Broadcom Inc. (AVGO)

OpenAI to make own AI chips with Broadcom in 2026: report

OpenAI is preparing to begin mass production of its first artificial intelligence chips in 2026, partnering with semiconductor giant Broadcom Inc (NASDAQ:AVGO, ETR:1YD), the Financial Times reported on Thursday, citing sources familiar with the matter. The move is expected to reduce the company's reliance on Nvidia while boosting OpenAI's internal computational infrastructure.

Forget Nvidia: Broadcom Is The New Face Of AI

Broadcom Inc. secured $10B in AI custom ASIC orders for a fourth customer, making it the leader of the new alternative to Nvidia for low-to-mid inferencing. Management is expecting the fourth mystery customer, suspected to be OpenAI, to materially boost revenues and is guiding for AI-related revenue of $6.2B next quarter, plus 60% growth in FY26. We don't think Nvidia is going anywhere, but this is going to be the first switch-up in the AI market dynamic, and we see Broadcom benefiting from it, big time.

Top Stock Movers Now: Broadcom, Docusign, Lululemon, and More

U.S. equities turned lower at midday following the government's weaker-than-expected August employment report. The Dow Jones Industrial Average, S&P 500, and Nasdaq were down.

Broadcom is starting to look ‘eerily reminiscent' of Nvidia. Both stocks are feeling the impact.

The company said it added a fourth customer for its custom chips. Some analysts now think the company's AI revenue will double next year.

Another AI Home Run For Broadcom

Broadcom delivered stellar earnings, beat estimates, and raised guidance, reinforcing my buy rating despite the stock's significant run-up. AI-driven revenue growth, especially from the VMware acquisition and custom processors, positions Broadcom as a dominant AI infrastructure provider. Wall Street price targets are likely to rise, with my long-term outlook seeing potential for $500-600 per share within 3-5 years.

Broadcom Stock Nabs Record High After Earnings

The shares of Broadcom Inc (NASDAQ:AVGO) are up 11.1% to trade at $340.21 at last glance, after the semiconductor giant announced a fiscal third-quarter top- and bottom-line win.

Broadcom stock surges on 3Q earnings beat, big new AI customer

Broadcom Inc (NASDAQ:AVGO, ETR:1YD) shares shot up as much as 15% in early trading on Friday after the semiconductor and infrastructure software solutions provider reported better than expected financial results for its third quarter 2025. The company also revealed that it had received $10 billion in orders from a new client for custom AI chips.

Is Broadcom the No. 1 AI Stock to Buy Now?

Stocks Rally As Jobs Miss Fuels Fed Rate Cut Bets Near 99%

Key Takeaways

Hock Tan Just Delivered Incredible News for Broadcom Stock Investors

In today's video, I discuss recent updates impacting Broadcom (AVGO 1.30%). To learn more, check out the short video, consider subscribing, and click the special offer link below.

Broadcom Stock Soars as AI Demand Drives Strong Earnings—Crucial Price Levels to Monitor

Broadcom (AVGO) shares surged Friday morning after the chipmaker posted quarterly results that topped Wall Street expectations amid booming AI demand.

5 Things to Know Before the Stock Market Opens

Stock futures are mostly inching higher in premarket trading as investors prepare for the release of a key jobs report today. The jobs report is expected to show relatively slow job growth in August.

Broadcom Earnings Could Spark a Big Move—Here's How You Can Play It

Broadcom (AVGO) is slated to post quarterly results after the bell on Thursday, and at least one analyst sees an attractive way to bet on a post-earnings stock surge.

Broadcom earnings primer: AI chip demand and growth are key

Broadcom shares have almost doubled in the past year as the chipmaker has positioned itself at the center of the artificial intelligence boom. Analysts project revenue growth will hold steady the rest of this year and accelerate a bit in 2026.

Options Corner: AVGO Earnings Trade

Broadcom (AVGO) earnings will be the marquee postmarket earnings report after Thursday's close. Tom White swings by to show the stock's run-up over the past year.

Will Higher Semiconductor Revenues Help AVGO Stock Beat Q3 Earnings?

Broadcom's Q3 results are anticipated to highlight soaring AI revenues and VMware-driven software growth, though lower-margin XPUs may pressure margins.

