Broadcom Inc. (AVGO) News
Track canonical SquawkNews coverage tagged to AVGO, Broadcom Inc.. This hub brings together deduplicated headlines about united states, markets catalysts, earnings, analyst actions, and wider market events so traders can review how a developing story changed over time. It contains 259 indexed stories across 56 publication days and is ordered by the same first-publication timeline used by LiveCast.
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Super Micro Rebounds 3% After This Week's AI Infrastructure Selloff
Super Micro Computer, Inc. (NASDAQ: SMCI ) stock moved higher Wednesday as investors returned to AI infrastructure and server-related stocks following a sharp pullback earlier in the week. Super Micro Rebounds With AI Tr
LIVE | Sep 16, 2026, 03:53 PM UTC
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Stock Market: Will S&P 500 Open Up or Down Today?
U.S. stock futures are trending higher early Wednesday as investors await the Federal Reserve’s highly anticipated interest rate decision and weigh cooling fears over an AI slowdown against the massive economic costs of
LIVE | Sep 16, 2026, 06:29 AM UTC
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Broadcom slips as chip stocks struggle after AI selloff
Broadcom slid about 0.6% to $342.50 Tuesday morning as chip stocks struggled to rebound from Monday’s AI-driven selloff.
EQUITY | Sep 15, 2026, 07:21 PM UTC
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Nvidia, Broadcom Just Helped Break a 90-Year Earnings Trend—Now Comes the Hard Part
Strong quarterly results from Nvidia Corporation (NASDAQ: NVDA ) and Broadcom Inc (NASDAQ: AVGO ) show the AI trade continues to be alive and well. How alive is the AI trade? The strength of the sector is helping the S&P
LIVE | Sep 15, 2026, 05:53 PM UTC
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Meta Puts Arke and Astrid Into Data Centers in 2027
Meta Platforms Inc. NASDAQ:META was unchanged as it detailed plans to deploy two in-house AI chips during 2027. The MTIA 450, called Arke, is the third generation of the line and goes into data centers in the first half
NEWS | Sep 15, 2026, 03:51 PM UTC
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Meta plans wider use of in-house AI chips as it targets lower costs
Meta Platforms NASDAQ:META plans to put a new generation of its internally designed artificial intelligence chips into data centers in the first half of next year, with the company targeting lower energy use and costs fo
NEWS | Sep 15, 2026, 02:51 PM UTC
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Broadcom’s strong AI growth faces margin, financing risks
Broadcom’s NASDAQ:AVGO strong AI revenue growth is being accompanied by mounting margin and financing concerns as the cost of components and supply constraints weigh on the semiconductor company, according to Joe Albano
NEWS | Sep 15, 2026, 01:21 PM UTC
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Broadcom CEO Sends Urgent Message on AI Slowdown Fears
Broadcom NASDAQ:AVGO shares fell sharply on Monday as concerns about a slower pace of frontier artificial intelligence development weighed on chip stocks, but CEO Hock Tan said he sees little reason to change the company
EQUITY | Sep 15, 2026, 12:41 PM UTC
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Wall Street ends down, calls for AI slowdown pummel chipmakers
By Noel RandewichWall Street ended down on Monday, weighed down by losses in Nvidia and other chipmakers after top executives in U.S. artificial intelligence companies raised safety concerns and called for a slowdown in
NEWS | Sep 14, 2026, 08:00 PM UTC
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Wall Street drops as AI worries pummel chipmakers
By Noel RandewichWall Street dipped on Monday, weighed down by losses in Nvidia and other chipmakers after top executives in U.S. artificial intelligence companies raised safety concerns and called for a slowdown in the
NEWS | Sep 14, 2026, 06:23 PM UTC
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Nasdaq 100 slips as AI leaders urge slowdown
U.S. stocks were mixed Monday as AI hardware shares sold off and cyber names gained after weekend remarks from Anthropic, OpenAI and xAI leaders calling for a slower pace of model development. The 10-year Treasury yield
MACRO | Sep 14, 2026, 06:06 PM UTC
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Broadcom initiated at Overweight by Piper Sandler
EQUITY | Sep 10, 2026, 03:26 PM UTC
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Gary Black says Broadcom is cheaper than Magnificent Seven stocks
Future Fund’s Gary Black said Broadcom trades at a lower valuation than the Magnificent Seven after its post-earnings drop. He called AVGO the cheapest of the “Mag 8” on 2026 P/E versus long-term EPS growth at 0.9x.
