From May 11, 2025, to February 5, 2026, Broadcom (AVGO)’s stock soared 50%, fueled by impressive AI-driven revenue gains and back-to-back earnings beats. Even with a falling P/E multiple, confidence surged on strong guidance and a dividend boost—proof positive that fundamentals and future bets drove the rally. Below is an analytical breakdown of stock movement into key contributing metrics. 511202...
From May 11, 2025, to February 5, 2026, Broadcom (AVGO)’s stock soared 50%, fueled by impressive AI-driven revenue gains and back-to-back earnings beats. Even with a falling P/E multiple, confidence surged on strong guidance and a dividend boost—proof positive that fundamentals and future bets drove the rally. Below is an analytical breakdown of stock movement into key contributing metrics. 5112025 2052026 Change Stock Price ($) 207.0 310.5 50.0% Change Contribution By: Total Revenues ($ Mil) 54,529.0 63,887.0 17.2% Net Income Margin (%) 18.5% 36.2% 96.0% P/E Multiple 96.5 63.5 -34.1% Shares Outstanding (Mil) 4,695.0 4,733.0 -0.8% Cumulative Contribution 50.0% So what is happening here? The stock surged 50%, driven by a 17% revenue rise and a nearly doubled net margin, despite a 34% drop in P/E multiple. Now, let’s explore the moves behind these shifts. Trefis Here Is Why Broadcom Stock Moved Q3 2025 Earnings Beat : Broadcom reported Q3 FY2025 revenue of $16.0B and EPS of $1.69, beating estimates. : Broadcom reported Q3 FY2025 revenue of $16.0B and EPS of $1.69, beating estimates. Q4 2025 Earnings Beat : Q4 2025 results exceeded expectations, with revenue of $18.02B and EPS of $1.95. : Q4 2025 results exceeded expectations, with revenue of $18.02B and EPS of $1.95. Strong AI Revenue Growth : AI semiconductor revenue surged in Q3 and Q4 2025, driving overall strong performance. : AI semiconductor revenue surged in Q3 and Q4 2025, driving overall strong performance. Positive Q1 2026 Guidance : Broadcom provided strong Q1 2026 guidance, expecting continued AI semiconductor growth. : Broadcom provided strong Q1 2026 guidance, expecting continued AI semiconductor growth. Increased Quarterly Dividend: The company increased its quarterly common stock dividend by 10% to $0.65 per share. Our Current Assesment Of AVGO Stock Opinion : We currently find AVGO stock attractive but volatile. Why so? Have a look at the full story. Read Buy or Sell AVGO Stock to see what drives our ...
“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Annabelle Droulers and Yvonne Man give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. (Source: Bloomberg)
“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Annabelle Droulers and Yvonne Man give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. (Source: Bloomberg)
Leading agricultural technology firm Syngenta Group is considering a Hong Kong listing that could raise as much as US$10 billion, in what would rank among the city’s largest initial public offerings (IPOs) in recent years. The Swiss-founded company, acquired by Chinese state-owned Sinochem in 2017, is in talks with investment banks to arrange the share sale, sources told the South China Morning Po...
Leading agricultural technology firm Syngenta Group is considering a Hong Kong listing that could raise as much as US$10 billion, in what would rank among the city’s largest initial public offerings (IPOs) in recent years. The Swiss-founded company, acquired by Chinese state-owned Sinochem in 2017, is in talks with investment banks to arrange the share sale, sources told the South China Morning Post. CICC and UBS are among the banks that are advising on the listing. Both banks declined to comment on the deal. Advertisement The fundraising could reach up to US$10 billion, depending on market conditions and investor demand, the sources said. At that size, the deal would be Hong Kong’s biggest new listing since Alibaba’s US$12.9 billion secondary share sale in November 2019, according to London Stock Exchange Group data. Alibaba owns the SCMP. Advertisement Excluding secondary offerings, it would be the largest IPO since AIA Group’s US$20.5 billion debut in October 2010.
The whistle-blower behind a suspected cheating scandal involving an award-winning medical prescription app developed by a student has been arrested for doxxing, the South China Morning Post has learned. A source confirmed on Friday that Hailey Cheng Hei-lam, the student who rose to fame overnight last year after raising concerns about the MediSafe app’s development and patient privacy, was accused...
