Broadcom’s 59% AI Surge: Analyst Picks 12/02/25
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Broadcom, the semiconductor and infrastructure software solutions provider, has seen its stock make impressive gains, surging a robust 59% over the past six months. A major catalyst for this strong performance came from its Q3 earnings report, which highlighted a significant win: $10 billion worth of orders for artificial intelligence racks. These racks are built around Broadcom’s custom AI accelerators, known as XPUs, with a notable client being OpenAI. This substantial order underscores Broadcom’s pivotal role in the burgeoning AI infrastructure market, making it a key player for investors watching the generative AI boom.
Turning our attention to the pharmaceutical sector, Eli Lilly, the well-known drugmaker, continues to garner significant analyst confidence. Morgan Stanley recently reaffirmed its bullish stance, maintaining a “Buy” rating on the stock and setting an ambitious price target of $1,290. This strong endorsement positions Eli Lilly as one of the top dividend stocks favored by hedge funds, reflecting its solid financial health and consistent returns. Investors will want to keep an eye on any future corporate presentations, as they could provide further insights into the company’s robust drug pipeline and growth strategies.
In the healthcare space, UnitedHealth Group, the diversified health and well-being company, also received a positive outlook from Wall Street. Wells Fargo analyst Stephen Baxter assigned a “Buy” rating to UnitedHealth, establishing a price target of $400. Like Eli Lilly, UnitedHealth Group is frequently cited as one of the best dividend stocks to buy.

Keywords: AI, AVGO, Buy rating, LLY, Morgan Stanley, OpenAI, TriHealth, UNH, Wells Fargo, XPUs, corporate negotiations, dividend stocks, earnings, healthcare, healthcare sector, market rally, pharmaceuticals, price target, semiconductors, tech growthThe post Broadcom’s 59% AI Surge: Analyst Picks 12/02/25 first appeared on Rapid Money Radio.

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