Broadcom chip head Charlie Kawwas said OpenAI is not the mystery $10 billion customer that was revealed in the company's Q3 earnings report. Analysts predicted that AI startup OpenAI was the unnamed ...

Broadcom maintains a leading position in AI semiconductors, benefiting from technology leadership, scale, and a robust customer base. Concerns over margin compression from product mix are overstated; ...

As the adage goes, an opportunity knocks only once—and it feels like this may be Broadcom’s (AVGO) moment. After a massive rally of nearly 180% since April, following the so-called Liberation Day ...