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Somehow, we are already more than halfway through September, with just eight trading days left of the third quarter. Currently, the Dow Jones Industrial Average (DJI) and the Russell 2000 Index (RUT)

Broadcom's Q3 FY26 revenue surged 85.5% YoY to $29.6B, with AI semiconductor revenue up 221% and strong operating leverage supporting margins. Robust demand from XPU customers should continue to drive

Broadcom (AVGO) trades at an attractive forward PE, with strong EPS growth projected through fiscal 2028. AVGO has a consistent track record of exceeding earnings expectations, with analyst estimates

The next quarterly Broadcom Inc. (NASDAQ: AVGO) dividend has been approved for September 30, payable to stockholders of record at the close of business today, September 21, 2026.

Nvidia and Broadcom remain central to AI chip demand, with robust fundamentals and resilient price action despite baffling market skepticism. Semiconductor valuations have compressed to multi-year low

Broadcom's custom AI accelerators and networking silicon are driving rapid growth, supported by co-design relationships with 6 frontier-model developers. Google's supplier diversification and rising c

Broadcom offers an attractive entry point as market overreacts to near-term guidance and margin concerns, overlooking its robust AI semiconductor growth. AVGO's deep, irreplaceable partnership with Go

As Marvell Technology, Inc. (NASDAQ: MRVL) stock fell by more than 5% over the past 30 days through September 18, 2026, Joseph Moore, a Wall Street analyst at Morgan Stanley (NYSE: MS), expects less u

Not every AI stock riding this year's rally has growth that will last, according to T. Rowe Price portfolio manager Paul Greene.

Broadcom Inc. (AVGO) is reaffirmed as a STRONG BUY with a $604 base case price target, reflecting robust AI revenue durability. AVGO's AI revenues are underpinned by multi-year, signed commitments, wi

Macro Risk Advisors warns the S&P 500 (SP500) could see an 8-10% correction triggered by imminent Fed rate hikes. Current market setup resembles 2018, with risk of a second leg down in December if mul

Although Broadcom Inc. (NASDAQ: AVGO) stock fell by 5% over the past 12 days through September 14, driven by the company's failure to meet Wall Street's revenue expectations for its fourth quarter (Q4

AI infrastructure investment has outpaced revenue growth, pushing major tech players into negative free cash flow and increased debt financing. Broadcom (AVGO) faces margin compression and supply cons

Broadcom faces near-term pressure despite record results, as Q4 guidance disappointed and broader AI stock sentiment remains cautious. AVGO has secured supply to double AI semiconductor revenue in eac

The S&P 500 remains near all-time highs but is showing signs of struggle, with narrowing market leadership and dip buyers preventing deeper pullbacks. Recent gains are concentrated in the Mag 7, while

The custom XPU programs and AI networking offerings deliver superior performance-to-price ratios, with it fueling Broadcom's triple digits AI semiconductor revenue growth. The multi-year backlog of $1

During the second quarter, we initiated three new positions: a leading software and semiconductor company, Broadcom, Samsung Electronics, and INNIO. We took advantage of inflows and market volatility

Broadcom delivered record Q3 FY26 revenue, operating income, and free cash flow, driven by surging AI semiconductor sales. AI revenue is projected to reach $58B in FY26, doubling to $115B in FY27, and

It's time to stash away your summer gear. An active corporate event stretch is upon us.

We continue to run a high-conviction portfolio with an emphasis on the secular trends cited and listed. In 2025 alone, SPCX executed over 170 launches, including 165 Falcon 9 missions, with individual