FY25 sees 25% revenue growth, driven by AI chips. Explore AI's impact on margins & Q2 guidance. Explore more details here.

Broadcom's shares rose 6% on Friday as the semiconductor maker's strong revenue forecast helped restore some confidence in AI chip demand after a bruising sector-wide selloff following rival Marvell Technology's bleak outlook.

Broadcom stock surged after the company posted better-than-expected earnings. The strong results from the semiconductor maker could provide some relief to the beaten-down AI trade.For its fiscal first quarter ending January,

Revenue from the company’s custom AI chips is soaring, with more potential customers in the pipeline.

Hock Tan on Broadcom earnings $4 billion AI sales, chips, VMware and VCF, cloud hyperscalers, software infrastructure and semiconductor tariff impact.

Broadcom not acquiring Intel’s chip design business, says CEO Hock Tan, with AI and VMware the focus, not Intel semiconductor buy.

Broadcom remains resilient despite market challenges, driven by strong AI prospects. Learn why AVGO stock is a buy amid recent market dislocation.

Nvidia sells the lion’s share of the parallel compute underpinning AI training, and it has a very large – and probably dominant – share of AI inference.

The AI chipmaker offered an upbeat second-quarter outlook that was a silver lining in the otherwise downtrodden AI trade.

Uncertainty about the impact of new U.S. tariffs weighed on stocks, along with worries about tightening chip export curbs, and competition from China as Alibaba unveiled its latest AI reasoning model, which it said rivals offerings from DeepSeek and ChatGPT maker OpenAI. Alibaba shares climbed about 1%.

It’s been a tough stretch for AI stocks, but Broadcom’s guidance brought the sort of upside investors wanted to see.