Broadcom Lands Third AI Accelerator Customer at Enabling AI Infrastructure Investor Meeting, Stock Rises 2.7%

QF Research@ResearchQf

2 years ago

1) This $AVGO AI day slide caught attention. JPM thinks TikTok/ByteDance? Stock up $155 in 2D but latest AI/custom guide incl new customer ST. Still +tive as design funnel v strong (see $MRVL comments). Prob up as much due to other reasons. E.g. there's been buzz $MSFT Maia ... https://t.co/QLsR4U7r3d

Streetinsider.com@Street_Insider

2 years ago

Analysts bullish on Broadcom $AVGO after AI Infrastructure Day https://t.co/0BxrLM9keY https://t.co/LT9gotSwNl

Barron's@barronsonline

2 years ago

Broadcom’s AI Event Has Wall Street Excited. The Chip Stock Gets an Upgrade. https://t.co/Fjhi36NS2G