The Latest Breaking News from Broadcom

Balancing private and public clouds could become increasingly common - so don't be shy.

JPMorgan reiterated its bullish view on Marvell stock after the company’s Custom AI investor event. MRVL shares are currently trading at a discount versus Nvidia and Broadcom.

Broadcom produced strong free cash flow and higher FCF margins. Fiscal Q2 FCF was almost 43% of revenue, its highest margin. ABGO stock is worth $328 per share, +35% more, using an FCF yield valuation method.

Broadcom stock sinks after reporting a strong Q2 but roughly in-line guidance for the current quarter. Analysts recommend buying AVGO shares on the dip.

Staring competition from NVIDIA in the face, is Arista set to implode? A fight with Big Green may be just the opposite of the death nail it sounds like.

Broadcom posted Q2 results that beat estimates, but only by an inch. With shares still near highs, the focus remains on its four potential hyperscale customers.

Broadcom is well-positioned to deliver solid growth as its AI chip and infrastructure software segments are firing on all cylinders.

June S&P 500 E-Mini futures (ESM25) are up +0.02%, and June Nasdaq 100 E-Mini futures (NQM25) are up +0.10% this morning, pointing to a muted open on Wall Street, while investors await a fresh batch of U.S. economic data, remarks from Federal Reserve officials, and an earnings report from semiconductor…

There’s high positive gamma at the AVGO $250 options strike and above, which is crucial info for traders ahead of Thursday night’s earnings report.