Technology·Wednesday, July 8, 2026
Apple's $30B Bet on Broadcom: A Custom Chip Deal That Locks In Revenue Through 2031 (NASDAQ: AVGO)
Apple just handed Broadcom its largest-ever American Manufacturing commitment — a $30B+ multi-year agreement through 2031 for custom ASICs spanning wireless, networking, and next-gen AI features, backed by a $1.5B factory expansion in Fort Collins, Colorado. Shares rose 3-4% on the news. Here's what it means for AVGO investors.
Technology·Friday, June 12, 2026
Broadcom (AVGO) Hardware Powers HyperVerge AI Data Center Deployment
Edgecore Networks deployed Broadcom-based switches for HyperVerge's AI training workloads, pairing the hardware with SONiC OS for latency control and rapid self-configuration.
Technology·Thursday, June 11, 2026
Broadcom (AVGO) Launches $2.5 Billion Debt Tender Offer
Broadcom is retiring $2.5B in debt via a tender offer, a capital structure move that follows the company's rise to a $1.83T market cap AI chip franchise.
Technology·June 10, 2026
Citi Names Broadcom (AVGO) a Top Chip Pick After Sector Pullback
Citigroup's Atif Malik singled out Broadcom as a top semiconductor pick, calling the recent sector pullback healthy. Here is what the call means for AVGO.
Technology·June 9, 2026
Broadcom's $35B Apollo Deal Turns AI Silicon Into Infrastructure (NASDAQ: AVGO)
Apollo's Atlas SP just structured a $35B SPV around Broadcom-designed Anthropic chips. The $30B backstop AVGO agreed to is why the stock is under pressure.
Technology·June 5, 2026
Broadcom (AVGO) Pursues Apollo, Blackstone Financing to Fund AI Hardware Scale-Up
Broadcom is partnering with Apollo, Blackstone and others on alternative financing for AI hardware — here's what the shift means for AVGO's long-term business model.
Technology·June 5, 2026
Top Funds Double Down on Broadcom (AVGO) as AI Bets Intensify
Top mutual funds are placing their biggest AI bets on Broadcom and Amazon — here's what the fund flow data means for AVGO investors.
Technology·June 4, 2026
Broadcom (AVGO) AI Outlook Misses Investor Expectations, Rattling Chipmakers
Broadcom's post-earnings AI outlook fell short of high investor expectations — shares dropped 12.59% on June 4. Here's what it means for AVGO investors.
Earnings Report·June 3, 2026
Broadcom (AVGO) Reports Q2 EPS of $2.44, Issues Q3 Guidance Above Consensus
Broadcom's Q2 EPS of $2.44 nearly matched estimates, but a Q3 outlook that fell short of lofty AI expectations sent shares lower — here's what investors need to know.
Technology·May 26, 2026
Broadcom (NASDAQ: AVGO) Launches Industry's First End-to-End 50G PON Edge AI Portfolio
Broadcom announced a new 50G PON edge AI portfolio — here's what the product expansion means for AVGO's infrastructure play.
Technology·May 19, 2026
Broadcom (NASDAQ: AVGO) Loses UBS Support as Bank Cuts Price Forecast
UBS drops its aggressive price target on Broadcom, citing unspecified concerns. Stock fell 3.20% on May 19 amid sector-wide semiconductor volatility.
Technology·May 19, 2026
UBS Cuts Broadcom (NASDAQ: AVGO) Price Target on Valuation Concerns
UBS drops aggressive price target for Broadcom, citing valuation concerns amid semiconductor sector volatility and shifting AI demand dynamics.
Technology·May 18, 2026
TD Cowen Raises Broadcom (AVGO) Price Target to $500, Cites AI Infrastructure Shift
TD Cowen lifted its Broadcom price target from $405 to $500 on May 15, keeping a Buy rating as AI revenue is reported up 140% in Q2 2026.