Tariff tensions are weighing heavily in Europe. Auto stocks guided indexes lower, brushing off a pop in the retail sector. London’s FTSE 100 was last seen down 0.6%, while the French CAC and German ...
Blue-chip tech stocks are a big part of President Donald Trump's portfolio, according to his latest financial disclosures.
The more interesting thing is that the company just delivered another blowout quarter, with revenue exploding and AI-related ...
Albania's move follows bans or partial bans in at least 20 other countries amid worries about improper videos or security ...
Broadcom’s AI revenue is heavily dependent on a small number of large customers, such as Google, Meta, and ByteDance. This concentration poses a risk if any of these customers were to reduce their ...
Currently, Broadcom has three major ASIC customers. Its biggest is Alphabet for its tensor processing units (TPUs), along with what many believe to be Meta Platforms and China's Bytedance ...
He expects Broadcom’s AI strength to offset any downside risks from Bytedance sanctions (about 2% of Fiscal 2025 sales) or loss of wireless share at Apple (AAPL) (nearly 2% of Fiscal 2025 sales ...
Hock Tan has been queried on how AI export restrictions and technology diffusion rules might impede sales to Chinese hyperscalers (for example, ByteDance and Alibaba). Though Broadcom can ...
The recent addition of ByteDance to this group of clients is expected to further enhance Broadcom’s market position. Each of these tech giants is planning to deploy up to a million XPU clusters, which ...