Will Broadcom Be a Trillion-Dollar Stock by 2025?

▤ Summary

Broadcom (AVGO 2.76%) has risen to near the top of the pyramid when it comes stocks that are considered strong artificial intelligence (AI) investments. On the hardware side, its networking switches have gotten a lot of attention, as these devices are critical in building out data centers meant to train AI models. If you subtract out the effect of the VMware acquisition (which didnt contribute to the year-earlier results), revenue only rose 4%. These parts of Broadcom were strong; the problem is that they dont make up an outsized portion of its business, so the effect these segments are having is muted. That figure includes a fully integrated VMware, so it accurately portrays the true revenue growth picture.

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