Name: Google Offers Broadcom Upside? Analyst Upgrade Explained & AVGO Options Trade
Uploaded: 2026-01-15T16:01:36.727-06:00
Duration: 6 min 4 s
Description: The AI trade took back the baton as market leader in Thursday's session thanks to TSMC (TSM), and Broadcom (AVGO) was a prominent performer moving the trade. Marley Kayden points to an upgrade from Wells Fargo as a key catalyst. As she explains in the note, the firm sees Alphabet's (GOOGL) TPU business as a key driver behind its upgrade. Dan Deming offers an example options trade for Broadcom.

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The AI trade took back the baton as market leader in Thursday's session thanks to TSMC (TSM), and Broadcom (AVGO) was a prominent performer moving the trade. Marley Kayden points to an upgrade from Wells Fargo as a key catalyst. As she explains in the note, the firm sees Alphabet's (GOOGL) TPU business as a key driver behind its upgrade. Dan Deming offers an example options trade for Broadcom.

Google Offers Broadcom Upside? Analyst Upgrade Explained & AVGO Options Trade

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