Broadcom Inc (AVGO · NASDAQ)

Broadcom's quarterly trajectory shows steep acceleration, with revenue rising from $18.02B in the October 2025 quarter to $29.59B in the July 2026 quarter, and net income climbing from $8.52B to $13.09B over the same span. The company beat estimates in all four of its last earnings reports, most recently reporting $3.03 versus a $2.83 consensus, and trailing-twelve-month revenue stands at $89.10B with 85.5% year-over-year growth. The stock closed at $375.81, up 3.7% on the day and 5.8% over five days, though it remains 21.7% below its 52-week high and trades at a 46.3 P/E with a $1.73T market cap. A recent report highlighted Broadcom's push into custom TPU chips alongside a $60B debt package to finance AI customers, intensifying competition with NVIDIA.