Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (93955)	3/6/2025 9:42:07 PM
From: Return to Sender	2 Recommendations Recommended By Julius Wong Sam Read Replies (1) \| Respond to of 95333

Broadcom beats by $0.09, beats on revs; guides Q2 revs above consensus 4:18 PM ET 3/6/25 \| Briefing.com Reports Q1 (Jan) earnings of $1.60 per share, excluding non-recurring items, $0.09 better than the FactSet Consensus of $1.51; revenues rose 24.7% year/year to $14.92 bln vs the $14.62 bln FactSet Consensus. Co issues upside guidance for Q2 (Apr), sees Q2 revs of approximately $14.90 vs. $14.71 bln FactSet Consensus.Co added, "Broadcom's record first quarter revenue and adjusted EBITDA were driven by both AI semiconductor solutions and infrastructure software. Q1 AI revenue grew 77% year-over-year to $4.1 billion and infrastructure software revenue grew 47% year-over-year to $6.7 billion. We expect continued strength in AI semiconductor revenue of $4.4 billion in Q2, as hyperscale partners continue to invest in AI XPUs and connectivity solutions for AI data centers." Broadcom jumping by 10% following upbeat JanQ results, surging AI demand; lifting many semiconductor peers 5:10 PM ET 3/6/25 \| Briefing.com Notable gainers: MPWR +1.5%, MU +1.3%, TSM +1.1%, MRVL +1.0%, NVDA +1.0%