EARNINGS | Sep 10, 2026, 02:44 PM UTC
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The AI Boom Isn’t Over: 3 Stocks You Need to Watch
Picture two businesses at closing time.At one, a clerk replaces yesterday’s sale sign with a deeper discount. Yet, its customers have mostly gone elsewhere, leaving behind full shelves.At the other, the business’ phone k
EQUITY | Sep 10, 2026, 01:01 PM UTC
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Broadcom Remaining Performance Obligations Under Semiconductor Solutions & Infrastructure Software Segment Contracts As Of Aug 2, About $179
Broadcom Inc NASDAQ:AVGO
EQUITY | Sep 10, 2026, 11:31 AM UTC
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Broadcom reports 2026 revenue of $29.59 billion, EPS of $2.68
The company said quarter revenue was $29.59 billion and diluted EPS was $2.68. It attributed the results to strong demand for AI-related semiconductors and infrastructure software, with net income higher than a year earl
EARNINGS | Sep 10, 2026, 10:11 AM UTC
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A University's Distaste for Hedge Funds Created This New ETF. It's Still Risky. — Barrons.com
By Paul R. La MonicaA new exchange-traded fund, seeded with $2.5 billion from the University of California, is not only the largest U.S. ETF debut ever-it's taking a starkly different approach from how many college endow
EQUITY | Sep 10, 2026, 08:00 AM UTC
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Broadcom slips about 2% after Jalapeno AI-chip sprint news
OpenAI said models helped move the Jalapeno chip from concept to tape-out in nine months. Broadcom (AVGO) slid about 2.0% to $361.125 on Wednesday.
EQUITY | Sep 09, 2026, 05:31 PM UTC
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Broadcom shares rise on forecast of AI chip revenue doubling
Broadcom (AVGO) shares climbed nearly 3% as it forecast AI-related chip revenue to more than double in fiscal 2027, then increase again in fiscal 2028.
EARNINGS | Sep 09, 2026, 05:12 PM UTC
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BofA flags broadest chip ownership; Micron and AMD upticks
Bank of America said Nvidia (NVDA) and Broadcom (AVGO) have the “broadest” ownership among active U.S. fund managers. It noted significant upticks for Micron (MU) and AMD.
EQUITY | Sep 09, 2026, 12:21 PM UTC
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Key facts: Broadcom Inc. AI revenue targets; locks 2027—28 chip supply
This is an AI-generated summary and may contain inaccuracies. Please verify any important information with the original sources.
EQUITY | Sep 09, 2026, 07:14 AM UTC
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Broadcom CEO Hock Tan Speaks At Goldman Sachs Communacopia + Technology Conference 2026
Broadcom Inc NASDAQ:AVGO
EQUITY | Sep 08, 2026, 10:06 PM UTC
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AVGO outlook centers on frontier models and strategic partnerships
TradingView News says AI adoption is accelerating, with value expected to concentrate among leading frontier models. Infrastructure and power constraints are viewed as shaping growth, with capital allocation likely favor
EQUITY | Sep 08, 2026, 08:55 PM UTC
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AVGO AI value hinges on frontier models and custom silicon
AI adoption is accelerating, with value concentrating in leading-edge frontier models and custom silicon co-designed for top AI developers. The focus includes power and site readiness constraints, plus financing partners
EQUITY | Sep 08, 2026, 08:24 PM UTC
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Broadcom CEO says chip supply could be locked through 2028
Broadcom CEO said the company can lock in chip supply for 2027 and is working to lock in 2028 supply.
EQUITY | Sep 08, 2026, 07:47 PM UTC
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Top analysts issue fresh ratings on five stocks
The latest picks from Wall Street's most accurate analysts included buy and neutral calls, with target increases for Broadcom and DocuSign and cuts for Ambarella and Intel. Xtend AI Robotics was also initiated at Buy.
EARNINGS | Sep 08, 2026, 09:50 AM UTC
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DELAYED UPDATE — Broadcom Q3 blowout lifts AI-chip sales and raises Q4 AI guidance
Broadcom reported Q3 revenue of $29.6B and $16.7B AI chip sales, with GAAP net of $13.09B and $3.32 non-GAAP EPS. It named Anthropic as its top XPU customer and raised Q4 AI guidance.
EARNINGS | Sep 07, 2026, 11:23 AM UTC
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Broadcom, Lululemon, Dell, Snowflake and Alphabet draw retail attention
Retail investors focused on Broadcom, Lululemon, Dell, Snowflake and Alphabet this week, with Broadcom and Dell drawing attention after earnings and Alphabet after a court ruling and AI product launches.
