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07:00Today5 Stories
Broadcom: DA Davidson upgrades AVGO, says Anthropic S-1 shows AI cycle isn’t over
Investing.com -- DA Davidson upgraded Broadcom to Buy from Neutral and raised its price target for the stock to $400 from $350 in a note Tuesday, saying Anthropic’s IPO filing suggests the AI cycle is not over yet.
Broadcom Upgraded By DA Davidson After Anthropic IPO Filing — Analyst Says AI Cycle ‘Isn't Over Quite Yet’
Anthropic’s IPO filing detailed its extensive relationship with Broadcom, including a five-year equipment lease agreement involving approximately $125.2 billion in payments, excluding interest.
Prediction: Broadcom Stock Could Be Worth Twice as Much by 2030
Broadcom just posted AI revenue growth of 221% year over year while its stock sits near a 52-week low, and the gap between where shares trade today and where earnings power suggests they belong tells a story Wall Street has not fully priced in yet.
Is Broadcom Stock Too Dependent On One Business?
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Broadcom Could Generate Up to $30 Billion in Revenue From Anthropic AI Financing Deal With Limited Risk, Truist Says
Broadcom (AVGO) could generate up to $30 billion in revenue from supplying artificial intelligence e
01:00-06:00Today2 Stories
Nvidia Is Taking a $3 Billion Chunk of Meta’s Equity. It’s Over to Broadcom.
Nvidia stock was moving after the company said it would invest in Meta Platforms' stock offering. Here's what that means for Broadcom.
Broadcom: The Market Has Priced In An OpenAI Collapse, Not An Anthropic One
Broadcom Inc. is rated a Buy, as the market has already priced in a potential OpenAI collapse. Read more on AVGO stock here.
18:00-00:00Yesterday2 Stories
Banks Reportedly Got Cold Feet on ‘Project North Star’ Until Hock Tan Stepped In: Broadcom’s $63 Billion Anthropic Financing Back on Track
Bank of America Corp. (NYSE:BAC), Blackstone Inc. (NYSE:BX), Citigroup Inc. (NYSE:C) and Morgan Stanley (NYSE:MS) committed $63 billion to finance Broadcom Inc’s (NASDAQ:AVGO) artificial intelligence chips and networking gear for Anthropic, in a deal some lenders reportedly weighed walking away from in recent weeks. Inside the $63 Billion Structure A newly formed special purpose vehicle will use the committed financing to buy Broadcom’s XPU AI accelerators and networking products and lease them
Broadcom Partners With Wall Street Bigwigs To Forge $63B Deal To Power Anthropic’s AI Hardware
Bank of America, Blackstone, Citigroup, and Morgan Stanley have arranged a record $63 billion specialized financing package with Broadcom.
16:00Yesterday2 Stories
Broadcom secures $63 billion from banks to finance AI compute sales to Anthropic
Investing.com -- Bank of America, Blackstone, Citi and Morgan Stanley announced Monday a $63 billion transaction to deploy AI compute capacity using Broadcom Inc.'s technology for Anthropic. The deal forms part of a strategic compute capacity agreement previously disclosed by Broadcom, with deliveries expected to begin in calendar 2027.
Broadcom Arranges $63 Billion Deal to Finance Anthropic’s Chips
Chipmaker Broadcom Inc. has arranged a $63 billion deal with Bank of America Corp., Blackstone Inc., Citigroup Inc. and Morgan Stanley to finance the purchase of chips for AI model developer Anthropic PBC.
11:00-14:00Yesterday3 Stories
Huge, Unusual Call Option Activity in Broadcom Shows Investors Bullish on AVGO Stock
Unusually large call option activity in Broadcom today highlights that investors are bullish. No wonder, as AVGO is at a 6-month low. A Barchart article today shows how AVGO is deeply undervalued.
Meta Seeks About $95 Billion for AI Buildout as Nvidia, AMD and Broadcom Consider Investing in Their Own Customer
Meta Platforms Inc. (NASDAQ:META) plans to raise about $95 billion for its artificial intelligence expansion, with three of its biggest chip suppliers considering buying shares in their own customer. Nvidia Corp. (NASDAQ:NVDA), Advanced Micro Devices Inc. (NASDAQ:AMD) and Broadcom Inc....
08:00-11:00Yesterday3 Stories
Information Technology (IT) Resilience Orchestration Market 2026-2030 | Capitalize on 14.2% CAGR as Microsoft, IBM, Broadcom and ServiceNow Scale AI and Hybrid Cloud
Boost ROI by automating recovery and failover, using AI monitoring, adopting hybrid-cloud and managed resilience services, and reducing downtime and recovery costs.Dublin, Oct. 26, 2026 (GLOBE NEWSWIRE) -- "Information Technology (IT) Resilience Orchestration Market Report 2026" has been added to ResearchAndMarkets.com's offering. Information Technology Resilience Orchestration Market to Reach $6.13 Billion by 2030 The global information technology (IT) resilience orchestration market is experie
Meta Launches $35B Stock Offering, Plans Another $60B Program In 2027: Nvidia, AMD, Broadcom Eye Up To $5B Investment
Meta on Monday launched around $35 billion in concurrent stock offerings to help finance its AI infrastructure and personal superintelligence investments.
