Broadcom's OpenAI Chip Deal

Early Bird Prime for October 26, 2025

Thanks to the AI boom, Broadcom $AVGO ( ▲ 2.86% ) has been on a tear, up 52.66% this year, and has recently hit an all-time high.

The buzz around Broadcom has reached a fever pitch, especially after the company announced a strategic collaboration with OpenAI this month. They're planning to deploy 10 gigawatts of OpenAI-designed AI accelerators. Analysts are praising the announcement, predicting that this deal could boost Broadcom's revenue.

But let's take a step back. The stock has recently hit an all-time high, and the question on everyone's mind is: can it really maintain this level? Especially in the short run?

Broadcom is still very much tied to the broader semiconductor cycle and investor sentiment toward AI. If AI infrastructure spending decides to take a nap or hyperscalers hit the pause button on their capex cycles, Broadcom's growth could decelerate faster than a rollercoaster hitting the brakes.

Should you buy Broadcom's stock right now in 2025, or should you avoid it? Here’s the answer:

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