American semiconductor company
A 10-year VMware deal won’t move Broadcom’s numbers much, but it hands the company a strong answer to its licensing critics.
Read more: thestreet.com
Elon Musk Fires Back at Broadcom CEO Hock Tan's AI Investment Warning: 'No Crying in the Casino' - Broadcom…
benzinga.com/markets/tech/26/10/62316768/elon-musk-fires-back-at-broadcom-ceo-hock-tans-ai-investment-warning-no-crying-in-the-casino
Intel, Broadcom CEOs warn capital crunch could become AI's biggest bottleneck: The CEOs of Intel and Broadcom warned that access to capital could emerge as a ...
cnbc.com/2026/10/12/intel-broadcom-ceos-warn-capital-crunch-could-become-ai-bottleneck.html
One comment from Broadcom’s CEO set off a debate about AI spending that Musk couldn’t resist weighing in on.
Read more: thestreet.com
dlvr.it Oct 19
Broadcom Wi-Fi bug turns sweet 16, still lets strangers hijack your router: Chip giant knew about the flaw in 2018, researcher claims, but millions of devices ...
theregister.com/networks/2026/10/19/broadcom-wi-fi-bug-turns-sweet-16-still-lets-strangers-hijack-your-router/5303771
Millions of routers vulnerable: 16-year-old Broadcom bug jeopardizes WLAN networks - | Golem.de
golem.de/news/millionen-router-angreifbar-16-jahre-alter-broadcom-bug-gefaehrdet-wlan-netze-2610-214298.html
Broadcom vs. Micron: Which AI Stock Wins? - Broadcom (NASDAQ:AVGO), Micron Technology (NASDAQ:MU)
benzinga.com/markets/tech/26/10/62442502/broadcom-vs-micron-ai-stocks
Among today’s 30 largest U.S.-listed companies, Micron ($MU) is the biggest five-year winner, up 1,217%.
Nvidia ($NVDA) is up 871%, Palantir ($PLTR) 696% ... Show more
Topgolf saved over $11.3 million after leaving VMware: Topgolf and VMware "ran deep" before the migration.
arstechnica.com/information-technology/2026/10/topgolf-saved-over-11-3-million-after-leaving-vmware/
Broadcom to lend Anthropic up to $42 billion to lease its chips, filing says: Anthropic's IPO prospectus reveals an extensive partnership with chip maker ...
cnbc.com/2026/10/01/broadcom-lending-anthropic-42-billion-chips-reuters.html
Key FactsBroadcom agrees to lend Anthropic up to $42 billion
Oct 1, 2026 · Reading time: ~45 sec.
Summary created with AI assistance · Source: cnbc.com
Summary created with AI assistance · Source: cnbc.com
- Anthropic is expected to become Broadcom’s largest compute customer in 2027; Broadcom projects about $115 billion in fiscal 2027 AI semiconductor revenue.
- Anthropic’s convertible note could finance about one-third of its $125.2 billion commitment for a five-year TPU capacity lease.
- An expanded partnership announced in April by Anthropic, Google and Broadcom is intended to provide access to multiple gigawatts of next-generation TPU capacity from 2027.
- Anthropic warns of potential conflicts; certain payment or performance defaults could accelerate substantial lease obligations and restrict use of the $42 billion facility.
It feels that there's quite a concentrated bet right now on two companies being able to generate enough revenues to support all the financing that's happened.— said Robert Leitao, managing partner of Rothschild & Co, commenting on the Broadcom-Anthropic financing arrangement
Companies Reducing AI Spending? Chip Orders Say Otherwise - Cisco Systems (NASDAQ:CSCO), Broadcom…
benzinga.com/markets/tech/26/10/62437386/companies-reducing-ai-spending-chip-orders-say-otherwise
Memory Stocks Sell-Off: AI Growth Not Slowing, Counterpoint Says - Broadcom (NASDAQ:AVGO), SAMSUNG ELECT LTD…
benzinga.com/markets/tech/26/10/62409028/memory-stocks-sell-off-counterpoint-ms-hwang-exclusive
Broadcom CEO Hock Tan likened AI investors to casino gamblers. But Aoifinn Devitt from Moneta tells Reuters the casino analogy goes too far ... Show more
Broadcom, Intel CEOs Flag Capital Crunch, ROI as Bigger AI Bottlenecks Than Chip Shortages: 'The Biggest…
benzinga.com/markets/tech/26/10/62293941/broadcom-intel-ceos-flag-capital-crunch-roi-as-bigger-ai-bottlenecks-than-chip-shortages-the-biggest-constraint
ASML Sees AI Chip Boom Beyond 2028 as Financing Risk Grows - ASML Holding (NASDAQ:ASML)
benzinga.com/markets/prediction-markets/26/10/62300403/asml-ai-chip-boom-financing-bottleneck
Stocks making the biggest moves premarket: Haemonetics, Broadcom, Lululemon, Wolfspeed & more
cnbc.com/2026/10/08/stocks-making-the-biggest-moves-premarket-hae-avgo-lulu-wolf.html
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Nvidia & Co: “Investors have no clue”: Broadcom CEO Hock Tan is partly critical of current developments in AI.
