Broadcom (NASDAQ: AVGO) released an earnings report in June that far exceeded expectations, yet its stock price has pulled back by more than 20% since the announcement. The market's true concern lies not in past performance, but in whether AI growth can continue to materialize: Is Google's TPU market share being threatened by MediaTek? When will new customers such as OpenAI begin contributing revenue? Can AI Networking serve as the next growth engine? This article deconstructs Broadcom's business into three main segments—AI semiconductors, traditional semiconductors, and infrastructure software—focusing on three key growth drivers: Google TPU providing a revenue baseline, new customers driving long-term ASIC growth, and AI Networking opening a second growth engine, alongside how VMware continues to contribute high margins and free cash flow. We also discuss Google customers...

TradingKeyTue, Aug 4

Broadcom (AVGO) Price Forecast: $389 Resistance, Hyperscaler Earnings This Week

TradingKey - Broadcom is at $381.50, down 21% from its June high of $495. The business is strong: $6.1B AI revenue, $6.8B quarterly free cash flow, a $30B Apple deal, and a $60-90B XPU opportunity by 2027. Microsoft, Meta, and Amazon report this week. Here is the setup at $389 resistance.

TradingKeyMon, Jul 27

OpenAI Partners With Broadcom to Create Jalapeño Chip: A 'Break Free From Nvidia' Gamble, Will It Succeed?

TradingKey - On June 24, Eastern Time, OpenAI, in collaboration with Broadcom (AVGO), released its first self-developed AI inference chip, Jalapeño. The chip took only nine months from design to tape-out and is regarded by the industry as the "most aggressive move" yet by a major tech company to reduce its reliance on Nvidia.

TradingKeySat, Jul 11

Broadcom Stock Price Forecast: $30 Billion Apple Partnership Ignites Shares, Expected to Rise to $500 in July

TradingKey - As of the close on July 8, Eastern Time, Broadcom (AVGO) shares rose 4.83% to $388.69, reaching an intraday high of $395.09. The stock showed significant strength on Wednesday, directly attributed to the expanded chip supply partnership between Apple (AAPL) and Broadcom. This signifies that Broadcom's custom chip business has secured long-term order support from a major customer, while also strengthening its key position within Apple's supply chain.

TradingKeySat, Jul 11

Broadcom (AVGO) Stock Price Forecast: Apple’s $30B US Chip Deal Confirmed - Buy at $404?

Apple confirmed a $30B+ multiyear Broadcom chip deal for 15 billion US-made chips, including a $1.5B Colorado facility expansion. AVGO at $404, defying a broad selloff driven by Trump declaring the Iran ceasefire over

TradingKeyFri, Jul 10

Today’s Market Recap: Micron’s U.S. Investment Expansion Ignites Chip Stocks, as SanDisk, AMD, and Broadcom Gain Collectively

TradingKey - On July 9, Eastern Time, the three major U.S. stock indices closed higher across the board, driven primarily by the technology and semiconductor sectors. As oil prices retreated from the previous session's highs, market concerns that an escalation of the U.S.-Iran conflict would fuel in

TradingKeyFri, Jul 10

【US Pre-Market】Micron Rises Over 5% Leading Storage Chip Rebound, SK Hynix IPO Oversubscribed by 7 Times to List Tomorrow

TradingKey - On July 9, Eastern Time, US stock index futures were mixed in pre-market trading. As of press time, Nasdaq 100 Index futures rose 0.64%, S&P 500 Index futures rose 0.13%, and Dow Jones Industrial Average futures fell 0.16%.

TradingKeyThu, Jul 9

Broadcom Secures Over $30 Billion in Apple Orders, Will It Signal a Return to Historic Highs?

Broadcom has secured a massive order from Apple, laying the groundwork for its share price to return to historic highs; however, the stock still faces near-term pressure from liquidity constraints and macroeconomic events.

TradingKeyThu, Jul 9

Today’s Market Recap: Broadcom and Nvidia Lead Tech Gains, Oil Prices Surge, Gold Under Pressure

TradingKey - On July 8, Eastern Time, US stocks showed divergent performance. Escalating conflicts between the US and Iran pushed energy prices back up, fueling market concerns over sticky inflation and the Federal Reserve's policy path, which dragged down the Dow Jones Industrial Average and the S&

TradingKeyThu, Jul 9

Broadcom Shares Buck the Trend to Rise Over 6%. Signs Long-Term Deal With Apple Exceeding $30 Billion, JPMorgan Expects Its AI Revenue to Double Again by 2028.

Tradingkey - On July 8, Eastern Time, Broadcom (AVGO) bucked the market trend, surging over 6% to close at $393.25. It is reported that Apple (AAPL) announced a multi-year partnership agreement with Broadcom today, valued at over $30 billion. BofA Securities previously pointed out that Broadcom's newly added fifth AI ASIC customer "is likely Apple."

TradingKeyWed, Jul 8

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