AI semiconductor revenue reached $4.4 billion in Q2 FY2025, with AI networking representing 40% of AI segment revenue. The Tomahawk 6 switch launch delivers 102.4 Tbps capacity, positioning Ethernet ...

We continue to see shares as overvalued and implying Broadcom hitting the upper end of its fiscal 2027 target range. To us, ...

The chipmaker reported fiscal second-quarter revenue of $15 billion, up 20% year-over-year and roughly in line with the ...

Workday (NasdaqGS:WDAY) recently launched its Workday Agent Partner Network and a unified AI developer toolset, marking significant advancements in AI integration and collaboration. These developments ...