deraktionaer.de/artikel/deraktionaerplus/anleger-haben-keine-ahnung-ausnahme-aktien-nvidia-und-broadcom-20415017.html
Paid articlePaywallStocks making the biggest moves midday: Tesla, Broadcom, Nike, ON Semiconductor & more
cnbc.com/2026/10/02/stocks-making-the-biggest-moves-midday-tsla-avgo-nke-on-more-.html
Paid articlePaywallBroadcom Chases NVIDIA With $60 Billion Financing Plan for AI Customers - Broadcom (NASDAQ:AVGO)
benzinga.com/markets/tech/26/10/62131358/broadcom-chases-nvidia-with-60-billion-financing-plan-for-ai-customers
President Donald Trump on Tuesday met with the executives of a number of tech companies to discuss AI. Some of the companies in attendance were:
- Palantir
- ... Show more
Licensing costs driving 90 percent of VMware users to explore options: Survey: Users want to "reduce risk and avoid unnecessary disruption" while making changes.
arstechnica.com/information-technology/2026/10/operational-complexity-a-top-barrier-for-vmware-migrations-survey/
AI race: Broadcom lends Anthropic billions to lease its chips: Broadcom CEO Hock Tan and Anthropic founder Dario Amodei are forging a multi-billion dollar AI ...
manager-magazin.de/unternehmen/tech/broadcom-chipkonzern-stellt-anthropic-bis-zu-42-milliarden-dollar-fuer-anmietung-seiner-chips-bereit-a-ef1fbd5d-43c9-4033-ba95-2f1004e2d016
Broadcom Has A New Problem: Anthropic: Broadcom deepens Anthropic ties with $42B TPU lease financing, boosting AI revenue but raising concentration risk ...
seekingalpha.com/article/4952031-broadcom-has-a-new-problem-anthropic
Paid articlePaywallHere are Tuesday's biggest analyst calls: Nvidia, Netflix, Broadcom, SanDisk, Meta, CoreWeave & more
cnbc.com/2026/09/22/big-wall-street-analyst-calls-tuesday.html
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AMD beats Intel to the trillion-dollar club as stock price soars — firm joins Nvidia, Broadcom, and SK hynix for companies worth over $1 trillion
tomshardware.com/tech-industry/amd-beats-intel-to-the-trillion-dollar-club-as-stock-price-soars-firm-joins-nvidia-broadcom-and-sk-hynix-for-companies-worth-over-usd1-trillion
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Broadcom CEO Hock Tan defends $230B AI chip revenue target
dlvr.it/TVVtrr
China surveys Broadcom switch use in state data centers, FT reports: Chinese authorities are examining the use of Broadcom’s hardware in state-backed data ...
reuters.com/world/china/china-surveys-broadcom-switch-use-state-data-centers-ft-reports-2026-09-23/
Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed
cnbc.com/2026/09/14/broadcom-ceo-on-anthropics-slowdown-push-ai-revenue-targets-havent-changed.html
CISA: Critical VMware RCE flaw now exploited by ransomware gangs: The U.S. Cybersecurity and Infrastructure Security Agency (CISA) warned security teams that ...
bleepingcomputer.com/news/security/cisa-critical-vmware-vcenter-rce-flaw-now-exploited-by-ransomware-gangs/
Here are Monday's biggest analyst calls: Nvidia, SpaceX, Apple, GM, Netflix, Affirm, Caterpillar, Broadcom & more
cnbc.com/2026/09/14/monday-wall-street-analyst-calls-like-nvidia.html
Paid articlePaywall Jim Cramer has strong message for Nvidia, Broadcom investors: Jim Cramer names Nvidia and Broadcom as the top winners from OpenAI's GPT-6 Astra launch ...
