We recently published Jim Cramer Discussed These 10 Stocks & Commented On Gold Price. Broadcom Inc. (NASDAQ:AVGO) is one of the stocks Jim Cramer discussed. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Posonskyi Andrey/Shutterstock.com "Broadcom, which is down very badly today, share donor to the shortage. I don't want to call the bottom, Broadcom." While we acknowledge the potential of ...

Industry Overview - Hyperscalers are projected to spend $500 billion on AI-related capital expenditures in 2026, indicating a strong commitment to AI infrastructure development [1] - AI developers are expected to invest $500 billion in infrastructure this year, highlighting the ongoing growth in the sector [1] Company Analysis: Broadcom - Broadcom is a key player in the AI infrastructure value chain, providing essential networking gear, switches, and interconnects for AI data centers [5][6] - The company is involved in designing custom silicon solutions for major developers like Alphabet, Apple, ByteDance, and Meta, enhancing its role in the AI ecosystem [6] - Broadcom has a market cap of $1.6 trillion, with a gross margin of 64.71% and a dividend yield of 0.73%, making it an attractive investment opportunity as analysts rate it a buy [4][8] Company Analysis: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is the largest chip manufacturer globally, holding an estimated 70% market share, and serves as a critical supplier for companies like Nvidia, AMD, and Broadcom [9] - The company has experienced a renaissance, becoming less vulnerable to cyclical trends in the semiconductor industry, with consistent demand driven by AI [11][13] - TSMC's revenue and profitability are accelerating, with management guiding for further growth as the AI infrastructure movement continues [13][14] - The company has a market cap of $1.8 trillion, a gross margin of 59.02%, and a dividend yield of 0.91%, positioning it as a potentially undervalued stock in the AI sector [10][11]

摩根大通：将博通(AVGO.US)目标价从75美元下调至72美元。 ...

Core Viewpoint - Broadcom has significantly benefited from the AI boom, with its stock price increasing nearly 500% since early 2023, and it is projected to reach a market cap of $2.13 trillion by the end of 2026 [1][14] Company Performance - Broadcom's stock has outperformed the broader market, gaining 63% over the past year compared to a 16% increase in the S&P 500 [2] - The company reported record revenue of $18 billion in Q4, a 28% year-over-year increase, and earnings per share (EPS) grew by 93% to $1.74 [8] - Broadcom's backlog has reached $162 billion, with at least $73 billion expected to be earned over the next six quarters, providing a solid revenue baseline [8] Market Position and Demand - The ongoing AI boom is driving the expansion of data centers, where Broadcom is a key supplier of networking components and semiconductors [3][4] - Broadcom's Application-Specific Integrated Circuits (ASICs) are crucial for AI processing, and the company has secured a multi-billion-dollar deal with OpenAI to supply 10 gigawatts of ASICs over the next four years [5][6] Future Outlook - Broadcom forecasts revenue of $19.1 billion for the first quarter, representing 28% growth, with AI semiconductor revenue expected to double to $8.2 billion [10] - Wall Street estimates predict Broadcom will generate revenue of $96.8 billion and adjusted EPS of $10.29 in 2026, reflecting growth of 52% and 51%, respectively [12] - The stock is currently trading at 32 times forward earnings, which is considered reasonable for a tech company with strong growth prospects [12] Valuation and Stock Price Prediction - If Broadcom meets analysts' expectations of over 50% growth in 2026, the stock price could increase significantly, with a prediction of a 36% rise to $450 per share [13][14]

公众号记得加星标⭐️，第一时间看推送不会错过。 Counterpoint Research表示，定制 AI 芯片的竞赛正在加速，超大规模数据中心运营商正在扩大内部 芯片规模以满足激增的需求。 据 Counterpoint Research 报道，包括Alphabet Inc. 旗下的 Google、Amazon.com, Inc. 旗下的 Amazon Web Services、Microsoft Corp 、OpenAI、ByteDance和Apple Inc 在内的领先云和人工 智能提供商正在迅速扩大基于专用集成电路 (ASIC) 的人工智能服务器计算系统的部署，以处理专门 的训练和推理工作负载。 Counterpoint Research 预测，在 2024 年至 2027 年间，排名前 10 的超大规模数据中心运营商的 AI 服务器计算 ASIC 出货量将增长两倍，这主要得益于对支持 Gemini 的 Google 张量处理单元 (TPU) 基础设施的需求激增、AWS Trainium 集群的持续扩展，以及Meta Platforms Inc. 的 MTIA 和微软的 Maia 芯片在构建内部芯片产品 ...

