Broadcom ( NASDAQ: AVGO) straddles two engines heading into results: accelerating AI semiconductors and a fast-maturing VMware subscription base. Last quarter, AVGO delivered a modest EPS beat and reiterated that AI demand-especially networking and custom XPUs-will carry through 2026, while software ARR expands with VCF conversions. Broadcom has beat analyst expectations over the past 4 quarters and the share price, up 62% in the past 6 months, reflects that outperformance.
Hims & Hers has seen stock performance boosted by high demand for personalized health services and early traction in the weight loss category. Revenue is estimated to reach $278.66 million for Q2, with a projected full-year revenue of $1.14 billion, reflecting nearly 40% growth compared to the previous year.