Broadcom AI Warning: 65% Margins vs Custom Chips
Broadcom crushed Q4 earnings with \$18B revenue and 74% AI growth, yet shares plunged 10.7%. This report breaks down the margin compression paradox - why booming AI chip sales can hurt profitability.
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9 articles
Broadcom's AI Surge: Why Custom Silicon is the New Gold Standard
Broadcom has confirmed what industry insiders suspected: the custom silicon revolution is here. With AI chip sales doubling and a $30B target for 2026, the company is proving that Nvidia isn't the only winner in the AI infrastructure buildout.
Oracle Hit $630B: The Nuclear AI Bet Behind the Stock Surge
Oracle just reported $16.1B in revenue and an eye-watering $523B backlog. We break down the OCI technical advantage that has everyone from Nvidia to OpenAI renting their servers.
The Death of the PDF: Why DocuSign Is Betting Everything on 'Intelligent Agreements'
DocuSign's Q3 earnings weren't just about beating estimates. They were a manifesto for a new era where contracts are data, not documents.
Salesforce Q3 Earnings: Agentforce AI Powers Revenue Beat & Raised Outlook
Salesforce crushes Q3 earnings expectations as its Agentforce AI platform gains rapid adoption. We break down the numbers, the raised guidance, and what this means for the future of enterprise AI.
MongoDB's 15% Surge: Why AI is Finally Paying Off for MDB
MongoDB shares jumped over 15% following a strong Q3 earnings report and raised fiscal guidance. We analyze the numbers, the AI strategy driving growth, and what it means for investors.
Rivian Slashes Production Targets Amid Challenging EV Market
Rivian cut its production guidance and earnings expectations for 2025, citing a challenging market after the elimination of federal EV incentives.
Nvidia Earnings Beat Expectations as AI Bubble Fears Mount
Nvidia reported Q3 revenue of $57 billion and profit of $31.9 billion, beating expectations—but concerns about an AI bubble are growing despite the strong numbers.
Rubrik Earnings Preview: Can the Cybersecurity Star Justify the Hype?
Rubrik (RBRK) is set to report Q3 earnings on Dec 5. With 40%+ revenue growth and strong analyst backing, expectations are high. Here's what investors need to know.