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Why Broadcom (AVGO) Is Becoming a Bigger Force in Custom AI Silicon
Insider Monkey94d agoneutral
Why Broadcom (AVGO) Is Becoming a Bigger Force in Custom AI Silicon

Broadcom Inc. (NASDAQ:AVGO) is one of the best AI enabler stocks to buy now. The latest AI infrastructure angle came on May 11, when SDxCentral reported that Blackstone and Apollo Global Management were in talks with Broadcom Inc. (NASDAQ:AVGO) over a financing deal of about $35 billion to support the company’s AI chipmaking buildout. The […]

Blackstone’s May Portfolio Shuffle Reshapes Risk And Future Fee Potential
Simply Wall St.94d agoneutral
Blackstone’s May Portfolio Shuffle Reshapes Risk And Future Fee Potential

In May 2026, Blackstone (NYSE:BX) announced the sale of Recognition Music Group to Sony Music and a lender-led restructuring of Medallia. The firm also agreed to acquire a majority stake in Greek e-commerce platform Skroutz and arranged a financing package with Broadcom tied to AI chip development. Additional moves included a large life sciences investment in Anagram Therapeutics and the launch of a real estate lending platform focused on affordable housing projects. Blackstone is putting...

Citi Says Broadcom (AVGO) Could Beat April Quarter Estimates on AI Strength
Insider Monkey94d agobullish
Citi Says Broadcom (AVGO) Could Beat April Quarter Estimates on AI Strength

With a 5-year average dividend growth rate of 12.60%, Broadcom Inc. (NASDAQ:AVGO) is included among the 14 Best Dividend Stocks to Buy for Steady Growth. On May 12, Citi analyst Atif Malik raised the firm’s price target on Broadcom Inc. (NASDAQ:AVGO) to $500 from $475 and maintained a Buy rating on the shares as part of an […]

Tech Stocks Nurse a Post-Earnings Hangover
The Wall Street Journal95d agoneutral
Tech Stocks Nurse a Post-Earnings Hangover

It’s been a rough day for tech names with Micron and Intel down around 10% and Qualcomm down 15%. There was always going to be a comedown after a few weeks of breathless quarterly reports, said Jay Hatfield, chief executive officer at Infrastructure Capital Advisors.

Citi Raises Broadcom Price Target to $500: AI Demand Sets Up Another Big April Quarter
24/7 Wall St.95d agoneutral
Citi Raises Broadcom Price Target to $500: AI Demand Sets Up Another Big April Quarter

Broadcom stock picked up a fresh price target raise from Citi on Tuesday, with analyst Atif Malik lifting his target to $500 from $475 while maintaining a Buy rating. Broadcom (NASDAQ:AVGO) was framed in Citi’s note as an earnings preview call, with the firm pointing to stronger AI demand driving the April quarter modestly above ... Citi Raises Broadcom Price Target to $500: AI Demand Sets Up Another Big April Quarter

Broadcom Tax Free Cloud Options Test VMware Pricing Power And Stickiness
Simply Wall St.95d agoneutral
Broadcom Tax Free Cloud Options Test VMware Pricing Power And Stickiness

Arcfra and RackWare have launched cloud disaster recovery and migration services marketed as "Broadcom tax free" alternatives following Broadcom's VMware acquisition. The new offerings target enterprise customers seeking options that avoid Broadcom's updated VMware pricing and platform structure. The move reflects growing interest among enterprises and partners in independent, agentless solutions for disaster recovery and workload migration. For investors watching NasdaqGS:AVGO, this...

Is the Arista Rally Over? The Path to $111
Trefis95d agobullish
Is the Arista Rally Over? The Path to $111

Arista Networks Inc. (NYSE: ANET) is currently priced for a future that leaves no room for error. While the company has undeniably outpaced legacy rivals, its current 47x trailing earnings multiple suggests the AI rally may have finally outrun its fundamental support. Historically, Arista has found its valuation comfort zone closer to 38x; today’s significant premium assumes several years of uninterrupted AI tailwinds while ignoring the cyclical gravity that eventually pulls on all hardware vend

Slumping AI stocks and rising oil prices halt Wall Street's record-breaking run
Associated Press95d agobearish
Slumping AI stocks and rising oil prices halt Wall Street's record-breaking run

Rising oil prices and a sudden halt for technology stocks are slowing Wall Street’s record-breaking run on Tuesday. After coming into the day with a gain of nearly 179% for the year so far, for example, Micron Technology dropped 3.9%. Also weighing on Wall Street was another rise in oil prices as the war with Iran threatens to drag on.

Are Celestica's (TSX:CLS) New 1.6TbE Switches Quietly Redefining Its AI Infrastructure Ambitions?
Simply Wall St.95d agoneutral
Are Celestica's (TSX:CLS) New 1.6TbE Switches Quietly Redefining Its AI Infrastructure Ambitions?

Celestica Inc. recently made its DS6000-series 1.6TbE switches available for order, offering high-bandwidth, air- and hybrid-cooled platforms powered by Broadcom Tomahawk 6 silicon to support AI and machine learning data center back-end networks. By aligning these 1.6TbE switches with open standards such as UEC and OCP ESUN, Celestica is positioning its networking hardware as a foundational building block for large-scale “AI factory” infrastructure worldwide. Next, we’ll explore how...

Broadcom Weighs Record Private Credit To Extend AI Chip Lead
Simply Wall St.96d agoneutral
Broadcom Weighs Record Private Credit To Extend AI Chip Lead

Broadcom (NasdaqGS:AVGO) is reportedly in advanced talks with private credit firms, including Apollo Global Management and Blackstone. The company is seeking a record $35b to $55b financing package to support AI chip development and long term supply agreements. The funding would back Broadcom's custom AI chip commitments with major clients such as Google, Anthropic, Meta, and OpenAI. If completed, this would be the largest private credit transaction on record for a technology related...