This Tech Stock Pays a Growing Dividend and Rides Every AI Tailwind. What's Not to Like?
Broadcom is a rare combination of a leading AI company with a long history of dividend growth.
AVGO - Broadcom Inc.
Broadcom is a rare combination of a leading AI company with a long history of dividend growth.
The AI build-out is still just getting started, and these companies are positioned to capitalize.
AVGO's AI-driven semiconductor growth surges in Q1, with AI revenues more than doubling as hyperscale demand powers stronger Q2 forecasts.
Some of artificial intelligence's biggest long-term winners may be built alongside Nvidia.
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are up 11% at midday Friday, with Skyworks Solutions (NASDAQ:SWKS) higher by 9% and Qorvo (NASDAQ:QRVO) tacking on 7%.
Few mega-caps have ridden the AI infrastructure wave as cleanly as Broadcom (NASDAQ:AVGO | AVGO Price Prediction).
Broadcom stock is below a pivot of 414.61 with its earnings report due June 3.
Broadcom, Meta, Applied Materials, GlobalFoundries and Synopsys are joining forces to launch a $125 million "Semiconductor Hub" at the UCLA Samueli School of Engineering. The new partnership will support research across chip design, equipment, software, manufacturing and other parts of the semiconductor ecosystem, according to a UCLA press release.
Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. As investors digest Nvidia's (NVDA) earnings, @CharlesSchwab's Joe Mazzola and Kevin Hincks turn their attention to Broadcom (AVGO).
Broadcom Inc. (AVGO) possesses solid growth attributes, which could help it handily outperform the market.
Artificial intelligence has become the new arms race for Big Tech, but the battle is no longer just about who has the smartest chatbot.
Broadcom is my top 'picks and shovels' play on AI infrastructure, underpinned by robust Q1 FY'26 results and a Strong Buy rating. AVGO delivered 29% YoY revenue growth, 34% GAAP net income growth, and 41% free cash flow margin, driven by hyperscaler AI demand and custom silicon leadership. Despite a 47x P/E and significant re-rating, AVGO's lowest PEG among mega-caps signals strong profit growth expectations relative to peers.
Nvidia is the biggest winner of the AI boom so far, but these three stocks could be the big winners from the shift toward inference and agentic AI.
Markets slide as tech slumps and yields spike - screen flags high-ROE cash cows: ROST, TEL, AVGO, COP and ANET.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Broadcom (AVGO) remains a Strong Buy as AI-driven capex cycles fuel a multi-year growth inflection, supported by robust partnerships with hyperscale cloud clients. AVGO's AI chip revenue is projected to exceed $100 billion by 2027, driving expected sales from $64 billion in 2025 to over $200 billion within 30 months. Despite a trailing gross profit multiple above 40x, forward growth justifies the premium; even conservative models suggest ~20% annualized returns through 2030.
Companies to collaborate on R&D to accelerate introduction of advanced packaging technologies for next-generation AI chips and systems Partnership will leverage Applied's global network of innovation centers, including new EPIC Center in Silicon Valley SANTA CLARA, Calif., May 20, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (Nasdaq: AMAT), the leader in materials engineering for the semiconductor industry, today announced that Broadcom Inc. (Nasdaq: AVGO) will join Applied's EPIC platform as an innovation partner to accelerate development of advanced chip packaging technologies critical to next-generation AI systems.
Broadcom offers unmatched AI semiconductor revenue visibility, with management guiding to $100B+ AI chip revenue in FY27 and a $73B disclosed backlog. VMware now operates as a stable, high-margin cash generator, contributing a $30B+ software annuity with 70%+ EBITDA conversion, but no longer drives growth. The company's custom silicon moat remains wide but faces multi-sourcing pressures, which compress long-term pricing power and cap gross margin upside despite robust revenue growth.
The U.S. stock market's hot streak that started in late March signalled it had overheated, with the May 14 S&P 500 benchmark index closing at 7,501 as the subsequent sessions led to a total 1.97% correction by the evening of May 19.
The stock's recent run has closed the discount window. However, Broadcom's XPU deals could still justify buying shares near their latest highs.