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Zacks News
Broadcom is a premier designer, developer and global supplier of a broad range of semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor (CMOS) based devices and analog III-V based products. The company was formed following the completion of the merger of Avago and Broadcom Corporation on Feb 1, 2016. Headquarters are in San Jose, CA. Broadcom has been aggressively pursuing strategic acquisitions to diversify end markets beyond semiconductors. The company is looking to strengthen presence in the infrastructure software vertical particularly. This strategy is enabling the company to improve the top line. Buyouts of CA and Symantec’s enterprise security business remain noteworthy.
Should You Buy, Hold, or Sell Micron Stock Before Fiscal Q3 Earnings?
by Tirthankar Chakraborty
MU eyes strong Q3 with EPS up 156% and AI-driven demand for HBM chips, but margin pressure may cloud the rally.
Can Broadcom's VCF Bet Aid Infrastructure Software Revenues?
by Zacks Equity Research
AVGO's VCF push drives 25% software revenue growth, with 87% of top clients now on its unified cloud platform.
Astera Labs' AI Infrastructure Demand Accelerates: More Upside Ahead?
by Urmimala Biswas
ALAB stock rises 26.2% in three months as AI interconnect demand and first-mover innovations boost its 2025 outlook.
Lam Research Rallies 25% YTD: Is it Too Late to Buy the Stock?
by Anirudha Bhagat
LRCX climbs 25.3% YTD as AI and data center demand boost growth, while its valuation stays appealing.
Micron Gears Up to Report Q3 Earnings: Buy, Hold or Sell the Stock?
by Anirudha Bhagat
MU's Q3 performance is likely to reflect benefits from strong demand for memory chips used for AI servers and an improving demand-supply environment for DRAM.
Investors Heavily Search Broadcom Inc. (AVGO): Here is What You Need to Know
by Zacks Equity Research
Broadcom Inc. (AVGO) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Marvell's AI Bet: Will NVLink and UALink Drive Custom Chip Wins?
by Om Jaiswal
MRVL's AI-focused custom chips gain traction as NVLink, UALink, and multi-die tech push it deeper into rack-scale systems.
What Drives Stock Outperformance?
by Derek Lewis
Finding big-time winners is much easier said than done, but investors can still deploy a basic framework that puts them on the path to reaping outsized returns.
Circle Leads the Stablecoin Revolution: What you Need to Know
by Andrew Rocco
The stablecoin revolution is more than a fleeting trend. With its efficiency, low cost, and legislative support, demand for stablecoins is set to soar.
Dan Ives AI ETF Tops $100M in AUM in Just 5 Days of Launch
by Sweta Killa
IVES hits $100M AUM just five days post-launch, signaling strong investor demand for diversified AI exposure.
Should You Invest in the iShares Semiconductor ETF (SOXX)?
by Zacks Equity Research
Sector ETF report for SOXX
AVGO vs CSCO: Which Enterprise Security Software Stock Has an Edge?
by Aniruddha Ganguly
Both Broadcom and Cisco offer enterprise security software that rides on strong AI and Gen AI deployment. Which one of them is leading?
Credo Expects Revenues to Top $800M in FY26: Is the Growth Sustainable?
by Vaishali Doshi
CRDO guides FY26 revenues to exceed $800 million, fueled by AEC, retimer and optical business growth amid soaring AI data-center demand.
Stock Market News for Jun 13, 2025
by Zacks Equity Research
U.S. stock markets closed higher on Thursday as market participants weighed the outcome of the U.S.-China trade talks.
Investing in Broadcom Inc. (AVGO)? Don't Miss Assessing Its International Revenue Trends
by Zacks Equity Research
Explore Broadcom Inc.'s (AVGO) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Investing in the AI Revolution with Dan Ives
by Neena Mishra
We talk about the AI boom and a new ETF aiming to ride the wave.
Will AI-Driven Custom Silicon Drive MRVL's Q2 Revenues Beyond $2B?
by Om Jaiswal
Marvell Technology eyes a record-breaking Q2 sales as soaring demand for AI custom silicon drives data center revenue momentum.
Zacks Investment Ideas feature highlights: NVIDIA, Innodata and Broadcom
by Zacks Equity Research
NVIDIA, Innodata, and Broadcom surge on booming AI demand, with strong earnings and bullish guidance fueling momentum.
Broadcom Dips 6% Post Q2 Earnings: Is the AVGO Stock Still a Buy?
by Aniruddha Ganguly
AVGO's strong portfolio and growing security footprint, as well as expanding AI offerings, make its top-line growth prospects bright.
3 AI Stocks Flashing Bullish Momentum
by Derek Lewis
The AI trade has jumped back into favor over recent weeks following some strong quarterly releases, with AI favorites such as NVIDIA, Innodata, and Broadcom all seeing big gains.
Here is What to Know Beyond Why Broadcom Inc. (AVGO) is a Trending Stock
by Zacks Equity Research
Recently, Zacks.com users have been paying close attention to Broadcom Inc. (AVGO). This makes it worthwhile to examine what the stock has in store.
Should You Invest in the Invesco PHLX Semiconductor ETF (SOXQ)?
by Zacks Equity Research
Sector ETF report for SOXQ
Buy into Broadcom's AI Growth as VMware Lifts Q2 Earnings?
by Shaun Pruitt
Able to exceed its Q2 expectations, Broadcom's acquisition of VMware is helping the chip giant's AI infrastructure capabilities.
Broadcom Q2 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall
by Zacks Equity Research
AVGO's second-quarter fiscal 2025 results benefit from strong AI semiconductor growth and expanding infrastructure software revenues.
Astera Labs Leads in PCIe 6.0 & AI Connectivity: More Upside Ahead?
by Urmimala Biswas
Astera Labs is emerging as a leading name in AI data center connectivity with a full PCIe 6.0 stack and strong OEM ties, raising investor hopes for more upside ahead.