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Broadcom hasn’t been the first company on investor’s minds when it comes to AI Infrastructure, but CEO Hock Tan was certainly making the case that it should after the company’s first quarter earnings report. Between its anticipated surge in AI related revenue and its plans to say ahead of supply chain shortages, Broadcom wants to be mentioned in the same sentence with NVIDIA.Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Broadcom’s earnings- Better Buy: Broadcom vs. NVIDIA- The signal vs. the noise in stock buybacks- Vail Resort’s attempts to lure in Gen ZCompanies discussed: AVGO, NVDA, BRK-B, TTD, MTNHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart ShannonAdvertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices
Vorherige Folgen
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2154 - Broadcom’s CEO said What? Thu, 05 Mar 2026
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2153 - Does Apple Have a New Hit On Its Hands? Wed, 04 Mar 2026
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2152 - Oil Jumps & Stocks Drop – What’s Next? Tue, 03 Mar 2026
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2151 - NASA Doubles Down on the Moon Mon, 02 Mar 2026
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2150 - Interview with IBM CFO Jim Kavanaugh Sun, 01 Mar 2026
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2149 - What Matters About Market History, and the Worldwide Bull Market Sat, 28 Feb 2026
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2148 - Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner Fri, 27 Feb 2026
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2147 - NVIDIA Posts Earnings. Wall Street Says “That’s It?” Thu, 26 Feb 2026
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2146 - Who Pays for PayPal? Wed, 25 Feb 2026
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2145 - Party Like it’s 2027 Tue, 24 Feb 2026
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2144 - Disruption Stories: The 2 Stocks Our Analysts Think Could Be Most At Risk Mon, 23 Feb 2026
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2143 - How to Spot Winning Innovation Sun, 22 Feb 2026
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2142 - Investment Accounts for Kids Sat, 21 Feb 2026
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2141 - Tariffs News & Markets in Chaos Fri, 20 Feb 2026
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2140 - Earnings, Earnings, and (You Guessed it) More Earnings Thu, 19 Feb 2026
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2139 - Warren Buffett’s Last Hurrah Wed, 18 Feb 2026
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2138 - Three Stocks for a Tougher Economy Tue, 17 Feb 2026
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2137 - Are Unity and Zillow Resilient Brands? Mon, 16 Feb 2026
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2136 - Thriving with Anxiety Sun, 15 Feb 2026
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2135 - A Couple’s Financial Manifesto, Revisited Sat, 14 Feb 2026
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2134 - The Week's Growth Wasn’t Enough For Wall Street Fri, 13 Feb 2026
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2133 - Shopify’s Whiplash Day Thu, 12 Feb 2026
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2132 - Subscription Prices Are Going Up Again Wed, 11 Feb 2026
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2131 - Rule Breaker Earnings Roundup Tue, 10 Feb 2026
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2130 - AI Capex Is Off the Charts: Who Stands to Lose? Mon, 09 Feb 2026
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2129 - 2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years Sun, 08 Feb 2026
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2128 - Take Control of Your Cash Flow, and Energy Stocks on Fire Sat, 07 Feb 2026
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2127 - Big Tech’s $650 Billion Bet on AI Fri, 06 Feb 2026
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2126 - Did Anthropic Just Give Investors Another “DeepSeek Moment?” Thu, 05 Feb 2026
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2125 - Disney Has Its CEO Wed, 04 Feb 2026
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2124 - When AI Starts Building the Game Tue, 03 Feb 2026
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2123 - Biotech Beat NVIDIA in 2025. Can It Do It Again? Mon, 02 Feb 2026
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2122 - Interview with Droneshield CEO Oleg Vornik Sun, 01 Feb 2026
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2121 - Two Retirement Experts Discuss How They’ll Decide When to Retire Sat, 31 Jan 2026
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2120 - Can Elon Musk Form a Super-Company? Fri, 30 Jan 2026
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2119 - Tesla’s Daring Move Thu, 29 Jan 2026
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2118 - Starbucks Is Back, But Is It a Buy? Wed, 28 Jan 2026
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2117 - Owning the Operating System Tue, 27 Jan 2026
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2116 - It's the Big Tech Earnings Game! AAPL, META, MSFT Mon, 26 Jan 2026
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2115 - Interview with Janus Henderson Investors Portfolio Manager Denny Fish Sun, 25 Jan 2026
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2114 - Tax-Smart Retirement Planning and the Long-Term Return of Gold Sat, 24 Jan 2026
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2113 - FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading Fri, 23 Jan 2026
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2112 - 2026: The Year of the Mega IPOs? Thu, 22 Jan 2026
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2111 - The Good, The Bad, and the Unknown at Netflix Wed, 21 Jan 2026
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2110 - The Fast Casual Comeback Tour Tue, 20 Jan 2026
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2109 - TSM or NVDA: Who Ya Got? Mon, 19 Jan 2026
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2108 - Interview with Redwire CEO Peter Cannito Sun, 18 Jan 2026
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2107 - What to Know About a Stock’s Workforce Sat, 17 Jan 2026
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2106 - Will Netflix Go All-Cash for WBD? Fri, 16 Jan 2026
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2105 - Bank Profits Rise Amid Credit Card Uncertainty Thu, 15 Jan 2026