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Broadcom, Marvell Set To Capitalize On AI Investments From Microsoft, Alphabet, Meta: JPMorgan - Broadcom (NASDAQ:AVGO), Marvell Tech (NASDAQ:MRVL)

Cloud and hyperscale datacenter spending on AI is increasing, driven by big players like Microsoft, Alphabet, and Meta. This benefits chip manufacturers like Broadcom and Marvell.

Microsoft corpIntel corpBroadcom incNvidia corpMarvell technology incArm holdings incHarlan surMeta platformsMarvell technologyCopy pasted whatLast quarterCrucial roleAdvanced micro devicesArm holdingsAlphabet and meta

ON Semiconductor At Cyclical Trough After Q1 Earnings Beat, Analyst Sees 25% Upside - ON Semiconductor (NASDAQ:ON)

ON Semiconductor reported Q1 revenue came of $1.86 billion; Adjusted EPS was $1.08, driven by stability in traditional industrial segments.

United statesSemiconductor corpHarlan sur

Intel Still A Work In Progress As Turnaround Efforts Take Root, Analysts Say After Q1 Disappointment

The company’s quarterly earnings of 18 cents per share beat the consensus estimate by 28.57%. However, sales of $12.72 billion missed estimates by 0.44%.…

Toshiya hariGoldman sachsHarlan surReaking news

Western Digital (WDC) Q3 2024 Earnings Call Transcript

WDC earnings call for the period ending March 31, 2024.

Karl ackermanPeter andrewKarl ackerman exaneAmit daryananiPcie genAaron rakersMehdi hosseiniAmit daryanani evercoreVijay rakesh mizuhoNvme ssdsTom omalley barclaysWissam jabreTomo malleyTristan gerraKrish sankarDavid goeckeler

KLA (KLAC) Q3 2024 Earnings Call Transcript

KLAC earnings call for the period ending March 31, 2024.

United statesNew yorkKrish sankarSrini pajjuriBrian chinRaymond jamesTim arcuriSrini pajjuri raymond jamesBren higginsCharles shi needhamChris casoTom omalley barclaysJoe quatrochiKevin kesselRick wallaceTom omalley

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