#broadcom

#broadcom

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.

Rubrik's expectation-beating performance in Q1, showing improved share losses and significant revenue growth, underscores the company's effective shift towards subscription-based models.

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