The whistle-blower behind a suspected cheating scandal involving an award-winning medical prescription app developed by a student has been arrested for doxxing, the South China Morning Post has learned. A source confirmed on Friday that Hailey Cheng Hei-lam, the student who rose to fame overnight last year after raising concerns about the MediSafe app’s development and patient privacy, was accused of disclosing personal data without consent to cause specified harm. She was apprehended on Thursday. “Under caution, the arrested person admitted to using her personal social media account to post ‘doxxing’ content,” the source said. Advertisement Last year, Cheng gained overnight notoriety after raising concerns about how a high school pupil could have created such a complex platform as MediSafe. The mobile app was reportedly developed by a Secondary Four student from St Paul’s Co-educational College in the Mid-Levels and commissioned by the student’s father, specialist doctor Ronnie Poon Tung-ping. Hailey Cheng is accused of disclosing personal data without consent to cause specified harm, a source says. Photo: Handout The app is a medication management system that uses AI to verify patient information and prevent prescription errors. It has won at least six awards since August 2024, including four from the Hong Kong ICT Awards 2024, organised by the Digital Policy Office.
Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. (Source: Bloomberg)
Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. (Source: Bloomberg)
Catherine Delahaye The Trump administration has unveiled TrumpRx.gov, a website that helps consumers find discounts on brand-name drugs when paying cash rather than using insurance. It launched Thursday evening with 43 drugs from f ive companies that made deals with the Trump administration: AstraZeneca ( AZN ), Eli Lilly ( LLY ), EMD Serono, Novo Nordisk ( NVO ), and Pfizer ( PFE ). Discounts fro...
Catherine Delahaye The Trump administration has unveiled TrumpRx.gov, a website that helps consumers find discounts on brand-name drugs when paying cash rather than using insurance. It launched Thursday evening with 43 drugs from f ive companies that made deals with the Trump administration: AstraZeneca ( AZN ), Eli Lilly ( LLY ), EMD Serono, Novo Nordisk ( NVO ), and Pfizer ( PFE ). Discounts from the other 11 companies that made agreements with the administration will be available through TrumpRx.gov in the coming months, the White House said. The website would feature historic price cuts on the two highest-spending drugs in the United States, benefiting Americans managing diabetes, heart disease (Ozempic and Wegovy only), obesity, and other conditions, the statement said. The monthly prices of Novo Nordisk's ( NVO ) Ozempic and injectable Wegovy will fall from $1,028 and $1,349, respectively, to an average price of $350 and as low as $199, depending on dosage strength. The monthly price of the Wegovy pill will fall from $1,349 to as low as $149, depending on dosage strength. The monthly price of Zepbound will fall from $1,088 to an average price of $346 and as low as $299, depending on dosage strength. For some drugs, TrumpRx lists coupon cards. These coupon cards can be used at local pharmacies on a nationwide basis, except for certain specialty medicines. For other drugs, there are no coupon cards, and the discounted pricing is currently only available through the manufacturer's own direct-to-consumer website or through a limited set of mail-order pharmacies. More on Merck, Bristol-Myers Squibb Company , etc. Bristol-Myers Squibb Company 2025 Q4 - Results - Earnings Call Presentation Bristol-Myers Squibb Company (BMY) Q4 2025 Earnings Call Transcript Eli Lilly: Positives Outweigh The Concerns Bristol-Myers Squibb outlines $46B–$47.5B 2026 revenue target as growth portfolio nears 60% of sales, driven by new product launches and pipeline catalysts Eli Lilly, Novo...
(RTTNews) - WeRide (WRD) and Uber Technologies, Inc. (UBER) announced plan to deploy at least 1,200 Robotaxis across the Middle East. The deployment, which will span Abu Dhabi, Dubai, and Riyadh, is expected to be completed as soon as 2027. With this expanded deployment, WeRide and Uber now operate Robotaxis in three of the 15 cities outlined under their agreement, with another 12 cities to come b...
(RTTNews) - WeRide (WRD) and Uber Technologies, Inc. (UBER) announced plan to deploy at least 1,200 Robotaxis across the Middle East. The deployment, which will span Abu Dhabi, Dubai, and Riyadh, is expected to be completed as soon as 2027. With this expanded deployment, WeRide and Uber now operate Robotaxis in three of the 15 cities outlined under their agreement, with another 12 cities to come by 2030. "Todays announcement marks the largest Robotaxi commercial commitment in the MENA region. This commitment accelerates our regional expansion and is a key part of our vision of tens of thousands of Robotaxis globally in the next five years," said Tony Han, Founder and CEO of WeRide. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Overnight, there was more pain on Wall Street as a rout in tech stocks deepened amid worries over AI disruption and companiesâ huge spending plans on the technology. The Nasdaq 100 ended the session down 1.4%, falling for a third straight session in its longest losing streak since the start of the year. The S&P 500 dropped 1.2%. Amazon.com is the latest tech giant to pledge billions of pounds in...
