AI stocks are falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.
Nvidia's GPU is the current dominant AI hardware, but many companies are looking to move away from it. Broadcom is one of the most prominent chip designers out there and works with Alphabet, OpenAI, a
Nvidia is still the top “picks and shovels” play for the AI boom. But Broadcom's diversification, customization, and valuation could attract more attention.
Broadcom has a huge opportunity from custom artificial intelligence (AI) chips. AMD should see agentic AI be a big boost to its data center CPU business.
Broadcom Inc. (AVGO) is upgraded to STRONG BUY, with a base case price target of $462, reflecting robust AI-driven growth. AVGO's Q1 AI semiconductor revenues surged 106% y/y to $8.4B, with Q2 guidanc
Community Trust and Investment Co. raised its holdings in shares of Broadcom Inc. (NASDAQ: AVGO) by 0.9% during the undefined quarter, according to the company in its most recent Form 13F filing with
Diversified Trust Co. raised its stake in Broadcom Inc. (NASDAQ: AVGO) by 2.2% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission
Charles Schwab Trust Co lowered its holdings in shares of Broadcom Inc. (NASDAQ: AVGO) by 7.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchang

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Nvidia and Broadcom are offering incredible computing unit options. Microsoft is well off its all-time highs.
Appleton Partners Inc. MA lowered its position in Broadcom Inc. (NASDAQ: AVGO) by 4.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchan
Assenagon Asset Management S.A. cut its stake in shares of Broadcom Inc. (NASDAQ: AVGO) by 44.8% during the undefined quarter, according to the company in its most recent disclosure with the Securitie
Nvidia CEO Jensen Huang sees demand for AI inference surging. Microsoft has built its business to deliver, and profit from, high volumes of AI usage across its services.
OpenAI has partnered with Broadcom to co-develop AI hardware. The partnership is one of several Broadcom has gotten involved in that make it a threat to Nvidia.
Chip maker Taiwan Semiconductor Manufacturing (NYSE:TSM) reported its Q4 2025 results in January, while Broadcom (NASDAQ:AVGO | AVGO Price Prediction) filed its Q1 FY2026 results in March.

Broadcom Shares Rise on Wall Street Ugrade

11:18am, Wednesday, 25'th Mar 2026
GF Securities raised its price target on Broadcom (AVGO) to $450 from a previous level, citing stronger expectations for Google's custom chip shipments. The sto
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