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Why Broadcom Stock Is Rising Today

July 9, 2025
01:43 PM
2 min read
AI Enhanced
investmentstockstechnologyartificial intelligencemarket cyclesseasonal analysismarket

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Broadcom (AVGO 2. 19%) stock is moving higher Wednesday amid some bullish momentum for the broader market and a major valuation milestone for another player in the artificial intelligence (AI)...

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investment

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Published

July 9, 2025

01:43 PM

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investmentstockstechnologyartificial intelligencemarket cyclesseasonal analysismarket

Broadcom (AVGO 2. 19%) stock is moving higher Wednesday amid some bullish momentum for the broader market and a major valuation milestone for another player in the artificial intelligence (AI) space

The company's price was up 2. 2% as of 12:40 p

The stock had been up as much as 2. 8% earlier today

Meanwhile, the S&P 500 (^GSPC 0. 61%) and the Nasdaq Composite (^IXIC 0. 94%) were up 0. 6%, respectively

The stock market is moving higher today as investors mostly shrug off some trade-related risk factors, and Nvidia's push into a $4 trillion market capitalization may also be helping to lift Broadcom stock

Bullish coverage from an analyst that was published yesterday could also be helping to support gains for the connectivity specialist's price

Image source: Getty Images

Broadcom stock rises as Nvidia sets new valuation record With its gains today, Nvidia has reached a $4 trillion valuation -- making it the first company in history to do so

Nvidia's graphics cessing units (GPUs) have been the most important hardware for the training of AI models, and they've been at the center of a huge boom in data center spending

Meanwhile, Broadcom's position in networking hardware and software has also helped it ride the AI data center wave -- and the two companies are often looked at as performance indicators for each other

Is Broadcom headed to $330 per

In addition to momentum for the broader market and Nvidia's valuation milestone, Broadcom may be seeing continued valuation benefits from analyst coverage that was published yesterday

KeyBanc recently reiterated an overweight rating on the stock and raised its one-year price target from $315 per to $330 per

The investment firm said that it's seeing signs that demand in AI duct remains quite strong

As of this writing, KeyBanc's new price target implies additional upside of 19%

If the ramp-up for AI infrastructure continues at a rapid pace, Broadcom should be a major beneficiary

Keith Noonan has no position in any of the stocks mentioned

The Motley Fool has positions in and recommends Nvidia

The Motley Fool recommends Broadcom

The Motley Fool has a disclosure policy.