Trump Administration in Talks to Take Stake in Intel
#trump_administration #intel #state_capitalism
The Trump administration's potential deal with Intel signals a shift towards a more interventionist economic policy.
Broadcom Inc. is a leading American multinational company specializing in the design, development, manufacturing, and supply of a broad range of semiconductor and infrastructure software products. Its offerings serve diverse markets, including data centers, networking, broadband, wireless, storage, and industrial sectors. Headquartered in Palo Alto, California, Broadcom is recognized as part of the elite group of Big Tech companies and, since December 2024, became the 12th company to surpass a $1 trillion market capitalization, maintaining this status as of September 2025[1]. The company’s history traces back to the merger of Avago Technologies Limited and Broadcom Corporation in 2016, with Avago adopting the Broadcom name and ticker symbol (AVGO). Initially named Broadcom Limited, it rebranded to Broadcom Inc. in 2017. Broadcom has grown through strategic acquisitions, most notably acquiring VMware in November 2023 in a $69 billion cash-and-stock deal, expanding its footprint in infrastructure software and cloud computing[1]. Broadcom’s financial performance in 2025 reflects robust growth driven by the AI boom. In Q3 FY 2025, the company reported record revenue of $16 billion, a 22% year-over-year increase, fueled by a 63% surge in AI semiconductor revenue to $5.2 billion and strong VMware software sales. Semiconductor products accounted for 58% of revenue, with infrastructure software comprising 42%[2][6]. The company excels in custom AI accelerators, networking platforms like Tomahawk 6 and Jericho 4, and software solutions such as VMware Cloud Foundation, positioning it at the forefront of AI infrastructure[2][3]. Broadcom is noted for its high profitability, with net income margins around 32% and EBITDA margins near 54%, reflecting operational efficiency amid rapid revenue growth. It maintains strong investor confidence, backed by 14 consecutive years of dividend growth and favorable analyst ratings, despite concerns over valuation and
#trump_administration #intel #state_capitalism
The Trump administration's potential deal with Intel signals a shift towards a more interventionist economic policy.
#palantir #earnings report #ai stocks #nvidia #broadcom
As the market awaits the earnings report of Palantir, a data analysis company, investors turn their attention to fellow AI stocks, Nvidia and Broadcom. The two companies have managed to rebound despite the Trump tariffs, showing resilience and strength in the face of economic uncertainties.