Broadcom (AVGO) Strengthens Position in AI Compute and Infrastructure Ecosystem

Broadcom (AVGO) Strengthens Position in AI Compute and Infrastructure Ecosystem

By Neha Gupta
Publication Date: 2026-01-29 07:07:00

Broadcom Inc. (NASDAQ:AVGO) is among Goldman Sachs’ top semiconductor stock picks. On January 26, JPMorgan’s analysts released their monthly list of top technology stock picks, highlighting opportunities across growth, income, and value strategies, with semiconductors and infrastructure software among the focus areas. Broadcom Inc. (NASDAQ:AVGO) was featured for its diverse portfolio spanning wireless, broadband, networking, and storage, while Wells Fargo upgraded the stock to Overweight and the company issued $4.5 billion in senior notes.

Broadcom (AVGO) Strengthens Position in AI Compute and Infrastructure Ecosystem

On January 20, Goldman Sachs reiterated its preference for Broadcom Inc. (NASDAQ:AVGO) as one of the leading companies in the compute ecosystem alongside Nvidia. The bank said this decision is based on the view that Broadcom is positioned to benefit from ongoing capital spending tied to artificial intelligence infrastructure and from networking…