Headquartered in Palo Alto, CA Fiscal year ends October NASDAQ: AVGO broadcom.com
Broadcom Inc. (NASDAQ: AVGO) is a technology company that designs, develops, and supplies semiconductor and infrastructure software solutions for global organizations' complex, mission-critical needs. The company operates through two primary segments: Semiconductor Solutions, which includes custom AI accelerators, networking chips, and broadband/connectivity semiconductors; and Infrastructure Software, which encompasses enterprise software solutions including those acquired through the VMware acquisition. Broadcom serves hyperscale cloud customers, enterprises, and telecommunications providers, with its AI semiconductor portfolio emerging as the dominant revenue driver as demand for custom AI accelerators and networking solutions accelerates. The company combines long-term R&D investment with a disciplined operating model that targets high non-GAAP operating margins. Updated
Two years in Eric Bleeker's AI Portfolio, and Broadcom has nearly doubled: a $10,000 stake is worth roughly $19,550 today. The custom-silicon bet that looked early in October 2024 is now the portfolio's proof of concept.
Chips own the board today: Nvidia drew 1,772 comments with traders leaning bullish, while Micron is pulling nearly as much attention and souring fast. Uber is the odd one out, heating up quickly outside the AI trade.
Source: Reddit2 trillion valuation with 4b of revenue?
Anthropic's prospectus sets $4.59B in 2025 revenue against an $8.06B operating loss at a roughly $2 trillion valuation. The number traders shouldn't skip: $518B in cloud, compute and infrastructure obligations, which is the bull case for the picks-and-shovels names.
Nearly two years in Eric Bleeker's AI Portfolio and Broadcom has almost doubled, turning $1,000 into roughly $1,926. The ride was anything but smooth: the position swung from up 135% to up 65% and back again without ever breaking the trend.
A House member just rotated out of a defensive pest-control name and into the two chipmakers at the center of the AI buildout, all on the same August day. The sale was the biggest leg of the three, and the filing landed 41 days later, so the repositioning only becomes public now.
Broadcom is sending shareholders about $3.1 billion, at 65 cents a share, with the money arriving September 30. Meta adds another $1.16 billion, and Lamar Advertising, Hamilton Lane and Stock Yards Bancorp round out the day's biggest payers.
Huang is putting a price tag on the buildout: $50 billion to $60 billion per gigawatt, with thousands of companies building. It answers the slow-down-AI camp on a day stocks sold off on surging oil and bond yields.
Cramer is reading Hock Tan's guidance as a two-year runway of payout increases at Broadcom, and he says his charitable trust already owns a small position.
Hock giving you some nice raises for next year and the year after. That's what we have been looking for. Maybe i am too hopeful... Small position for the trust...
AI demand is now the whole story here: management guides to $21.7 billion in AI semiconductor revenue in the fourth quarter alone, up 236% year over year. Ignoring it means missing a nine quarter EPS streak still intact.
Broadcom reports at 4:15 PM ET, and its custom AI chip order book is the cleanest read anyone gets on hyperscaler spending this quarter. A $1.8 trillion company's guidance sets the tone for Nvidia, Arista and the rest of the data center trade.
Broadcom just delivered its best quarter ever, yet the stock sits nearly flat on the year as critics hammer its slower segments. Here is why one investor sees the same drag as…
NVIDIA doubled its revenue while Broadcom grew AI chip sales 221%, yet the two companies are betting on completely opposite visions of who actually controls the future of AI computing.
Nvidia dominates AI compute, but hyperscalers are quietly shifting billions toward a rival chip architecture that costs less than half as much per workload. One semiconductor giant is positioned to capture that…
Broadcom's revenue exploded while its stock sat nearly flat for a year, and that gap keeps widening every quarter. Before dismissing this as a broken trade, consider what the market may be…
Optical networking suppliers are sliding again, and Applied Optoelectronics (NASDAQ:AAOI) stock is falling the most as doubts about how artificial intelligence (AI) infrastructure gets funded spread through the group. Applied Optoelectronics stock…
Marvell just secured a deal its CEO called a monster number, analysts have zero sell ratings on the stock, and the biggest growth catalyst has barely shown up in the financials yet.
Nvidia dominated the AI chip conversation for two years, but a quiet shift toward custom accelerators is reshaping where the real money flows, and one semiconductor company is booking orders deep into…
Marvell stock has left Broadcom and NVIDIA in the dust this year, but a gain that steep raises a sharper question than most investors want to answer about what happens next.
Ray Dalio warned the world that AI looks like a classic bubble, then quietly kept Nvidia as Bridgewater's single largest stock holding. When a legendary investor's words and his money point in…
VYM's trailing yield sits well below what a 10-year Treasury pays today, yet the fund keeps attracting billions in new assets. The reason comes down to what bonds cannot offer and what…
Intel has shed a fifth of its value since September while burning through billions in its foundry division, and the round-number level traders have been watching now sits within arm's reach of…
Broadcom's CEO stood before a room of investors and called them casino gamblers, then turned around and raised his own AI revenue guidance. The contradiction points to three separate warnings buried in…
Broadcom competes with Nvidia without selling a single GPU to the general market, and that unusual strategy has locked in hyperscaler contracts stretching years into the future. Whether the stock has already…
AI-related companies now control a share of the S&P 500 that rivals the most dangerous concentration episode in American financial history, and the last time anything came close, investors lost fortunes even…
Oracle and Broadcom both borrowed from the AI buildout in very different ways, and one of those balance sheets looks far more dangerous than the other right now.
Broadcom Inc. (NASDAQ: AVGO) is a technology company that designs, develops, and supplies semiconductor and infrastructure software solutions for global organizations' complex, mission-critical needs.
24/7 Wall St.'s 12-month price target for AVGO is $426.95, rated Buy. The Wall Street consensus target is $531.31. AVGO price prediction →
