AVGO "Very Well Positioned" for Earnings, GOOGL & ORCL Offer Tailwinds
Schwab Network · Schwab Network
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Show Notes
Joseph Shaposhnik sees Broadcom (AVGO) as "very well positioned" to meet or exceed earnings. The question will come down to guidance. He points to the CEO's new contract as a company commitment to accelerating A.I. revenue. Joseph adds notes short and long-term tailwinds for Broadcom, from Alphabet (GOOGL) eating OpenAI's market share to Oracle's (ORCL) earnings.
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