Broadcom

Bloomberg
Broadcom and Oracle Debacles Put Micron Earnings Under Microscope
Micron Technology Inc., one of the hottest stocks in the market this year, is reporting earnings after the close on Wednesday, and the pressure is on with investors growing increasingly skeptical about the artificial intelligence trade.
Broadcom and Oracle Debacles Put Micron Earnings Under Microscope
CNBC
AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide
In at least one corner of the AI market, sentiment has turned decidedly negative.
Reuters
Morning Bid: Stocks catch a break after bruising AI selloff | Reuters
Expensive tech stocks were hit with a one-two volley of disappointing news from Oracle and Broadcom last week, with shares in the two AI bellwethers...
CNBC
CNBC Daily Open: U.S. stocks retreat from highs as Broadcom leads tech sell-off
In the near term, investors may still be flighty, unless something concretely reassuring, such as Oracle achieving positive cash flow, takes place.
CNBC
CNBC Daily Open: Investors sell off tech despite steady Broadcom numbers
In the near term, investors may still be flighty, unless something concretely reassuring, such as Oracle achieving positive cash flow, takes place.
CNBC
Broadcom and Costco's rich valuations leave little room for error as battleground stocks
In his Sunday column for Investing Club subscribers, CNBC's Jim Cramer writes about the issues facing Broadcom and Costco.
Reuters
Oracle-Broadcom one-two punch hits AI trade, but investor optimism persists | Reuters
The turbulence this week for AI-linked stocks seemed similar to shorter-term selling in the wake of the DeepSeek news earlier this year and other AI "...
Bloomberg.com
Broadcom Follows Oracle in Disappointing AI-Focused Investors - Bloomberg.com
... news and insight around the world. For Customers. Bloomberg Anywhere ... Broadcom Follows Oracle in Disappointing AI-Focused Investors. Broadcom Shares...
Bloomberg
'It's End of Year Jitters': Allspring's Patel Not Worried About AI Stocks
Margie Patel, senior portfolio manager and head of Capital Allocation at Allspring Global Investments, joins Ed Ludlow and Caroline Hyde to discuss concerns around returns on AI investments in the context of Broadcom's earnings and the news that Oracle is pushing back the completion dates for some of its AI data centers. She speaks on "Bloomberg Tech." (Source: Bloomberg)
'It's End of Year Jitters': Allspring's Patel Not Worried About AI Stocks
Bloomberg
Broadcom Slides as AI Backlog, Margins Scrutinized
Broadcom, a chip company vying with Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the market failed to meet investors’ lofty expectations. Karl Ackerman, managing director of semiconductors and networking hardware at BNP Paribas, joins Ed Ludlow and Caroline Hyde to discuss on "Bloomberg Tech." (Source: Bloomberg)
Broadcom Slides as AI Backlog, Margins Scrutinized
Reuters
S&P 500, Nasdaq slip as Broadcom adds to AI bubble angst - Reuters
This sharpened worries about the profitability of surging AI investments. Get a daily digest of breaking business news straight to your inbox with the...
Reuters
Broadcom shares fall as margin warning sparks AI payoff worries | Reuters
... AI infrastructure buildout. Get a daily digest of breaking business news straight to your inbox with the Reuters Business newsletter. Sign up here...
CNBC
Broadcom tumbles 11% despite blockbuster earnings as 'AI angst' weighs on Oracle, Nvidia
Even with better-than-expected earnings and revenue, Broadcom slid on Friday as investors continued to grow concerned about the AI trade.
Bloomberg.com
The Stock Rally Is Broadening as AI Fever Cools Off - Bloomberg.com
Broadcom shares are dropping 5.1% in premarket trading after the chip company vying with Nvidia for AI ... Breaking News Alerts for the biggest stories...
CNBC
Jim Cramer says buy the sharp decline in Broadcom. Here's why
CNBC's Jim Cramer told investors on Friday to buy the sharp, post-earnings sell-off in Broadcom shares.
CNBC
Broadcom earnings, Lululemon CEO steps down, 'fibermaxxing' and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
CNBC
AI-led tech slide extends into third day as Oracle, Nvidia, fall in premarket trading
AI-related names have made losses since Oracle's mixed results on Wednesday.
CNBC
Broadcom stock reverses lower on a misinterpretation of what the CEO said on the earnings call
Investors were apparently not satisfied with Broadcom CEO Hock Tan's answer to an important question.
CNBC
Broadcom reveals its mystery $10 billion customer is Anthropic
Broadcom CEO Hock Tan said Anthropic placed an additional $11 billion order in the fourth quarter.
CNBC
Broadcom beats on earnings and revenue, says AI chip sales will double in current quarter
Broadcom's stock is near an all-time high and has climbed 75% so far in 2025 as the company benefits from booming demand for AI infrastructure.
Bloomberg
Broadcom Follows Oracle in Letting Down AI-Focused Investors
Broadcom Inc., a chip company vying with Nvidia Corp. for AI computing revenue, suffered the worst stock decline in more than 10 months after its sales outlook for the market failed to meet investors’ lofty expectations.
Broadcom Follows Oracle in Letting Down AI-Focused Investors
CNBC
Broadcom reports fourth quarter earnings after the bell
Broadcom stock is at all-time highs and has climbed 75% so far in 2025.
CNBC
Broadcom is firing on all cylinders, and Wall Street can't get enough of the stock
Broadcom shares hit an all-time high during Monday's trading session.
CNBC
Broadcom gets more Street approval, but Cramer says it's not in a race with Nvidia
Broadcom's custom chips are no threat to Nvidia, according to the latter's CEO.
CNBC
Apple and Broadcom shares keep hitting records. Why each have more room to run
New research gives investors more reason to be bullish on both Club stocks.
CNBC
Broadcom is joining Alphabet in the AI rally. Why investors are jumping in
The move in Broadcom comes as investors continue to push shares of Google parent Alphabet higher. The two are related through their business with ASICs.