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Broadcom Inc. impresses with strong Q1 performance, exceeding Wall Street estimates. The company benefits from cloud infrastructure upgrades supporting AI across compute platforms. Despite challenges in semiconductor product mix, Broadcom reports leading gross and operating margins. Nvidia's market dominance and competition in the AI hardware sector are also discussed.
Saturday afternoon edition. Come and get it we're LIVE! 1. @HP Amplify 2024 2. @Broadcom earnings 3. @OpenAI closed & for profit? 4. @NVIDIA 3rd most valuable 5. @AMD hits a snag in China? 6. @Apple reinforces monopolist with Epic Games? 7. @Marvell earnings $AVGO $NVDA $AAPL https://t.co/buJa0JRkSx
Join us now for this week's Pod +1 EP207 Weekly Podcast: Live! Talking 1. @HP Amplify 2. @Broadcom earnings 3. @OpenAI closed & for profit? 4. @NVIDIA 3rd most valuable 5. @AMD hits a snag in China? 6. @Apple reinforces monopolist with Epic? 7. @Marvell earnings $AVGO $NVDA https://t.co/w1abqJiO9j
EP207 Weekly Podcast: We are Live! Talking @HP Amplify, @Broadcom earnings, @OpenAI for profit?, @NVIDIA explodes, @AMD hits a snag, and @Marvell earnings https://t.co/vAHL8Ako2x