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These Top 'AI Stocks' Are Leading the Semiconductor Boom [Yahoo! Finance]
Last broadcom inc. earnings: 3/12 04:15 pm
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US:NASDAQ Investor Relations: investors.broadcom.com
NVIDIA Corporation ( NASDAQ:NVDA ) sits at the top with a $4.5 trillion market cap and more than 80% of the AI infrastructure market. Its CUDA ecosystem and full-stack AI solutions make switching costly for customers, while analysts see additional upside of up to 45.7% from current levels. Warning! GuruFocus has detected 5 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. Broadcom ( NASDAQ:AVGO ) holds a strong position as an AI ASIC and networking provider. Strategic partnerships with Google, Meta, and ByteDance support the company's growth, and its $1.7 trillion market cap reflects solid financial performance. Analysts project Broadcom could double its AI semiconductor revenue in the next two years, with potential gains of 33.2%. Advanced Micro Devices ( NASDAQ:AMD ) has gained momentum through its OpenAI collaboration and Ryzen AI chips. The company's market cap stands at $377.43 billion, and analysts highlight its potential to
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- Cathie Wood Sells Tesla, Boosts AMD, Broadcom, and TSMC Bets [Yahoo! Finance][Yahoo! Finance]
- Why Wells Fargo Just Turned More Bullish on Broadcom (AVGO) [Yahoo! Finance][Yahoo! Finance]
- Wells Fargo Says You Should Buy the Dip in Broadcom Stock [Yahoo! Finance][Yahoo! Finance]
- Silicon as a Platform Market Projected to Reach US$ 103.26 Billion by 2035, Supported by Investment in Photonic Technologies Says Astute Analytica [Yahoo! Finance][Yahoo! Finance]
- Comparing NuScale Power Vs. NANO Nuclear Energy, I Will Stay Away From This Industry [Seeking Alpha][Seeking Alpha]
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AVGO
SEC Filings
SEC Filings
- 1/13/26 - Form 8-K
- 1/9/26 - Form 3
- 1/8/26 - Form 4
- AVGO's page on the SEC website
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