Cantor Fitzgerald: Nvidia and Broadcom May Explode on Next-Gen AI Rollout [Yahoo! Finance]
Broadcom Inc. (AVGO)
Last broadcom inc. earnings: 3/12 04:15 pm
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Source: Yahoo! Finance
2026, Cantor Fitzgerald said Wednesday, following a period of recent weakness in semiconductor stocks. Analyst C.J. Muse noted that AI-related stocks have faced pressure since early November amid broader market caution and concerns over an AI valuation bubble. Muse said these concerns might be overstated, given growing demand tied to AI infrastructure. Warning! GuruFocus has detected 2 Warning Sign with AVGO. Is AVGO fairly valued? Test your thesis with our free DCF calculator. Nvidia shares are trading at roughly 16 times Cantor's earnings estimates. The rollout of next-generation hardware, the Rubin GPU architecture and the custom Vera CPU, which together form the Vera Rubin platform, is expected to support massive-context AI workloads and data center growth. Broadcom is valued around 26 times Cantor's earnings estimates. Muse highlighted the company's networking business and its role in supporting Google ( NASDAQ:GOOG ) tensor processing units, which could further benefit
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AVGO
News
- Nvidia's AI Cash Machine: The 1 Metric Proving Its Dominance Isn't Going Anywhere [Yahoo! Finance]Yahoo! Finance
- Can NVIDIA's Networking Business Power the Next Phase of Growth? [Yahoo! Finance]Yahoo! Finance
- WisdomTree U.S. Quality Dividend Growth Fund ETF declares $0.2327 dividend [Seeking Alpha]Seeking Alpha
- Veteran analyst has blunt message on Intel stock [Yahoo! Finance]Yahoo! Finance
- Broadcom's (NASDAQ:AVGO) five-year earnings growth trails the 55% YoY shareholder returns [Yahoo! Finance]Yahoo! Finance
AVGO
Earnings
- 12/11/25 - Beat
AVGO
Sec Filings
- 12/23/25 - Form 144
- 12/22/25 - Form 4
- 12/22/25 - Form 4
- AVGO's page on the SEC website