Broadcom just extended its collaborations with Anthropic and Google.

Broadcom is likely to gain a lot of ground on its recent deals with Google and Anthropic, according to several shops on the Street.

Interest in Micron and Broadcom remains red-hot on the back of their critical roles in the broader AI buildout. Bright growth outlooks led by favorable revisions keep them both as a Zacks Rank #1 (Strong Buy).

Spears will remain in the CFO chair until the June 12 handoff, then stay on for nine months as an advisor to ease the transition, part of what the company describes as a strategic leadership plan centered in its Palo Alto headquarters.