EARNINGS | Sep 05, 2026, 01:25 PM UTC
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Citigroup raises Broadcom price target to $515 from $500
Citigroup raised its Broadcom price target to $515.00 from $500.00.
EQUITY | Sep 04, 2026, 04:25 PM UTC
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DA Davidson cuts Broadcom price target to $350, keeps Neutral
DA Davidson cut its Broadcom price target to $350.00 from $400.00 and maintained a Neutral rating, per TradingView News/Benzinga.
EQUITY | Sep 04, 2026, 03:40 PM UTC
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Broadcom sell-off shows signs of easing after earnings
Broadcom’s post-earnings decline may be losing momentum, with buying volume improving even as the shares remain below key moving averages and momentum indicators stay negative.
EARNINGS | Sep 04, 2026, 12:14 PM UTC
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Bond blowback, Trump's oil grab and Broadcom blues: The financial week in five charts
By Anna SzymanskiEvery Friday, Reuters Open Interest (ROI) distills the financial week into five key charts, spotlighting the major trends, surprises and overlooked moves that defined the past five days.1. BONDS BOILMIKE
RATES | Sep 04, 2026, 11:00 AM UTC
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Morningstar backs AVGO 2028 AI outlook despite 27% selloff
Broadcom (AVGO) stayed in focus after Morningstar said its 2028 guidance is credible, citing strengthening long-term AI demand through 2030 despite investor skepticism following a roughly 27% drop from June highs.
EQUITY | Sep 04, 2026, 10:59 AM UTC
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Broadcom Q3 revenue at $29.6B, AI revenue $16.7B
Broadcom reports Q3 revenue of $29.6B, including AI revenue of $16.7B, and outlines multi–GW TPU plans.
EQUITY | Sep 04, 2026, 07:14 AM UTC
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Dow jumps 600 points as Waller hints at possible rate hold
U.S. stocks settled higher Thursday, with the Dow gaining more than 600 points after Fed Governor Christopher Waller signaled he could back leaving rates on hold this month. Fear & Greed Index improved but stayed in “Fea
EARNINGS | Sep 04, 2026, 06:34 AM UTC
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Macquarie sets AVGO price target at $490
Macquarie announced a $490.00/share price target for AVGO.
EQUITY | Sep 03, 2026, 09:32 PM UTC
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Broadcom shares drop 5.64% despite 86% revenue surge
Broadcom (NASDAQ: AVGO) fell 5.64% to $346.54, even after quarterly revenue jumped 86%. A separate Reuters report highlighted a problem in the quarter.
EQUITY | Sep 03, 2026, 09:26 PM UTC
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Raymond James lifts Broadcom price target to $475
Raymond James raised its Broadcom price target to $475.00 per share from $450.00, keeping the stock at Outperform, per Benzinga.
EQUITY | Sep 03, 2026, 06:32 PM UTC
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Stocks rally as Waller hints at September rate hold
U.S. stocks rose broadly after Fed Governor Christopher Waller signaled he could support leaving rates on hold this month, while traders pared September hike odds to about 50% from 70% earlier in the week.
EARNINGS | Sep 03, 2026, 05:47 PM UTC
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Broadcom price target cut to $578 from $582 by Evercore ISI
Evercore ISI Group cut its Broadcom price target to $578.00 per share from $582.00, according to Benzinga reports via TradingView News.
EQUITY | Sep 03, 2026, 05:16 PM UTC
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Snowflake tops earnings estimates, lifts FY27 product revenue view to 2028
Snowflake reported Q2 EPS of $0.62 versus $0.45 expected and revenue of $1.55 billion versus $1.48 billion expected, while raising FY27 product revenue guidance to $6.07 billion from $5.84 billion.
EARNINGS | Sep 03, 2026, 04:26 PM UTC
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Broadcom set to fall after 4Q outlook misses Street EPS view
Market talk says Broadcom may trade lower after its fourth-quarter outlook implies earnings per share below Street consensus, following Nvidia’s “reset” of the sector expectations.
EARNINGS | Sep 03, 2026, 04:12 PM UTC
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Broadcom AI revenue outlook seen embedding conservatism, JPMorgan says
JPMorgan analysts say Broadcom’s AI semiconductor revenue outlook—doubling next year to $115 billion and doubling again in fiscal 2028—may embed conservatism on supply availability.
EARNINGS | Sep 03, 2026, 03:47 PM UTC
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Broadcom maintained at Buy by TD Cowen
TD Cowen maintained Broadcom at Buy, per Benzinga ratings actions.
