Broadcom's stock rose 3% after DA Davidson upgraded it to Buy and raised the price target to $400, citing Anthropic's IPO filing that reveals a five-year, non-cancelable lease deal for AI compute equipment. This deal secures Broadcom as a key supplier and lessor for Anthropic's AI expansion, supporting strong growth expectations. Broadcom's AI semiconductor revenue surged 221% year-over-year in Q3 FY2026, with Anthropic expected to be its largest custom accelerator customer in 2027. However, Broadcom's growth depends heavily on a few customers like Anthropic, whose funding and IPO completion remain critical for sustained gains.
Broadcom's market cap stands at $1.57 trillion with a dividend yield of 0.79%, while Nvidia's market cap is significantly larger at $5.22 trillion as of Oct 27, 2026, 20:42 WIB. On Pluang, Broadcom's stock price rose 4.60% to USD 344.30, reflecting strong buying interest with 53% of orders as buys. Nvidia also edged higher by 0.94%, trading at USD 218.05, supported by a higher volume of 90 million shares compared to Broadcom's 18 million shares.
The Vanguard Dividend Appreciation ETF (VIG) has seen its share price rise about 11% over the past year, but its dividend payout increased by only about 3%. This ETF focuses on companies with a history of raising dividends annually, yet its trailing ...
Broadcom has released patches for 89 new vulnerabilities in its TrueSource Spring Enterprise software, bringing the total fixed vulnerabilities to 408. The update includes tools like TrueSource Hub and Application Advisor plugins that help enterprise...
Broadcom's stock has fallen nearly 32%, one of its largest drops, but this decline is viewed as excessive given strong demand for custom XPUs supporting revenue and profit growth. The company’s lower gross margins are due to increased high-bandwidth ...
Broadcom reported a 221% year-over-year increase in AI revenue, reaching $16.7 billion, with total revenue up 85.5% to $29.59 billion. Despite strong growth, its stock is down 6.45% this year and trades near a 52-week low due to concerns over competi...
Broadcom Inc. is rated a buy because the market has already factored in risks like a potential collapse of OpenAI, leaving room for upside if those risks don't happen. AI-related products now generate over half of Broadcom's revenue, supported by cus...
