AI-Driven Earnings Surge Boosts Outlook for Chip and Server Makers

AI-Driven Earnings Surge Boosts Outlook for Chip and Server Makers

Broadcom, Dell, Nvidia and Hewlett-Packard Enterprise reported AI-driven revenue and earnings growth on 2 September in San Jose, California, boosting the sector outlook, Yahoo Finance reported. Broadcom had been slated to release its third-quarter results on that day, with analysts noting heightened implied volatility ahead of the report, CNBC said. The company’s earnings beat estimates but its revenue guidance fell short of consensus, and the stock slipped about 5% in after-hours trading, CNBC reported.

Broadcom also projected AI semiconductor revenue of $115 billion for fiscal 2027, driven largely by private AI firm Anthropic, raising concerns about reliance on a non-public customer, 24/7 Wall St. noted.

Acteurs

Broadcom analysts

Lieux

San Jose, California, United States

Articles

6 septembre 2026
1 au total
These AI numbers are getting crazy
These AI numbers are getting crazy

Yahoo Finance • 06 sept. 12h30

Broadcom, Dell, Nvidia and Hewlett-Packard Enterprise posted revenue and earnings growth driven by demand for AI chips and servers, prompting upbeat guidance despite mixed stock reactions.

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3 septembre 2026
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Cramer Warns Broadcom's $30 Billion AI Bet Depends on a Stock You Cannot Buy
Cramer Warns Broadcom's $30 Billion AI Bet Depends on a Stock You Cannot Buy

24/7 Wall St. • 03 sept. 16h23

Broadcom projected AI semiconductor revenue of $115 billion for fiscal 2027 and $230 billion for 2028, largely driven by private AI firm Anthropic, prompting concerns about reliance on a non-public customer.

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Broadcom stock wavers as chipmaker's strong results 'not enough to keep investors happy'
Broadcom stock wavers as chipmaker's strong results 'not enough to keep investors happy'

finance.yahoo.com • 03 sept. 02h38

Broadcom's quarterly earnings surpassed analysts' expectations, yet its revenue outlook missed consensus, leading to a modest decline in the stock.

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2 septembre 2026
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Broadcom (AVGO) Q3 earnings report 2026
Broadcom (AVGO) Q3 earnings report 2026

CNBC • 02 sept. 20h22

Broadcom reported earnings that beat estimates but gave revenue guidance below analysts' expectations, sending the stock down 5% in after-hours trading.

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31 août 2026
1 au total
Broadcom reports earnings this week. Mike Khouw says this trade could be a winner
Broadcom reports earnings this week. Mike Khouw says this trade could be a winner

CNBC • 31 août 17h18

Broadcom (AVGO) will release its third-quarter results after markets close on Wednesday, with analysts noting heightened implied volatility and mixed technical signals following a disappointing prior earnings report.

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