Both chipmakers have serious opportunities to capitalize on the AI infrastructure buildout.

Broadcom (AVGO) shares fell over 17% across three trading days despite beating Q4 earnings expectations. Investors focused on gross margin pressure from higher AI revenue mix. Broadcom AI revenue hit ...

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

Broadcom’s next move won’t be as predictable as investors think. Broadcom stock surged YTD, approaching a $2 trillion valuation. Analyst James Schneider reset his price target on Broadcom stock.

Broadcom delivered a robust Q4FY25, with revenue up 28% and GAAP EPS up 93% year-over-year. Google TPUs are no longer exclusive to it and are driving AVGO revenue growth. AVGO's AI trifecta—XPU ...