Hardware sector performance (DELL, AVGO, AMD, etc.)

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Today, I’ll discuss with you the trend of the hardware sector and provide a forward-looking outlook on related stocks’ earnings.

Dell will report its earnings after the US market close on May 28. On the news front, the US Department of Defense announced that Dell Technologies has secured a major five-year defense software contract worth approximately $9.7 billion.

In addition, Broadcom (AVGO) is also set to report earnings on June 3. Analysts note that Broadcom’s results over the next few quarters could easily surpass market expectations, with potential revenue guidance significantly higher than the market consensus of around $22 billion.

We’ll spend 30 minutes today discussing the latest news in the hardware sector.

$Dell Technologies (DELL.US)$$Broadcom (AVGO.US)$$Taiwan Semiconductor (TSM.US)$ $CoreWeave (CRWV.US)$$NVIDIA (NVDA.US)$$ASML Holding (ASML.US)$$Circle (CRCL.US)$$Futu Holdings Ltd (FUTU.US)$$Coinbase (COIN.US)$$Tesla (TSLA.US)$$Palantir (PLTR.US)$$Advanced Micro Devices (AMD.US)$$Arm Holdings (ARM.US)$$Robinhood (HOOD.US)$$PayPal (PYPL.US)$ $Palantir (PLTR.US)$$Futu Holdings Ltd (FUTU.US)$$NEBIUS (NBIS.US)$$Bitmine Immersion Technologies (BMNR.US)$$Baidu (BIDU.US)$$NIO Inc (NIO.US)$$Meta Platforms (META.US)$$Apple (AAPL.US)$$Microsoft (MSFT.US)$$SanDisk (SNDK.US)$$Corning (GLW.US)$$Figma Inc (FIG.US)$$Lumentum (LITE.US)$

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