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
Nearly 48 points separated the best and worst names in a 383-stock universe at the close, with Digital Turbine's 37% drop setting the floor. Take-Two's 8% gain came a day after its quarterly filing, while Hims & Hers kept sliding on its Q3 miss.
Nvidia owns the conversation with 204 comments and the room is split on it, while traders stay enthusiastic about AMD, Micron and Broadcom. CVS is the odd one out, drawing sour takes after its breakup plan.
Source: RedditA 6% dip in the S&P 500 hid a full-blown bear market in chip equipment names, with Lam Research down 58% from its high at Thursday's low. Dip buyers are picking from very different discount racks.
% Below All-Time High (@ Nov 5 Correction Low) S&P 500: -6% Nasdaq 100: -15% Nvidia $NVDA: -26% Taiwan Semi $TSM: -28% SK Hynix $SKHY: -39% AMD $AMD: -39% Broadcom $AVGO: -41% Micron $MU: -48% Applied Materials $AMAT: -57% Lam $LRCX: -58% Intel $INTC: -64% Sandisk $SNDK: -66%
Cramer is telling holders of AI infrastructure names that the washout is unfinished, and that a strong jobs report did nothing to help. The one place he is willing to put money is Cisco, which he thinks has been dragged down with everything else. Applied Materials gets the opposite treatment: its lower price still looks expensive because the old price was built on a squeeze.
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: RedditNvidia sank while Broadcom climbed on the same morning, and Jim Cramer says he still won't touch either bet on AI data centers. The numbers behind his hesitation may surprise bulls who…
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While Nvidia hogs the headlines, Broadcom quietly builds the custom chips that let OpenAI and Google bypass the GPU. The stock has stumbled this year, yet one 2027 setup could flip that…
Broadcom posted record results while its stock slid, and the culprit is not revenue. Margin pressure and a $63 billion financing structure have spooked investors, yet one analyst still sees a path…
Credo just posted triple-digit revenue growth and its eighth straight earnings beat, yet the stock lost a third of its value in a month. Two big customers and one valuation gap might…
Arm skips the accelerator race and takes a cut of every chip its partners ship, yet its shares just lost a third of their value in a month. Is the sell-off a…
The fallout from a leadership scandal at NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is hitting one chip stock while its closest rivals hold up. NVIDIA stock is at $176.76 in premarket trading,…
A record quarter should have sent this chip giant soaring. Instead, the stock sank for a week straight while Wall Street analysts kept piling in. What do they see in custom silicon…
A permitting fight could stall the buildings that every AI chip, cable, and cooling system needs. While chip stocks sank in a single month, one corner of the market barely flinched. Which…
An $895 Billion Promise to Pay Anthropic has committed $895.4 billion to future computing power, equipment leases and other infrastructure agreements, according to its amended IPO filing released November 2, 2026. The…
One Number: A $1.04 Trillion Annual Pace for Hardware Imports America is now importing computers, computer accessories, and semiconductors at a pace of roughly $1.04 trillion a year. That run rate comes…
One Number: 30% of 2028 Capacity at Risk About 30% of the data-center capacity the U.S. plans to add in 2028 could be at risk, according to a UBS estimate reported by…
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 $410.43, rated Buy. The Wall Street consensus target is $533.42. AVGO price prediction →