06:00-08:00Yesterday2 Stories
The Ethernet Tollbooth: Arista Rides Broadcom Silicon to Break Nvidia’s InfiniBand Monopoly
Arista Networks keeps stealing AI infrastructure deals away from Nvidia's proprietary grip, and the case for owning the open Ethernet alternative gets stronger every time the stock pulls back.
Prediction: Broadcom Will Be a $4.5 Trillion Company by 2030
Broadcom's AI-fueled growth can make it a significantly bigger company by the end of the decade.
03:00-06:00Yesterday2 Stories
Anthropic Says For Year Ended December 31, 2025, Expenses Related To Our Donation Matching Program Were $541M; Our Rent Payments Over The Life Of Leases Under Broadcom Lease Arrangements Equal To Aggregate Of About $161.2B Excluding Interest
https://www.sec.gov/Archives/edgar/data/2130357/000162828026067168/anthropicpbc-sx1.htm
UPDATE: Meta Announces That Nvidia, Advanced Micro Devices And Broadcom Have Each Indicated An Interest In Purchasing Up To $5B Of Shares In The Common Stock Offering
NVIDIA Corporation, Advanced Micro Devices, Inc., and Broadcom Inc. (collectively, the "Cornerstone Investors") have, severally and not jointly, indicated an interest in purchasing up to an aggregate of $5.0
07:00Oct 251 Story
13:00Oct 242 Stories
Broadcom Stock Is Down 7% in a Year. Cheap for a Reason or Too Cheap to Ignore?
Key TakeawaysBroadcom stock is down 6. 6% over the past year, closing at $321.
Broadcom vs. Dell Technologies: Which Stock Is AI Powering to Be a Better Buy in 2026?
Broadcom's 36% net margins crush Dell's 5%, but Dell trades at a fraction of the price, a classic growth-versus-value showdown in AI infrastructure.
10:00Oct 241 Story
17:00-00:00Oct 232 Stories
08:00-12:00Oct 233 Stories
AMD or Broadcom: If I Could Only Own 1 AI Chip Stock Through 2030, Here's My Pick
Both have strong medium-term outlooks, but one appears more reasonably valued right now.
Same Playbook, Different Silicon: Broadcom Holds the Throne, Marvell Plays the AMD Challenger.
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 shifts.
21:00Oct 222 Stories
Broadcom Stock Fell 4% as Chip Stocks Slid Days After a 10-Year VMware Deal. Here’s What Wall Street’s Targets Say
Key Stats for Broadcom StockCurrent Price: $323. 24Street Target: ~$528Upside to Street Target: ~63%NTM P/E: ~19x__Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)__ >>> What Happened?Broadcom (AVGO) fell 4.
Broadcom (AVGO) Stock Could Be A Bargain Following Its 5.7x Run
Broadcom has pulled back sharply in recent weeks after a very strong multi year run, which puts fresh attention on a single issue for investors: Are buyers at today’s price paying for cash flows the business can realistically generate, or for AI enthusiasm that may prove harder to turn into durable returns? Over the past 5 years the share price is up about 5.7x, so anyone looking at Broadcom today is effectively being asked to pay a very different price tag for its future cash flows than in...
12:00-17:00Oct 222 Stories
Broadcom Inc. (AVGO) Suffers a Larger Drop Than the General Market: Key Insights
Broadcom Inc. (AVGO) concluded the recent trading session at $323.24, signifying a -4.31% move from its prior day's close.
Prediction: Broadcom Stock Could Crush the S&P 500 Through 2030
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 has to give, and the path to $700 by 2030 is narrower than you might expect.
10:00-12:00Oct 222 Stories
Broadcom Has Lost 35% From Its High: Tigress Sees 83% Upside
Key TakeawaysBroadcom stock is down [34%] from its June high, and Tigress Financial started coverage today with a Buy rating and a $600 target, [83%] above the share price. Analysts’ earnings estimates for Broadcom have held steady through the sell-off, so investors are paying less for the same expected earnings.
Snowflake vs. Broadcom: Which Enterprise AI Stock Is the Smarter Buy?
SNOW emerges as the stronger enterprise AI stock over AVGO, fueled by accelerating product revenues, robust AI adoption, and higher earnings surprises.
05:00-08:00Oct 222 Stories
Broadcom’s Hock Tan Says AI’s Next Bottleneck Isn’t Chips, Power, or Memory. It’s Not a Tech Problem at All.
CEO Hock Tan believes financing, not chips or power, could become AI’s biggest bottleneck, as strong demand continues but investors question whether massive AI spending can generate lasting profits.
Tigress Financial Initiates Coverage On Broadcom with Buy Rating, Announces Price Target of $600
Tigress Financial analyst Ivan Feinseth initiates coverage on Broadcom (NASDAQ:AVGO) with a Buy rating and announces Price Target of $600.
