Broadcom CEO Hock Tan criticized AI investors for treating the market like a casino, saying many lack understanding and set unrealistic expectations. Despite Broadcom's stock rising nearly 10% this year, Tan highlighted that AI companies are still losing money and face uncertain profitability. The AI sector relies heavily on costly infrastructure like data centers and chips, with capital shortages and high borrowing costs posing risks. Industry leaders caution that while AI has growth potential, investors should focus on companies using AI to generate real profits, such as in retail or healthcare, rather than just the tech developers themselves.
As of Oct 13, 2026 00:01 WIB, Broadcom Inc (AVGO) trades at USD 356.39 on Pluang, down 1.42% in the last day. The company holds a market cap of $1.73 trillion and an enterprise value of $1.76 trillion, with a dividend yield of 0.72%. Despite the CEO's caution about AI investors, Broadcom remains a significant player in the technology sector with a typical hold time of 80 days on Pluang.
Micas Networks introduced three new 102.4 Tbps open Ethernet switch platforms based on Broadcom Tomahawk 6 technology, designed to enhance AI factory networks. The portfolio includes air-cooled 800G, liquid-cooled 1.6T, and co-packaged optics (CPO) s...
Oracle and Broadcom have taken different approaches to financing their AI chip expansions. Oracle borrows heavily and sells stock to build its own GPU data centers, resulting in large capital expenditures and negative free cash flow, raising concerns...
Intel and Broadcom CEOs warn that access to capital could become the biggest constraint on the AI boom, even as demand for computing infrastructure outpaces supply. Rising borrowing costs and higher bond yields may make financing data centers and chi...
The S&P 500's price-to-earnings (P/E) ratio has sharply declined from 30 times to 19 times, reflecting the impact of rising interest rates and changing market valuations. Persistent high interest rates and market volatility may continue to pressure v...
Broadcom, Marvell, and AMD are benefiting from rising AI-related semiconductor demand, with shares up significantly in 2026. Analysts project bold price targets for 2027, suggesting potential gains around 60% for each stock, driven by strong earnings...
