Notícias
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Find insight on Nvidia, Broadcom, HPE and more in the latest Market Talks covering technology, media and telecom.

Broadcom expects its artificial intelligence-related sales to double next year and again the following year. Broadcom stock fell Thursday.
Broadcom's (AVGO) fiscal Q3 results beat expectations across the board, with revenue and EPS topping

Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.

Broadcom maps AI semiconductor revenues to $115B in fiscal 2027 and $230B in 2028, with supply and data center readiness setting the deployment pace.
Broadcom Stock Takes a Hit After Earnings Beat. AI Forecast Fails to Impress Investors
Investing.com -- Macquarie upgraded Broadcom to outperform in a note to clients on Thursday, arguing that the risk from Google bringing chip production in-house has largely played out and that the company is now the cleanest listed way to gain exposure to artificial intelligence developer Anthropic's compute buildout.
Broadcom Inc (AVGO) reports record Q3 FY2026 results with AI semiconductor revenue surging 221% year-over-year, raising fiscal 2026 AI revenue guidance to $58 billion.
Investing.com -- U.S. equity futures were mixed early Thursday, a day after major averages snapped a three-day losing streak driven by rising Treasury yields amid renewed U.S.-Iran hostilities. S&P 500 futures were up 0.1%, Dow futures rose 0.2%, and Nasdaq 100 futures climbed 0.1%.
Investing.com - U.S. stock futures were little changed on Wednesday evening as investors weighed renewed tensions between the U.S. and Iran, rising interest-rate concerns and a fresh batch of corporate news. Oil prices eased after a three-day rally, while investors looked ahead to Friday’s key U.S. labor market report for clues on the Federal Reserve’s next move.

By Rocky Swift TOKYO, Sept 3 (Reuters) - Shares and bonds staged a relief rally in Asia on Thursday while the yen added to gains as investors awaited fresh U.S. data and central banker comments for
While Broadcom and Hewlett Packard Enterprise posted disappointing results, sending shares lower overnight, Dell shares surged after blockbuster results.

Billionaire entrepreneur addresses the recent rotation of “hot money” in the market.

Broadcom's Q3 2026 revenue jumped 86% to $29.6 billion and adjusted EPS hit $3.32, both above Wall Street's targets, as AI chip sales more than tripled to $16.7 billion.

Broadcom (NASDAQ:AVGO) reported record third-quarter fiscal 2026 revenue, operating income and free cash flow, driven by sharply higher demand for artificial intelligence semiconductors and custom AI accelerators. Revenue rose 86% year over year to $29.6 billion, while operating income increased 92

Broadcom more than tripled its profit and nearly doubled its revenue in the third quarter, as the company said demand for its custom semiconductors should continue growing for the next two years.

Results from the chipmaker might offer clues about how businesses are thinking beyond NVIDIA for their AI infrastrucutre needs.

Broadcom (AVGO) reported third quarter earnings results that modestly beat Wall Street's estimates. StoneX Financial equity research analyst Cody Acree shares his thoughts on the earnings print.

Market Domination Overtime host Josh Lipton reports that Broadcom's (AVGO) price fell more than 6% after the company released its earnings report as CEO Hock Tan tried to reassure investors.
The AI story is booming, but one famous investor walked away

Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) shares fell more than 6% after the company's fiscal fourth-quarter revenue guidance fell short of Wall Street expectations, overshadowing a third-quarter earnings beat driven by surging demand for its custom AI chips. The company guided to fourth-quarter...

By Niket Nishant and Tharuniyaa Lakshmi Sept 2 (Reuters) - The major U.S. stock indexes were set to end a three-day losing streak on Wednesday, as investors cautiously dipped back into equities

Jim Cramer wants Nvidia to announce the largest share repurchase in corporate history, and his valuation argument is harder to dismiss than his collateral logic deserves to be.

Broadcom might be the biggest winner from the AI-chip craze after Nvidia, but circumstances have changed, and the disadvantages of its strategy are coming into sharper focus. Amid those shifts, its allure for investors is also changing.

Broadcom Inc. (NASDAQ:AVGO) reports fiscal third-quarter earnings after the bell Wednesday, and prediction traders see little suspense over whether it beats expectations. The bigger question may be what CEO Hock Tan says about Broadcom’s AI customers and growing competition for...



