Broadcom reported a 221% year-over-year increase in AI semiconductor revenue for Q3 FY2026, driven by custom XPUs and networking silicon critical for AI infrastructure. The company projects AI revenue to double to $115 billion in fiscal 2027 and potentially reach $230 billion by 2028, with earnings per share expected to exceed $30 by 2028. Broadcom also announced a new $10 billion share repurchase program, raised dividends for the 15th consecutive year, and significantly reduced long-term debt. Its VMware Private AI Cloud and strong customer partnerships, including Anthropic, position Broadcom as a leading player in AI hardware, prompting continued investor buying despite risks from customer concentration.
Broadcom's stock is priced at USD 355.62 on Pluang as of Sep 23, 2026 23:02 WIB, showing a 2.45% decline in the past day. The company holds a substantial market cap of $1.74 trillion, indicating its significant presence in the technology sector. Despite the recent price drop, investor interest remains balanced with 49% buying activity on Pluang, reflecting ongoing engagement with the stock.
Texas Instruments and Broadcom both raise dividends annually but differ in yield and growth. Texas Instruments offers a higher current dividend yield of 2.07% with a long history of steady increases, funded by cyclical analog chip sales and heavy cap...
The Vanguard Information Technology ETF (VGT) excludes major tech-adjacent companies like Alphabet (Google), Meta, and Amazon due to a 2018 sector reclassification that moved these firms out of the Information Technology sector. Instead, VGT focuses ...
An analyst forecasts strong price gains for Marvell, AMD, and Broadcom by 2027 driven by robust AI infrastructure demand. Marvell could reach $325, AMD $800, and Broadcom $600, all exceeding current Wall Street targets. These projections rely on cont...
Nvidia reported a 105.85% year-over-year revenue increase to $96.22 billion in Q2 fiscal 2027, driven by a 117% surge in its Data Center segment. The company maintains strong profitability with a net margin of 55.6% and generated $21.34 billion in fr...
Custom AI chips are expected to outsell GPUs by 2027, marking a major shift in the semiconductor industry. This trend favors large tech companies and select semiconductor players like Broadcom and Marvell. However, due to their high valuations, a div...
