AVAGO TECHNOLOGIES LTD. REGISTERED SHARES O.N. WKN: A2JG9Z ISIN: US11135F1012 Kürzel: 1YD Forum: Aktien Thema: Hauptdiskussion

Wenn Trump einfach mal die Füße still hält und nicht wieder irgendwas passiert...

Von den Asiaten meinst?

Broadcom (AVGO) vs. Marvell (MRVL): Why Morgan Stanley Favors One AI Chip Stock after Earnings Shalu Saraf Sep 03, 2026, 05:07 PM Morgan Stanley analyst Joseph Moore is more bullish on Broadcom than Marvell Technology . Moore maintained his Overweight rating on Broadcom and raised his price target from $502 to $505, implying 43.23% upside. Meanwhile, he reiterated his Equal Weight rating on Marvell but lifted his price target from $224 to $246, implying 16.33% upside. Broadcom delivered stronger-than-expected results and pointed to rapid growth in its AI business. Marvell also reported solid results, but Morgan Stanley sees fewer near-term surprises after its recent earnings. Why Morgan Stanley Is More Bullish on AVGO Morgan Stanley sees further upside potential for Broadcom as its AI business continues to grow rapidly. Broadcom reported third-quarter revenue of $29.59 billion, up 64.3% year over year. Non-GAAP earnings came in at $3.32 per share, above Morgan Stanley’s $3.24 estimate. The firm said the results were “impressive,” with AI revenue expected to more than triple in the second half of the year. Morgan Stanley also noted that Broadcom’s 2027 AI revenue forecast of $115 billion is below some bullish estimates of more than $150 billion, but said those higher numbers are not needed to support a positive view of the stock. Moore is also encouraged by Broadcom’s customer growth. The company has six XPU customers, including four very large customers. Morgan Stanley said “customer breadth is a positive,” with two AI labs expected to be its largest two customers in 2028. The analyst also remains positive on Broadcom’s TPU business, citing its “strong incumbency and supply chain challenges for smaller alternatives.”

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Da broad mir doch schon wieder einer n Storch....

Ende des Jahres 400 sag ich

Ich vermute auch

das wird wohl so sein !

Könnte auf eine Nullrunde rauslaufen 😃

Hatte der master123 knallhart Recht gestern ... Mit seinem 10er Hebel

Probs an mich 🔥

Sell the news bei den Amis danach liegt die Wahrscheinlichkeit sehr hoch das wir dann wieder bei mindestens 300€ sind dieses Szenario hat sich in den letzten Monaten locker 5 mal abgespielt bei AI in den nächsten Monaten kommen dann auch wieder die 350€

kaufe bei 284€ nach