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TradingView News says AI adoption is accelerating, with value expected to concentrate among leading frontier models. Infrastructure and power constraints are viewed as shaping growth, with capital allocation likely favoring dividends and buybacks.
Broadcom reported record Q3 FY 2026 revenue of $29.6 billion, with AI semiconductor revenue up 221% to $16.7 billion. It guided Q4 consolidated revenue to $34.8 billion and AI revenue to $21.7 billion.