Nvidia has a stronger moat than Broadcom. Even with mounting competition in the GPU market, Nvidia has expanded its total addressable opportunity.

Semiconductor and infrastructure-software giant Broadcom (AVGO) secured a 10-year VMware agreement with Japan's NTT DOCOMO, extending a major customer relations

Nvidia's chips run every major AI model, and even its decade-old Volta chips are still in demand. Broadcom co-designs custom AI chips that are in increasing demand from the biggest AI labs.

AMD could experience even stronger demand for its products amid the advent of agentic AI. Broadcom's custom chips are solving a real problem for the hyperscalers.

Broadcom and Marvell both crushed AI estimates and raised guidance, but they are winning in very different ways, and only one of those strategies scales fast enough to matter when hyperscaler spending shifts.

Bank Pictet and Cie Europe AG boosted its stake in Broadcom Inc. (NASDAQ: AVGO) by 0.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 356,936 shares of the semiconductor manufacturer's stock after acquiring an additional 3,127 shares during

AMI Asset Management Corp trimmed its stake in Broadcom Inc. (NASDAQ: AVGO) by 4.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 233,379 shares of the semiconductor manufacturer's stock after selling 10,187 shares during the quarter. Broadcom comprises 4.7% of AMI Asset

Broadcom Inc. (AVGO) concluded the recent trading session at $323.24, signifying a -4.31% move from its prior day's close.