Broadcom Inc. expects to ship about $350 billion worth of AI chips over fiscal years 2027 and 2028, reflecting robust demand and secured supply. The company targets AI revenues of $115 billion in 2027 and $230 billion in 2028, supported by rising capital expenditures to ease supply constraints. Despite increased spending, Broadcom maintains a strong operating margin of 67.9%, with AI now accounting for 56% of total revenue. The stock valuation has compressed to around 11.5 times the expected 2028 earnings per share, as market focus shifts to credit risks related to AI lease guarantees.
Broadcom Inc. shares are trading at USD 338.67 on Pluang, down 1.76% in the last day. The stock's market cap stands at $1.65 trillion as of Sep 16, 2026 00:11 WIB, showing investor interest despite valuation compression and AI sector risks.
Broadcom reported a 221% year-over-year surge in AI semiconductor revenue, reaching $16.7 billion in Q3, signaling strong growth potential. Despite this, its stock is down 17% from recent highs, partly due to margin compression and financing risks. C...
Broadcom reported a stellar quarter with AI semiconductor revenue up 221% year-over-year, reaching $16.7 billion, and total revenue rising 85.5% to $29.59 billion. The company is generating strong free cash flow of $13.66 billion and is actively redu...
Broadcom CEO Hock Tan dismissed concerns about a potential slowdown in AI model development affecting the company's business, reaffirming confidence in their long-term revenue targets. Despite investor worries sparked by Anthropic CEO Dario Amodei's ...
Marvell Technology's stock fell 7% amid concerns over a slowdown in AI infrastructure spending and an expected Federal Reserve rate increase. This decline led a broader sell-off in semiconductor stocks, with Broadcom down 4% and NVIDIA retreating 3%....
President Donald Trump publicly criticized Anthropic CEO Dario Amodei on Truth Social, calling him a "perfect little angel" and arguing that AI only needs one guardrail: a strong president. Trump emphasized the administration's strong regulatory powe...
