Forget AMD: This AI Hardware Stock Is the Smarter Bet Right Now
Advanced Micro Devices (NASDAQ: AMD) has had a great year, rising more than 120% so far. However, it…
These AI numbers are getting crazy
Earnings season refuses to end. While others may have had enough, earnings reports are my lifeblood! Well, that…
Broadcom vs. Nvidia: 1 Critical Metric Shows Which Artificial Intelligence (AI) Chipmaker Is the Better Buy After Earnings
Broadcom (NASDAQ: AVGO) and Nvidia (NASDAQ: NVDA) are two of the biggest names in the chipmaking business. While…
Wall Street sees nearly 40% upside for one AI chip giant
Most investors know Nvidia as the face of the AI chip trade. Fewer pay the same attention to…
Hock Tan Just Put a $230 Billion Number on Broadcom’s 2028 AI Revenue. That Is 4 Times This Year’s.
For the past three months, the biggest number attached to Broadcom (NASDAQ:AVGO) was CEO Hock Tan’s forecast of…
Broadcom Sees $230B In AI Revenue By 2028, Driven By ‘Geniuses’ OpenAI, Anthropic: Analyst Says Some Risks Remain Unresolved
Broadcom expects AI semiconductor revenue to reach $115 billion in fiscal 2027 and $230 billion in fiscal 2028.…
Broadcom Credit Risk Soars on Mega AI Debt Financing Backstops
(Bloomberg) — Bond traders have ramped up measures of credit risk associated with Broadcom Inc. as it backstops…
Broadcom (AVGO) Is Down 6.2% After Google Expands AI Chip Ties With Marvell
Recently, Broadcom’s role as a core custom AI chip supplier came under scrutiny after Google expanded its long-term…
Broadcom seeks more than $60 billion in latest AI debt deal, Bloomberg News reports
Aug 20 (Reuters) – Broadcom is in talks with a group of lenders to raise more than $60…
Broadcom Stock Tumbles as $10.8 Billion AI Boom Meets Reality
This article first appeared on GuruFocus. Broadcom (NASDAQ:AVGO), the semiconductor and infrastructure-software giant, dropped approximately 3.4% to $379.15…
Cisco vs. Broadcom: One Stock Looks Like the Better AI Play
Quick Read Broadcom’s 23x P/E against 200%+ AI revenue growth undercuts Cisco’s 26x for 15% total growth, making…
Broadcom (AVGO) Faces A $370 Billion AI Financing Risk Question
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