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Broadcom’s AI Chip Sales Soar as Q4 Guidance Falls Short and Stock Wobbles

Multi‑gigawatt customer deals point to large long‑term AI revenue gains with near‑term execution, financing and EU regulatory risk.

TSMC Posts Record August Revenue as AI Demand Strains Capacity

Broadcom Reports Record $16.7 Billion AI Quarter as Investors Worry It Can Meet Demand

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

Broadcom Posts Record AI-Driven Quarter but Guidance Spurs Sell-Off

ARK Invest Shifts Millions From AMD Into Broadcom Ahead of Earnings

IPG Photonics Posts Third Straight Quarter of Double‑Digit Growth

ASML Hikes 2026 Guidance Again After Q2 Beat and Plans Big 2027 Capacity Build

Apple Commits Over $30 Billion to Broadcom for U.S. Chip Production Through 2031

Nvidia and SemiAnalysis Clash Over Reported Kyber Rack Delay

Broadcom Secures Apple ASIC Deal Through 2031, Shares Rise

Onsemi to Buy Synaptics for $7 Billion in All‑Stock Deal

Broadcom and OpenAI Unveil Jalapeño Chip and Move Toward Gigawatt AI Deployments

Samsung Reportedly Plans 90 Trillion Won Share Buyback

Citi’s $710 Price Target Sends Applied Materials Stock Higher

ASML Shares Rally as Investors Connect Stock Move to SpaceX IPO Cash

Marvell Shares Slide After June 9 Pullback Despite Strong Quarter and $1 Billion Capacity Pledge

Synopsys Reports Strong Quarter as Ansys Integration Faces Proof‑Point Moment

Broadcom Beats Q2 but Guides Lower on AI Margins and Triggers Sharp Market Sell-Off

Marvell Repriced After Record Quarter and Bold XPU Forecast