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Broadcom's Selloff Didn't Break The AI Trade, Says Dan Niles - Broadcom (NASDAQ:AVGO)
Dan Niles warned of a near-term semiconductor pullback amid AI-driven froth but remained bullish long term.
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benzinga.com
Gary Black Says Broadcom, Marvell Are 'Big Winners' As Focus Shifts To Custom AI Chips As Nvidia CEO Jens
Gary Black says Broadcom and Marvell are emerging as AI's biggest winners as Wall Street shifts focus from GPUs to custom chips.
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Broadcom's AI Revenue Doubled — And It May Not Even Be Halfway Done - Broadcom (NASDAQ:AVGO)
Broadcom's AI chip sales are growing rapidly, with a projected $40 billion in revenue this fiscal year and a $73 billion backlog.