Broadcom Stock: Here's A Possible Options Move With Earnings Due

Broadcom is to report earnings Thursday and the market sees higher volatility. A cash-secured put could take advantage of this.

Nvidia and Marvell shares fell after earnings. Will Broadcom's stock fare better?

Broadcom may have a hard time topping its existing prediction for 60% growth in AI revenue next year, but Melius analysts recommend buying any post-earnings weakness as the company is “in rarified air.”

Broadcom Q3 Preview: Be Fearful When Others Are Greedy (Rating Downgrade)

As Broadcom Inc. Q3 earning date approaches, I suggest investors to be fearful when others are greedy. There are certainly positive catalysts here, such as the resumption of AI GPU exports to China and the continued increase of hyperscalers' capex in Q2. However, at AVGO stock's current valuation (with a ~45x P/E), these positives are fully priced in.

Buy, Sell or Hold AVGO Stock: Key Tips Ahead of Q3 Earnings?

Broadcom projects $15.8B in Q3 revenue, with AI-driven growth boosting performance despite margin pressures.

Broadcom (AVGO) Thrives in Custom AI Explosion

AI revenue grew 220% year-on-year, propelled by their leading XPUs and Ethernet networking portfolio.

Is Broadcom a Buy Before Sept. 4 Earnings?

Key Points Broadcom's (AVGO) 120% surge from April lows and 500% growth over three years stem from its AI chip dominance and VMware acquisition.

3 Reasons Why Growth Investors Shouldn't Overlook Broadcom Inc. (AVGO)

Broadcom Inc. (AVGO) possesses solid growth attributes, which could help it handily outperform the market.

Will Broadcom Inc. (AVGO) Beat Estimates Again in Its Next Earnings Report?

Broadcom Inc. (AVGO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

This Nvidia competitor has crashed NVDA stock; Should you buy?

Broadcom (NASDAQ: AVGO) has emerged as one of the challengers to Nvidia (NASDAQ: NVDA in the race for artificial intelligence (AI) dominance. However, both semiconductor giants have delivered solid returns in recent months.

These 2 Tech Companies are Cash Generating Machines

Strong cash flows reflect financial stability, allowing companies to pay down debt, pursue growth opportunities, and shell out dividend payments.

Broadcom Selected as Strategic Vendor for Virtualization Software Solutions for Walmart

VMware Cloud Foundation to unify and secure cloud and edge operations across Walmart's infrastructure, and enable a frictionless developer experience that accelerates innovation VMware Cloud Foundation to unify and secure cloud and edge operations across Walmart's infrastructure, and enable a frictionless developer experience that accelerates innovation

Broadcom: 4 Reasons To Stay Bullish Heading Into The Q3 Report

Broadcom's Q3 FY25 earnings report is due out next week, on Thursday, Sept. 4. This provides a preview. Before that, I will give four reasons why investors should remain bullish on Broadcom: XPUs, high-speed networking, the Enterprise Software Segment (VMWare), and excellent financial returns. The VMWare acquisition is arguably already exceeding expectations, boosting recurring revenue ("ARR") and enhancing visibility into future earnings and cash flow.

Broadcom Makes VMware Cloud Foundation an AI Native Platform and Accelerates Developer Productivity

Newest VCF Innovations for AI Workloads and AI Developers Help Speed Enterprise Adoption of Private AI as a Service Customers globally are adopting VMware Cloud Foundation for the Modern Private Cloud LAS VEGAS, Aug. 26, 2025 (GLOBE NEWSWIRE) -- VMware Explore 2025 -- Broadcom Inc. (NASDAQ: AVGO) continues to drive customer momentum for VMware Cloud Foundation (VCF) and an innovation roadmap that delivers a modern private cloud. Today, nine of the top 10 Fortune 500 companies have committed to VCF, with customers worldwide having licensed more than 100 million cores of VCF.

VMware Cloud Foundation Elevates Cyber Resilience, Compliance, and Security for the Modern Private Cloud

New VCF and Advanced Services Innovations Address Compliance Complexities in Regulated Industries and Security Gaps posed by New Agentic AI Workloads New VCF and Advanced Services Innovations Address Compliance Complexities in Regulated Industries and Security Gaps posed by New Agentic AI Workloads