thestreet.com/investing/stocks/jim-cramer-nvidia-broadcom-stocks-benefit-from-openai-gpt6-astra
TUNE IN: CNBC's Jim Cramer is live from San Francisco this week, where he'll be speaking to a number of tech executives:
Broadcom CEO Hock Tan
Lyft ... Show more
dlvr.it Sep 10
VMware defends ending downloads of SDK that helps VM backups– or migrations to rivals
theregister.com/virtualization/2026/09/10/vmware-defends-ending-downloads-of-sdk-that-helps-vm-backups-or-migrations-to-rivals/5295421
Meta ($META) plans to deploy its latest in-house AI chip, MTIA 450, in data centers in the first half of 2027 to cut costs and energy use ... Show more
Marvell CEO reveals decade-long gem behind its explosive 239% surge.
Marvell has outperformed every major chip stock, from NVDA and AMD to Broadcom ... Show more
Marvell CEO reveals decade-long gem behind its explosive 239% surge
Marvell CEO reveals decade-long gem behind its explosive 239% surge
Michael Dell’s net worth has jumped $101B in 2026 as Dell ($DELL) hits record highs.
Bloomberg puts him at $241B, with gains driven by his Dell stake and ... Show more
dlvr.it Sep 15
Four Strategies to Manage VMware by Broadcom Risk intelligence.theregister.com/paper/view/20526?
Gary Black (@garyblack00 ) says Broadcom’s ($AVGO) selloff looks overdone.
His focus is AI revenue, which jumped 221% in Q3 to $16.7B ... Show more
Broadcom earnings drop tomorrow. As a major semiconductor bellwether, Broadcom’s report will show whether AI hardware can regain momentum or if turbulence ... Show more
dlvr.it Sep 02
VMware swings its focus back to low-end server virt, promises vSphere Standard upgrade
theregister.com/virtualization/2026/09/02/vmware-swings-its-focus-back-to-low-end-server-virt-promises-vsphere-standard-upgrade/5294083
Broadcom delivers strong earnings view as CEO touts growth with AI labs: Broadcom gave a disappointing revenue forecast for the current quarter but provided ...
cnbc.com/2026/09/02/broadcom-avgo-q3-earnings-report-2026.html
Key FactsBroadcom targets AI revenue doubling despite weaker quarterly forecast
Sep 3, 2026 · Reading time: ~45 sec.
Summary created with AI assistance · Source: cnbc.com
Summary created with AI assistance · Source: cnbc.com
- Broadcom reported adjusted earnings of $3.32 per share and $29.59 billion in revenue, both above LSEG expectations.
- Broadcom forecasts fourth-quarter revenue of $34.8 billion, while analysts expect $35.03 billion.
- Quarterly revenue rose 86% year over year, while net income more than tripled to $13.09 billion.
- CEO Hock Tan said Broadcom is targeting $115 billion in AI revenue for 2027 and $230 billion for 2028.
We are empowering two of our most strategic customers, the leading AI labs, to bridge the gap between their current cash flow and the significant upfront investments required for their businesses.— Amie Thuener, Broadcom's chief financial officer, on a conference call discussing Broadcom's Q3 earnings
Broadcom $AVGO delivered a record quarter as custom AI semiconductor revenue soared past $16B, driving a raised FY26 AI target of $58B!
KEY ... Show more
5-star analyst resets Broadcom stock price target
Read more: 5-star analyst resets Broadcom stock price target | AVGO
dlvr.it Sep 01
If hardware prices squeezes make you sad, VMware says it will all end in tiers: Virtzilla finding more ways to pull data out of DRAM to enable ‘densification’ ...
theregister.com/virtualization/2026/09/01/if-hardware-prices-squeezes-make-you-sad-vmware-says-it-will-all-end-in-tiers/5293575
Days before its Q3 report, Broadcom made a move that could matter more than the headline numbers.
Read more: thestreet.com
Barron's Sep 02
Broadcom Looks for a Reset with Third-Quarter Earnings: Though Wall Street analysts expect around 70% earnings growth this year and next ...
barrons.com/articles/broadcom-earnings-stock-ai-chips-13672771
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Broadcom’s Outlook Shows Surging AI Chip Sales: Broadcom, a key beneficiary of AI data center investment, grew its revenue by 86% in the latest quarter.
barrons.com/articles/broadcom-earnings-todya-stock-price-13672771
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These AI numbers are getting crazy: The past two weeks have been bonkers for the AI investment thesis, and any talk about peak AI needs to be tossed aside.
