship whose economics differ for Broadcom Inc. (NASDAQ:AVGO) and Alphabet Inc. (NASDAQ:GOOGL). Broadcom can sell […]

Jim Cramer Provided Live Commentary For This AI Stock’s Post Earnings Share Price Movement
Insider Monkey12d agoneutral
Jim Cramer Provided Live Commentary For This AI Stock’s Post Earnings Share Price Movement

Semiconductor designer Broadcom Inc. (NASDAQ:AVGO)’s CEO, Hock Tan, is one of Cramer’s favorite executives in the space. The CNBC TV host regularly praises the CEO as being one of the ‘toughest’ executives in his industry. Broadcom Inc. (NASDAQ:AVGO)’s shares closed 2.7% lower on September 3rd, the day after the firm reported its second quarter earnings. […]

Broadcom’s Custom AI Chip Boom Has a Powerful Landlord: TSM
Insider Monkey13d agoneutral
Broadcom’s Custom AI Chip Boom Has a Powerful Landlord: TSM

Broadcom Inc. (NASDAQ:AVGO) has become one of the clearest alternatives to NVIDIA’s merchant-GPU model as hyperscalers increasingly design custom AI accelerators. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) may benefit regardless. TSM reported record August revenue of NT$514.81 billion, up 53.3% year over year, providing another data point that leading-edge semiconductor demand remains exceptionally strong. Broadcom’s […]

TSM Just Posted Record Sales. Nvidia May Be Both the Winner and the One Paying for It
Insider Monkey13d agoneutral
TSM Just Posted Record Sales. Nvidia May Be Both the Winner and the One Paying for It

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) just delivered another hard-data point showing that the AI semiconductor boom remains very much alive. TSM reported September 10 that August revenue reached NT$514.81 billion, up 53.3% year over year and 10.1% from July. Revenue for the first eight months of 2026 climbed 39.3% to NT$3.39 trillion. That is […]