Quick Read Broadcom's AI semiconductor revenue surged 221% to $17B in fiscal Q3, with management projecting a trajectory reaching $230B by fiscal 2028. Micron guided fiscal Q4 revenue to $50B at 86% gross margin, with HBM4 ramping twice as fast as its predecessor. Marvell raised its fiscal 2027 data-center growth outlook to 60%, with CEO Matt Murphy flagging October 6's Investor Day as the next catalyst. Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor) AI infrastructure spending keeps accelerating.
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