Broadcom Follows Oracle in Disappointing AI-Focused Investors | Bloomberg Tech 12/12/2025 – open-ai
The Bloomberg Tech segment opened with a focus on Broadcom’s disappointing stock performance despite reporting strong AI-related sales. Broadcom revealed a $73 billion AI-specific backlog and an $8.2 billion revenue outlook for the next quarter, exceeding expectations. However, investor concerns centered on the margin structure of a significant deal with Anthropic, involving lower-margin TPU system […]
Investors Seek Bigger AI Payoff | The Asia Trade 12/12/25 – open-ai
The Asia Trade report opens with a focus on Asian stock markets poised for gains following a reversal of a risk selloff, with the S&P 500 closing at record highs. However, tech stocks like Broadcom slipped in late trading despite a strong revenue forecast, as investors remained cautious about the AI revenue outlook. Disney made […]
Investors Seek Bigger AI Payoff | The Asia Trade 12/12/25
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