Broadcom Stock Jumps Nearly 3.2% as $16.7 Billion AI Engine Faces Margin Test
By Khac Phu Nguyen Publication Date: 2026-09-29 18:46:00 This article first appeared on GuruFocus. Broadcom (NASDAQ:AVGO), the custom chip and…
Tag: margin
Broadcom stock weighs AI growth against a 66 percent margin outlook
By Rafael Müller Publication Date: 2026-09-28 15:21:00 Broadcom stock (ISIN US11135F1012) was last at USD 349.33 on Nasdaq at 11:19…
IBM’s Q2 revenue grows 1% with margin expansion… | Pluang
By Seeking Alpha Publication Date: 2026-09-26 00:00:00 IBM reported a modest 1% year-over-year revenue increase in Q2 despite a significant…
Key facts: NVIDIA (NVDA) 71.1% gross margin; Huang urges AI controls
By TradingView Publication Date: 2026-09-25 07:00:00 EnglishEnglish Select market data provided by ICE Data Services. Select reference data provided by…
Amazon’s AWS Backlog Climbed to $496 Billion as Its Cloud Margin Reached 39%. The Stock Is Primed to Skyrocket as a Result.
When you ask the average person about Amazon (NASDAQ: AMZN), they’ll undoubtedly talk about its online store. While that may…
Goldman Sachs Research Analysis: Microsoft AI Gross Margin Matches Cloud Business, Validating Transformation
By 潮向研究 Publication Date: 2026-09-22 08:18:00 Microsoft has never stated that it is constrained by the CPU or GPU; the…
Amazon: Prepare For A Margin Collapse At AWS
Amazon.com, Inc. trades at a forward P/E of 19, with a $2.7T valuation driven by optimism around its cloud business.…
Amazon’s Oct. 6–7 Prime Big Deal Days Tests a 7.9% Retail Margin
Amazon has set its U.S. Prime Big Deal Days sale for October 6–7, starting at 12:01 a.m. PDT. The 48-hour…
Nutanix: Q4 Operating Margin Nearly Doubles To 9.2% As Revenue And ARR Grow 16%
By Publication Date: 2026-08-28 07:00:00 Nutanix delivered significant operating leverage in its fiscal fourth quarter of 2026, as both revenue…
Broadcom’s strong AI growth faces margin, financing risks
By Nilanjana Basu Publication Date: 2026-09-15 13:17:00 Broadcom (AVGO) AI revenue is surging, but margin pressure and AI infrastructure financing…