Here's my calendar of highlights for the coming week.💹
Monday: Before the markets open, Sea Limited $SE, aglobal technology company in the online gaming, e-commerce and digital financial services industry , will report results . After the close of trading, I'm interested in the results ofAeroVironment $AVAV, which is an American company... Read more
Which company's results will you be interested in next week?
There may not be as many interesting and big companies reporting their results next week, but there are still some that caught my eye. I'll definitely want to check out the results of$CRWD, $FL and $AVGO.
This week we report quarterly results from Broadcom $AVGO, Dollar General Corporation $DG, GameStop $GME and C3.ai, Inc. $AI of the more interesting companies for me. Do you have any expectations for their results?
Investors, what do you think of AVGO stock and at what price would you buy $AVGO stock?
For me, it's a great company and the stock has been rising for a long time and in this year alone, $AVGO stock is up over 70%. I would be happy to include $AVGO stock in my portfolio, but the stock is currently expensive so I would think about buying it below $750.
Google $GOOGL is reportedly considering to stop using Broadcom $AVGO as an AI chip supplier from 2027. In such a scenario, Google would completely design the chips known as TPUs in-house. The move could save billions of dollars in costs annually. What do you think? 🤔
Chipmaker Broadcom $AVGO released 3Q results. Earnings came in above expectations, while revenue failed to surprise. Investors were disappointed by the 4Q outlook, expecting it to be higher due to AI.
Results
Semiconductor Solutions revenue was $6.94 billion, versus analyst estimates of $6.87 billion, and $6.62 billion a year ago.
Software infrastructure revenue was $1.94 billion,... Read more
Another giga acquisition on the way? Shares of Broadcom $AVGO and VMware $VMW are soaring after the European Commission approved the $61 billion merger.
The European Antitrust Commission first warned that VMware's acquisition by US chipmaker Broadcom would harm competition in the global market for FC HB), a type of storage adapter.
It's definitely great news for investors. I don't invest in the company and I don't have much interest in it. However, as I watch and read, I think I made a mistake and will take a closer look at the company.
There are some good points and some that are a bit against. I don't see a lot of growth there right now either and I would have expected some sort of drop off. If we get to even lower levels than we were last year, that would be a bump. Still no blood flowing in the market yet...
I'll be very interested in that $NIO 😉