Broadcom Inc.

Wall Street Didn't Expect This AI Stock to Become This Important

NVIDIA now sells something far bigger than chips, and Wall Street is still catching up to what that means for the stock price. One supply constraint is quietly doing more to support the bull case than any earnings beat.

3 AI Stocks That Could Split in 2027

These stocks all trade at share prices that could make a split attractive.

Broadcom Inc. $AVGO Stock Sold by Cordatus Wealth Management LLC

Broadcom Inc. $AVGO Position Lowered by CWA Asset Management Group LLC

CWA Asset Management Group LLC reduced its stake in Broadcom Inc. (NASDAQ: AVGO) by 2.2% during the third quarter, according to its most recent filing with the SEC. The fund owned 74,624 shares of the semiconductor manufacturer's stock after selling 1,675 shares during the quarter. Broadcom accounts for approximately 0.8% of CWA Asset

Columbia Asset Management Sells 1,943 Shares of Broadcom Inc. $AVGO

Broadcom's M&A Strategy Is A Value Play

Broadcom is rated a Strong Buy, driven by its disciplined serial-acquisition strategy and robust integration of software franchises like VMware. AVGO's financial health remains strong, with leverage declining post-acquisitions and free cash flow supporting rapid debt reduction within 2.5 years after major deals. Risks include growing customer concentration—one customer now accounts for 50% of revenue—and significant off-balance-sheet purchase commitments totaling $201B.

Buying This Stock Right Now Could Be a Once-in-a-Generation Opportunity

Marvell's stock could more than triple by fiscal 2031.

$4,000 in These 4 Non-Nvidia Chip Stocks Could Be Worth This Much by 2030

Broadcom and Marvell are great plays on the growing interest in custom AI chips. AMD and Arm are two of the top makers of server CPUs, which positions them to ride the wave of agentic AI.