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Broadcom upgraded as analysts reassess AI chip growth and insourcing risks

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  • Macquarie upgraded Broadcom to Outperform over Anthropic demand and reduced Google insourcing concerns.
  • $40 billion represents Macquarie’s forecast for Anthropic purchases from Broadcom in fiscal 2028.
  • Piper Sandler upgraded Tempus AI, while Baird, KeyBanc and GLJ Research reaffirmed other ratings.
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