insidermonkey.com · 18h ago
bullishAMD vs. Broadcom: How Much Faster Must AMD’s Cash Flow Grow to Earn Its Premium?
Advanced Micro Devices, Inc. (NASDAQ:AMD) and Broadcom Inc.
+0.39% today
AI Compute · Custom AI accelerators and the networking around them.
$AVGO Broadcom
Broadcom is the silent partner in the custom-silicon revolution. It designs Google's TPUs and similar accelerators for other hyperscalers, and dominates AI data-center networking through its Tomahawk and Jericho switch families. The VMware acquisition added a recurring software business on top.
Last close
$361.54
Market cap $1.38T
AVGO · price history
Key stats
Sentiment · 24h
3
Bullish67%
Neutral0%
Bearish33%
3 articles classified across the last 24 hours.
Funds holding $AVGO
6
Coatue Management4.5% (+0%)
Tiger Global Management2.8% (+0%)
Baillie Gifford1.3% (+0%)
Whale Rock Capital1.2% (+0%)
ARK Invest1.0% (+0%)
Maverick Capital0.0% (+0%)
Recent news on $AVGO
seekingalpha.com · 21h ago
bearishBroadcom: Anthropic Financing Risk Is Priced Too High, Buy (NASDAQ:AVGO)
Broadcom is rated a Buy with a $450 price target, offering ~25% upside as the market overstates its customer financing risk. Read my complete analysis on the AVGO stock.
zerohedge.com · 22h ago
bullishFutures Rise After OpenAI Damage Control Sparks Tech Rebound, Oil Slides
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
AVGO data via the Bluechip ingestion pipeline (currently mock-mode). Editorial copy from the Bluechip universe.@BluechipsAI·October 10, 2026