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Broadcom CEO delivers blunt verdict on AI’s biggest debate right now

Even before we go deeper, I want to be upfront about this. I think Dario Amodei's concerns about the pace of artificial intelligence (AI) development deserve to be taken seriously. As the CEO of Anthropic, one of the companies building this technology, he has …

Wall Street Sees 56% Upside in Broadcom After Summer Selloff

Quick Read Broadcom trades at $339 versus a Wall Street consensus target of $532, a 55% gap that formed after shares fell 13.7% in one month. Hock Tan projects AI revenue reaching $115 billion in FY2027 and $230 billion in FY2028, despite an Anthropic …

Broadcom CEO pushes back on AI slowdown fears

This article first appeared on GuruFocus. Broadcom Inc. (AVGO, Financials), a semiconductor and infrastructure software business gaining more exposure to specialized AI chips and networking, is bucking predictions that the AI revolution is losing steam.CEO Hock Tan rejected fears about a broader AI slowdown …

Broadcom CEO Doubles Down on Massive AI Growth Target

This article first appeared on GuruFocus. Broadcom (NASDAQ:AVGO) CEO Hock Tan is pushing back hard against fears that calls to slow frontier AI development could derail the chipmaker's growth, standing behind its fiscal 2027 and 2028 AI semiconductor forecasts even after Broadcom shares sank …

Broadcom Slips Again as AI Approaches 62% of Quarterly Sales

This article first appeared on GuruFocus. Broadcom, the semiconductor and infrastructure-software giant (NASDAQ:AVGO), slipped approximately 0.6% to $342.50 Tuesday morning as chip stocks struggled to mount a clean rebound from Monday's AI-driven selloff. That muted reaction is striking because Broadcom's underlying AI growth remains …

Prediction: Broadcom Could Join the Next Trillion-Dollar Club

Quick Read AVGO surged 221% in Q3 AI revenue to $16.7B yet trades 17% lower over the past month at just 24x forward earnings. Hock Tan guided AI semiconductor revenue to $115B in FY2027 and $230B in FY2028, with supply already secured and targets …

Broadcom CEO Sends Urgent Message on AI Slowdown Fears

This article first appeared on GuruFocus. Broadcom (NASDAQ:AVGO) shares fell sharply on Monday as concerns about a slower pace of frontier artificial intelligence development weighed on chip stocks, but CEO Hock Tan said he sees little reason to change the company's longer-term AI outlook, …

Broadcom’s Real Constraint Isn’t Demand. It’s Supply.

Piper Sandler believes Broadcom Inc. (NASDAQ:AVGO) is the leader in ASIC chips, holding 75% share of the ASIC market for AI inference. On September 9, firm analyst David O'Connor initiated coverage on the stock with an Overweight rating and a $460 price target. O'Connor …

Broadcom CEO Hock Tan defends $230B AI chip revenue target

Broadcom CEO Hock Tan pushed back Monday against investor anxiety that a deceleration in frontier AI model building could threaten the chipmaker's outlook, saying Broadcom's fiscal 2027 and 2028 AI semiconductor projections are intact. "We see the demand for compute infrastructure, for AI development …

Broadcom CEO dismisses AI slowdown concerns, stands by long-term revenue goals

[Broadcom headquarters in San Jose, California, United States] JHVEPhoto Broadcom (AVGO [https://seekingalpha.com/symbol/AVGO]) CEO Hock Tan dismissed fears that a potential slowdown in frontier AI model development would impact the company, telling CNBC that the chipmaker remains committed to its long-term revenue targets. Tan’s comments …

Broadcom Drops Over 4% as $21.7 Billion AI Forecast Meets Slowdown Fears

This article first appeared on GuruFocus. Broadcom shares fell over 4% to $346.98 in Monday regular trading as investors pulled back from AI semiconductor names following fresh calls to slow the development of frontier AI models. Broadcom (NASDAQ:AVGO), the semiconductor and infrastructure-software giant, was …

Broadcom buys its Irvine office building

Computer chip and software developer Broadcom purchased the Irvine office compound it rented in the latest example of a well-funded company taking advantage of depressed real estate prices to switch from renter to owner. Broadcom paid its former landlord, PRP Real Assets, $325 million …

Is Broadcom Stock in Trouble?

Nvidia, Broadcom Tumble In AI Rotation; These U.K.-Based Names Gain

Investors are fleeing top AI names after fears the technology is advancing too quickly, which lifted a group of software and media stocks. Continue Reading

Fantastic News for Broadcom Stock Investors

Broadcom (NASDAQ:AVGO) started the year on a strong note, with its shares rising significantly through the first six months of 2026 and reaching a 52-week high of $495. However, the semiconductor stock has dropped 27% from those levels and is up just 4% year …

Broadcom Just Named Its Next Customer to Pass Google: Anthropic. Here's Why That Matters More Than the Earnings Beat.

After the market closed on Sept. 2, Broadcom (NASDAQ: AVGO) published results for the third quarter of its 2026 fiscal year, which ended May 2. The company reported non-GAAP (adjusted and not in accord with generally accepted accounting principles) earnings per share (EPS) of …

Broadcom vs. Nvidia: 3 Key Metrics Point to the Stronger AI Chipmaker to Buy After Earnings

Nvidia (NASDAQ: NVDA) and Broadcom, two of the largest chipmakers in the world, have now both reported earnings for their most recent quarters, which ended at the end of July for Nvidia, and in early August for Broadcom. Both put up strong results as …

Zacks Market Edge Highlights: Broadcom, Bloom Energy, and Sandisk

For Immediate Release Chicago, IL – September 14, 2026 – Zacks Market Edge is a podcast hosted weekly by Zacks Stock Strategist Tracey Ryniec. Every week, Tracey will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and …

Broadcom CEO Hock Tan Says Demand Already Exceeds Broadcom's $115 Billion AI Forecast. Here's What That Means for the Stock.

