Broadcom Inc. (NASDAQ:AVGO) is one of the best ESG stocks to buy now according to hedge funds. On September 11, Susquehanna analyst Christopher Rolland reiterated a Buy rating on Broadcom (NASDAQ:AVGO) with a $400 price target. Susquehanna Reiterates Broadcom Buy Rating, $400 Target on AI Solutions Growth Rolland pointed to Broadcom’s move into rack-level AI solutions, which he believes could open new revenue streams and meaningfully boost profitability. This step also places the company in more direct c ...

Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q2 2025 investor letter. A copy of the letter can be downloaded here.  U.S. large-cap growth equities recovered from a sharp sell-off in early April by delivering strong returns in the second quarter. The quarterly performance was driven by muted inflation, strong corporate earnings, and improving sentiment around artificial intelligence (AI) and global trade. The portfolio returned 27.7% in the quarter, out ...

Renaissance Investment Management, an investment management company, released its Q2 2025 “Large Cap Growth Strategy” investor letter. A copy of the letter can be downloaded here. The stock market experienced significant volatility in the second quarter, and yet, the S&P 500 posted an all-time high by the end of June. The liberation day tariff announcement set off havoc in the market, causing stock prices to drop 7% from April 2 to April 7. However, the market rebounded and gained more than 22% from the Ap ...

文章核心观点 - 博通公司董事会授权一项新的股票回购计划，将在2025年12月31日前回购至多100亿美元普通股，体现了董事会对公司业务和现金流的信心 [1][2][3] 股票回购计划 - 董事会授权新的股票回购计划，将在2025年12月31日前回购至多100亿美元普通股 [1] - 回购可通过多种方式进行，包括公开市场或私下协商购买 [4] - 回购的时间和数量取决于股价、业务和市场状况等多种因素，公司无义务回购特定数量股票，计划可随时暂停或终止 [4] 公司表态 - 总裁兼首席执行官表示，该计划反映董事会对公司多元化半导体和基础设施软件产品业务实力的信心，公司在关键基础设施软件领域具有独特地位，能助力超大规模企业将生成式人工智能创新融入其不断扩展的用户平台 [2] - 首席财务官称，新计划反映董事会对公司强大现金流生成能力的信心，有助于为股东创造价值 [3] 公司简介 - 博通公司是全球科技领先企业，设计、开发和供应广泛的半导体、企业软件和安全解决方案 [5] - 其产品组合服务于云、数据中心、网络等关键市场，解决方案涵盖服务提供商和企业网络与存储等多个领域 [5] - 公司为特拉华州企业，总部位于加利福尼亚州帕洛阿尔托 [5]