Broadcom Sold $16.7 Billion of Custom AI Chips in 90 Days. The Stock Fell Anyway.
Broadcom sold $16.7B of custom AI chips in one quarter, up 221%, with Google, Anthropic and OpenAI on the roster. So why did the stock fall?

Microsoft Copilot inside Outlook for thread summaries, drafting and writing coaching
Copilot is built into Outlook on the web, desktop and mobile for Microsoft 365 subscribers. It summarises threads, drafts and coaches replies, and pulls tasks out of email; consumers get it with Microsoft 365 Personal, Family or Premium, and businesses add Microsoft 365 Copilot.
Latest: Microsoft retired standalone Copilot Pro and folded it into Microsoft 365 Premium; existing subscribers could keep it until August 2026.
Polished summaries and drafting inside a familiar app; less automation than dedicated assistants.
See all Outlook with Copilot alternatives, ranked →
Gmail with Gemini vs Outlook with Copilot
Broadcom sold $16.7B of custom AI chips in one quarter, up 221%, with Google, Anthropic and OpenAI on the roster. So why did the stock fall?
Google's custom-chip deal could hand Marvell up to $120 billion in revenue. So why did the stock drop 7% on record earnings? The payoff doesn't land until fiscal 2029.
Infleqtion booked record Q2 revenue of $12.6M, up 116% — and a $30.6M operating loss to match. Inside quantum computing's first real earnings season.