Broadcom remains a strong buy due to its surging AI semiconductor revenue, driven by deep engineering collaborations with major tech firms like Google, OpenAI, and Meta. Its advanced 3.5D XDSiP platform and chip packaging expertise are crucial amid slowing Moore's Law and increasing demand for complex chips. Despite a slight gross margin decline to 73–75% due to memory content, operating margins hold strong at 66%, supported by volume and operational leverage. Trading at $361.54 with a reasonable valuation of 18.7 times FY2027 earnings estimates, Broadcom is well-positioned if it meets its AI revenue and earnings growth targets.
Broadcom (AVGO) is trading at USD 351.90 on Pluang as of Oct 13, 2026, 16:21 WIB, down 0.80% for the day. This price is closer to its 52-week low of USD 293.41 than its 52-week high of USD 481.57, indicating a significant range in its recent trading. Despite the dip, the stock sees more buying interest with 64% of orders on Pluang being buys, reflecting ongoing investor confidence in its technology sector prospects.
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...
Broadcom is building its AI business by co-designing custom chips and networking solutions for major hyperscalers under long-term contracts, unlike Nvidia which sells GPUs broadly. This approach has secured multi-year deals with companies like Google...
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 lo...
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...
