AI Compute · Custom AI accelerators and the networking around them.
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.
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Market cap $1.38T
AVGO · price history
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Sentiment · 24h
6 articles classified across the last 24 hours.
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Recent news on $AVGO
finance.yahoo.com · 1h ago
bullishEvery major AI bull run has a number investors quietly agree to ignore, and the one hiding behind Microsoft, Alphabet, Meta, and their peers right now makes the reported balance sheets look like a rough draft.
cnbc.com · 2h ago
bullishStocks took their cue from the bond market this week.
finance.yahoo.com · 3h ago
bullishThe fund manager recently booked gains in Sandisk stock and redeployed capital into Broadcom.
Yahoo · 5h ago
neutralThe dominant AI chip names have all pulled back sharply in August even as their latest earnings painted a picture of demand growing faster than supply. Before two pivotal earnings reports reset the narrative, three semiconductor stocks are flashing the kind of entry that rarely s
SeekingAlpha · 13h ago
neutralBroadcom trades at a 19x 15-month forward P/E, a 21% discount to the sector median, indicating undervaluation. Learn more on AVGO stock here.
Yahoo · 15h ago
neutralA massive new hardware deal is rewriting the rules for AI silicon suppliers.
AVGO · price · 3M