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NASDAQ:AVGO News 30 August 2025 - 17 October 2025

Broadcom’s $10B AI Chip Deal Ignites Stock Surge – What’s Powering This Tech Giant’s Boom

Broadcom (AVGO) Stock Soars After $10B OpenAI AI Chip Deal – Analysts Raise Targets

Stock Performance and Recent Movement Broadcom’s stock has surged dramatically in 2023–2025, fueled by the AI boom and strategic dealsts2.tech. After a 10-for-1 split in Feb 2024, retail interest surged along with its fundamentalsts2.tech. By Oct 2025, Broadcom’s market cap surpassed $1.5 trillionts2.tech. The share price peaked around $374 in early Sept 2025 (post-split), roughly double its level a year priorts2.tech. Even after an early-October dip (amid broader market volatility), AVGO remains up ~70% YTDts2.tech, far outperforming the S&P 500. Over the past week, the stock was volatile. On Oct 13 AVGO jumped +9.9%investing.com following the announcement of a new $10B
17 October 2025
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AI Chip Wars Explode: OpenAI’s $1 Trillion Frenzy Ignites Nvidia, AMD, Oracle Race

AI Chip Wars Explode: OpenAI’s $1 Trillion Frenzy Ignites Nvidia, AMD, Oracle Race

With headlines, chart-topping stock moves and even presidential interest (“AI infrastructure is economy of the future” reuters.com), this mad dash for AI chips has become must-see drama on Wall Street and Silicon Valley alike. Inside the Megadeals: OpenAI’s recent partnership announcements form a web of interlocking investments. Reuters notes Nvidia will supply OpenAI with entire AI supercomputers and network gear, fronting cash and chips so OpenAI can build its own cloud reuters.com ts2.tech. In exchange, Nvidia gets equity exposure to OpenAI’s growth. Sam Altman explained: “Everything starts with compute…we will utilize what we’re building with Nvidia to both create new
15 October 2025
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Wall Street Panic: Howard Marks Warns of AI Bubble as Gold Hits Record High and Under-the-Radar Stocks Explode

Wall Street Panic: Howard Marks Warns of AI Bubble as Gold Hits Record High and Under-the-Radar Stocks Explode

Howard Marks: 35 Years of Memos and Modern Warnings Howard Marks’ famous memos have been required reading on Wall Street for decades – so much so that Buffett reportedly gave them to protégés. In reflecting on his career, Marks underscores that market psychology repeats. In a podcast and memo earlier this year he warned that the unbridled enthusiasm for AI – a “thing with no historical base” – is precisely the kind of “thrill of the new thing and fear of missing out” that often ends in a bubble benzinga.com. He emphasizes caution: today’s lofty tech valuations, mixed with geopolitical
13 October 2025
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Broadcom’s $10B AI Chip Deal Ignites Stock Surge – What’s Powering This Tech Giant’s Boom

Broadcom (AVGO) Stock Surges on AI Chip News – What Investors Must Know

Metric Broadcom (AVGO) NVIDIA (NVDA) Qualcomm (QCOM) Intel (INTC) Price (Oct ’25) $324.63companiesmarketcap.com $183.04companiesmarketcap.com $153.52companiesmarketcap.com $36.33companiesmarketcap.com Market Cap ($) $1,533Bcompaniesmarketcap.com $4,456Bcompaniesmarketcap.com $165.6Bcompaniesmarketcap.com $172.8Bcompaniesmarketcap.com P/E (TTM) 80.8companiesmarketcap.com 51.7companiesmarketcap.com 14.7companiesmarketcap.com N/A (low/negative) Dividend Yield 0.7%ts2.tech ≈0.1% (minimal) ≈2.3% (est.) ~3.9%companiesmarketcap.com 1Y Return ~+90%ts2.tech +60–70% (est.) +10–20% (est.) +20–30% (est.) The table shows Broadcom’s stock has soared on its AI custom-chip strategy, giving it a much higher valuation (P/E) than legacy peers. Nvidia remains the AI leader (market cap >$1 trillionts2.tech with ~80–90% share in AI GPUs), Qualcomm dominates wireless semis (now under a Chinese antitrust probe), and Intel lags in AI (its chips
13 October 2025
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Broadcom’s AI Windfall: Inside AVGO’s Trillion-Dollar Surge, $10B Chip Deal & 2025 Outlook

Broadcom’s AI Windfall: Inside AVGO’s Trillion-Dollar Surge, $10B Chip Deal & 2025 Outlook

Broadcom’s Financial Performance and Stock Trajectory Broadcom’s stock has been on a meteoric rise in 2023–2025, riding the twin waves of AI chip euphoria and strategic acquisitions. Even after the recent market volatility, AVGO is up dramatically year-to-date and over the past 12 months. At the start of 2024, Broadcom’s market cap was around $300 B; by October 2025 it ballooned past $1.5 trillion ts2.tech. The company’s decision to enact a 10:1 stock split (in February 2024) helped spur retail interest, while its fundamental performance justified the climb. Earnings momentum has been strong. In fiscal 2024 (ended Oct 2024), Broadcom’s revenue was
11 October 2025
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Broadcom’s $10B AI Chip Deal Ignites Stock Surge – What’s Powering This Tech Giant’s Boom

