Broadcom Stock News

Broadcom Inc. is poised to beat Q4 consensus, driven by accelerating AI and software revenue growth and a recovery in non-AI semis. AVGO's recent OpenAI deal and growing hyperscaler contracts could unlock tens of billions in future revenue, potentially catalyzing a stock repricing. Despite strong growth and margin expansion, AVGO's current valuation limits near-term upside to about 7%, falling ...

New Brocade Gen 8 Directors and Mid-Range Switch Power the Industry's Most Secure, High-Performance Storage Network for Enterprise AI New Brocade Gen 8 Directors and Mid-Range Switch Power the Industry's Most Secure, High-Performance Storage Network for Enterprise AI

Nvidia's GPUs are still the most popular computing option for AI workloads. Broadcom's custom AI accelerators are growing in popularity.

Broadcom's stock has more than doubled over the past 12 months. Broadcom's business benefits from companies building out infrastructure to support AI.

This quarter, we re-established a position in Arista Networks, a leading provider of high-performance networking solutions for data centers, cloud providers, and enterprises. We initiated a starter position in Synopsys after shares sold off following the company's third quarter earnings report and our in-person meeting with management. We exited our CyberArk Software Ltd. position after its acq...

Broadcom's artificial-intelligence chip sales could surge over the next few years. Palo Alto Networks is a balanced and evergreen play on the cybersecurity sector.

Investors can now access 4–7% from top-quality REITs, 3.5%+ from dividend ETFs, and 6%+ from midstream infrastructure — without taking on excessive risk. While the S&P 500 is up ~110% since 2020, 70–80% of returns come from the Mag7, leaving broad-market returns near inflation levels. US inflation sits at 3%, and Western Europe reports 3.5–4%, emphasizing the need for income-producing assets to...

Big Tech companies are expected to spend over $400 billion on AI infrastructure in 2025, with even higher spending planned for 2026. That spending extends beyond well chips to include networking equipment, data centers, cooling systems, and server integration.