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Broadcom Sets $230 Billion AI Revenue Target While Stock Dips After Q3

Management says it has secured chip and memory supply to support multi‑gigawatt customer deployments with a target of more than $30 in EPS by 2028.

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Arm Shares Rise as Analysts Lift Targets and Investors Rotate Back into AI Chips

Qualcomm Surges After Daiwa Upgrade, Extending AI-Fueled Rally

Arm Reports Record Sales as AI Orders Top $2 Billion but Supply Falls Short

Cadence Lifts 2026 Sales Outlook After Q1 Beat, Cuts EPS Guidance

Broadcom Posts Record AI Sales, Adds $10 Billion Buyback, and Wins $970 Million DISA Deal

Broadcom Confronts Margin and China Risks as TD Cowen Cuts Price Target

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

Analysts Lift Broadcom Outlook as Wells Fargo Upgrades After Stock Pullback

Analysts Double Down on Broadcom as AI Inference Buildout Gains Pace

Amkor Soars 12% to 25-Year High After Needham's AI-Packaging Thesis

Wall Street Reups Bullish Case for Broadcom After AI-Fueled Quarter and Post‑Earnings Slide

Jefferies Names Broadcom Top Pick on OpenAI Chip Pact, Raises Target to $480

Qualcomm Enters AI Data Centers With New Accelerators as Stock Hits Highs

Broadcom Rallies as KeyBanc Lifts Target on AI Chip Momentum