Ed Ludlow

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We're still keeping an eye on tech earnings.

Next up being Broadcom after the closing bell.

Wall Street expecting the chip maker to report strong results, but based on recent trading patterns, that likely won't be enough to reverse the stock's months-long slump.

Let's get out to Bloomberg Tech Equity's reporter, Carmen Reinecke.

The expectation is they'll tell us more AI chip revenues from A6, but it will weigh on margins, right?

Because of the mix and it being lower margin against their software businesses.

What are we going to wait for?

What are we going to watch for?

Yeah, software has been beaten up.

But what's notable is Broadcom shares have down significantly, but they're still quite expensive in comparison to, well, historical numbers.

It's kind of funny timing in the earnings cycle.

We're either kind of late, depending on how you look at it.

And this is their fiscal fiscal first quarter.

I think they have like a 73 billion dollar backlog for the A6 part or AI chips part.

Do we do we look at Broadcom as like a learning for what's happening in aggregate in AI data center demand and so on?

How have people seen it as a key competitor to NVIDIA going forward?

No matter how many of these companies say they're developing their own ASICs, OpenAI has, Meta has, and many, we still just can't get away from what feels like the dominance of NVIDIA in GPU and now CPU.