JHVEPhoto/iStock Editorial via Getty Images Article Thesis Broadcom Inc. ( AVGO ) reported its most recent earnings results on Wednesday, delivering another double beat . The market reacted negatively to that, however -- possibly expecting even better results. Broadcom isn't as cheap as it was earlier this year, but at the post-earnings price, it still seems attractive, I believe. Past Coverage I ...
JHVEPhoto/iStock Editorial via Getty Images Article Thesis Broadcom Inc. ( AVGO ) reported its most recent earnings results on Wednesday, delivering another double beat . The market reacted negatively to that, however -- possibly expecting even better results. Broadcom isn't as cheap as it was earlier this year, but at the post-earnings price, it still seems attractive, I believe. Past Coverage I have written about Broadcom here on Seeking Alpha in the past, most recently in early March , three months ago. I was bullish on AVGO back then, which worked out extremely well so far -- Broadcom's shares are up by 45% in a single quarter. With Broadcom updating us on its quarterly performance, I want to take another look at the chip giant today and offer my perspective on whether Broadcom is still a good investment following an excellent run in 2026 so far. What Happened? On Wednesday, following the market's close, Broadcom reported the following headline numbers as part of its quarterly earnings release : Broadcom's earnings results (Seeking Alpha) Broadcom outperformed expectations on both lines -- which isn't very surprising, as this was the 6th double beat in a row; thus, AVGO has a pretty clear track record of performing better than what Wall Street is forecasting. Still, the market wasn't happy with those results, as Broadcom's shares sold off by a couple of percentage points immediately after the earnings release. This could change throughout the next day, of course, as more and more investors and analysts digest AVGO's report. Broadcom: Massive AI Tailwinds Delving into Broadcom's results for its fiscal second quarter, let's start with its top-line number. Here, we see growth of 48% versus one year earlier -- a very strong growth rate in absolute terms, and also compared to other major chip companies: Intel ( INTC ) delivered revenue growth of 7% during the most recent quarter, Advanced Micro Devices ( AMD ) delivered growth of 38% -- only Nvidia ( NVDA ) delivered...
JHVEPhoto/iStock Editorial via Getty Images Article Thesis Broadcom Inc. ( AVGO ) reported its most recent earnings results on Wednesday, delivering another double beat . The market reacted negatively to that, however -- possibly expecting even better results. Broadcom isn't as cheap as it was earlier this year, but at the post-earnings price, it still seems attractive, I believe. Past Coverage I ...
JHVEPhoto/iStock Editorial via Getty Images Article Thesis Broadcom Inc. ( AVGO ) reported its most recent earnings results on Wednesday, delivering another double beat . The market reacted negatively to that, however -- possibly expecting even better results. Broadcom isn't as cheap as it was earlier this year, but at the post-earnings price, it still seems attractive, I believe. Past Coverage I have written about Broadcom here on Seeking Alpha in the past, most recently in early March , three months ago. I was bullish on AVGO back then, which worked out extremely well so far -- Broadcom's shares are up by 45% in a single quarter. With Broadcom updating us on its quarterly performance, I want to take another look at the chip giant today and offer my perspective on whether Broadcom is still a good investment following an excellent run in 2026 so far. What Happened? On Wednesday, following the market's close, Broadcom reported the following headline numbers as part of its quarterly earnings release : Broadcom's earnings results (Seeking Alpha) Broadcom outperformed expectations on both lines -- which isn't very surprising, as this was the 6th double beat in a row; thus, AVGO has a pretty clear track record of performing better than what Wall Street is forecasting. Still, the market wasn't happy with those results, as Broadcom's shares sold off by a couple of percentage points immediately after the earnings release. This could change throughout the next day, of course, as more and more investors and analysts digest AVGO's report. Broadcom: Massive AI Tailwinds Delving into Broadcom's results for its fiscal second quarter, let's start with its top-line number. Here, we see growth of 48% versus one year earlier -- a very strong growth rate in absolute terms, and also compared to other major chip companies: Intel ( INTC ) delivered revenue growth of 7% during the most recent quarter, Advanced Micro Devices ( AMD ) delivered growth of 38% -- only Nvidia ( NVDA ) delivered...
