Broadcom, Berkshire Hathaway, Johnson & Johnson Highlighted in Major Analyst Reports

Broadcom Inc. has shown strong year-to-date performance, outperforming its semiconductor peers with a 30.3% gain, driven by growth in AI semiconductors and success integrating VMware, with AI revenues expected to rise 60% year-over-year in Q3 2025. Qualcomm Inc. is preparing to report its Q3 2025 earnings after the market close on July 30, following a robust Q2 performance highlighted by a 15% revenue increase and significant growth in automotive and IoT segments. Despite strong fundamentals, Qualcomm's stock has experienced post-earnings declines historically, with analysts anticipating a 16.3% year-over-year EPS increase for Q3 and revenue around $10.34 billion. The company’s leadership in 5G technology continues to be a key growth driver, particularly through its Snapdragon platforms and a dominant position in the RF Front End market. Investor interest in Qualcomm remains high, evidenced by elevated call option volumes and technical support levels in the stock price. Both Broadcom and Qualcomm exemplify resilience and growth in the semiconductor sector amidst evolving market dynamics.