Broadcom (AVGO) and Lam Research (LRCX) are among Bank of America's top semiconductor stocks to own for 2026, amid the belief that the artificial intelligence spending boom still has a long runway.
Broadcom is the dominant player in the custom AI chip market with an impressive market share. Yet, a smaller chip designer has been quickly improving its customer base and revenue pipeline in this ...
Broadcom's networking and virtualization businesses are growing nicely. However, the company has a huge opportunity with its ASICs business. The stock is attractively valued and looks well-positioned ...
Fears of an AI bubble are likely here to stay. But a strong spending landscape means many semiconductor stocks can still thrive, according to J.P. Morgan analysts.
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SAN FRANCISCO (Reuters) -Broadcom is launching a new networking chip on Tuesday that will help companies build artificial intelligence computing systems by stringing together hundreds of thousands of ...
Broadcom (NASDAQ: AVGO) is turning out to be one of the biggest beneficiaries of the artificial intelligence (AI) chip boom after Nvidia. That's because the application-specific integrated circuits ...