Despite recent back-to-back visits to Beijing by US President Donald Trump and Russian President Vladimir Putin, no new trilateral framework or major diplomatic breakthrough has emerged. Yet, according to observers, the summits highlight Beijing’s growing ability to manage its two most important relationships on separate tracks: sustaining a deep strategic partnership with Moscow, while pursuing a...
Despite recent back-to-back visits to Beijing by US President Donald Trump and Russian President Vladimir Putin, no new trilateral framework or major diplomatic breakthrough has emerged. Yet, according to observers, the summits highlight Beijing’s growing ability to manage its two most important relationships on separate tracks: sustaining a deep strategic partnership with Moscow, while pursuing a more transactional, stability-focused engagement with Washington. Several analysts said the pattern...
Australia is emerging as a surprising beneficiary of new technological shifts, even as the country faces a growth hit from the Middle East war. Rapidly accelerating data construction is driving an unprecedented demand for copper, while battery solutions are fueling a massive consumption of lithium. Escalating geopolitical tension is also providing a powerful tailwind for rare earths as Western nat...
Australia is emerging as a surprising beneficiary of new technological shifts, even as the country faces a growth hit from the Middle East war. Rapidly accelerating data construction is driving an unprecedented demand for copper, while battery solutions are fueling a massive consumption of lithium. Escalating geopolitical tension is also providing a powerful tailwind for rare earths as Western nations hunt for secure ex-China supply – all of which is highly positive for the country’s mining sect
SPLC Employee Funneled $1.2 Million To Neo-Nazi Lover - And More: DOJ Superseding Indictment The Southern Poverty Law Center built a massive empire - ballooning to over $787 million in assets - by promising donors it was the frontline defender against "hate" and white supremacy. But according to the Department of Justice's superseding indictment , the organization allegedly funneled millions in ta...
SPLC Employee Funneled $1.2 Million To Neo-Nazi Lover - And More: DOJ Superseding Indictment The Southern Poverty Law Center built a massive empire - ballooning to over $787 million in assets - by promising donors it was the frontline defender against "hate" and white supremacy. But according to the Department of Justice's superseding indictment , the organization allegedly funneled millions in tax-exempt donor dollars to the very extremists it publicly condemned. The Juiciest Revelation: The $1.2 Million Romantic Entanglement One of the most shocking details involves "F-9" - a field source affiliated with the neo-Nazi National Alliance . The SPLC allegedly paid this individual over $1.2 million while F-9 was in a romantic relationship with an SPLC employee . While on the SPLC payroll , F-9 reportedly continued raising funds for the National Alliance. 1⃣ NATIONAL ALLIANCE SPLC paid over $1.2M to "F-9," who was in a romantic relationship with an SPLC employee While receiving SPLC donors' money, F-9 also raised funds for the National Alliance. 5/20 - Tyler O'Neil (@Tyler2ONeil) June 3, 2026 Other Damning Allegations From The Superseding Indictment F-30 (Nazi/KKK/Aryan Nations leader): Paid more than $70K after asking to leave the movement. Instead, the SPLC allegedly kept them on salary to host rallies, recruit, and publish extremist material. F-31 & F-32 (KKK members): Wanted out in 2010 but were allegedly bribed to stay active. Funds reimbursed cross-burning materials, including wood and fuel, and helped them gain leadership roles. F-37 (Unite the Right): Paid over $300K. This individual was in the leadership chat for the 2017 Charlottesville rally, made racist posts under SPLC supervision, and arranged transportation for attendees. F-42 (Neo-Nazi National Alliance chairman): Received $155K+ while simultaneously listed on the SPLC's own "Extremist File" webpage. Additional payments: Approximately $350K to a National Socialist Movement officer and $19K to American Fr...
Caroline Golin, chief growth and policy officer at NRG Energy, said that AI expansion has outpaced the infrastructure necessary to power it and that energy companies 'weren't prepared' for the opportunity in front of them as the US data center buildout ramps up even further. Despite the pressure on the grid, Golin says that the industry is working to make sure the infrastructure is in place to gro...
