Broadcom Slides as AI Backlog, Margins Scrutinized – nvidia
The video highlights Broadcom’s strong AI-driven backlog and revenue growth, projecting significant AI sales through fiscal 2025 and 2026, while investor concerns focus on margin pressures from lower-margin deals like the TPU system sale to Anthropic. Despite supply chain challenges and pricing pressures in the AI infrastructure market, Broadcom’s dominant position across compute, networking, and […]
Broadcom Hit Hard as AI Backlog Squeezes Margins | Open Interest 12/12/2025 – nvidia
The video opens with a focus on the U.S. stock market reaching new record highs, with the S&P 500 closing at an all-time high after six weeks. However, caution remains in the tech sector, particularly around Broadcom, whose AI sales outlook disappointed investors. Broadcom reported a backlog of AI orders totaling $73 billion over the […]
Broadcom Hit Hard as AI Backlog Squeezes Margins | Open Interest 12/12/2025
Broadcom Hit Hard as AI Backlog Squeezes Margins | Open Interest 12/12/2025 Source link