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Lawmakers on both sides of the aisle have recently proposed banning members of Congress from trading individual stocks while in office. This sentiment dates back to the STOCK Act of 2012, which was supposed to be the fix.
Broadcom unveils 400G optical DSP, 102.4T switches and 3.5D XPU at OFC, boosting AI networking push as revenue and AI demand surge into fiscal 2026.
Broadcom (AVGO) delivered a record Q1 2026, with revenue up 29% YoY to $19.3B and EBITDA margin at 68%. AVGO's AI semiconductor revenue soared 106% YoY, supported by expanding custom AI accelerator customers and robust infrastructure software growth, notably VMware. My five-year target price is $657.51, reflecting a 94.12% total return potential, with a forward PE of 19.93x and PEG of 1.25.
Chevy Chase Trust Holdings LLC trimmed its position in shares of Broadcom Inc. (NASDAQ: AVGO) by 1.7% during the undefined quarter, according to its most recent 13F filing with the SEC. The fund owned 2,729,928 shares of the semiconductor manufacturer's stock after selling 47,023 shares during the quarter. Broadcom comprises about 2.5% of
Circle Wealth Management LLC boosted its holdings in shares of Broadcom Inc. (NASDAQ: AVGO) by 10.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,433 shares of the semiconductor manufacturer's stock after purchasing an additional 1,704 shares during the period.
With the most complete AI stack, Alphabet is an AI stock to own for the long haul. Broadcom is one of the best growth stories in AI.
The current shifts in the AI infrastructure market are working in Broadcom's favor. Meta has been one of the best companies at applying AI to its core business to drive growth.
Ameriprise Financial Inc. cut its position in shares of Broadcom Inc. (NASDAQ: AVGO) by 6.6% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 25,199,933 shares of the semiconductor manufacturer's stock after selling 1,790,992 shares during the quarter. Broadcom comprises 1.9% of
3G Capital Partners LP acquired a new position in shares of Broadcom Inc. (NASDAQ: AVGO) in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 65,000 shares of the semiconductor manufacturer's stock, valued at approximately $21,444,000. Broadcom accounts for about 5.1% of 3G Capital
Nvidia and Broadcom are set to cash in on huge AI spending. Taiwan Semiconductor is fabricating chips for all of the major hardware providers.
Nvidia is a titan in the semiconductor sphere, broadening the scope of its offerings. Broadcom has gotten a big boost from AI, and that's not likely to stop anytime soon.