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 reducing debt while increasing its cash reserves. Broadcom's dividend has grown for 15 consecutive years, offering steady income, and it is positioned as a key supplier for major AI customers like Google and OpenAI. Despite a 12% stock pullback, the company’s solid fundamentals and growth outlook in AI infrastructure make it a compelling long-term investment alternative to Nvidia.
Broadcom (AVGO) shares are priced at USD 340.89 on Pluang as of Sep 15, 2026 22:31 WIB, down 1.11% in the last day. Nvidia (NVDA) trades at USD 212.11 with a slight 0.54% gain over the same period. Broadcom's dividend yield stands at 0.75%, higher than Nvidia's 0.47%, reflecting its steady income appeal amid its AI growth narrative.
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 cap...
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 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...
