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LSEG and Broadcom Sign Five-Year Agreement to Deepen VMware Cloud Partnership

UBS Raises Broadcom Price Target to $490, Maintains Buy Rating

Win Advisors Inc. Significantly Increases Stake in Broadcom, Which Beats Earnings and Announces Dividend

Valley Wealth Managers Reduces Broadcom Stake by 1.7% to $47.2M

Bridgewater Adjusts US Stock Holdings in Q1 2026: Increases Nvidia, Total Size Drops to $22.4B

Tiger Global Opens New Position in Intel, Adds to Broadcom and Nvidia in Q1

Tiger Global Increases Broadcom Stake by 24.7% to 3.6 Million Shares

Grimes Wealth Cuts 9.8% Broadcom Stake in Q4, Broadcom Beats Earnings

TD Cowen Raises Broadcom Price Target to $500 from $405

Wells Fargo Raises Broadcom Price Target to $545

Institutional Investors Increase Broadcom Holdings

Alpha Cubed Investments LLC reduced holdings in Broadcom

Citigroup Raises Broadcom's Target Price, Predicts Exceeding AI Revenue Projections

Citigroup raises Broadcom's target price to $500

Truist Financial Corp Increased Broadcom Holdings in Q4

Broadcom Plans Business Transformation Targeting Custom AI Chips

Apollo and Blackstone in Talks with Broadcom for $35 Billion Financing to Support AI Chip Development

Apollo and Blackstone in Talks with Broadcom for $35 Billion Financing

New Jersey Public Pension Fund D Reduces Broadcom Holdings

Broadcom Contributes Velero Project to CNCF

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LSEG, Broadcom Sign New Five-Year VMware Cloud Agreement

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London Stock Exchange Group (LSEG) and Broadcom Inc. have signed a new five-year agreement to enhance their technology partnership focused on VMware Cloud Foundation. Broadcom will provide VMware Cloud Foundation and professional services to support LSEG's private cloud infrastructure, extending a relationship that has lasted over a decade.

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Broadcom

Defiance Daily Target 2X Long AVGO ETF

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UBS analyst Timothy Arcuri raised Broadcom's (AVGO) price target from $475 to $490 ahead of its Q2 earnings report, indicating a potential 17% upside. Despite lowering revenue forecasts for AI-related sales, UBS remains bullish, expecting strong demand to help Broadcom exceed market expectations. The stock holds a Strong Buy consensus rating with an average target of $477.81, suggesting a 13.57% upside.

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UBS Group AG

AVGO Stock Price Forecast — UBS Raises Target to $490 Ahead of Q2 Earnings

UBS has raised its price target for Broadcom Inc.from USD 475 to USD 490, citing a shift in orders that will enhance margins despite a reduction in revenue forecasts for Anthropic. The bank expects Broadcom's earnings to exceed market expectations in upcoming quarters, with AI-related revenue projected at USD 13.6 billion for Q3. UBS slightly lowered its AI revenue forecast for fiscal 2027 but maintained a Buy rating.

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UBS Raises Broadcom Inc.  TP to USD490, Sees Earnings Likely to Beat in Coming Quarters

NVDX

Billionaire Dan Loeb's hedge fund, Third Point, has invested in the VanEck Semiconductor ETF (SMH), emphasizing a shift towards AI-related assets. This move aligns with Loeb's belief in a market split between AI beneficiaries and casualties. The ETF, with a low expense ratio and significant holdings in Nvidia and Broadcom, offers concentrated exposure to the AI infrastructure sector. Despite a 50% rise this year, potential investors must consider its high valuation and market conditions before investing.

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Dan Loeb reveals a stake in a semiconductor ETF: find out more

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According to PANews, a comprehensive 97-page report by Bernstein has identified connectivity in AI data centers as the new bottleneck, replacing computing power. The report suggests that copper and optical interconnections will coexist in the long term. While the direction for Co-Packaged Optics (CPO) is clear, large-scale deployment is not expected until after 2028. More certain performance in 2026 is anticipated in areas such as Printed Circuit Boards (PCB), Ajinomoto Build-up Film (ABF), and Low Power Optics/Non-Power Optics (LPO/NPO).

