
Oracle vs Broadcom: AI capacity landlord or custom silicon toll road?
Oracle wants to own AI cloud capacity. Broadcom wants to tax custom silicon. Here is the ORCL vs AVGO setup before June earnings.
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TECHi reporting and analysis covering Earnings Preview. 3 articles, newest first.

Oracle wants to own AI cloud capacity. Broadcom wants to tax custom silicon. Here is the ORCL vs AVGO setup before June earnings.

Adobe reports June 11. Firefly must prove generative AI protects Creative Cloud pricing instead of becoming a margin leak.

Cisco reports Q3 FY26 on May 13, 2026. AI infrastructure orders past $5B, Splunk integration into year two, and gross margin under memory-cost pressure.