All articles tagged with #broadcom
Originally Published 2 days ago — by Yahoo Finance
Mizuho Securities predicts strong AI-driven demand will boost semiconductor stocks in 2026, highlighting Nvidia, Broadcom, and Lumentum as top picks due to their roles in AI accelerators, optical networking, and advanced chips, while also noting potential growth in related sectors like wafer fabrication and memory, despite some sector weaknesses.
Originally Published 8 days ago — by Seeking Alpha
This week saw notable insider trading activity in companies like Nike, Under Armour, and Broadcom, despite the holiday-shortened week and market closures for New Year.
Originally Published 10 days ago — by Yahoo Finance
While Nvidia and Broadcom are leading in AI chips, Morgan Stanley analysts favor Micron as the top semiconductor stock for 2026 due to its market share gains in memory chips, despite most analysts predicting higher upside for Nvidia and Broadcom.
Originally Published 14 days ago — by The Motley Fool
The article predicts that Meta Platforms is most likely to become the first company to reach a $2 trillion market cap in 2026, driven by AI advancements that boost its advertising revenue and new AI-driven features, despite competition from Tesla and Broadcom.
Originally Published 16 days ago — by Zacks Investment Research
The article highlights Nvidia, Broadcom, and Vertiv as top AI stocks to buy for 2026, emphasizing their strategic roles in AI infrastructure, strong fundamentals, technical support levels, and long-term growth potential despite short-term volatility.
Originally Published 18 days ago — by The Motley Fool
The article predicts Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing (TSM) will be the top AI stocks to buy through 2026, citing their strong growth, market dominance, and demand for AI chips, with Nvidia leading in AI chip technology and data center demand.
Originally Published 24 days ago — by Yahoo Finance
Morgan Stanley highlights Nvidia, Broadcom, and Astera Labs as top semiconductor stocks for 2026, driven by strong AI demand in data centers, with Nvidia and Broadcom leading in processor and AI infrastructure markets, respectively.
Originally Published 25 days ago — by CNBC
The article summarizes the biggest analyst calls on Wednesday involving major companies like Nvidia, Tesla, Apple, Broadcom, Airbnb, Coinbase, and Ally, highlighting key investment insights and market movements.
Originally Published 27 days ago — by The Motley Fool
Despite posting record sales and net income driven by AI growth, Broadcom's stock fell 5.6% due to investor concerns over declining AI profit margins and broader market anxiety about an AI bubble, especially after similar concerns were raised by Oracle's earnings.
Originally Published 27 days ago — by Yahoo Finance
Broadcom reported strong quarterly earnings with revenue and EPS beating estimates, and maintained a bullish outlook, but its stock dropped 11% due to concerns over margin compression from rising AI-chip demand. Morgan Stanley reaffirmed its buy rating and increased its price target from $443 to $462, citing a strong long-term setup despite short-term volatility.
Originally Published 27 days ago — by The Motley Fool
Broadcom has experienced significant growth in 2025, outperforming major tech stocks, driven by its AI semiconductor business and strong financials. Despite its impressive performance and potential, the stock is considered expensive, trading at over 30 times projected earnings for 2027, making it a premium buy suitable for patient investors who believe in its long-term growth prospects.
Originally Published 27 days ago — by CNBC
US stocks declined as AI-related stocks like Broadcom, Nvidia, and AMD led a tech sell-off despite Broadcom's strong earnings, reflecting investor jitters over an AI bubble. Major indexes closed lower, with concerns about near-term stability amid mixed economic signals from China and geopolitical issues. Copper prices hit record highs due to supply disruptions and demand from energy and AI sectors.
Originally Published 28 days ago — by CNBC
Despite strong earnings and positive outlooks for Broadcom, a major sell-off in AI-related stocks like Nvidia, AMD, and Oracle caused U.S. stock indexes to decline, reflecting investor jitters over potential AI bubble concerns and short-term uncertainties, even as some analysts remain optimistic about the sector's long-term prospects.
Originally Published 28 days ago — by Seeking Alpha
Broadcom reported a 74% YoY increase in AI-driven revenue and expects AI revenue to double to $8.2 billion in FQ1'26, despite ongoing margin pressures primarily due to product mix. Market concerns over margins and commitments have affected its stock valuation, which now approaches Nvidia's, trading at 28x FY27 EPS, with support levels at $325 and $300.
Originally Published 28 days ago — by Yahoo Finance
The Nasdaq and S&P 500 declined sharply as Broadcom's cautious outlook and weaker AI product backlogs spooked investors, leading to a broader tech sell-off, while the Dow edged higher amid mixed economic signals.