Broadcom (AVGO) is a global technology giant specializing in designing, developing, and supplying a wide range of semiconductor and infrastructure software solutions. Broadcom serves industries including data centers, networking, broadband, wireless communications, and enterprise software. The company’s products underpin internet connectivity, cloud computing, and digital infrastructure worldwide. Broadcom has grown through strategic acquisitions, most notably integrating CA Technologies, Symantec’s enterp ...

Broadcom Inc. (NASDAQ:AVGO) is one of the stocks to buy according to billionaire Ray Dalio’s Bridgewater Associates. On October 8, Bernstein SocGen Group reaffirmed its “Outperform” rating on Broadcom Inc. (NASDAQ:AVGO). The firm also kept the $400 price target for the shares, citing confidence in the company’s future growth path. This decision draws on insights from a virtual meeting with Broadcom’s CEO and CFO, highlighting exceptionally strong compute demand and positive growth prospects. Bernstein Rea ...

Broadcom Inc. (NASDAQ:AVGO) is one of the stocks on Jim Cramer’s radar. Cramer mentioned the company’s deal with OpenAI, as he commented: “We got this gigantic deal between semiconductor kingpin Broadcom and OpenAI. To put it in plain English, OpenAI is going to design chips made by Broadcom for the equivalent of 18 Hoover Dams’ worth of electricity. That’s how they measure these things these days. Okay, stupendous… Broadcom is a $1.7 trillion semiconductor and networking company with a software kicker th ...

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The equity market continued its strong performance in the third quarter of 2025, driven by enthusiasm for generative AI and strength in the semiconductor sector. In the quarter, the focus shifted to positive economic surprises, fiscal policy optimism, and better-than-expected corporate earnings. In the quarter, the strategy returned 3.34 ...

公司概况 - 博通是一家全球技术公司，以其半导体和基础设施软件解决方案闻名，在科技行业扮演关键角色，为各种电子设备提供关键组件 [1] - 公司竞争对手包括英特尔和高通等同样在半导体领域运营的公司 [1] 股价目标与市场表现 - KeyBanc分析师John Vinh将博通目标股价设定为460美元，较当时356.03美元的股价有约29.2%的潜在上涨空间 [2] - 公司当前股价为355.93美元，日内上涨9.64%，涨幅达31.30美元，交易区间在343.52美元至359.37美元之间 [4] - 过去52周，公司股价最高达374.23美元，最低为138.10美元，当前市值约为1.67万亿美元 [4] 战略合作与技术创新 - 公司与OpenAI建立战略合作伙伴关系，共同设计针对推理优化的新型芯片，并通过博通的以太网栈进行联网 [3] - 此次合作包含一项10吉瓦的协议，预计新芯片的部署将于明年晚些时候开始 [5] - 合作设计的芯片预计将比当前的GPU选项更具成本效益，可能影响科技行业的定价动态 [3][5]

Broadcom Inc. (NASDAQ:AVGO) is one of the stocks Jim Cramer recently offered insights on. Mentioning that they bought a small position in the stock three weeks ago, a caller asked whether they should buy more now or wait. In response, Cramer said: “Well, I like Broadcom very much. I usually don’t like to violate basis, you know, you’ve already got a good position, I’m sure. But we own this one for the Charitable Trust, and Jeff Marks and I go back and forth all the time about how great it is, and it’s cer ...

ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter showed strong performance for the stock market and ClearBridge Dividend Strategy. Although the strategy lagged its S&P 500 Index benchmark in the quarter, it gained from its exposure to AI. In addition, please check the fund’s top five holdings to know its best picks in 2025. In its third-quarter 2025 inves ...

Middle Coast Investing, an investment advisor firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter was favorable for Middle Coast Investing. Its collective portfolio outperformed the S&P 500 and is ahead of benchmarks year to date. In Q3 2025, the US Portfolios returned 9.6% compared to 7.8% for the S&P 500. It’s Core U.S. portfolios returned 10% while the Russell 2000 returned 12%, the S&P 600 returned 8.7% and the Nasdaq generated 11.2% for ...

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 ...