AVGOBroadcom

Ranked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)

1 duplicate reports of the same events merged

• 🔥🔥🔥#1▼4.99%DirectBroadcom forecasts quarterly revenue below estimates10d ago

  Guidance undershoots consensus; despite +47.9% YoY growth, it breaks the habitual beat cadence and triggers profit-taking.

  Impact chain →

  Also named: MRVL · NVDA · TSM

• 🔥🔥#2▲3.38%DirectBroadcom Forecasts Steep Ramp In AI Revenue9d ago

  The subject of the news; a steep AI ramp directly lifts custom-ASIC and networking chip order expectations, though 47.9% YoY growth is already partly priced in.

  Impact chain →

  Also named: MRVL · NVDA · TSM · 300308.SZ · 300502.SZ · COHR

• 🔥#3▲3.34%DirectBroadcom Earnings: AI Chip Sales Tripled. Here's the $34.8 Billion Number Investors Need to Watch.10d ago

  Tripling AI chip sales and the $34.8B figure confirm strong custom-ASIC and networking momentum, though much is already priced post-report and its historical beat averages just +3.6%.

  Impact chain →

  Also named: MRVL · NVDA · TSM · ANET

• #4▲2.97%DirectAndy Jassy Just Made a Move That Should Excite Micron and Broadcom Investors2d ago

  Amazon's expanded Trainium custom AI chip orders reinforce long-term revenue visibility for Broadcom's ASIC design business

  Impact chain →

  Also named: MU · TSM · NVDA · AMZN · MSFT

• #5▲2.75%2nd-orderAmazon Jumps 4% on Expanded AWS Chip Deal: Why Is NVIDIA Falling 4%?15d ago

  Leader in AI custom-ASIC design; accelerating hyperscaler in-house silicon directly grows its custom-chip and networking order book

  Impact chain →

  Also named: NVDA · AMZN · AMD · MRVL · TSM

• #6▲2.61%DirectSundar Pichai Raised Alphabet's 2026 Capex Forecast to as Much as $205 Billion, Sending the Stock Down 7%. Was That an Overreaction That Investors Should Buy Into?15d ago

  As Google's key custom TPU design partner, higher capex directly lifts Broadcom's AI ASIC order visibility.

  Impact chain →

  Also named: GOOGL · GOOG · MSFT · AMZN · NVDA · TSM

• #7▲2.55%DirectHock Tan Just Put a $230 Billion Number on Broadcom's 2028 AI Revenue. That Is 4 Times This Year's.9d ago

  The subject of the story; a $230B target implies AI revenue several times current levels, boosting long-run growth expectations and multiples—though it is guidance, not booked orders.

  Impact chain →

  Also named: MRVL · TSM · MU

• #8▲2.5%DirectBroadcom Inc. Announces Third Quarter Fiscal Year 2026 Financial Results and Quarterly Dividend10d ago

  The subject of the report; 47.9% YoY revenue growth and 67.8% gross margin underscore AI ASIC strength, but with an average +3.6% beat already priced in, only a figure above consensus would move the stock.

  Impact chain →

  Also named: NVDA · MRVL · AMD · TSM

• #9▲2.46%DirectOpenAI to Spend $750 Billion on Compute by 2030 — But It's Short on Capacity3d ago

  Broadcom's custom ASICs and networking silicon are key components of OpenAI's compute stack; order visibility improves but with reliably high expectations already averaging a 7% beat, this adds no fresh surprise

  Impact chain →

  Also named: NVDA · MU · ORCL · CRWV · MSFT · VST

• #10▼2.39%DirectNvidia's $3.5B MediaTek bet reveals its plan for tackling Big Tech's AI chip buildout12d ago

  As lead design partner for Google's TPU and other hyperscaler ASICs, Broadcom faces direct competition for share from the Nvidia-MediaTek combo.

  Impact chain →

  Also named: NVDA · 2454.TW · MRVL · GOOGL