AVGO "Very Well Positioned" for Earnings, GOOGL & ORCL Offer Tailwinds

Описание: 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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