机构认为，若成交量能有效配合，短期市场仍有向上冲击阶段新高的可能性。 【财经日历】 新股申购：林平发展、电科蓝天 财报发布：苹果、部数据、闪迪 ►►国务院办公厅日前印发《加快培育服务消费新增长点工作方案》（以下简称《工作方案》），旨在优化和扩大服务供给，促进服务消费提质惠民，为经 济高质量发展提供有力支撑。《工作方案》提出3方面支持政策。一是聚焦交通服务、家政服务、网络视听服务、旅居服务、汽车后市场服务、入境消费等 重点领域，从优化服务供给、推进先行先试、创新消费场景、加强人才培养等方面发力，激发发展活力。二是聚焦演出服务、体育赛事服务、情绪式体验式 服务等潜力领域，从健全激励机制、优化安全管理、培育优质品牌、建设平台载体等方面着手，培育发展动能。三是通过健全标准体系、加强信用建设、强 化财政金融支持等，加强对培育服务消费新增长点的支持保障。 ►►据新华社，从29日在沪召开的商业航天器及应用产业链共链行动大会获悉，我国将布局更多"太空+"未来产业。 据介绍，中国航天科技集团作为我国商业航天器及应用产业链"链长"单位，将在"十五五"期间围绕发展商业航天国家战略部署，发挥中央企业战略引领、生 态构建等职能，带动产 ...

Since the start of 2025, Intel (NASDAQ: INTC) has been one of the best-performing big tech stocks on the market. The stock is up over 170% in that time (through Jan. 22), with a large chunk of that gain coming after mid-September. Like many tech companies, Intel can thank the current artificial intelligence (AI) supercycle for much of this turnaround. As the hardware side of AI becomes more vital with hyperscalers (companies like Microsoft, Alphabet, and Amazon) writing big checks, semiconductor companie ...

Core Viewpoint - Broadcom (AVGO) has faced significant stock declines in the past, with drops exceeding 30% on multiple occasions, indicating vulnerability to abrupt market corrections [1][5]. Risk Factors - **Risk 1: VMware Customer Loss and Legal Action** There is a potential loss of VMware customers due to compulsory subscriptions and price increases, with evidence of price hikes ranging from 800% to 1,500% expected by May 2025. Additionally, legal actions are anticipated, such as Tesco's £100 million lawsuit regarding alleged contract violations [3][10]. - **Risk 2: Geopolitical Retaliation Risks in China** Broadcom may face a significant revenue exposure loss of 17% from China due to new U.S. tariffs on AI chip exports and directives to eliminate foreign software from state-owned enterprises by mid-2026. This geopolitical tension could lead to immediate margin pressures [4][10]. Financial Performance - **Revenue Growth** Broadcom has reported a revenue growth of 23.9% over the last twelve months and a 25.2% average growth over the last three years [11]. - **Cash Generation** The company has demonstrated strong cash generation capabilities, with a free cash flow margin of nearly 42.1% and an operating margin of 40.8% for the last twelve months [11]. - **Valuation** Broadcom's stock is currently trading at a price-to-earnings (P/E) multiple of 68.2, indicating a high valuation relative to earnings [11].

1月29日，挪威央行投资管理（Norges Bank Investment Management）正式发布 2025 年年度投资报告。 数据显示，全球最大主权财富基金之一的挪威政府全球养老基金（Government Pension Fund Global，GPFG）在2025年实现15.1%的整体回报率，基金规模 于2025年12月31日达到21.268万亿挪威克朗（约合15.47万亿人民币）。 从基金规模变动细节来看，2025年基金会计收益达2.362万亿克朗（约1.72万亿人民币），但受挪威克朗对多国主要货币升值影响，汇率因素导致基金价值 缩水。同时，扣除管理费用后的资金净流入为319亿克朗，多重因素共同作用下，基金全年规模净增1.526万亿克朗。 从资产类别表现来看，权益类投资成为基金收益的核心驱动力。2025年，基金股票投资回报率高达19.3%，显著跑赢其他资产类别。其中，科技、金融及 基础材料板块表现尤为突出，贡献了权益投资的主要收益。挪威央行投资管理首席执行官尼古拉・丹根（Nicolai Tangen）在声明中强调："2025年基金交 出了极具说服力的成绩单，科技、金融与基础材料领域的优质股票持续 ...

While Intel (NASDAQ: INTC) draws attention with government support and Nvidia (NASDAQ: NVDA) dominates the AI headlines, another semiconductor giant has been quietly building scale in the background. ... ...