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Bernstein Report Highlights AI Data Center Connectivity as New Bottleneck

LSEG

LSEG and Broadcom have renewed their technology partnership with a new five-year agreement to enhance LSEG's infrastructure using VMware Cloud Foundation. This agreement aims to improve operational efficiency, resilience, and security across LSEG's private cloud platform, supporting a variety of workloads. The collaboration reflects LSEG's commitment to evolving its technology needs while ensuring reliable market infrastructure.

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London Stock Exchange Group plc

LSEG Renews Partnership with Broadcom to Enhance Technology Infrastructure and Client Experience | AVGO Stock News

NVDA

Leopold Aschenbrenner, a former OpenAI researcher, has made significant bearish bets against major tech companies like Nvidia, AMD, and Broadcom through his hedge fund, Situational Awareness LP. He believes the stock market has overvalued graphics processing chips and anticipates a major correction, prompting his massive put options to profit from falling stock prices.

- Wall Street is reacting to a new regulatory filing from former OpenAI researcher Leopold Aschenbrenner, revealing significant bets by his hedge fund, Situational Awareness LP.  
- The fund has opened large put options against major tech companies like Nvidia, Advanced Micro Devices, Broadcom, Taiwan Semiconductor, and ASML, expecting a market correction.  
- Aschenbrenner argues that the stock market has overvalued graphics processing chips, leading him to take bearish positions before a potential downturn.

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Leopold Aschenbrenner Forecasts Nvidia and AMD Crash with Massive Billion-Dollar Short Bets

Valley Wealth Managers Inc. reduced its stake in Broadcom Inc. (NASDAQ:AVGO) by 1.7% in Q4, owning 136,430 shares valued at $47.2 million. Other institutional investors, including Arrowstreet Capital and Vanguard Group, increased their holdings significantly. Analysts have a consensus rating of 'Moderate Buy' for Broadcom, with price targets reaching up to $500.

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CITIGROUP INC 6.250 NON CUM SER II PFD WI

Valley Wealth Managers Inc. Reduces Stake in Broadcom Inc. $AVGO

Win Advisors Inc. increased its stake in Broadcom Inc. (NASDAQ:AVGO) by 124.9% in Q4, owning 2,845 shares valued at $985,000. Other institutional investors also acquired new positions. Analysts have upgraded Broadcom's stock ratings, with target prices ranging from $480 to $545. The company reported $2.05 EPS, beating estimates, and declared a quarterly dividend of $0.65 per share. Broadcom's market cap is $2.01 trillion, with a 12-month high of $442.36.

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Wells Fargo

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WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

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Broadcom Inc. $AVGO Shares Acquired by Win Advisors Inc.

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U.S. stocks closed lower, with the Dow Jones falling 537 points amid rising oil prices and bond market concerns over interest-rate hikes. Analysts from Benzinga highlighted five top stock picks, including Texas Instruments, Hewlett Packard Enterprise, Tower Semiconductor, NVIDIA, and Broadcom, with varying price targets and expected growth rates. Notably, analysts maintained ratings while adjusting price targets, reflecting their confidence in these stocks despite market volatility.

- U.S. stocks declined on Friday, with the Dow Jones dropping over 500 points due to rising oil prices and concerns about interest-rate hikes.  
- Analysts from Benzinga showcase stock ratings, revealing varying predictions that can confuse investors, while providing valuable insights that can enhance trading strategies.  
- Recent top analyst picks include Texas Instruments, Hewlett Packard, Tower Semiconductor, NVIDIA, and Broadcom, all demonstrating high accuracy ratings and positive price target revisions.

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Hewlett Packard Enterprise

HEWLETT PACKARD ENTERPRISE CO 7.625% SERIES C MAN CONV PREF 01/09/2027

5 Stock Picks Last Week From Wall Street's Most Accurate Analysts

Hartford Investment Management Co. reduced its holdings in Broadcom Inc. (NASDAQ:AVGO) by 1.0% in Q4, now owning 272,796 shares valued at $94.4 million, making it the 6th largest position in their portfolio. Other hedge funds have also adjusted their stakes in Broadcom, with several increasing their holdings. Analysts have set new price targets for AVGO, with a consensus rating of 'Moderate Buy' and an average price target of $441.63.

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Broadcom Inc. $AVGO is Hartford Investment Management Co.'s 6th Largest Position

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