Caroline Golin, chief growth and policy officer at NRG Energy, said that AI expansion has outpaced the infrastructure necessary to power it and that energy companies 'weren't prepared' for the opportunity in front of them as the US data center buildout ramps up even further. Despite the pressure on the grid, Golin says that the industry is working to make sure the infrastructure is in place to grow into the future. (Source: Bloomberg)
Fairfax Financial Holdings ( FFH:CA ) said on Wednesday that it priced a private offering of US$750M 6.200% senior unsecured notes due 2056 at par (100%). The company plans to deploy the net proceeds for general corporate purposes and expects to enter into a registration rights agreement related to the notes. The offering is expected to close on or about June 8, 2026. Shares +0.16%. More on Fairfa...
Fairfax Financial Holdings ( FFH:CA ) said on Wednesday that it priced a private offering of US$750M 6.200% senior unsecured notes due 2056 at par (100%). The company plans to deploy the net proceeds for general corporate purposes and expects to enter into a registration rights agreement related to the notes. The offering is expected to close on or about June 8, 2026. Shares +0.16%. More on Fairfax Financial Holdings Fairfax Financial: Quality Compounder, But Not A Cheap One Anymore Fairfax Financial Holdings Limited (FFH:CA) Q1 2026 Earnings Call Transcript Fairfax Financial Holdings Limited (FFH:CA) Shareholder/Analyst Call - Slideshow Fairfax Financial GAAP EPS of $31.11 misses by $19.09 Fairfax to sell about half of its Poseidon stake for US$1.9B
AeroVironment Inc. ( AVAV ) announced on Wednesday that it secured a $117.3M firm-fixed-price contract for the procurement and delivery of unmanned aircraft systems. The contract covers 82 AeroVironment P550 UAS, aimed at providing battalion-level forces with reconnaissance, surveillance, and target acquisition capability. The work will be carried out at locations to be decided, with an expected c...
AeroVironment Inc. ( AVAV ) announced on Wednesday that it secured a $117.3M firm-fixed-price contract for the procurement and delivery of unmanned aircraft systems. The contract covers 82 AeroVironment P550 UAS, aimed at providing battalion-level forces with reconnaissance, surveillance, and target acquisition capability. The work will be carried out at locations to be decided, with an expected completion date of July 23, 2026. Funding source and fiscal year allocation will be determined with each order, and the U.S. Army Contracting Command is handling the contract. More on AeroVironment AeroVironment: Drone Defense Spending Should Provide Plenty Of Lift AeroVironment: A Mispriced Defense Growth Stock With Upside Into Earnings AeroVironment: A Defense Growth Story Worth Holding, Not Chasing Space stocks tumble as investors take profits ahead of SpaceX IPO AeroVironment plans Ohio expansion to support defense manufacturing growth
Download the Complete Report Here Einride AB (Proposed Ticker: ENRD) Integrated Freight Platform Scaling Contracted Demand into Electric and Autonomous Deployment Einride enters public markets as a commercial freight-technology platform with live electric and autonomous deployment traction. Founded in 2016 and headquartered in Stockholm, ENRD serves 30 customers across seven countries, with $49 mi...
Download the Complete Report Here Einride AB (Proposed Ticker: ENRD) Integrated Freight Platform Scaling Contracted Demand into Electric and Autonomous Deployment Einride enters public markets as a commercial freight-technology platform with live electric and autonomous deployment traction. Founded in 2016 and headquartered in Stockholm, ENRD serves 30 customers across seven countries, with $49 million of […] The post Einride AB to Become Public As Freight Platform With Electric & Autonomous Fle
Broadcom expects Q3 revenue at $29.4 billion, higher than the average estimate of $28.5 billion, but much lower than the top-end estimate of $37.5 billion.
Broadcom expects Q3 revenue at $29.4 billion, higher than the average estimate of $28.5 billion, but much lower than the top-end estimate of $37.5 billion.
Autodesk ( ADSK ) and Amazon Web Services (AWS) announced on Wednesday a partnership to improve cloud-based design tools and help customers work more efficiently at scale. As part of the deal, Autodesk products, starting with Fusion and Fusion Manage, will be available on AWS Marketplace from Q2, making purchase and billing simpler for AWS customers. Both companies will also combine Autodesk’s clo...
