Postaus

Dell raised its FY AI server outlook, signaling infrastructure demand. Broadcom beat Q3 revenue and earnings estimates as AI chip revenue hit $16.7B, but Q4 guidance came in slightly light; shares fell over 6% after hours before paring losses. Snowflake's Q2 product revenue grew 37%, CoCo reached 9,100 accounts, and higher FY revenue and margin guidance sent shares up over 21%. AI demand is spreading from chips and networking to data cloud and software, but markets expect faster execution.#AVGOD