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

Investors now focus on a 10‑gigawatt rollout beginning in late 2026 under significant execution risks.

Trade Desk Faces Slower Growth and Rising DSP Competition Ahead of Q3 Results

Quantum Stocks Stay Hot as D‑Wave Lands €10 Million Deal and Target Lift

OpenAI’s 30‑GW Compute Push Recasts Chipmakers as Broadcom Clinches 10‑GW Custom Deal