Autodesk ( ADSK ) and Amazon Web Services (AWS) announced on Wednesday a partnership to improve cloud-based design tools and help customers work more efficiently at scale. As part of the deal, Autodesk products, starting with Fusion and Fusion Manage, will be available on AWS Marketplace from Q2, making purchase and billing simpler for AWS customers. Both companies will also combine Autodesk’s cloud platform using AWS cloud and AI tools to improve performance and complex design workflows. The collaboration is aimed at helping customers innovate faster and scale easily, with partners like Matterport also benefiting from smoother integration. Source: Press Release More on Autodesk Autodesk, Inc. 2027 Q1 - Results - Earnings Call Presentation Autodesk, Inc. (ADSK) Q1 2027 Earnings Call Transcript Autodesk: Primed To Monetize The Elastic Demand For Engineering Optimization Earnings Scoreboard: 11 of 12 firms smash EPS and revenue estimates and deliver Y/Y gains Autodesk falls despite Q1 beat, analysts mull MaintainX acquisition
The vote marked a rare bipartisan rebuke of the war, but is mostly symbolic. Democrats have been unable to pass a war powers resolution in the Senate, and even if they could it would likely be vetoed. (Image credit: Mariam Zuhaib)
The vote marked a rare bipartisan rebuke of the war, but is mostly symbolic. Democrats have been unable to pass a war powers resolution in the Senate, and even if they could it would likely be vetoed. (Image credit: Mariam Zuhaib)
Apple will introduce age verification in the App Store for users in Texas starting on Thursday, June 4th. The move, as spotted by MacRumors , comes just days after a federal appeals court allowed Texas' App Store Accountability Act to go into effect while a lawsuit against it proceeds. People in Texas who are creating a new Apple account will need to verify they're over 18 using a credit card or g...
Apple will introduce age verification in the App Store for users in Texas starting on Thursday, June 4th. The move, as spotted by MacRumors , comes just days after a federal appeals court allowed Texas' App Store Accountability Act to go into effect while a lawsuit against it proceeds. People in Texas who are creating a new Apple account will need to verify they're over 18 using a credit card or government ID . Apple may also automatically verify users' age using the age of their account and whether they have a credit card on file. Meanwhile, users under 18 must join a Family Sharing group, where a parent or guardian will need to provide con … Read the full story at The Verge.
Just_Super Alnylam Pharmaceuticals ( ALNY ) has signed a deal potentially worth up to $2B with Inceptive Nucleics to use generative AI models to accelerate the development of RNAi therapeutics. Inceptive Nucleics will receive $30M upfront, inclusive of cash and Inceptive equity. "Inceptive's foundation model learns the patterns underlying biology and hence can adapt to diverse therapeutic modaliti...
Just_Super Alnylam Pharmaceuticals ( ALNY ) has signed a deal potentially worth up to $2B with Inceptive Nucleics to use generative AI models to accelerate the development of RNAi therapeutics. Inceptive Nucleics will receive $30M upfront, inclusive of cash and Inceptive equity. "Inceptive's foundation model learns the patterns underlying biology and hence can adapt to diverse therapeutic modalities without retraining," per a news release . "In joint exploratory work, the model achieved exceptional performance within weeks, uncovering meaningful biological insights from relatively small datasets to characterize siRNA molecules, the active ingredient in RNAi therapeutics." Alnylam will also have access to Inceptive's scalable, AI-enabled wet-lab training data generation methods. More on Alnylam Pharmaceuticals Alnylam Pharmaceuticals, Inc. (ALNY) Presents at Bank of America Global Healthcare Conference 2026 Transcript Alnylam Pharmaceuticals: The RNAi Leader Continues To Grind Through A Quieter Year Alnylam Pharmaceuticals, Inc. 2026 Q1 - Results - Earnings Call Presentation Ionis, Alnylam, BioMarin up as Citi starts at Buy on catalyst and growth outlook ClearBridge Large Cap Growth adds, and exits multiple positions in Q1