Overnight, there was more pain on Wall Street as a rout in tech stocks deepened amid worries over AI disruption and companiesâ huge spending plans on the technology. The Nasdaq 100 ended the session down 1.4%, falling for a third straight session in its longest losing streak since the start of the year. The S&P 500 dropped 1.2%. Amazon.com is the latest tech giant to pledge billions of pounds in AI spending, with its shares sliding 11% in extended trading after announcing plans to spend $200 billion this year on data centers, chips and other equipment. Still, it looks like the selling pressure may ease today with Asia seeing a more stable session and US equity futures down just 0.2% for the S&P 500. An Amazon Web Services data center in Ashburn, Virginia, US. Photographer: Lexi Critchett/Bloomberg
In afternoon trading on Thursday, Healthcare stocks are the best performing sector, higher by 0.2%. Within that group, McKesson Corp (Symbol: MCK) and Cardinal Health, Inc. (Symbol: CAH) are two of the day's stand-outs, showing a gain of 16.6% and 9.0%, respectively. Among healthcare ETFs, one ETF following the sector is the Health Care Select Sector SPDR ETF (Symbol: XLV), which is down 0.5% on t...
In afternoon trading on Thursday, Healthcare stocks are the best performing sector, higher by 0.2%. Within that group, McKesson Corp (Symbol: MCK) and Cardinal Health, Inc. (Symbol: CAH) are two of the day's stand-outs, showing a gain of 16.6% and 9.0%, respectively. Among healthcare ETFs, one ETF following the sector is the Health Care Select Sector SPDR ETF (Symbol: XLV), which is down 0.5% on the day, and up 0.31% year-to-date. McKesson Corp, meanwhile, is up 16.79% year-to-date, and Cardinal Health, Inc. is up 9.94% year-to-date. Combined, MCK and CAH make up approximately 3.0% of the underlying holdings of XLV. The next best performing sector is the Utilities sector, not showing much of a loss. Among large Utilities stocks, CMS Energy Corp (Symbol: CMS) and PPL Corp (Symbol: PPL) are the most notable, showing a gain of 2.4% and 1.4%, respectively. One ETF closely tracking Utilities stocks is the Utilities Select Sector SPDR ETF (XLU), which is down 0.2% in midday trading, and up 0.73% on a year-to-date basis. CMS Energy Corp, meanwhile, is up 4.82% year-to-date, and PPL Corp is up 1.77% year-to-date. Combined, CMS and PPL make up approximately 3.6% of the underlying holdings of XLU. Comparing these stocks and ETFs on a trailing twelve month basis, below is a relative stock price performance chart, with each of the symbols shown in a different color as labeled in the legend at the bottom: Here's a snapshot of how the S&P 500 components within the various sectors are faring in afternoon trading on Thursday. As you can see, one sector is up on the day, while seven sectors are down. Sector % Change Healthcare +0.2% Utilities 0.0% Industrial -0.8% Consumer Products -1.0% Financial -1.1% Energy -1.4% Services -1.6% Technology & Communications -1.9% Materials -2.7% 25 Dividend Giants Widely Held By ETFs » Also see: Funds Holding CVO CHL Historical Stock Prices Funds Holding VLUE The views and opinions expressed herein are the views and opinions of the author and...
The worst performing sector as of midday Thursday is the Materials sector, showing a 0.8% loss. Within that group, International Paper Co (Symbol: IP) and Mosaic Co (Symbol: MOS) are two large stocks that are lagging, showing a loss of 12.2% and 3.4%, respectively. Among the high volume ETFs, one ETF closely following materials stocks is the Materials Select Sector SPDR ETF (Symbol: XLB), which is...