Broadcom’s $10B AI Chip Deal Ignites Stock Surge – What’s Powering This Tech Giant’s Boom

OpenAI’s pursuit of custom AI hardware has led it to Broadcom for chip design collaboration, aiming to reduce reliance on Nvidia. Broadcom’s CEO confirmed a huge $10 billion order from a new cloud client (believed to be OpenAI), catalyzing investor excitementts2.technasdaq.com. Broadcom’s Financial Surge Amid the AI Gold Rush Broadcom is riding a wave of unprecedented demand for AI infrastructure, translating into stellar financial results. In its Q3 FY2025 earnings, Broadcom reported record revenue of $16.0 billion, a +22% YoY jump, handily beating estimatests2.tech. Net income and cash flows are robust – free cash flow hit $7.0 billion in the quarterfuturumgroup.com – reflecting
6 October 2025
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GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

Nvidia’s AI Throne Under Siege? The 2030 Battle Plan From Broadcom, AMD—and a Surprise Challenger

Key facts (as of Sep 27, 2025) The in-depth report 1) The setup: AI compute demand keeps compounding Nvidia still commands the AI-accelerator market, but the demand curve (frontier model training, inference scale-out, and AI-enabled enterprise software) is so steep that second-source and custom solutions are economically inevitable. Even Nvidia is leaning in with customers: the company plans up to $100B in OpenAI, delivering systems beginning in late 2026 to help build ≥10 GW of capacity. Reuters framed it as a tie-up that “intensifies the AI datacenter race.” Reuters On the flip side, analysts note unanswered questions about the structure
27 September 2025
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AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

Key Facts Market Overview – Record Highs on AI Euphoria Wall Street’s major indexes roared to new heights in mid-week trading as AI-driven optimism swept the market. On September 10, the S&P 500 climbed 0.3% to a record 6,532.04, and the Nasdaq Composite edged to its third straight record high close reuters.com. Investors were energized by a potent mix of cooling inflation data and blockbuster news from the tech sector – especially Oracle’s stunning rally on AI cloud prospects reuters.com. “The fundamentals remain very strong in the equity markets… but valuations are extended at this point and serve as some
11 September 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Arms Race: Nvidia’s Dominance, Broadcom’s Bold Move, and the Future of Silicon Supremacy

Key Facts 1. Overview – What Are AI Chips and Why Do They Matter? Artificial intelligence chips (“AI chips”) are specialized microprocessors designed specifically for AI workloads. Unlike general-purpose CPUs, AI chips (such as GPUs, TPUs, FPGAs, and AI-specific ASICs) are architected to perform the massively parallel, math-intensive operations that machine learning models require cset.georgetown.edu cset.georgetown.edu. This means they can crunch matrices, tensors, and neural network calculations far more efficiently than traditional processors. AI chips have become the critical enablers of modern AI breakthroughs. The latest deep learning models – from image recognizers to large language models like ChatGPT – demand staggering computational power. For example, training a
5 September 2025
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AI Stock Frenzy Peaks Then Falters: Nvidia Wobbles, Alibaba Soars as Global AI Boom Faces Reality Check

AI Stock Frenzy Peaks Then Falters: Nvidia Wobbles, Alibaba Soars as Global AI Boom Faces Reality Check

Key Facts Wall Street’s AI Rally Hits a Speed Bump After months of euphoria, U.S. markets took a breather as August closed out, led by weakness in AI-focused stocks. On Friday, Aug. 29, the S&P 500 and Nasdaq retreated from all-time highs amid a tech sell-off investopedia.com investopedia.com. The Nasdaq Composite sank 1.2% while the S&P 500 lost 0.6%, breaking a streak of gains as traders locked in profits on this year’s AI-fueled winners investopedia.com investopedia.com. Tech mega-caps were mostly lower: Nvidia slid 3.4%, extending a 3-day decline; Tesla and Broadcom fell over 3%; even giants like Meta and Amazon
30 August 2025
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 1:01 AM EST Crude Oil Prices Rise on Dollar Weakness, Geopolitical Tensions February 7, 2026, 12:52 AM EST. Crude oil prices edged higher on Friday, supported by a weaker U.S. dollar and escalating geopolitical risks in the Middle East. March WTI crude gained 0.41%, rebounding from early losses, while gasoline prices rose 1.38%. Doubts over a U.S.-Iran nuclear deal loom after reports of Iran's refusal to halt uranium enrichment, raising the risk of military action and potential disruption of vital shipping routes. Additionally, a surge in U.S. consumer
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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