Broadcom and Marvell are sitting on a lucrative opportunity in custom AI chips, which are in high demand. Both of these companies have a strong customer base and expect AI revenue to accelerate.
Lawmakers on both sides of the aisle have recently proposed banning members of Congress from trading individual stocks while in office. This sentiment dates back to the STOCK Act of 2012, which was su
Coldstream Capital Management Inc. raised its position in Broadcom Inc. (NASDAQ: AVGO) by 15.3% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and
Broadcom is seeing huge demand for its custom AI chips. TSMC is benefiting from AI build-outs.
Danica Pension Livsforsikringsaktieselskab purchased a new stake in Broadcom Inc. (NASDAQ: AVGO) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Com
Caitong International Asset Management Co. Ltd acquired a new position in Broadcom Inc. (NASDAQ: AVGO) in the third quarter, according to the company in its most recent filing with the Securities and
Advisory Services Network LLC lowered its holdings in Broadcom Inc. (NASDAQ: AVGO) by 1.1% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 233
Broadcom is structurally advantaged in AI semiconductors and enterprise software, with technical moats in 2nm back-end design, 3.5D packaging, and high-speed SerDes. AI semiconductor revenue for AVGO
Nvidia's GPUs are still the top parallel-processing option available for AI data centers. Broadcom is rapidly expanding its custom AI chip business.
Broadcom unveils 400G optical DSP, 102.4T switches and 3.5D XPU at OFC, boosting AI networking push as revenue and AI demand surge into fiscal 2026.
The AI arms race still seems to be in play as the great AI data center buildout moves ahead, while demand for AI “compute” remains off the charts.

All Systems Are Go For AVGO

11:32am, Tuesday, 17'th Mar 2026
Broadcom (AVGO) delivered a record Q1 2026, with revenue up 29% YoY to $19.3B and EBITDA margin at 68%. AVGO's AI semiconductor revenue soared 106% YoY, supported by expanding custom AI accelerator cu
Broadcom (AVGO) is downgraded to SELL due to weak non-AI business and Infrastructure Software segment performance. AI semiconductor revenue drives AVGO's growth, but non-AI and Software segments show
ROST, GL, AVGO, CL and TEL emerge as top bets as oil volatility shakes markets, spotlighting cash-rich firms built to deliver stronger returns.
Broadcom Inc. remains a Strong Buy, with recent AVGO share price weakness driven by sentiment rather than deteriorating fundamentals. AVGO's rapid innovation—highlighted by Tomahawk 6 switches and o
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