- Price
- $420.57
- Day
- +0.55%
- Mkt Cap
- $2.00T
- 52W Range
- $281.87 – $495.00
- Volume
- 12.67M
- Beta
- 1.46
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Most recent articles and analysis covering this company.
Nvidia and Broadcom could be selling more computing units to Alphabet. Soaring memory chip prices caused another AI hyperscaler to boost its guidance as well.
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The Donald Trump administration's push to ban China's role in the U.S.-AI supply chain may have an unintended consequence: making it more difficult and expensive to build the very AI infrastructure U.S. companies are racing to deploy.
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BDF Gestion lessened its holdings in Broadcom Inc. (NASDAQ: AVGO) by 11.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 86,562 shares of the semiconductor manufacturer's stock after selling 11,121 shares during the period. Broadcom makes up approximately 4.1% of BDF
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Broadcom Inc. is upgraded to Buy, driven by its AI compute leadership and robust supply-chain positioning via the OpenAI Jalapeño processor and $200B Samsung HBM/foundry lock-in. AVGO's transition to an infrastructure-as-a-service revenue model, underpinned by multi-generational tech roadmaps, supports long-term premium valuations and a potential $4.3T market cap by FY2030. Key risks include potential U.S. bans on Chinese optical transceivers, which could disrupt the silicon photonics supply chain and pressure margins and deployment timelines.
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Broadcom (NASDAQ: AVGO | AVGO Price Prediction) and AMD (NASDAQ: AMD) both closed earnings season with data center results that force a rethink of Nvidia's real competition.
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Every dollar hyperscalers spend building alternatives to Nvidia has to go somewhere, and one company keeps collecting it across custom silicon, switch fabric, and AI networking without most investors noticing.
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Last month in this forum I alluded to “canaries” in the coalmine (see here) , referring to the high implied volatility on options of stocks like Micron (MU) and SpaceX (SPCX). One working hypothesis was that assisted by leverage (both direct and via ETFs that provide this leverage) the market is currently amplifying “bi-modality”, which basically means a schizophrenic pricing of return outcomes that differ significantly from each other- akin to the outcomes of a coin flip.
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Can the company keep the momentum going?
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Broadcom stock has jumped to its highest level since June 4 as investors buy the dip in technology companies. AVGO jumped to $418, up by 17% from its lowest point in July and 45% above the year-to-date low.
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MRVL, AMD and MU rallied as AI optimism, earnings anticipation and strong memory demand powered a semiconductor surge that helped lift the S&P 500 to a record high.
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Semiconductor stocks are ripping higher midday Tuesday as a broad risk-on tape lifts the entire chip complex.
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The semiconductor and networking specialist is gaining ground thanks to strong results from another major AI player.
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