EQUITY | Sep 03, 2026, 03:39 PM UTC
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Broadcom AI revenue jumps 221%, guides fiscal Q4 sales to $34.8 billion
Broadcom reported fiscal third-quarter revenue of $29.6 billion and EPS of $3.32, while AI revenue rose 221% year on year to $16.7 billion. The company guided fiscal fourth-quarter revenue to $34.8 billion.
EARNINGS | Sep 03, 2026, 03:26 PM UTC
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Truist keeps Broadcom at Buy, cuts target to $520
Truist Securities maintained Broadcom at Buy and cut its price target to $520.00 per share from $550.00, according to Benzinga/TradingView.
EQUITY | Sep 03, 2026, 03:21 PM UTC
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AVGO shares slide toward 5-month lows after strong AI outlook
Broadcom (AVGO) reported better-than-expected quarterly results and a large increase in its AI revenue outlook, but Wall Street reaction was mixed, with Evercore ISI cutting its price target to $578 from $582.
EARNINGS | Sep 03, 2026, 03:14 PM UTC
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Broadcom price target held at $545 by StoneX
StoneX maintained a $545.00/share price target on Broadcom.
EQUITY | Sep 03, 2026, 02:54 PM UTC
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Gary Black expects Broadcom shares to recover after earnings
Gary Black said Broadcom shares should recover as investors recognize AI revenue strength after third-quarter results and updated guidance. He cited $16.7 billion in quarterly AI revenue and $21.7 billion guided for the
EARNINGS | Sep 03, 2026, 02:39 PM UTC
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Morgan Stanley keeps Broadcom at Overweight
Morgan Stanley maintains an Overweight rating on AVGO.
EQUITY | Sep 03, 2026, 02:26 PM UTC
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Broadcom price target maintained by RBC Capital at $400
RBC Capital maintained a Broadcom price target of $400.00 per share, per Benzinga ratings actions cited by TradingView News.
EQUITY | Sep 03, 2026, 02:06 PM UTC
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Wall Street rises as odds of a September Fed rate hike fall
U.S. indexes opened higher Thursday as traders priced a lower probability for a September interest-rate hike after comments from Fed Governor Christopher Waller.
CENTRAL_BANK | Sep 03, 2026, 02:05 PM UTC
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Broadcom targets ~$58B fiscal 2026 AI sales, up 186%
Broadcom estimates fiscal 2026 AI sales at around $58 billion, projecting a 186% increase versus the previous year, with management expecting further acceleration thereafter.
EQUITY | Sep 03, 2026, 01:56 PM UTC
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Broadcom shares fall about 5% after AI revenue jumps 221%
Broadcom NASDAQ:AVGO shares fell about 5% after the chipmaker posted AI semiconductor sales of $16.7 billion in the latest quarter, up 221% from a year earlier, as investors focused on future expectations.
EQUITY | Sep 03, 2026, 01:56 PM UTC
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Broadcom AVGO revenue and AI outlook lift, shares slip premarket
Broadcom Inc. (AVGO) fell 2.24% premarket after reporting third-quarter revenue of $29.59 billion (up 86% YoY) and non-GAAP diluted EPS of $3.32, both above LSEG consensus.
EARNINGS | Sep 03, 2026, 01:46 PM UTC
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BofA cuts Broadcom price target to $460 from $530
BofA Global Research lowered its Broadcom price objective to $460 from $530.
EQUITY | Sep 03, 2026, 01:39 PM UTC
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Keybanc maintains Broadcom price target at $575/share
Keybanc maintained its Broadcom price target at $575.00 per share.
EQUITY | Sep 03, 2026, 01:06 PM UTC
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Broadcom Q3 beats but Q4 guidance weak as analysts lift targets
Broadcom reported fiscal 2026 Q3 revenue of $29.59B vs $29.36B estimates and adjusted EPS of $3.32 vs $3.24. It guided Q4 revenue to about $34.8B vs $35.03B estimates; Cantor, BMO and Rosenblatt raised price targets.
EARNINGS | Sep 03, 2026, 12:45 PM UTC
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Broadcom revenue beats as AI margin outlook weakens
Broadcom reported third-quarter revenue of $29.6 billion, up 86% year over year and above consensus, but guided fourth-quarter consolidated gross margin to about 73% versus 78% a year earlier.
EARNINGS | Sep 03, 2026, 12:28 PM UTC
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Broadcom maintained as Buy by Rosenblatt
Rosenblatt maintains a Buy rating on AVGO, according to Benzinga ratings actions.
EQUITY | Sep 03, 2026, 12:12 PM UTC