Broadcom shares slide 5% as margins, OpenAI concerns overshadow strong Q4

Broadcom's shares experienced a significant decline of 5% despite the company reporting record revenue growth, driven by rising demand for chips essential for data centers powering artificial intelligence models. The revenue forecast for the upcoming fiscal first quarter is approximately $19.1 billion, exceeding analysts' expectations.

Broadcom reported its Q4 2025 earnings, exceeding expectations with a strong performance that highlighted a revenue forecast of approximately $19.1 billion for the upcoming fiscal first quarter. This figure surpassed analysts' predictions of $18.5 billion, driven by increased demand for AI data center equipment.

Broadcom has announced a strong revenue forecast of approximately $19.1 billion for the fiscal first quarter, surpassing analysts' expectations of $18.5 billion. This growth is attributed to increased demand for AI data center equipment, positioning Broadcom as a competitive player against Nvidia in the AI market.

Disney has announced a landmark $1 billion investment in OpenAI, which includes licensing its characters for use in the Sora video generation platform. This three-year deal allows users to create videos featuring iconic characters from Disney, Marvel, Star Wars, and Pixar, marking a significant collaboration between the entertainment and AI sectors.

Disney has announced a landmark $1 billion licensing deal with OpenAI to integrate its characters into OpenAI's Sora video generation platform, marking a significant collaboration in the entertainment and AI sectors. This agreement is seen as a strategic move to embrace generative AI rather than resist it, positioning Disney at the forefront of technological innovation in media.

Broadcom reported earnings that exceeded expectations by $0.08, with revenue surpassing estimates, reflecting strong performance in the technology sector. The company has forecasted approximately $19.1 billion in revenue for the upcoming fiscal first quarter, driven by heightened demand for AI data center equipment.

The U.S. military has seized a sanctioned oil tanker off the coast of Venezuela, a move confirmed by President Donald Trump. This operation is part of a broader strategy aimed at increasing pressure on the Venezuelan government led by Nicolás Maduro, amidst ongoing tensions in the region.

Disney has announced a significant investment of $1 billion in OpenAI, aimed at integrating its intellectual property into OpenAI's products, particularly through the Sora video generation tool. This deal marks a pivotal collaboration between the entertainment giant and the AI leader, reflecting a growing intersection of media and technology.