We recently published a list of 10 AI Stocks Analysts Are Focusing On These Days. In this article, we are going to take a look at where Broadcom Inc. (NASDAQ:AVGO) stands against other AI stocks analysts are focusing on these days.

In the wake of Broadcom's acquisition of VMware in late 2023, a growing number of customers have expressed discontent with the virtualization giant's new direction. The

U.S.-listed shares of tech giants are gaining some lost ground this morning after a China-based startup shocked the AI world with a powerful LLM. Yesterday, shockwaves rippled across the American tech industry after news spread over the weekend about a powerful new large language model (LLM) from China called DeepSeek.

Gartner's note estimated that large-scale migrations, including scoping and technical evaluation, would take 18 to 48 months. The analysts noted that they “expect a midsize enterprise would take at least two years to untangle much of its dependency upon VMware’s server virtualization platform.”

Broadcom Inc (AVGO) stock saw a modest uptick, ending the day at $207.36 which represents a slight increase of $5.23 or 2.59% from the prior close of $202.13. The stock opened at $208.01 and touched a low of $198.

Broadcom Inc.'s strong stock gains, dividend growth, and strategic acquisitions make it a long-term investment opportunity. Learn more on AVGO stock here.

The lowest price target is $160; the highest is at $265. Analysts previously projected its addressable market for AI chips to reach $60–90 billion by 2027, with Broadcom potentially capturing $37.5–50 billion if it maintained its market share. All those numbers are in muddy water now.

Comdivision CEO explains Broadcom VMware’s partner strategy and execution in 2025 as VCF services are key while resellers and SMB customers might be let go.

Broadcom's panic sell-off was triggered by unverified claims about DeepSeek's low development costs. See why I continue to rate AVGO stock a strong buy.

AVGO announced Emulex Secure Fibre Channel Host Bus Adapters for real-time ransomware protection. Quantum computers increase risk of data breaches.

A slew of stocks, including chip maker Nvidia, fell Monday after Chinese startup DeepSeek released an AI model that runs on less-advanced chips and at a lower cost than U.S. rivals.

Nvidia is the gold standard and leading provider of the graphics processing units (GPUs) used to train and run AI systems. The company is believed to control as much as 98% of the data center GPU market, according to semiconductor analyst firm TechInsights. If AI models can be trained on lower-cost, inferior chips, Nvidia has a lot to lose.