Broadcom: Margin Concerns Are Overblown

05:35pm, Wednesday, 14'th Jan 2026
Broadcom is reiterated as a buy, driven by robust AI-fueled growth and strong fundamentals. Valuation has also contracted. The company posted record Q4 revenues of $18.015B (up 28% YoY), with AI semic
Guru Stock PicksAndreas Halvorsen has made the following transactions:Add in RRX by 5.71%Stock News Verizon service outage hits users: Verizon (VZ) reported a w

Why Broadcom Stock Sank Today

04:37pm, Wednesday, 14'th Jan 2026
Broadcom stock sank today amid bearish momentum for the broader market. The company's share price declined in response to bank earnings and news that China may not be taking Nvidia's H200 chips.
Broadcom stock (NASDAQ: AVGO) tumbled roughly 5% on Wednesday following Reuters reports that Chinese authorities instructed domestic companies to stop using cybersecurity software from about a dozen U
Despite ending the year in disappointing fashion, semiconductor behemoth Broadcom NASDAQ: AVGO soared in 2025. Overall, shares delivered a total return of 51% for the year.

The Big 3: AVGO, COST, EEM

01:00pm, Wednesday, 14'th Jan 2026
@Theotrade's Don Kaufman is back to being a bear on today's Big 3. He explains his bearish theses and offers example options trades in Costco (COST), the iShares MSCI Emerging Markets ETF (EEM), and B
China is seeking to replace U.S. and Israeli technology with its domestic firms. Not only will it limit Nvidia (NVDA) chips on an occasional basis, but China issued cybersecurity and chip bans against
Shares of several U.S. cybersecurity companies fell on Wednesday after a report said Chinese authorities have asked domestic firms to stop using certain foreign
Despite the past year's stock market volatility, the explosive demand for semiconductors and microchips that has grabbed news headlines and led the market higher over the past few years remains.
Broadcom is upgraded to buy following its Q4 earnings report. The market response after earnings report focused too much on the downside, especially with the backlog and also the unnamed 5th new custo
Cypress Capital LLC lessened its holdings in Broadcom Inc. (NASDAQ: AVGO) by 33.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).
Groesbeck Investment Management Corp NJ lessened its holdings in shares of Broadcom Inc. (NASDAQ: AVGO) by 13.6% in the third quarter, according to its most recent disclosure with the Securities and E
Ferguson Wellman Capital Management Inc. trimmed its position in Broadcom Inc. (NASDAQ: AVGO) by 3.1% during the undefined quarter, according to the company in its most recent filing with the Securiti
Chokshi and Queen Wealth Advisors Inc raised its holdings in Broadcom Inc. (NASDAQ: AVGO) by 198.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commi
Nvidia believes the GPU market will continue to expand. AMD is looking to grab market share.
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