Nvidia is currently the dominant player in the AI infrastructure market, with its GPUs providing the muscle needed to run AI workloads. This dominance can be seen in its extraordinary growth over the ...

Broadcom (AVGO) reports fiscal Q4 results with AI now over half of semiconductor revenue. Broadcom secured over $10B in AI rack orders from a fourth customer. Analysts expect 35.7% revenue growth in ...

Shares of Broadcom sank last week despite a positive earnings report. A lofty valuation may be to blame. Broadcom's AI revenue is soaring, but investors may be concerned about the sustainability of ...

The investment narrative regarding the Artificial Intelligence boom so far has predominantly focused on who provides the essential hardware. In this high-stakes competition, two semiconductor ...

Broadcom’s shares plummeted by more than 10% Friday despite the chipmaker reporting quarterly revenue and earnings that surpassed Wall Street’s expectations, after CEO Hock Tan provided an outlook for ...

Broadcom experienced an 11% single-day drop, but unlike Oracle, this is not driven by fundamental concerns. AVGO's fundamentals remain robust, with strong cash flow conversion and manageable debt, ...

A move most didn’t see coming shakes up the outlook. Broadcom's strong earnings and bullish outlook were overshadowed by a sharp 11% stock drop. Morgan Stanley drops a jaw-dropping price target on ...

Here’s what could happen to Broadcom shares next. Broadcom Q4 revenue increased 28% to $18 billion year over year. Analyst Vivek Arya reset his price target on Broadcom stock. Bank of America revamped ...

Broadcom remains a hold, despite guidance for a minor margin contraction, as AI-driven CapEx and secular demand underpin robust fundamentals. AVGO delivered a standout Q4, with $18.0B revenue (+28% ...

Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics.

BofA Securities: Broadcom reported AI backlogs of $73 billion for the next six months, topping consensus of $69 billion, Arya said in the note. The company's backlog and order visibility continue to ...

Broadcom Inc., a chip company vying with Nvidia Corp. for AI computing revenue, slumped after its sales outlook for the red-hot market failed to meet investors’ lofty expectations. The shares fell ...