Broadcom Inc. designs, develops, and supplies various semiconductor devices. The company operates in two segments, Semiconductor Solutions and Infrastructure Software. It provides set-top box system-on-chips, cable, digital subscriber line, and passive optical networking.
Outside of Nvidia (NVDA) and Broadcom (AVGO), Credo Technology (CRDO) and Marvell Technology (MRVL) are two of the most searched-for chip stocks on Zacks.com.
Different industries, different products, same shape: a company with several genuine paths forward, not just one.
Qualcomm (QCOM) stock rose 40% between mid-March and mid-September 2026, from near the bottom of its 52-week range, while the S&P 500 gained 15.5%. The market was paying for a data center business moving from talks to purchase orders. That timeline had already been public and had moved earlier, across three quarterly reports.
Monday's chip selloff may be missing a bigger trend
Broadcom (AVGO) just wrapped up two share repurchase authorizations and announced fresh fourth quarter revenue guidance alongside a new dividend affirmation. Together, these updates give investors a clearer snapshot of capital returns and expected near term sales. The recent pullback tells the story. Broadcom’s share price has retreated around 12% over the past month and is down about 8% over 90 days, even as headlin […]
Custom silicon is consuming Broadcom's revenue mix--and making every shift in AI sentiment more consequential.
NVIDIA's broader AI ecosystem, stronger profitability and lower valuation give it an edge over Broadcom as AI spending accelerates.
AMD has doubled in months on the back of an AI accelerator story finally winning over hyperscalers, but a stretched valuation and lurking execution risks put the bull thesis on a razor's edge.
Meta has committed to more than a gigawatt of the chips over twelve months