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ARK Invest Trims AMD After 68% Surge, Buys Alphabet and Meta

The shift highlights a move toward companies boosting AI infrastructure spending.

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

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

Broadcom Anticipates Double-Digit Q2 Revenue Growth Fueled by AI Chip Demand