MarketPulse

networking components

2 articles
Investing.comInvesting.com··Leo Miller

Broadcom Nears $400 on Extended Meta AI Chip Deal Through 2029

Broadcom nears $400 per share boosted by expanded Meta AI partnership extending through 2029, with valuations compressing to defensible 30x forward P/E from prior 47x-49x peaks.
METAGOOGGOOGLAVGOAI chipsearnings growth
The Motley FoolThe Motley Fool··Harsh Chauhan

Ciena Quietly Outpaces Nvidia as AI Data Center Demand Fuels Optical Networking Boom

Ciena outperforms Nvidia in 2026 driven by surging AI data center optical networking demand, with 33% Q1 revenue growth and $7B backlog.
NVDAAVGOCIENhyperscalersdata centers