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Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the technology space with this brief recap.

AI-Powered Earnings 

Broadcom (AVGO) recently reported Q1 adjusted EPS $1.60, which beat the consensus estimate of $1.51, and Q1 revenue of $14.92 billion, which was also better than the expected $14.59 billion.

"Broadcom's record first quarter revenue and adjusted EBITDA were driven by both AI semiconductor solutions and infrastructure software. Q1 AI revenue grew 77% year-over-year to $4.1 billion and infrastructure software revenue grew 47% year-over-year to $6.7 billion," said Hock Tan, President and CEO of Broadcom. "We expect continued strength in AI semiconductor revenue of $4.4 billion in Q2, as hyperscale partners continue to invest in AI XPUs and connectivity solutions for AI data centers."

"Consolidated revenue grew 25% year-over-year to a record $14.9 billion. Adjusted EBITDA increased 41% year-over-year to a record $10.1 billion," said Kirsten Spears, CFO of Broadcom. "Free cash flow was $6.0 billion, up 28% year-over-year."

Broadcom said it sees Q2 revenue of approximately $14.9 billion, with consensus at $14.73 billion, and Q2 adjusted EBITDA guidance of approximately 66% of projected revenue.

KeyBanc raised the firm's price target on Broadcom to $275 from $260, while keeping an Overweight rating on the shares. The firm noted the company reported strong Q1 results and Q2 guidance, which exceeded expectations. Upside was driven by AI revenues of $4.1 billion, which exceeded guidance of $3.8 billion due to stronger networking revenues.

Notably, Broadcom announced two additional AI "engagement partners" for a total of four -- KeyBanc stated the firm believes two of the four are Apple (AAPL) and Microsoft-backed OpenAI. The firm was encouraged by these strong results, as Broadcom strengthened its position as a leading custom AI ASIC provider.

Copilot Alternatives 

Microsoft is said to be testing OpenAI alternatives for Copilot, The Information's Aaron Holmes reported recently. The company is currently testing models from xAI, Anthropic, DeepSeek, and Meta (META), according to the report.

Chips for Stargate 

Microsoft-backed OpenAI and Oracle (ORCL) intend to start filling a massive new data center in Texas with tens of thousands of powerful AI chips from Nvidia (NVDA) in the coming months, Bloomberg's Rachel Metz and Brody Ford reported.

The move is part of greater efforts to get the first facility for their $100 billion Stargate infrastructure venture operational, with the site expected to house 64,000 GB200 semiconductors by the end of 2026, the authors said, citing a person familiar with the matter.

TITAN Systems Delivery

Palantir (PLTR) is rolling out its first two artificial intelligence-enabled systems to the U.S. Army, CNBC's Samantha Subin reported. The Tactical Intelligence Targeting Access Node systems, or TITAN, act as a mobile ground station that harnesses AI to collect data from space sensors to assist soldiers with warfare strategy and improve strike targeting and accuracy, according to Palantir.

President and Chief Technology Officer Akash Jain, during an interview with CNBC's Morgan Brennan, called the agreement a "leapfrog moment" for the U.S. Army as it made a big investment in software.

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