[ORGANIZATION]

Broadcom Inc.

Featured in 2 tracked stories · first seen about 5 hours ago

Situations

[ACTIVE] [TECHNOLOGY] [BUSINESS] [POLITICS] [US] [KR] [TW]

AI memory boom drives massive deals and earnings

429 clusters · 1367 sources · last updated about 7 hours ago

Latest: Apple Faces Memory Supply Challenge as AI Servers Drive LPDDR5X Demand

Following TSMC’s $100 billion Arizona investment and Samsung’s Asan HBM line expansion, July 2026 saw a second wave of AI‑memory activity. During President Lee Jae‑Myung’s visit to San Francisco, Samsung Electronics sign

[ACTIVE] [BUSINESS] [TECHNOLOGY] [US] [DE] [FR]

Alphabet AI rally faces stock swings, Berkshire stake

45 clusters · 112 sources · last updated 1 day ago

Latest: Alphabet raises 2026 AI capex to $205 bn, posts negative free cash flow

Alphabet’s addition to the Dow Jones Industrial Average in late June 2026 helped lift the index past 53,000, and the stock has kept climbing, doubling from under $180 to around $360 in the past year. Google Cloud continu