The worst performing sector as of midday Thursday is the Materials sector, showing a 0.8% loss. Within that group, International Paper Co (Symbol: IP) and Mosaic Co (Symbol: MOS) are two large stocks that are lagging, showing a loss of 12.2% and 3.4%, respectively. Among the high volume ETFs, one ETF closely following materials stocks is the Materials Select Sector SPDR ETF (Symbol: XLB), which is down 0.6% on the day, and up 4.67% year-to-date. International Paper Co, meanwhile, is down 25.29% year-to-date, and Mosaic Co is up 15.30% year-to-date. Combined, IP and MOS make up approximately 4.2% of the underlying holdings of XLB. The next worst performing sector is the Technology & Communications sector, not showing much of a gain. Among large Technology & Communications stocks, Fiserv Inc (Symbol: FI) and Oracle Corp (Symbol: ORCL) are the most notable, showing a loss of 6.6% and 4.8%, respectively. One ETF closely tracking Technology & Communications stocks is the Technology Select Sector SPDR ETF (XLK), which is down 0.5% in midday trading, and up 30.64% on a year-to-date basis. Fiserv Inc, meanwhile, is down 67.90% year-to-date, and Oracle Corp is up 58.49% year-to-date. ORCL makes up approximately 3.2% of the underlying holdings of XLK. Comparing these stocks and ETFs on a trailing twelve month basis, below is a relative stock price performance chart, with each of the symbols shown in a different color as labeled in the legend at the bottom: Here's a snapshot of how the S&P 500 components within the various sectors are faring in afternoon trading on Thursday. As you can see, seven sectors are up on the day, while one sector is down. Sector % Change Energy +1.0% Financial +0.6% Services +0.5% Industrial +0.5% Consumer Products +0.4% Healthcare +0.4% Utilities +0.1% Technology & Communications 0.0% Materials -0.8% 25 Dividend Giants Widely Held By ETFs » Also see: Cheap Stocks Channel RL Dividend History GDXJ market cap history The views and opinions expres...
First, the jihadists sent a letter saying they were coming to the village to preach, said Nigerian chief Umar Bio Salihu. When no one attended, they went on a rampage, killing people and torching houses, he said. Salihu is the traditional chief of Woro, a small, Muslim-majority village in west-central Nigeria where alleged jihadist gunmen are reported to have perpetrated a massacre late Tuesday Ad...
First, the jihadists sent a letter saying they were coming to the village to preach, said Nigerian chief Umar Bio Salihu. When no one attended, they went on a rampage, killing people and torching houses, he said. Salihu is the traditional chief of Woro, a small, Muslim-majority village in west-central Nigeria where alleged jihadist gunmen are reported to have perpetrated a massacre late Tuesday Advertisement Details were still emerging from the attack, but it was one of the country’s deadliest in recent months. According to the Red Cross, the death toll stood at 162 people, and the search for bodies was ongoing. Nigeria’s military at the scene. Photo: Reuters Badly shaken, Salihu recounted the night of terror he survived as the attackers killed two of his sons and kidnapped his wife and three daughters. Advertisement Around 5pm, the gunmen “just came in and started shooting”, the 53-year-old chief told Agence France-Presse on Thursday, clutching his Muslim prayer beads in his hand.
This interactive model has a limit on the number of drivers that can be modified in a single scenario. When the limit is reached those drivers not yet modified become disabled for modification. Your options are: Create new scenarios to try different combinations of driver modifications Reset one of your driver modifications in this scenario in order to modify another driver
This interactive model has a limit on the number of drivers that can be modified in a single scenario. When the limit is reached those drivers not yet modified become disabled for modification. Your options are: Create new scenarios to try different combinations of driver modifications Reset one of your driver modifications in this scenario in order to modify another driver
Tesla Inc. (NASDAQ:TSLA) has filed new trademark applications with the United States Patent and Trademark Office (USPTO) for its awaited Roadster. New Trademark Filings The filings, dated Feb 3, were filed by Tesla with the agency and describe the wordmark "Roadster" in a stylized format, while the second filing details "a triangle design consisting of three flowing, curved lines," the filing said...
Tesla Inc. (NASDAQ:TSLA) has filed new trademark applications with the United States Patent and Trademark Office (USPTO) for its awaited Roadster. New Trademark Filings The filings, dated Feb 3, were filed by Tesla with the agency and describe the wordmark "Roadster" in a stylized format, while the second filing details "a triangle design consisting of three flowing, curved lines," the filing said. The design showcases what could possibly be the Roadster silhouette. Tesla CEO Elon Musk had earlier shared that the company could look for other names for the Cybercab because Tesla was "not allowed to use the word cab or taxi" in some states, adding that the company could call it "Cybercar" and "Cybervehicle" instead, which was followed by trademark filings from Tesla. Tesla's Roadster Built For Performance Musk had earlier shared that the Roadster, which has been teased on several occasions, would be tailored for performance, much like hypercars from the likes of Ferrari. The CEO also shared that with the Roadster, safety was "not the main goal" for Tesla. Earlier patent applications also showcased that Tesla was working on an active aerodynamic system that would direct airflow through a series of fans to generate downforce in the Roadster. The filing also mentioned that the system could be used to make the car hover. Questions Remain Benzinga Edge Rankings show that Tesla scores well on the Momentum metric and offers a favorable price trend in the Long Term. Price Action: TSLA slid 2.17% to $397.21 at market close on Thursday, sliding 2.09% further to $388.90 during the after-hours session. Check out more of Benzinga’s Future Of Mobility coverage by following this link. Photo courtesy: Shutterstock