We recently published 9 Stocks Jim Cramer Talked About.  Broadcom Inc. (NASDAQ:AVGO) is one of the stocks Jim Cramer talked about. Broadcom Inc. (NASDAQ:AVGO)’s shares have gained 49% over the past year. The firm has benefited from AI-generated attention due to its ability to design custom chips. Throughout 2025, Cramer continued to praise Broadcom Inc. (NASDAQ:AVGO) and its CEO, Hock Tan. The CNBC TV host believes that Tan is one of the best executives in the technology industry. Analysts have also start ...

Key Points Some investors are feeling skittish about the high levels of capital spending on AI. One important player, Broadcom, has a big opportunity in custom chip production. 10 stocks we like better than Broadcom › Semiconductor giant Broadcom (NASDAQ: AVGO) is one of the big winners in the recent generative artificial intelligence (AI) boom that started with the launch of OpenAI's ChatGPT in 2022. Shares have soared by roughly 350% in three years as investors bet on its ability to capitalize on ...

Core Insights - AI stocks have faced challenges recently, but analysts remain optimistic about semiconductor stocks as a key investment in the AI sector leading into 2026 [1][8] - Despite a broader pullback in tech stocks, many large-cap picks have outperformed the S&P 500 this year, indicating resilience in the semiconductor space [2] - Concerns about an AI bubble have impacted the tech sector, yet analysts believe that some of the top beneficiaries will continue to thrive in the coming year [2] Semiconductor Stocks Performance - Nvidia (NVDA) shares have decreased over 12% from October highs but are still up more than 30% year-to-date, driven by strong demand for advanced chips [3] - Bank of America analysts project continued growth for Nvidia, citing a robust pipeline of new products, and list it as a top large-cap pick for 2026 alongside Broadcom (AVGO), Lam Research (LRCX), KLA (KLAC), Analog Devices (ADI), and Cadence Design Systems (CDNS) [4] - Jefferies also emphasizes Nvidia and Broadcom, along with Lam Research, KLA, Applied Materials (AMAT), and Camtek (CAMT) as key players in the semiconductor market [5] Growth Opportunities - Jefferies identifies Broadcom as its top AI pick, suggesting it has more potential for growth compared to Nvidia, particularly in the custom chip business [6] - Google's recent decision to sell custom chips to third parties, including Meta and Anthropic, presents a significant opportunity for Broadcom, which could expand its customer base to include companies like Apple [7] - Broadcom shares have increased nearly 50% in 2025, with a target price of $600 from Jefferies indicating over 75% upside potential [7]

Core Insights - Broadcom's stock has increased by over 1,200% since 2019, and it has continued to perform well, with a 47% rise in 2023, significantly outperforming the S&P 500's 16% gain [1][4]. Financial Performance - For fiscal 2025, Broadcom reported sales of $63.9 billion, a 24% year-over-year increase, and a net income of $23.1 billion, nearly quadrupling the previous year's $5.9 billion [4]. - The company's AI semiconductor revenue grew by 74% in the most recent quarter, with expectations for it to double year-over-year in the first quarter of 2026 [5][6]. Market Position and Outlook - Broadcom is on track to outperform the S&P 500 for a sixth consecutive year in 2025, with the last underperformance occurring in 2019 [2]. - The company is well-positioned within the tech and AI sectors, suggesting potential for continued stock gains if demand remains strong [6]. Valuation Concerns - Broadcom's current price-to-earnings ratio is 75, significantly higher than the S&P 500 average of 26, raising concerns about the sustainability of its valuation given its growth rate of less than 30% [8][9]. - Investor sentiment appears to be shifting, with recent declines in stock price indicating potential caution regarding AI stocks, despite Broadcom's strong earnings performance [11][12].

Group 1 - Broadcom Inc. has been highlighted as a key player in the AI sector, with Evercore ISI raising its price target to $490 from $403 while maintaining an Outperform rating, viewing the post-earnings dip as an attractive entry point based on its AI trajectory [1][4] - The company reported revenue of $18.02 billion for the October quarter, exceeding expectations of $17.46 billion, and adjusted earnings per share (EPS) increased by 37% to $1.95, surpassing the expected $1.87 [2] - Growth in the AI semiconductor business was significant, coming in at 74%, which exceeded Broadcom's guidance of 66% growth, although shares fell approximately 4% post-earnings call [3][4] Group 2 - The company reiterated its Outperform rating after reporting October quarter revenues 3% above expectations and raising January quarter revenues by 4%, with AI revenues accelerating from +74% YoY to +100% YoY, and management projecting visibility for AI revenues to double in both FY26 and FY27 [4] - The post-earnings decline in share price is viewed as an attractive entry point, with an implied 2027 P/E of 29x and a 2026 PEG of 1.1x, leading to an increased price target of $490 based on a discounted EPS of $13.36 for 2027 [4]

Retail investors talked up five hot stocks this week (Dec. 8 to Dec. 12) on X and Reddit's r/WallStreetBets, driven by earnings, retail hype, AI buzz, and corporate news flow.The stocks, Broadcom Inc. (NASDAQ:AVGO) , Oracle Corp. (NYSE:ORCL) , Netflix Inc. (NASDAQ:NFLX) , Carvana Co. (NYSE:CVNA) , and Microsoft Corp. (NASDAQ:TSLA) , spanning semiconductors, AI, software, streaming, and automotive, reflected diverse retail interests.BroadcomAVGO dominated headlines with its fiscal fourth quarter earnings rel ...

Retail investors talked up five hot stocks this week (Dec. 8 to Dec. 12) on X and Reddit's r/WallStreetBets, driven by earnings, retail hype, AI buzz, and corporate news flow.The stocks, Broadcom Inc. (NASDAQ:AVGO) , Oracle Corp. (NYSE:ORCL) , Netflix Inc. (NASDAQ:NFLX) , Carvana Co. (NYSE:CVNA) , and Microsoft Corp. (NASDAQ:TSLA) , spanning semiconductors, AI, software, streaming, and automotive, reflected diverse retail interests.BroadcomAVGO dominated headlines with its fiscal fourth quarter earnings rel ...

with developments under Oracle. By the way, it wasn't just Oracle under pressure today. Shares of Broadcom, which have been up nearly 4% after posted earnings last night.End of the day, down more than 11%. Several analysts saying they expect the chipmaker to take a margin hit from costly AI buildout. So, here we have two major pieces of the AI trade not um giving us a good bullish narrative going into 2026.What do you make of this. >> Yeah, I mean, this really feels like I I like the saying AI fatigue. the ...

Welcome to Morning Brief presented by Robin Hood, the comb to commissionfree [music] trading. I'm Julie Heyman. Let's get to the three things you need to know today.First up, a mixed picture for stock futures [music] this morning. The AI led route in tech stocks is pressuring the NASDAQ, but Dow futures are higher after that [music] blue chip index as well as the S&P 500 closed at record highs in Thursday's trading session. That's a positive sign for investors as the stock rally [music] broadens out beyond ...

Broadcom Inc. (NASDAQ:AVGO) reported an EPS of $1.95, beating the estimated $1.87, showcasing its ability to exceed market expectations.The company announced revenue of $18.02 billion, surpassing the forecast of $17.46 billion, reflecting strong market demand for its semiconductor solutions.Broadcom's financial health is solid, with a price-to-earnings (P/E) ratio of 101.33 and a debt-to-equity ratio of 0.88, indicating high investor confidence and a moderate level of debt.Broadcom Inc. (NASDAQ:AVGO) is a l ...