Nvidia earnings 2026
Broadcom’s Record Quarter Crashed the Semiconductor Sector, the EU Clock Is Ticking, and Anthropic Warned About Its Own Technology
Broadcom reported the best quarter in its history on June 3. Revenue up 48%. AI chip sales up 143%. A $100 billion semiconductor revenue forecast for fiscal 2027. The stock fell 14% the following day. By June 5, the semiconductor sector had lost $1.3 trillion in market cap and the Nasdaq had posted its worst…
Tech & AI Weekly: Jensen in Beijing, Tesla Goes Driverless, AI Hits a Wall
Jensen Huang stood at the Great Hall of the People in Beijing on May 14. Right next to Trump’s state visit delegation. The context: Nvidia has been locked out of selling H20 chips to China since the export ban took effect in April, a restriction that cost the company $4.6 billion in write-downs last quarter.…
