Broadcom Inc

AVGO: XNAS (USA)
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Broadcom Earnings: Buy the Dip Before the Rocket Takes Off

Broadcom posted strong fiscal fourth-quarter results above guidance. Guidance for January-quarter artificial intelligence revenue was impressive, as was a new $11 billion AI chip order from Anthropic for the second half of 2026, and the announcement of a new custom AI chip customer in 2026.

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