WS #13465

14:53→15:22 UTC

From 500 msgs · 10 key-dev

Broadcom breaks out on strong AI revenue growth, NVDA reclaims VWAPs, but AMD falls on underwhelming forecast and SpaceX plunges on AI capex concerns; memory demand signals bullish for MU.

AI/semiconductor earnings divergence

Broadcom breaks out on strong AI revenue growth, NVDA reclaims VWAPs, but AMD falls on underwhelming forecast and SpaceX plunges on AI capex concerns; memory demand signals bullish for MU.

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