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for: Wednesday, March 04, 2026



Broadcom Inc. (AVGO) Stock: Soars on $10B Buyback and Record $19.3B Q1 Revenue Driven by AI Surge

Yasmin Werner / parameter - TLDR Broadcom Q1 revenue hits $19.3B, up 29% YoY Net income jumps 34% to $7.35B on strong demand AI revenue doubles to $8.4B, driving growth momentum $10B share buyback enhances shareholder returns Q2 revenue forecast $22B, powered by AI and software solu…


AI boom hides software drag and investor unease.

Broadcom’s AI Business Is Booming. The Rest Is Complicated.

44 hrs / wsj / Dan Gallagher


AI demand explodes — Broadcom says hyperscalers can't build chips.

Broadcom: AI companies currently dependent on external chipmakers

43 hrs / techzine / Mels Dees

Broadcom says AI companies can’t make their own silicon any time soon

2 days / theregister / Simon Sharwood

Broadcom CEO Hock Tan sees AI chip revenue 'significantly' above $100 billion next year

2 days / cnbc

Broadcom’s AI chip business jumps 106% as it cruises to another solid earnings and revenue beat

2 days / siliconangle / Mike Wheatley


Market cheers record quarter, $10B buyback lifts Broadcom shares.

Broadcom (AVGO) Stock Soars 7% on Massive AI Revenue Forecast Through 2027

43 hrs / parameter / Trader Edge

Broadcom's custom AI chip business stays hot and gives the bulls a much-needed win

2 days / cnbc

Broadcom Inc. (AVGO) Stock: Soars on $10B Buyback and Record $19.3B Q1 Revenue Driven by AI Surge

2 days / parameter / Yasmin Werner

Broadcom posts modest Q1 sales and earnings beats

2 days / sherwood / Luke Kawa

Broadcom set to report earnings after the bell

2 days / cnbc


All Other Stories

How Broadcom CEO Hock Tan won the market over during the earnings call

43 hrs / sherwood / Luke Kawa

Pretty punchy guidance from $AVGO but a light Q1 beat; shares modestly lower sherwood.news/markets/broa...

2 days / bsky / @ljkawa.bsky.social / ljkawa.bsky.social

Back to Top / Wednesday, March 4, 2026, 4:21 pm / permalink 20153 / 12 stories in 2 days


Apple debuts M5 Pro and M5 Max with 18-core CPU, up to 40-core GPU, and 4x AI performance

Asma Hussain / ithinkdiff - Apple has announced M5 Pro and M5 Max, its most advanced chips yet for the MacBook Pro. Built on a new Apple designed Fusion Architecture, the chips focus heavily on AI compute, graphics performance, and higher unified memory bandwidth for...Read more at …


Hands‑on: performance impressions of M5 Air and M5 Pro

M5 Max MacBook Pro Hands-On: The Expensive Tank of Laptops

2 days / gizmodo / Kyle Barr

M5 MacBook Air Hands-On: All of the Changes Are Under the Hood

2 days / gizmodo / Raymond Wong

M5 Max 16-inch MacBook Pro vs M4 Max 16-inch MaBook Pro compared

2 days / appleinsider


Inside Apple’s M5: Fusion architecture and AI power

Apple Renames its Processor Cores for M5

2 days / iphoneincanada / Usman Qureshi

Apple's M5 Pro and M5 Max pack 18 CPU cores, up to 40 GPU cores, and faster unified memory

2 days / techspot

Apple debuts M5 Pro and M5 Max with 18-core CPU, up to 40-core GPU, and 4x AI performance

2 days / ithinkdiff / Asma Hussain


New MacBooks unveiled: storage, Wi‑Fi 7, and memory options

Apple launches M5 MacBook Air with 16GB RAM and 512GB storage

2 days / dataconomy / Kerem Gülen

Apple introduces MacBook Pro with M5 Pro, M5 Max, 1TB storage, and Wi-Fi 7

3 days / ithinkdiff / Asma Hussain

MacBook Air with M5 brings 512GB storage, Wi-Fi 7, and faster AI performance

3 days / ithinkdiff / Asma Hussain


Retail rush and market reaction: preorders, deals, stock slide

The new MacBook Air debuts with a $50 gift card as the M4 model hits its best price

2 days / theverge / Sheena Vasani

Skip The New Models and Get Up to $300 Off M4 MacBook Air on Amazon

2 days / macrumors / Mitchel Broussard

New M5 MacBook Air and MacBook Pro Get First Pre-Order Offers From Best Buy

2 days / macrumors / Mitchel Broussard

Apple (AAPL) Stock: Shares Slip as Company Unveils M5-Powered MacBook Air and Pro Models

2 days / parameter / Yasmin Werner


All Other Stories

Skip The New Models and Get Up to $300 Off M4 MacBook Air on Amazon

2 days / bsky / @macrumors.bsky.social / macrumors.bsky.social

New M5 MacBook Air and MacBook Pro Get First Pre-Order Offers From Best Buy

2 days / bsky / @macrumors.bsky.social / macrumors.bsky.social

Back to Top / Wednesday, March 4, 2026, 9:22 am / permalink 20122 / 15 stories in 2 days


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Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

The Pentagon has designated Anthropic and its products as a “supply‑chain risk,” prompting the company to announce a court challenge. Experts warn the move could chill collaboration and talent flows into AI, while Anthropic insists it will contest the determination to protect its operations and customers. More...


Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


OpenAI launches Codex Security agent to automatically detect software vulnerabilities

OpenAI rolled out Codex Security, an AI agent that scans codebases to find complex vulnerabilities, suggests actionable fixes, and uses sandbox testing to limit false positives. The tool has already flagged issues in major projects and aims to compete with traditional application security tooling by automating deep, contextual code review. More...


Google releases Workspace CLI enabling AI agents to access Gmail, Drive, Calendar

Google has shipped an open-source Workspace CLI that gives AI agents like OpenClaw programmatic access to Gmail, Drive, Calendar and other Workspace services via a built-in MCP server. The tool standardizes agent integration, making it easier — and slightly creepier — for automated assistants to act on users’ behalf across core productivity apps. More...


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