Cisco vs. Broadcom: One Stock Looks Like the Better AI Play

Cisco Systems (NASDAQ: CSCO | CSCO Price Prediction) and Broadcom (NASDAQ: AVGO) both just closed AI-heavy quarters, and the results sit on opposite ends of the infrastructure boom.

24/7 Wall Street • 5 hours ago

How To Invest $100,000 In A Retiree's SWAN Income Portfolio

The bull market that started in 2022 still continues, making the market somewhat overvalued, and we recommend proven strategies over investing in what is popular. A SWAN (Sleep Well At Night) income portfolio aims for consistent income, growth, and lower volatility through diversification and strategic planning, especially suited for income investors and retirees. We provide a framework for a long-term portfolio with multiple buckets that is flexible to suit individual needs, limitations, and preferences.

Seeking Alpha • 8 hours ago

Broadcom is Down Over 3 Months: One Wall Street Pro Sees 60%+ Gains Ahead

Broadcom (NASDAQ:AVGO | AVGO Price Prediction) trades at $417.82 against a Wall Street average price target of $527.88, leaving roughly 26% of implied upside.

24/7 Wall Street • Aug 14, 2026

3 AI Infrastructure Stocks Powering the Data Center Boom in August

The AI factory buildout is accelerating into the back half of 2026, and August has brought fresh evidence that hyperscaler capex is picking up, from NVIDIA's $3 billion Lancium investment tying compute directly to power infrastructure to sovereign AI announcements out of Asia.

24/7 Wall Street • Aug 14, 2026

Why Broadcom Inc. (AVGO) Dipped More Than Broader Market Today

Broadcom Inc. (AVGO) reached $393.06 at the closing of the latest trading day, reflecting a -5.93% change compared to its last close.

Zacks Investment Research • a day ago

Broadcom Sinks 6% as BofA Flags $370B in AI Debt, AMD Climbs 4% on Baird's $1,250 Call

Broadcom‘s (NASDAQ:AVGO | AVGO Price Prediction) stock is sinking 6% to $390.69 in early Friday afternoon trading, while Advanced Micro Devices (NASDAQ:AMD) stock is climbing 4% to $502.95.

24/7 Wall Street • Aug 14, 2026

Prediction: 2 Unstoppable Artificial Intelligence (AI) Hardware Leaders That Will Join Alphabet in the $4 Trillion Club by 2028

Taiwan Semiconductor expects elevated AI growth through the end of the decade. Broadcom has a huge catalyst coming up next year.

The Motley Fool • Aug 14, 2026

Broadcom: XPU Growth Trajectory Underestimated, Stock A Bargain

After last year's 80%+ total return, Broadcom stock has significantly lagged the broad semiconductor sector on a YTD basis. However, the market is underestimating the rapid growth trajectory of the company's XPU business. Meanwhile, in the upcoming Q3 report (due Sept 2), its high-margin software segment is expected to grow revenue 30%+.

Seeking Alpha • Aug 14, 2026

Here's What Jim Cramer Is Saying About Semis in August

Jim Cramer is putting semiconductors back on the marquee. The CNBC host teed up an Investing Club call focused on semis for Thursday, Aug.

24/7 Wall Street • Aug 14, 2026

AI Infrastructure Stocks: Billions of Reasons to Stay Bullish

Investors have hundreds of billions ($) of reasons why to remain bullish on the AI buildout, particularly for companies like Vertiv (VRT) and Broadcom (AVGO), as companies continue to invest heavily in their AI futures.

Zacks Investment Research • 21 hours ago