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via seekingalpha.comTech & AI

Google's latest TPUs show Broadcom remains central, says J.P. Morgan

FROM THE WIRE · SEEKINGALPHA.COM

J.P. Morgan gives Broadcom an Overweight rating, saying its revenue should benefit from Google TPUs through at least 2031 as v8i Max could ramp in 2H27.

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MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: expected bullishAn Overweight rating on a major chipmaker tied to Google TPUs is relevant for the tech sector.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01J.P. Morgan gives Broadcom an Overweight rating.
  2. 02Its revenue should benefit from Google TPUs through at least 2031.
  3. 03The v8i Max could ramp in the second half of 2027.
NEWS IMPACT AND MARKET REACTIONChange from the reference price
Broadcom Inc.AVGOStock326.22 USD-0.26%today +2.11%Positive
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets

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