Nasdaq Advances For Second Straight Day

Impact · against what's priced in

Broadcom's $63 billion chip deal provides a concrete catalyst for the AI revenue scaling the market has previously declined, while Anthropic's IPO filing establishes a valuation benchmark for the AI sector. Conversely, Boeing's downward pressure reflects continued market skepticism regarding its margin recovery.

AVGO+0.60

Challenges what's priced in

The price assumes

AI revenue reaching $115 billion in fiscal 2027

The $63 billion chip deal provides tangible evidence for the massive revenue scaling in 2027 and 2028 that the market has previously refused to price in.

What AVGO's price assumes · Sep 9

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