Oracle & Broadcom Earnings: AI Demand & OpenAI Deals
Update: 2025-12-09
Description
Oracle and Broadcoms earnings reports this week are highly anticipated, as they could provide new insights into AI technology demand. Oracles stock surged earlier this year, driven by a quadrupled cloud computing backlog, but concerns arose when it was revealed that a significant portion came from a single deal with OpenAI. Meanwhile, Broadcom has been gaining momentum, with its stock climbing nearly twenty percent after Google launched its Gemini AI model, exclusively trained using Broadcoms custom chips. Analysts are now eagerly awaiting these reports to gauge each companys AI prospects.
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