Broadcom’s Anthropic Ramp Puts Google’s TPU Business in a Different Light

Broadcom's September 2 results show custom AI hardware turning into substantial sales. On the accompanying call, management said it expected to accelerate Ironwood shipments to Anthropic in the fourth quarter. That puts Google's TPU technology at the center of a relationship whose economics differ …

Broadcom vs. Micron Technology: Which Technology Stock Is a Better Buy in 2026?

As the artificial intelligence era accelerates, choosing between a diversified infrastructure leader and a specialized memory provider remains a key challenge for investors. Is Broadcom (NASDAQ:AVGO) or Micron Technology (NASDAQ:MU) the better buy today? Broadcom offers a wide array of semiconductor and software solutions, …

Better AI Chip Stock: Broadcom vs. Nvidia

Broadcom (NASDAQ: AVGO) and Nvidia (NASDAQ: NVDA) both benefit from the global artificial intelligence (AI) infrastructure build-out. Broadcom is helping large customers build custom chips for specific workloads, while Nvidia sells a broader computing platform that can serve many customers and use cases.Image source: …

Broadcom's AI Chip Revenue Grew 221% Last Quarter. A $1,000 Investment a Year Ago Would Be Worth This Much Today.

A $1,000 investment in Broadcom (NASDAQ: AVGO) on Sept. 8, 2025, would be worth $1,070 (including dividends) as of the Sept. 8, 2026, market close. That's a modest gain, but it doesn't reflect what's happening inside the business. In its fiscal third-quarter earnings release …

Broadcom’s Custom AI Chip Boom Has a Powerful Landlord: TSM

Broadcom Inc. (NASDAQ:AVGO) has become one of the clearest alternatives to NVIDIA's merchant-GPU model as hyperscalers increasingly design custom AI accelerators. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) may benefit regardless. TSM reported record August revenue of NT$514.81 billion, up 53.3% year over year, providing …

What's Going On With Broadcom Stock Friday

This article first appeared on GuruFocus. Broadcom (NASDAQ:AVGO) shares climbed 1.5% Friday as European Union officials examined changes to VMware's licensing model and their potential effect on cloud providers. The review is focused on whether the revised arrangements could limit customer choice or create …

The Better Nvidia Killer: Broadcom or AMD?

Quick Read Broadcom's AI revenue surged 221% to $16.7B while AMD's Data Center hit $6.72B, up 107%, as both mount credible challenges to Nvidia's AI compute dominance. Hock Tan argues co-designed custom silicon runs at less than half a GPU's cost, directly undercutting Nvidia's …

Prediction: Broadcom Could Become One of the World’s Most Valuable Tech Companies

Quick Read AVGO earns a BUY with a $426 price target implying 17% upside, fueled by AI semiconductor revenue that surged 221% year over year to $16.7 billion. Broadcom wins hyperscaler custom chip contracts NVDA can't capture, while its $1.7 trillion market cap leaves …

Billionaire Stanley Druckenmiller Has Sold Micron, Broadcom, and Intel. Here's the Biggest AI Chip Designer Left in His Portfolio.

Stanley Druckenmiller took a sizable position in Nvidia (NASDAQ: NVDA) shortly after ChatGPT's release. The famous investment manager typically takes a top-down approach to investment themes, buying groups of stocks poised to benefit from trends such as artificial intelligence. That means he has owned …

Broadcom (AVGO) Faces Google Chip Risks, But Macquarie Sees a $40 Billion Anthropic Opportunity

Broadcom Inc. (NASDAQ:AVGO) could be one of the biggest beneficiaries of Anthropic's accelerating compute requirements. The opportunity comes amid growing concerns that Google's decision to develop more of its chips internally could threaten Broadcom's custom silicon business. However, Macquarie analyst Arthur Lai argued on …

Broadcom Stock Jumps -- AI Revenue Set to Double Again

This article first appeared on GuruFocus. Broadcom (AVGO) shares climbed nearly 3% Tuesday as investors weighed a forecast calling for rapid expansion in the company's artificial intelligence chip business. The semiconductor maker expects AI-related chip revenue to more than double in fiscal 2027 and …

Because Broadcom Monetizes Alphabet, Meta, and OpenAI at Scale I Buy Again and Again

Quick Read Broadcom (AVGO) targets $230B in AI revenue by fiscal 2028, with Q3 AI chip sales surging 221% YoY to $16.7B. Hock Tan says custom XPUs outperform Nvidia (NVDA) GPUs at less than half the cost, making every hyperscaler a long-term Broadcom customer. …

What Makes Broadcom (AVGO) a Lucrative Bet?

American Century Investments, an investment management company, released its first-quarter 2026 investor letter for the "American Century Investments Focused Dynamic Growth Fund". The letter can be downloaded here. U.S. stocks advanced sharply with double-digit quarterly gains largely due to robust earnings, resilient economic data, …

Broadcom Stock Slipped While Its Revenue Schedule Got Longer

Image from Pixabay Broadcom (AVGO) stock sits about 23% below its 52-week high, and it has lost 6.9% over the past three months while the S&P 500 gained 3.6%. The latest drop followed a fiscal Q4 2026 revenue guide that fell short of Wall …