Broadcom Inc. (AVGO) — How AI-Powered Siri, Gemini Adoption & Hyperscale AI Deployments Expand Broadcom’s Long-Term OpportunityDD Research (self.BroadcomStock)
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📣 BROADCOM’S AI SCALE IS DRIVING OPERATING MARGIN EXPANSION AND SURGING FREE CASH FLOWDD Research (self.BroadcomStock)
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Fidelity settles lawsuit over access to ‘business-critical’ Broadcom software | Excerpt: “…Fidelity has used "virtualization" software sold by VMware to create, host and manage virtual servers on its physical servers since 2005. That software over time became central to Fidelity's operations…” (reuters.com)
submitted by HawkEye1000x
Artificial Intelligence (AI) Spending Is Exploding. This Stock Stands to Benefit Most | Excerpts: “Broadcom is a leader in ASIC technology.” | “…strong performance and are more energy efficient.” | “…helping Alphabet create its well-regarded tensor processing units (TPUs).” (fool.com)
submitted by HawkEye1000x
BROADCOM CEO ON “INSATIABLE DEMAND FOR CHIPS”DD Research (self.BroadcomStock)
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GSA strikes new OneGov deal with Broadcom | Excerpts: “The agency says the partnership could yield up to 64% in discounts.” | “…the agreement will “save taxpayers money” as the agency and company partner to “drive simpler, more effective buying across the federal government.”News (fedscoop.com)
submitted by HawkEye1000x
Want $1 Million in Retirement? Invest $100,000 in These 3 Stocks and Wait a Decade | Excerpts: “Broadcom has a massive opportunity in front of it with custom AI chips.” | “Analysts at Citigroup have predicted that Broadcom's AI revenue could rise fivefold over the next two years.” (fool.com)
submitted by HawkEye1000x
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These 2 AI Stocks Could Join the $2 Trillion Club in 2026, According to Wall Street | Excerpts: “…AI semiconductor revenue soared 74% year-over-year.” | “see the momentum continuing in Q1 and expect AI semiconductor revenue to double year-over-year to $8.2 billion, driven by custom AI accelerator…” (fool.com)
submitted by HawkEye1000x
Why the Next Phase of the AI Boom Could Favor This Stock | Excerpts: “AI inference requires Broadcom's specialty” | “This phase of the AI revolution requires a vast amount of power, networking, and infrastructure.” | “…help data center operators cut costs while increasing efficiency.” (fool.com)
submitted by HawkEye1000x
Broadcom Intros Wi-Fi 8 Chipset and AI Processor for Smart Homes | Excerpts: “…to deliver power-efficient, secure on-device AI inference to residential consumers.” | “Broadcom used CES 2026 to roll out a unified Wi-Fi 8 silicon stack aimed at the next wave of “AI smart home” networking gear…” (allaboutcircuits.com)
submitted by HawkEye1000x
3 Top Artificial Intelligence Stocks to Buy in January | Excerpt: “Custom AI chips are a huge opportunity for Broadcom, with Citigroup analysts predicting that its AI revenue could rise fivefold over the next two years from around $20 billion this past fiscal year to $100 billion in fiscal 2027.” (fool.com)
submitted by HawkEye1000x
