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Next week, the "Google Chain Core" Broadcom earnings report is coming

Citigroup and Goldman Sachs report predict that driven by the open use of Google's TPU and a surge in AI spending, Broadcom's upcoming financial report will once again exceed expectations, with its AI revenue expected to achieve triple-digit growth in the fiscal year 2026. Although OpenAI's "capital expenditures far exceed revenue" model has been pointed out to show signs of a bubble, before the demand cools down, Broadcom, as a core supplier, will continue to benefit from the capital chase for AI

Wallstreetcn·
US
AVGO
+0.11%
Wallstreetcn·
US
AVGO
+0.11%

Mizuho Securities Sticks to Their Buy Rating for Broadcom (AVGO)

Mizuho Securities analyst Vijay Rakesh reiterated a Buy rating for Broadcom with a price target of $435. Citi also maintained a Buy rating with a $415 target. Rakesh, a top analyst, has a 30.4% average return and 58.59% success rate, focusing on technology stocks like Broadcom, Micron, and Western Digital.

Tip Ranks·
US
AVGO
+0.11%
Tip Ranks·
US
AVGO
+0.11%

Top 3 Trending Stocks, According to Analysts – 12/4/2025

TipRanks' Trending Stocks tool highlights the top three most-rated stocks by analysts in the past 72 hours: CrowdStrike (CRWD), Okta (OKTA), and Salesforce (CRM). CRWD has a Moderate Buy rating with a 9.67% upside potential. OKTA also has a Moderate Buy rating with a 30.19% upside potential. CRM is rated Strong Buy with a 32.61% upside potential. TipRanks offers a 60% discount on its Premium service and Smart Investor Picks.

Tip Ranks·
US
CRM
+3.66%
US
CRWD
-2.11%
US
OKTA
-0.51%
Tip Ranks·
US
CRM
+3.66%
US
CRWD
-2.11%
US
OKTA
-0.51%

Northrop Grumman Successfully Tests New Solid Rocket Motor in Under 12 Months

Northrop Grumman Corporation announced successful R&D results from its SMART Demo program, delivering two new solid rocket motors, SMASH! 22 and BAMM! 29 2.0, in under 12 months. The SMASH! 22 motor was recently tested, showing enhanced speed, performance, and cost efficiency. The BAMM! 29 2.0 motor is scheduled for testing in early 2026. Data from these tests will support further technological advancements.

Reuters·
US
NOC
-0.06%
Reuters·
US
NOC
-0.06%

Palo Alto Networks (NASDAQ:PANW) EVP Lee Klarich Sells 120,774 Shares

Palo Alto Networks EVP Lee Klarich sold 120,774 shares at $191.91 each, totaling $23.18 million. This reduced his position by 26.93%, leaving him with 327,645 shares valued at $62.88 million. The transaction was disclosed in an SEC filing. Klarich had previously sold shares in November and October. Palo Alto Networks reported strong earnings, with a 15.7% revenue increase year-over-year. Analysts maintain a "Moderate Buy" rating with a $225.09 price target.

Market Beat·
US
PANW
+1.06%
Market Beat·
US
PANW
+1.06%
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