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Tech industry
from24/7 Wall St.
8 hours ago

$150 Oil Won't Hurt Broadcom's Business, But It Could Still Hurt the Stock

Broadcom's AI infrastructure backlog and asset-light business model insulate it from direct oil price impacts, but high valuation multiples expose it to broader inflation and rate-driven market corrections.
Tech industry
fromTechRepublic
1 week ago

The $120 Billion AI Machine: Nvidia's Blockbuster Year by the Numbers

Nvidia's annual profit surged from $4.4 billion three years ago to $120 billion last year, driven primarily by explosive demand for AI chips in its data center division.
Artificial intelligence
from24/7 Wall St.
3 weeks ago

Live: Will Arista Networks Beat Q4 Earnings After the Bell?

Arista must justify its premium valuation by showing sustained hyperscaler-driven AI networking demand and margin resilience amid Cisco competition.
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