finance.yahoo.com/markets/article/these-ai-numbers-are-getting-crazy-123000121.html
Here are Thursday's biggest analyst calls: Nvidia, Apple, Broadcom, Snowflake, Deere, Tesla, Amazon & more
cnbc.com/2026/09/03/thursdays-analyst-calls-include-nvidia.html
Paid articlePaywallEarnings Shock + August Most-Searched Tickers: Plus, Snowflake soars and Broadcom tanks, hedge fund moves, stock of the day, and more
benzingaringthebell.beehiiv.com/p/earnings-shock-august-most-searched-tickers
Broadcom, the largest developer of AI chips for the largest data center operators, so-called hyperscalers like Google's parent company Alphabet ... Show more
Broadcom steht vor einem wichtigen Quartalstermin. Am 2. September legt der Halbleiter- und Infrastrukturriese nach US-Börsenschluss seine Zahlen für das ... Show more
Broadcom Inc. Q3 2026 Earnings: Live Updates of $AVGO Earnings Call, Forecast
Read more: Broadcom Inc. Q3 2026 Earnings Call: $AVGO Earnings Updates
Will Broadcom stock now take off?: Broadcom is forecasting a doubling of revenue. After the recent dip in the share price, this could bring investors back into ...
tz.de/wirtschaft/startet-die-broadcom-aktie-jetzt-durch-zr-94475792.html
Barron's Sep 03
Broadcom, Snowflake, HPE, NetApp, and More Stocks That Explain Today’s Market: Concerns about data-center financing and Google’s deal with rival chip maker ...
barrons.com/articles/stock-movers-ad4061d4
Paid articlePaywall Barron's Sep 03
Why Broadcom Stock Couldn’t Match Up to Nvidia: Nvidia stock got a much better reception than Broadcom to its recent earnings. Here's why.
barrons.com/articles/broadcom-stock-earnings-nvidia-0e2d44a3
Paid articlePaywallBroadcom reports earnings this week. Mike Khouw says this trade could be a winner
cnbc.com/2026/08/31/broadcom-reports-earnings-this-week-mike-khouw-says-this-trade-could-be-a-winner.html
dlvr.it Aug 20
Microsoft ends one of the last ways to buy VMware without big bundles: Broadcom’s VCF-or-nothing licenses are coming to Azure
theregister.com/virtualization/2026/08/20/microsoft-ends-one-of-the-last-ways-to-buy-vmware-without-big-bundles/5290044
Megatrend Folger: Broadcom ahead of earnings - | Is the AI laggard about to take off?
deraktionaer.de/artikel/aktien/megatrend-folger-broadcom-vor-den-zahlen-zuendet-jetzt-der-ki-nachzuegler-20407798.html
Barron's Sep 03
Broadcom and Snowflake Perfectly Sum Up the AI Trade: Stock futures fall, Broadcom beat forecasts for AI chip sales growth, Micron and China chip makers fight ...
barrons.com/articles/stock-market-things-to-know-today-d343c1a0
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Brianne Gardner’s Top Picks for Aug. 28, 2026: Top Picks from Brianne Gardner, Portfolio Manager & Senior Wealth Manager, Velocity Investment Partners of Raymond ...
bnnbloomberg.ca/markets/2026/08/28/brianne-gardners-top-picks-for-aug-28-2026/
dlvr.it Aug 31
Broadcom pledges to lock down open source Python, Java libraries: Promises ‘secure artifacts’ for Spring and RabbitMQ, and other projects that matter to its ...
theregister.com/virtualization/2026/08/31/broadcom-pledges-to-lock-down-open-source-python-java-libraries/5293454
Stocks making the biggest moves after hours: Snowflake, Broadcom, Netskope, Five Below & more
cnbc.com/2026/09/02/stocks-making-the-biggest-moves-after-hours-snow-avgo-ntsk-five.html
Paid articlePaywallHere are Monday's biggest analyst calls: Nvidia, Apple, SpaceX, Dell, Deere, Broadcom, Costco, Redcat & more
cnbc.com/2026/08/31/monday-big-wall-street-analyst-calls-like-nvidia.html
Paid articlePaywall Barron's Aug 30
Jobs, Broadcom, Dell, Hewlett, Planet Labs, and More to Watch This Week: Jobs data will come in on Tuesday and Friday, and we’ll manufacturing data as well ...
barrons.com/articles/jobs-broadcom-dell-hewlett-planet-labs-3211f95e
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Cathie Wood’s Ark Invest made another major shift in its semiconductor exposure Wednesday, buying Broadcom ($AVGO) and Cerebras Systems ($CBRS) while cutting ... Show more