Meta Platforms' deployment of an in-house chip this September can supercharge Broadcom's growth.

Broadcom (AVGO) just landed a customer that most investors will never think about when they buy the stock. Broadcom is currently known for one thing: custom AI chips. Yet the deal that could matter ...

Morgan Stanley’s view is that Broadcom is the best AI-infrastructure risk/reward: it should keep ~80% of Google TPU share, ...

Standard Chartered moved 70% of its global infrastructure to Broadcom's VMware platform across 54 markets. Here is what the ...

Broadcom stock price rose by 5% on Wednesday after extending its relationship with Apple. AVGO rose to $395, a 10% increase ...

Morgan Stanley says Broadcom (AVGO) remains a core AI stock despite MediaTek’s Google TPU ASIC push, with ~80% share expected ...

Broadcom and Marvell are both riding the custom AI chip boom, but one offers faster growth while the other may be the better ...

Broadcom maintains a leading position in AI semiconductors, benefiting from technology leadership, scale, and a robust customer base. Concerns over margin compression from product mix are overstated; ...

Chipmaking giant Broadcom Inc. today posted another stellar earnings and revenue beat in its fourth quarter, before following up with strong guidance driven by the market’s insatiable demand for ...

Broadcom shares rallied after Google reported earnings and surging capital expenditures for artificial intelligence. Nvidia stock also gained. Google said it expects to spend as much as $185 billion ...

Worries over rising competition have put pressure on Broadcom , but Morgan Stanley has come to the chipmaker's defense, ...