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Broadcom (NASDAQ: AVGO) reported strong third-quarter fiscal 2025 earnings on September 4, 2025, exceeding its AI revenue guidance and revealing a backlog of $110 billion. The company boasts a market capitalization of $1.57 trillion and has seen its stock price increase by 49% year-to-date, reaching an all-time high.
The Ten Titans group, which includes Broadcom, Oracle, and Netflix, reflects a broadened view of mega-cap stocks alongside the Magnificent Seven, with the Ten Titans collectively accounting for 38.5% of the S&P 500. The group’s combined market cap increased from $7.5 trillion at the end of 2022 to $23.4 trillion as of September 5, 2025, with Broadcom alone increasing by an impressive 573% in that period.
These developments highlight Broadcom’s pivotal role in AI infrastructure, particularly with its advanced data center technologies, and signal potential future growth for Oracle and Netflix, both of which have strategies that could exceed a $1 trillion market cap by 2030.
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