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1.
Oracle says there have been 'no delays' in OpenAI arrangement after stock slide (cnbc.com)
2.
Broadcom tumbles 11% despite blockbuster earnings as 'AI angst' weighs on Oracle, Nvidia (cnbc.com)
3.
Broadcom stock reverses lower on a misinterpretation of what the CEO said on the earnings call (cnbc.com)
4.
VMware Kills vSphere Foundation In Parts of EMEA (slashdot.org)
5.
Broadcom reveals its mystery $10 billion customer is Anthropic (cnbc.com)
6.
Broadcom beats on earnings and revenue, says AI chip sales will double in current quarter (cnbc.com)
7.
Broadcom reports fourth quarter earnings after the bell (cnbc.com)
8.
Broadcom is firing on all cylinders, and Wall Street can't get enough of the stock (cnbc.com)
9.
Broadcom gets more Street approval, but Cramer says it's not in a race with Nvidia (cnbc.com)
10.
Apple and Broadcom shares keep hitting records. Why each have more room to run (cnbc.com)
11.
CNBC Daily Open: Alphabet to omega in AI? (cnbc.com)
12.
CNBC Daily Open: A risky alpha bet in markets to revive AI trade (cnbc.com)
13.
Broadcom is joining Alphabet in the AI rally. Why investors are jumping in (cnbc.com)
14.
Nvidia’s rising stock price takes fellow chip giants along for the ride as renewed AI enthusiasm fuels fresh rally (feeds.feedburner.com)
15.
Nvidia’s rising stock price takes fellow chip giants along for ride as renewed AI enthusiasm fuels fresh rally (feeds.feedburner.com)
16.
What Anthropic's $50 billion AI infrastructure investment means for these 3 portfolio stocks (cnbc.com)
17.
Broadcom just announced an AI chipset that translates audio in real time directly on the device (engadget.com)
18.
Big bank earnings, Broadcom's OpenAI chip deal, record-high car prices and more in Morning Squawk (cnbc.com)
19.
Broadcom CEO says generative AI will become a much larger part of global GDP (cnbc.com)
20.
OpenAI Partners With Broadcom To Deploy Custom AI Chips (cnet.com)
21.
How Broadcom's big OpenAI deal fits into the data center boom and what it means for the AI trade (cnbc.com)
22.
Broadcom's chip president says mystery $10 billion customer isn't OpenAI (cnbc.com)
23.
Chip stocks bounce on Broadcom, OpenAI deal and easing China tensions (cnbc.com)
24.
OpenAI is making its own AI chips with Broadcom's help (engadget.com)
25.
Broadcom stock pops 9% on OpenAI custom chip deal, adding to Nvidia and AMD agreements (cnbc.com)
26.
Broadcom fixes high-severity VMware NSX bugs reported by NSA (bleepingcomputer.com)
27.
35 percent of VMware workloads expected to migrate elsewhere by 2028 (arstechnica.com)
28.
Report: OpenAI will launch its own AI chip next year (zdnet.com)
29.
VMware's in court again. Customer relationships rarely go this wrong (news.ycombinator.com)
30.
Broadcom stock jumps 9% on new $10 billion customer that analysts say is OpenAI (cnbc.com)
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