Tag
#Broadcom
Earnings
TSMC’s June revenue surge sets the tone for AI chip earnings
TSMC June revenue rose 67.9 per cent to NT$442.68 billion, giving investors an early read on AI chip demand and packaging constraints.
By Avery Lin
Commodities
Oil surges 5.1pc to $93 as US strikes Iran for second night; stock futures slide
Oil surged 5.1 per cent to $93.15 a barrel and US stock futures fell after the American military launched a second consecutive night of strikes on Iran, putting further strain on a fragile ceasefire.
By Reza Najjar
Analysis
Anthropic $35bn chip deal puts private credit in AI
Anthropic $35bn chip deal makes private credit a core buyer of AI infrastructure, shifting risk into leases, SPVs and chip collateral.
By Sloane Carrington
Stocks
Broadcom AI outlook tests chip rally’s perfection trade
Broadcom AI outlook disappointed investors because strong growth was no longer enough after a $280bn run-up in the chipmaker’s shares.
By Sloane Carrington
Crypto
Bitcoin slips to 13th-largest asset as AI, metals rally
Bitcoin slipped to the 13th-largest asset as ETF outflows, AI-semiconductor gains and firmer metals prices redirected capital away from crypto.
By Caleb Mwangi
