Broadcom's exceptional 5-year total returns significantly surpass every Mag-7 company, with the exception of NVIDIA. That's because AVGO is focused on what I call the "AI Trifecta": high-speed networking, AI specific "XPU" compute engines, and enterprise software to put it all together. In my opinion, Broadcom is arguably the #2 vendor of choice when it comes to AI accelerators - again, only be...
Broadcom remains an underappreciated AI leader with strong growth prospects and a dominant position in the ASIC market, despite recent volatility. The stock is still attractively valued, with robust EPS growth expected and a PEG ratio around 1.4, making it a compelling value/growth play. Upcoming earnings are likely to beat estimates, but updated guidance will be crucial for the next move; any ...
No one knows which company will be the top-performing artificial intelligence (AI) stock over the next five years. We're about two-and-a-half years into the AI arms race, and few could have predicted what has transpired, let alone what will happen over the next few years.
Shares of major semiconductor stocks Broadcom (AVGO 2.95%), Advanced Micro Devices (AMD 3.87%), and Arm Holdings (ARM 5.32%) rallied on Tuesday, rising 3%, 3.9%, and 5.3%, respectively.
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