Broadcom Inc. (NASDAQ:AVGO) is one of the AI Stocks in Focus on Wall Street. On October 13, Mizuho raised its price target on the stock to $430.00 from $410.00 while maintaining an Outperform rating. The raised price target follows OpenAI’s announcement of a custom ASIC partnership with the chipmaker. The companies announced a collaboration on Monday for 10 gigawatts of custom AI accelerators starting in 2026. OpenAI will engage in the design of the accelerators and systems, which will be developed and de ...

博通与OpenAI的合作 - 博通与OpenAI达成多年合作伙伴关系，共同开发强大的人工智能系统，使用定制加速器[1] - 双方将共同开发10吉瓦的定制AI加速器，这些芯片将组装成机架，并采用博通的网络解决方案连接[4] - 部署计划于2026年下半年开始，并持续到2029年[4] 博通的市场地位与财务前景 - 博通在高端专用集成电路市场占有75%的份额，在以太网交换和路由芯片市场占有80%的份额[1] - 公司正在为三家超大规模公司建设定制AI芯片，预计这些交易在2027财年的年收入将达到600亿至900亿美元[2] - 博通正在为第四家大客户建设定制AI加速器，该客户已下达总额100亿美元的订单，据推测是OpenAI[3] - 博通在2025财年的定制AI加速器收入预计为130亿美元，若实现2027财年目标，则意味着未来两年年增长率为115%至163%[7] - 博通目前在定制AI加速器领域处于领先地位，预计其在整个AI加速器市场的份额将从目前的6%上升到2030年的14%[6] 博通的估值与潜在客户 - 博通股票的市盈率为91倍，对于一家预计未来三年盈利年增长30%的公司而言估值昂贵[8] - 其市盈增长率比率高于3，而该比率高于2通常被认为估值过高[8] - 除已披露的四家客户外，博通还有其他专用集成电路潜在客户，据报道苹果公司正与博通合作开发代号为Baltra的定制AI加速器，计划于2026年投入大规模生产[5] AI加速器市场竞争格局 - 英伟达目前主导AI加速器市场，但面临来自各方的竞争[9] - 尽管存在竞争，多数行业观察家认为英伟达将保持其主导地位[10] - 摩根士丹利分析师指出，英伟达系统拥有更低的总拥有成本，这是其可能保持领先地位的原因之一[10] - 与每年研发支出超过100亿美元的英伟达竞争是一项艰巨的任务[11] - 英伟达股票的市盈率为54倍，对于一家预计未来三年盈利年增长36%的公司而言估值合理，其市盈增长率比率为1.5[11] 专用集成电路与英伟达生态系统的比较 - 专用集成电路本身可能更便宜，但将其转变为功能系统所需的相邻技术（如内存、封装和互连）通常更昂贵[12] - 英伟达花费二十年创建了名为CUDA的软件开发工具生态系统，帮助程序员为GPU编写AI应用程序，而专用集成电路缺乏这样的生态系统，意味着软件工具需从头构建[12]

Investors have a lot to look forward to.Broadcom (AVGO -3.52%) is playing a key role in supplying data centers with custom chips and networking products. Strong revenue and free-cash-flow growth have pushed the stock to new highs this year, with shares up 54% year to date through market close Oct. 13.The stock is up more than 500% since the end of 2022, when the artificial intelligence (AI) boom started. However, there are important reasons why the stock will likely climb higher in 2026 and beyond. Broadcom ...

A sign is posted in front of a Broadcom office in San Jose, California, on Dec. 12, 2024.Justin Sullivan | Getty ImagesThis is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Here are five key things investors need to know to start the trading day:1. Broadcom's boonOpenAI made its latest artificial intelligence partnership official yesterday, announcing a custom chip deal with Broadcom. Shares of the chipmaker closed Monday's session nearly 10% higher following news ...

Broadcom stock surged as much as 9% on Monday. The move was sparked by a major AI chip deal inked with OpenAI. Business Insider is keeping tabs on the biggest numbers driving OpenAI news. Check back daily for updates. The move: Broadcom stock spiked as much as 9% on Monday. The chip maker is up 50% in 2025. Why: Broadcom and OpenAI announced a strategic agreement on Monday for 10 gigawatts of custom AI accelerators. Under the agreement, OpenAI will design the systems, which Broadcom will help develo ...

U.S. equities staged a significant rebound on Monday, October 13, 2025, as Wall Street clawed back substantial losses from Friday's sharp sell-off. The positive shift in investor sentiment was largely driven by President Donald Trump's softened rhetoric regarding trade tensions with China over the weekend. Major market indexes surged in afternoon trading, with technology stocks leading the charge.Afternoon Trading Activity and Major Index PerformanceAs the afternoon session progressed, all three major U.S. ...

U.S. equities surged during midday trading on Monday, October 13, 2025, with major indexes posting significant gains as investors reacted positively to a softened stance from President Donald Trump regarding U.S.-China trade relations. This robust rebound followed a sharp sell-off on Friday, which had been triggered by renewed tariff threats. The midday momentum saw broad-based buying, particularly in the technology and semiconductor sectors, as markets absorbed the latest geopolitical developments and look ...

Shares of Broadcom (NASDAQ:AVGO) jumped about 12% premarket on Monday after OpenAI (OPENAI) and the chipmaker announced a collaboration for 10 gigawatts of custom AI accelerators. OpenAI will design the accelerators and systems, which will be developed and deployed in partnership ...

We recently compiled a list of the 12 Best Stocks to Own for Grandchildren. Broadcom Inc. is placed second among them. Broadcom Inc. (NASDAQ:AVGO), a global leader in semiconductors and infrastructure software, delivered record results in its third quarter of fiscal 2025, underscoring its growing dominance in AI and networking technologies. The corporation reported Q3 revenue of $15.95 billion, up 22% year-over-year, fueled by strong demand for custom AI accelerators, networking solutions, and VMware’s s ...

Broadcom Inc. (NASDAQ:AVGO) is one of the Best Technology Stocks to Invest in for the Long Term. On September 4, Broadcom Inc. (NASDAQ:AVGO) released results for its fiscal third quarter of 2025. The company topped revenue and EPS estimates, leading to bullish sentiments from Wall Street. Broadcom Inc. (NASDAQ:AVGO) delivered $15.95 billion in revenue, up 22.03% year-over-year and ahead of consensus by $129.31 million. Moreover, the EPS of $1.69 also topped estimates by $0.03. Management noted that they a ...