Broadcom has a $73B AI backlog near FY25 revenue, 100% YoY AI growth, diversified data center exposure, strong FCF returns.

Broadcom maintains a leading position in AI semiconductors, benefiting from technology leadership, scale, and a robust customer base. Concerns over margin compression from product mix are overstated; ...

Broadcom (AVGO) has a P/E ratio exceeding 70x and pays a small dividend. On the other hand, Broadcom’s expected $73 billion AI product backlog should jump-start AVGO stock to new heights. If you’re ...

By acquiring Fern, Postman is aiming to bridge developer experience gaps that hinder API adoption and drive up integration ...

Broadcom Inc. (NASDAQ: AVGO) is rolling out a new generation of storage networking products as it prepares customers for rising artificial intelligence workloads and emerging security risks tied to ...

AMD is looking to carve a niche in the inference market. Broadcom has a massive opportunity with custom AI chips. The stocks trade at similar valuations. Both Broadcom and AMD were big winners in 2025 ...

A Fool since 2019, and a graduate of Cal State LA with a B.S. in Finance and M.A. in Economics. Parkev is an adjunct professor of Finance and enjoys reading about financial and economic history.

Broadcom continues to push development of its silicon photonics and co-packaged optics (CPO) roadmap, but CEO Hock Tan said that market need is not there just yet. Tan told investor’s during ...

The latest phMonitor vulnerability continues a multiyear pattern of unauthenticated command‑injection flaws in Fortinet’s ...

With fears of a bubble brewing in artificial intelligence consistently wreaking havoc on tech players in the fourth (calendar) quarter, semiconductor and software giant Broadcom (AVGO) has been put ...

The Dow and S&P 500 marked new highs Thursday, but the Nasdaq fell as concerns over spending on artificial-intelligence infrastructure outweighed optimism over the Federal Reserve’s latest cut to ...