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.
Marvell booked a record number of AI design wins and secured a partnership worth billions with Google, yet a wave of Taiwanese chip designers is quietly undercutting the margins that make those…
AMD has surged 156% this year as AI contracts rolled in, but one unproven product cycle could either justify a run past $689 or expose just how much faith is already baked…
Every time NVIDIA pulls back, the same question resurfaces: is the selloff a warning sign or a rare entry point into the most entrenched platform in AI computing? The answer depends on…
Wall Street still treats Qualcomm like a struggling handset maker, but a string of quiet wins in automotive, data centers, and hyperscaler silicon suggests the market has badly mispriced what this company…
Every major AI chip bears the fingerprints of one manufacturer, and that company just raised its full-year growth outlook for the third time. Whether the stock's recent pullback is an opportunity or…
Broadcom and Marvell both crushed AI estimates and raised guidance, but they are winning in very different ways, and only one of those strategies scales fast enough to matter when hyperscaler spending…
Arm just handed hyperscalers a shortcut around the custom chip work that made Marvell a challenger to Broadcom, and one of these companies is pricing its silicon far too low to ignore.
Broadcom's AI revenue is exploding and Wall Street analysts are nearly unanimous in their bullish stance, yet the stock sits in the red for the year while the S&P 500 surges. Something…
NVIDIA now sells something far bigger than chips, and Wall Street is still catching up to what that means for the stock price. One supply constraint is quietly doing more to support…
A brutal week of selling left NVIDIA at its cheapest valuation in months, but the fundamentals tell a completely different story than the price action suggests.
Citadel founder Ken Griffin told the Future of Global Markets Conference in New York on October 20, 2026 that investors are “almost certainly” in an AI bubble. Griffin built his reputation as…
Credo Technology just delivered triple-digit revenue growth and a beat-and-raise quarter, yet the stock has cratered while two major Wall Street firms argue the selloff has created one of the most compelling…
One ETF promised high monthly income and delivered. The other promised competitive returns and delivered. Choosing between them depends on a trade-off that most retirees get wrong until they see the numbers…
Anthropic's confidential IPO filing reveals cloud commitments so large they could reshape the risk profiles of Amazon, Alphabet, and Microsoft simultaneously, and all three companies are both financing Anthropic and competing against…
AMD has surged over 155% this year while a brutal week-long selloff raises a critical question: does the stock price already capture the full AI opportunity, or is Wall Street still sleeping…
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 $402.33, rated Buy. The Wall Street consensus target is $527.59. AVGO price prediction →
