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Which New AI Stock Just Joined the ‘Trillion-Dollar’ Club?

Which New AI Stock Just Joined the ‘Trillion-Dollar’ Club?

Broadcom (AVGO), a semiconductor and infrastructure technology company, has now joined the small group of trillion-dollar companies. After a strong two-day rally, the stock crossed the $1 trillion market value mark, placing it next to Apple (AAPL), Amazon (AMZN), Microsoft (MSFT), and Nvidia (NVDA).

TipRanks Black Friday Sale

The move has also sparked talk that the old “Magnificent 7” label may no longer fit. Instead, a new name is now gaining attention on Wall Street: BATMMAAN. This group includes Broadcom, Amazon, Tesla (TSLA), Meta (META), Microsoft, Apple, Alphabet (GOOGL), and Nvidia. Together, these eight companies hold nearly $19 trillion in market value.

Even though these companies focus on very different businesses — from cloud and e-commerce to chips, cars, and social media — they are all increasing their investment in artificial intelligence. Some are building software, while others are supplying the hardware needed to power it.

AVGO Stock Surges as AI Revenue Jumps

Investor interest rose after Broadcom revealed that its AI revenue jumped 220% over the past year. That update sparked a sharp rally in the stock and helped push Broadcom into the trillion-dollar club. Broadcom also showed solid growth in the latest quarter. AI revenue reached $5.2 billion in Q3 2025, up about 63% from the same period last year. The steady gains show that demand for Broadcom’s AI products is growing quarter after quarter.

The stock gained more momentum as investors reacted to expectations that Broadcom will benefit from rising demand tied to Alphabet’s new Gemini 3 AI model. Broadcom supplies custom AI chips and Tensor Processing Units (TPUs) to Alphabet, and many expect orders to increase as the rollout grows. The optimism helped Broadcom shares rise around 11% on Monday.

While Nvidia remains the biggest name in AI GPUs, Broadcom covers more of the hardware stack, including custom accelerators, networking chips, and data center parts. With AI spending rising across major tech companies, Broadcom is now seen as one of the key players powering the next phase of AI growth.

What’s next for AVGO Stock?

Broadcom will report its fourth-quarter FY25 results on Thursday, December 11, 2025, after the close of the market. Wall Street analysts expect Broadcom to report earnings of $1.87 in Q4, compared to $1.42 in the same quarter last year. Meanwhile, analysts project Q3 revenues of nearly $17.46 billion, according to the TipRanks Analyst Forecasts Page. This marks a year-over-year increase of about 24%.

As Broadcom gets ready to release its Q4 results, investors will want to see how strong demand is for Broadcom’s AI chips and whether big cloud companies are increasing their orders. With the stock now in the trillion-dollar club, expectations remain high, and the upcoming report will help show whether the recent momentum can continue.

Is AVGO Stock a Buy?

The stock of Broadcom has a consensus Strong Buy rating among 31 Wall Street analysts. That rating is based on 29 Buy and two Hold recommendations issued in the last three months. The average AVGO price target of $399.52 implies 5.70% upside from current levels.

Read more analyst ratings on AVGO stock

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