Stock Movers Broadcom Rises After Strong AI Revenue; Kroger Offers Cautious Forecast; Trade Desk Shares Jump
Mar 5, 2026
A roundup of market movers with a focus on Broadcom’s AI-fueled revenue surge and strong quarterly beat. Coverage of Kroger’s cautious same-store sales forecast as it navigates leadership change. Discussion of Trade Desk’s stock pop after talks to help OpenAI with ad sales. Brief notes on Robinhood launching a high-fee premium credit card.
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Broadcom Predicts Massive AI Chip Ramp
- Broadcom projects AI chip sales could reach $100 billion next year, up from $20 billion last year, signaling an aggressive push into AI hardware.
- CEO says supply chain is secured and deals with Anthropic and OpenAI underpin the optimistic revenue outlook and $22B quarterly target.
Buyback And AI Deals Boost Broadcom Stock
- Broadcom announced a buyback plan for up to $10 billion after topping revenue estimates for the quarter.
- The stock gained in pre-market trading fueled by custom-chip deals with Anthropic and OpenAI.
Kroger's Cautious Same Store Sales Forecast
- Kroger beat Q4 earnings but gave a cautious full-year outlook, forecasting identical-store sales excluding fuel up 1–2%.
- Management's soft guidance reflects intensifying competition as consumers look to stretch dollars under the new CEO.