The Morning Filter

Why Broadcom Stock Is Worth $650

The Morning Filter

Show Notes

Morningstar’s analyst unpacks Broadcom’s current valuation, what the market is missing, and the risks investors need to watch out for.

More from The Morning Filter

Oct 19, 2026

Plus, a deep dive on SpaceX’s bid to challenge US telecoms.

Oct 15, 2026

Morningstar’s chief market strategist and economist share their outlooks for the fourth quarter of 2026.

Oct 12, 2026

Plus, earnings season kicks off with big banks.

Oct 5, 2026

Plus, lessons from September’s stock market activity.

Sep 28, 2026

Plus, the member of the triple-digit club reporting earnings this week.

See all episodes →