Broadcom shares rose after the chip maker said quarterly revenue jumped. Artificial-intelligence revenue jumped 77% from a ...

Broadcom CEO on Thursday assuaged investor worries about AI chip demand with a strong second-quarter forecast and hinted ...

Broadcom is an amalgamation of high-value chip and software businesses that on the whole are differentiated and moaty, in our view. Broadcom is a terrific aggregator of firms, big and small.

Broadcom said it recorded $4.1 billion in AI revenue during the first quarter, which is 77% higher on a year-over-year basis.

Broadcom has been closely examining Intel’s chip-design and marketing business, according to people familiar with the matter. It has informally discussed with its advisers making a bid but would ...