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Broadcom Asserts XPU Advantage While Partner Alphabet Rejoins The $4T Club [Seeking Alpha]
Last alphabet inc. - class c capital stock earnings: 4/28 04:02 pm
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US:NASDAQ Investor Relations: abc.xyz/investor
GOOG is expected to deliver 15% YoY revenue growth, with Google Cloud accelerating to 30% growth with margin expansion and strong Gemini AI adoption. AVGO is set for high-margin revenue acceleration, $50B FCF in FY26, and a new 12-month price target of $550 fueled by multiple 2nm XPU high-volume ramp-ups in 2H of 2026. Both companies are positioned for multi-year out-performance as AI data-center demand, strategic partnerships, and superior scale efficiencies drive long-term growth. Massive AI Data-Center in the Netherlands Hugo Kurk/iStock via Getty Images According to Seeking Alpha, and after a blistering 22% rally since the low on March 30, Alphabet Inc. aka Google ( GOOG ) closed Wednesday's trade with a market This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AVGO, GOOG, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not rec
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