Broadcom posted a record $22.2 billion quarter driven by hyperscaler XPU deals, with AI silicon revenue up 143% year-on-year to $10.8 billion. The company benefits from diversified revenue including VMware and locked-in gigawatt commitments. Marvell reported $2.418 billion in revenue, focusing on optical interconnects and custom silicon for data centers, raising its fiscal 2028 revenue outlook to $16.5 billion. Broadcom offers durable cash flow and scale, while Marvell presents higher growth potential but with greater risk and volatility. Investors will watch Broadcom's Q3 earnings on September 2, 2026, and Marvell's execution on new hyperscaler programs.
Broadcom is rapidly benefiting from the AI industry expansion, with management projecting AI-related revenue to reach $230 billion by 2028. The company reported a strong Q3 with revenue up 85% year-over-year and net margins increasing to 44%. Growth ...
BlackRock runs two similar tech funds: BST, a perpetual fund with a 5.9% yield trading near NAV, and BSTZ, a term trust with a 6.2% yield trading at a 6.2% discount. BSTZ, which will dissolve around June 2031, offers a structural advantage by potenti...
Broadcom and Nvidia both reported strong AI-driven revenue growth in their latest quarters, but market conditions in September favor Broadcom. Broadcom's custom AI chips (XPUs) for major tech clients showed explosive growth and a promising outlook fo...
Broadcom developed OpenAI's first custom AI chip, Jalapeno, positioning itself as a key supplier for OpenAI's growing AI semiconductor needs. OpenAI's recent announcement of a partnership with Samsung for next-generation chips has caused investor con...
Broadcom continues to attract investors even as Treasury yields near 5%, thanks to its unique AI chips that significantly reduce computing costs for major tech companies like Google and Meta. The company's AI revenue has surged dramatically, with str...
