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Broadcom Shares Drop After Strong Quarter as AI Guidance Tests Expectations

The market reaction raises questions about whether supply and product‑mix changes can support the company’s lofty valuation.

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

Broadcom Stock Climbs to Record High on Analyst Upgrades and Anthropic Financing Role

Taiwan Raids 12 Sites and Seeks Detention of Three Over Forged Exports of Nvidia-Powered Servers

Broadcom’s AI Outlook Brightens on Anthropic Deal Shift and Reported $35 Billion Credit Talks

Wells Fargo Lifts Broadcom Target to $545 on Stronger AI Outlook

ASML Lifts 2026 Sales Outlook as AI Chip Demand Accelerates

Onsemi Rallies Toward Highs on AI Data‑Center Surge as Analysts Lift Targets

Broadcom Deepens AI Push With VMware VCF 9.1 and Google Cloud Partnership Extension

Samsung Union Escalates Bonus Standoff as Company Floats Chip Division Spin-Off

Broadcom’s AI Deals Lock In Demand as Analysts Raise Long-Term Targets

Lam Research Beats Q3 and Raises Outlook as Analysts Lift Targets

Marvell Extends Rally as Oppenheimer Lifts Target to $170 on AI Infrastructure Bet

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

Samsung Projects Record Q1 Profit on AI-Chip Demand

Marvell Rallies on Nvidia’s $2 Billion Partnership and Strong AI Outlook

Aehr Test Systems Secures Initial Silicon Photonics Order From Global Networking Customer

Musk Pitches Terafab, a Texas AI Chip Megafab, as Analysts Warn on Costs