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
Broadcom is back at $292.40, matching the 52-week low it set on March 30 and erasing a rally that carried the $1.4 trillion chipmaker above $445 in May. Anyone who bought the AI trade at the highs is now underwater by a third.
"This Market Genuinely Makes no Sense" First time here?
A 166-comment argument over whether AI chipmakers and hyperscalers at teens-to-low-20s P/E are now cheaper than Wingstop, Cava and Starbucks at 34 to 100-plus. The pushback is worth reading: defensive and restaurant multiples only look safe until you price the growth you are paying for.
The bull case for data centers today rested on financing rather than profits, and Cramer wants to hear a customer say the chips are minting money before calling it clear. He expects Meta's at-the-market selling to weigh on the stock as supply hits at the wrong moments, with borrowing costs into a Fed decision the swing factor for everything levered to the buildout.
Anthropic's XPU and networking order now has committed bank capital behind it: an SPV funded by four lenders will buy the Broadcom silicon and lease it out, with deliveries starting in calendar 2027. Broadcom is providing residual value support equal to the first lien portion, so shareholders get locked-in demand visibility with some tail exposure attached.
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.
A blockbuster optics deal and a political jolt to the artificial intelligence (AI) trade have hit one of this year’s big chip winners. Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock is…
One bad morning in semiconductors turned a tidy SOXL position into a painful lesson about daily resets and borrowed exposure. Election jitters and a weak forecast set it off, and the damage…
Political risk is outweighing strong earnings across the AI chip trade, and Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is taking the hardest hit. AMD stock is at $424.36, down 13%…
Marvell's stock has collapsed nearly 30% in a month while its own guidance keeps climbing, and the gap between those two lines is exactly where our model's price target lives.
While the S&P 500 and Nasdaq surged, Nvidia lost its crown as the world's largest company to Apple in a single session. Analysts still see huge upside, but one political shift could…
TSMC just posted its third straight earnings beat while AI demand outstrips supply, yet shares have dropped nearly 11% in a month. One question from the CFO's own playbook now determines whether…
Broadcom's share price keeps falling while its AI revenue explodes to record highs, and that widening gap between fundamentals and stock performance rarely lasts long before something gives.
Chipmakers barely flinched when Democrats swept the midterms, but two stocks tied to AI data centers got hammered. A Texas permit freeze could explain the split, and it may reach your 401(k)…
Intel just posted its strongest data center growth in 15 years, and Broadcom is pulling AI budgets toward custom chips that undercut GPU pricing. AMD is fighting a two-front war it rarely…
A record quarter at Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) isn’t enough to push AMD shares in either direction today. AMD stock is basically unchanged at $483.34 in morning trading.…
Broadcom's AI chip revenue is surging at a triple-digit pace while the stock trades near its 52-week low, and the gap between Wall Street's target and one analyst model's projection runs to…
Vandita Jadeja Marvell cratered nearly 37% in a month while every AI chip rival held up far better, yet one Wall Street desk just reaffirmed a price target that implies triple-digit gains from here.…
A warning that Chinese AI labs could soon sell chips abroad isn’t keeping buyers away from NVIDIA (NASDAQ:NVDA | NVDA Price Prediction). NVIDIA stock traded at $208.24 in the afternoon, up 3%…
Broadcom turned a $10,000 stake into six figures over the last decade, and AI chip revenue is now tripling year over year. Whether the next five years can come close to matching…
Vandita Jadeja Nvidia has held the $200 line for months while rivals like AMD and Marvell collapsed around it, but with earnings weeks away and a flood of new Wall Street paper threatening chip…
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 $404.52, rated Buy. The Wall Street consensus target is $526.81. AVGO price prediction →