17:00-00:00Oct 212 Stories
Broadcom (AVGO) Debuts Arcot Scam Defense For Real Time Payment Fraud Detection
Broadcom (NasdaqGS:AVGO) introduced Arcot Scam Defense, a new fraud prevention feature for card-not-present transactions, on 22 October 2026. The tool evaluates behavioral and device signals in real time to flag suspected social engineering scams even after cardholder authentication succeeds. Broadcom reported strong results from initial Arcot Scam Defense pilots with financial institutions seeking additional safeguards for digital payments. Arcot Scam Defense is one piece of the broader...
Broadcom's M&A Strategy Is A Value Play
Broadcom's financial health remains strong, with leverage declining post-acquisitions. Click here to find out why I rate AVGO stock a Strong Buy.
09:00-12:00Oct 213 Stories
Broadcom’s AI Revenue Surges 221%, But is Growth Becoming Too Dependent on AI Spending?
Broadcom’s most interesting number this quarter was not its earnings per share. It was the speed at which customers bought more of its custom AI chips. Management reported AI semiconductor revenue of $16.7 billion, a 221% increase from the previous year. Just three months earlier, the same business had brought in $10.8 billion. Broadcom Inc. […]
Has Buying Broadcom Stock's Dips Paid Off?
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05:00-09:00Oct 212 Stories
Apple vs. Broadcom: Which Tech Stock Is a Better Buy in 2026?
Broadcom's 36% net margin and AI infrastructure tailwinds contrast sharply with Apple's consumer exposure and antitrust headwinds, reshaping the growth-versus-value calculus.
Broadcom: Upgrading To Buy, Even After I Cut Management's Numbers
Broadcom upgraded to Buy: fair value $405 vs. $334 close. Click for more on AVGO stock.
10:00-23:00Oct 202 Stories
Broadcom fought AT&T over VMware: Now a telecom giant is all in
A 10-year VMware deal won’t move Broadcom’s numbers much, but it hands the company a strong answer to its licensing critics.
Broadcom (AVGO), What Is Behind The Fresh Attention?
Broadcom (AVGO) is in focus after projecting quarterly AI chip sales of US$21.7b, tied to long-term VMware Cloud Foundation agreements with NTT DOCOMO and FedEx that anchor demand for its accelerators and networking platforms. Those AI headlines arrive after a choppy stretch for Broadcom, with the share price down 13.4% over the past 90 days and 6.4% over the past month. At the same time, a 3-year total shareholder return of about 301% signals powerful longer-term momentum, and recent FedEx...
09:00Oct 203 Stories
Broadcom (AVGO): Can VMware Remain a Durable Cash Engine as Customers Reassess Private Clouds?
Broadcom Inc. (NASDAQ:AVGO) offers enterprises a way to control cloud costs while keeping critical systems reliable. VMware Cloud Foundation combines computing, storage, networking, and management software. Its investment appeal rests on customers renewing because the platform improves their economics, alongside the difficulty of replacing established infrastructure. Broadcom Inc. (NASDAQ:AVGO) carries a forward P/E of approximately […]
Celestica: Broadcom Just Fired A $350 Billion Warning Shot
Celestica outlook stays strong as AI networking demand accelerates: 1.6T switching ramp, Broadcom ecosystem, and CPO roadmap ahead of Q3 and Investor...
05:00-08:00Oct 202 Stories
Jim Cramer sees something Wall Street may be missing in Broadcom
Broadcom’s latest chapter may not be what investors expect.
Broadcom: Once-In-A-Decade Opportunity
Broadcom Inc. stock selloff may miss the big picture: surging AI semiconductor revenue, 50% margins, and 60% upside potential. Click for this AVGO update.
21:00-00:00Oct 193 Stories
AVGO Stock Edges Up Overnight After 10-Year Docomo Deal, But Retail Stays On Edge Over CEO’s AI ‘Casino’ Remarks
CEO Hock Tan’s AI “casino” remarks and warning about capital constraints are still worrying retail traders.
Reported Earlier, Broadcom And NTT DOCOMO Sign 10-Year Agreement To Advance DOCOMO’s Private Cloud, Built On VMware Cloud Foundation, Amid AI Expansion And Cyberattacks
14:00Oct 193 Stories
Broadcom (AVGO) vs. Texas Instruments (TXN): Higher Income or Stronger Dividend Coverage?
Our 10 Best Semiconductor Stocks to Buy for the Next Decade ranks durable franchises using weighted sentiment, business resilience and valuation. Two names raise a separate income question: how much can shareholders collect without relying on an uninterrupted boom? Broadcom Inc. (NASDAQ:AVGO) has stronger recent dividend coverage. Texas Instruments Incorporated (NASDAQ:TXN) pays the higher yield. […]
Broadcom vs. Applied Materials: Which Buybacks Are Actually Shrinking the Share Count?
Broadcom and Applied Materials both generate cash and repurchase shares, but shareholders ultimately own a fraction of a business. Our 10 Best Semiconductor Stocks to Buy for the Next Decade makes that distinction important: buyback spending is useful only in the context of issuance, the price paid and the cash needed to sustain growth. Broadcom […]
