ryanlimkc
04-02

Dont know if its gonna get better.

Broadcom AI Chip Deal: Meta Still Big Tech's Top AI Pick?
Meta jumped 4.41% to $662.49, driven by a multi-year AI chip expansion agreement with Broadcom that deepens the company's custom silicon and inference supply chain thesis, drawing strong institutional validation. With Q1 earnings on April 29, BNP Paribas's 33% revenue growth forecast combined with the Broadcom announcement is visibly boosting institutional accumulation appetite. Analysts are warning Meta could surpass Google in ad revenue by 2026 — what does that mean for the broader digital advertising landscape?
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