#broadcom

#broadcom

NVIDIA ( NASDAQ:NVDA) has delivered a 23,000% return over the past decade has become the benchmark every tech investor measures against. The company created the infrastructure that made modern AI possible. Now the question: which company pulls off the next NVIDIA-like run? We analyzed 15 AI-adjacent stocks across semiconductors, software, and quantum computing to find the five with the clearest path to impressive future returns thanks to massive growth in the decade ahead. Here's what separated the contenders from the pretenders.

Wi-Fi 8 introduces a technology known as Seamless Multi-Link Device (SMD) to address this issue. Instead of first disconnecting from the existing connection and then establishing a new one, a device with SMD first connects to the next access point before releasing the old connection. According to Broadcom, this approach results in approximately 25 percent less packet loss and a similar reduction in latency.

Shares of Micron ( NASDAQ: MU) are up about 14%, or by $31 this morning. All thanks to strong earnings. EPS of $4.78 beat by 82 cents. Revenue of $13.64 billion beat by $760 million. Moving forward, the company expects to earn between $8.22 and $8.62 per share, with revenue expected to be between $18.3 billion and $19.1 billion for the second quarter. Analysts were looking for $4.78 per share on revenue of $14.3 billion.

Broadcom's $10 billion-plus agreement with OpenAI is a cornerstone of its AI strategy. Unlike the vendor-financing deals with Nvidia, Advanced Micro Devices ( ), or Oracle ( L) where equity stakes or investments grease the wheels, this is a cash-based supply contract. Broadcom will deliver 10 gigawatts of custom-designed AI accelerators - tailored for OpenAI's training and inference workloads - alongside Ethernet networking and full rack systems, starting in the second half of 2026 through 2029.

Broadcom has a clear strategy with VMware, and it's taking steps that VMware itself has refused to take in recent years. Simplifying the portfolio and integrating products as much as possible. Additionally, the necessary innovation is forthcoming. The bottom line is that VMware is continually improving, although not for everyone, and it's evident that some friction still remains from time to time. This year, we were once again guests at VMware Explore, no longer in Barcelona, as that edition no longer exists,

Broadcom has gained 122% in the past year, which illustrates its strong performance in the semiconductor industry. It has shown potential to rival major tech companies.

Critical security flaws in Broadcom chips utilized in over 100 Dell computer models could enable attackers to compromise millions of devices and obtain sensitive user information.

VeloCloud's secure, AI-optimized cloud WAN portfolio will provide seamless, application-aware solutions to connect customer sites of any type, complementing Arista's leading data center and campus wired/wireless portfolio.

Apple's growth has stagnated, with revenue and EPS trailing the S&P 500, revealing vulnerabilities to dynamic competitors while Broadcom's explosive growth positions it as a formidable rival.

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