Broadcom Could Rally 33% as Macquarie Says Google Fears Are Priced In
Companies

Broadcom Could Rally 33% as Macquarie Says Google Fears Are Priced In

Macquarie upgraded Broadcom to outperform and lifted its price target to $490, arguing concerns about losing Google's cu...

Declan Byrne 👁 18 💬 0
Nvidia and Broadcom's AI Financing Tools Shift Compute Control Away From Hyperscalers
Technology

Nvidia and Broadcom's AI Financing Tools Shift Compute Control Away From Hyperscalers

Barclays says $500bn and $35bn financing platforms let large AI buyers fund compute capacity outside big cloud providers...

Eitan Shapiro 👁 66 💬 0
Google's $200B AI Chip Financing Deal for Anthropic Takes Aim at Nvidia
Technology

Google's $200B AI Chip Financing Deal for Anthropic Takes Aim at Nvidia

Google, Broadcom and Wall Street lenders built a roughly $200 billion financing network to supply Anthropic with AI chip...

Eitan Shapiro 👁 58 💬 0
$950 Billion AI Chip Bonanza Fails to Rally SK Hynix, Samsung Shares
Technology

$950 Billion AI Chip Bonanza Fails to Rally SK Hynix, Samsung Shares

SK Hynix and Samsung signed supply deals worth $950 billion with Nvidia and Broadcom for AI memory chips, yet both stock...

Eitan Shapiro 👁 33 💬 0