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Market Trends

Oracle Eases AI-Capex Fears With Q3 Beat and $90 Billion FY2027 Outlook

Executives say customer-funded AI contracts curb financing needs.

Broadcom’s AI Surge Builds $73 Billion Backlog as CFO Signals Margin Slip

Broadcom Beats in Q4 and Lifts Outlook on AI Chips, Flags Margin Pressure, Raises Dividend