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Broadcom Strengthens Multi‑Year AI Footprint as Analysts Back Revenue Outlook

A confirmed multi‑year Apple chip pact and heavy analyst support boost Broadcom’s revenue visibility while management cautions that lower‑margin custom AI chips will squeeze gross margins.

Broadcom Secures Apple ASIC Deal Through 2031, Shares Rise

Wall Street Turns More Bullish on Broadcom as AI Chip Pipeline Widens

Nvidia Reports $215.9 Billion, Extends AI Data-Center Lead Over AMD

Arm Shares Hit Record After SoftBank Expands Rene Haas’s Role

Navitas Shares Jump After Ex‑Broadcom Executive Gregory Fischer Joins Board

Broadcom Locks In Google TPU Deal Through 2031 and 3.5 GW Anthropic Access

Broadcom Locks Long-Term AI Chip Deals With Google and Anthropic

Nvidia’s Valuation Slips Below the S&P 500 as Analysts Point to More AI Upside

AI Demand Tightens Memory Supply, Lifting Micron and Sandisk

Broadcom Projects Strong Q1 AI Sales as VMware Shift Deepens Customer Lock-In

Analog Devices Beats Q4, Hikes Dividend 11% and Lifts Outlook

Broadcom Draws Fresh Upgrades on AI Momentum as TPU Costs Challenge Nvidia

Broadcom Slips as Bullish Analyst Calls and Split EPS Views Set Up March 5 Earnings

U.S. Clears Conditional Nvidia H200 Sales to China as White House Levies 25% Chip Tariff

Navitas Elevates Avnet to Global Distribution Partner to Drive Push Into AI Power Markets

Trump Reopens China AI Chip Sales, Lifting AMD’s 2026 Prospects

Super Micro Slides as 10-K Discloses Control Weaknesses, Soft Q4 Stokes New Doubts

Nvidia’s Jensen Huang Heads to Beijing Under Bipartisan Warning on Chip Exports

Broadcom’s AI Chip Revenue Jumps 46% in Q2, Forecasts Continued Growth