$1.13
+0.00 (+0.00%)
ADCT News30 articles
Broadcom Surges 7% on AI Deals, But Financing Questions Loom
Broadcom shares rose 7% on AI deal momentum, but $128B in purchase commitments raise financing and cash flow questions as Q3 earnings approach.
Nvidia's Cash Flow Dominance Shines as Goldman Downgrades Broadcom
Nvidia's robust growth and cash generation stand out as Goldman Sachs drops Broadcom from its top picks. AMD and Micron face valuation and supply concerns.
Samsung Plunges 13% as Broadcom Deal Tilts Toward Memory Chips
Samsung shares tumbled 13.4% after its $200 billion Broadcom partnership was disclosed as heavily skewed toward memory, disappointing investors expecting a larger foundry win.
Broadcom Bounces Back After VMware Deal Boosts Margins
Broadcom shares rebounded 0.5% after an early 4.4% decline, buoyed by strong software margins from the VMware acquisition and a new contract with Standard Chartered.
Broadcom Insider Sales Reach $29.9 Million: A Closer Look at the Filing Trail
Broadcom insiders have filed for $29.9 million in stock sales since June, with $19.9 million completed and a $10 million proposal pending.
Pfizer Gains FDA Nod for Padcev Combo, Yet Stock Remains Flat
Pfizer's Padcev/Keytruda combo gets FDA approval for bladder cancer, but the stock dipped 0.33%. Wall Street remains cautious about revenue impact.
Broadcom's $188B Market Cap Surge Dwarfs Apple's $30B Chip Deal
Broadcom's market cap jumped $188 billion after Apple's $30 billion chip deal, six times the contract's value. Marvell fell, and analysts question growth sustainability.
Broadcom Surges $188B on $30B Apple Chip Deal, Outpacing Apple's Gain
Apple stock gained 2.2% after a $30B chip deal with Broadcom, but Broadcom surged 11%, adding $188B in market value—nearly double Apple's $98B gain.
Apple Locks In Broadcom for $30 Billion Chip Pact Through 2031
Apple commits over $30 billion to Broadcom for U.S.-made chips through 2031, strengthening domestic production and easing fears of in-house chip development.
Apple Stock Eases as $30B Broadcom Chip Pact and EU Legal Setback Weigh
Apple shares edged lower Thursday as traders assessed a $30 billion chip partnership with Broadcom and a European court ruling that could reshape its App Store business model.
Broadcom Gains on Apple Deal, AI Growth Still Key
Broadcom stock jumped nearly 5% after Apple revealed a $30 billion+ supply pact. The deal reduces customer risk, but AI chip sales remain the main growth driver.
Apple and Broadcom's $30B Chip Pact: A $2-Per-Unit Math Lesson for Investors
Apple (AAPL) and Broadcom (AVGO) finalize a $30 billion chip supply deal through 2031, producing 15 billion U.S.-made chips and funding a $1.5 billion Fort Collins expansion.
Broadcom Stock Surges on Extended Chip Supply Agreement with Apple Through 2031
Broadcom shares climbed in premarket trading after announcing a six-year extension of its chip supply agreement with Apple, covering custom silicon and RF components.
Broadcom AI Revenue Surpasses Half of Forecast, Yet Shares Struggle in June
Broadcom's AI chip revenue is set to make up 54% of fiscal Q3 revenue, yet shares have fallen 20% in June due to margin worries.
Broadcom Stock Rises on OpenAI Chip Deal, Margin Concerns Loom
Broadcom shares rose on news of a custom AI chip partnership with OpenAI, but CEO Hock Tan's margin warnings keep investors cautious.
Broadcom Drops 3% as AI Chip Spending Concerns Weigh on Investors
Broadcom shares dropped 2.8% on Tuesday, as investor concerns about AI funding among its top cloud customers offset strong revenue growth and a bullish AI chip outlook.
Broadcom's Google AI Deal Gains JPMorgan Backing Amid Stock Dip
Broadcom shares slid to $396.72 as JPMorgan defended its Google AI chip contract, but concerns over customer concentration and a broader AI stock reset persist.
Broadcom Stock Rebounds Amid AI Chip Debate, Debt Buyback
Broadcom shares rebounded 4.7% to $411.35, recovering from a post-earnings selloff, as the market digests AI chip growth, missed revenue estimates, and a $3 billion debt buyback.
Broadcom Stock Dips 4% Despite $35B AI Deal with Apollo, Blackstone
Broadcom shares slid 4% despite a $35B AI infrastructure deal with Apollo and Blackstone, as investors weigh softer AI chip guidance and valuation risks.
AI Chip Selloff Persists Despite Broadcom's $35B Financing Initiative
AI chip stocks dropped again Tuesday, with AMD and Micron down 5.2%, Broadcom 2.3%, and Nvidia 1.2%, despite Broadcom's $35 billion AI financing launch.
Markets Reel After Jobs Shock and Broadcom AI Warning
US stocks plunged after stronger-than-expected May jobs data and weak AI chip guidance from Broadcom, but experts say the pullback is normal volatility.
Broadcom Rises as Chip Sector Rebounds; AI Demand Outlook Remains Uncertain
Broadcom shares rose 2.8% as chip stocks rebounded from a $1 trillion selloff, but the company's unchanged 2027 AI revenue forecast and Q2 revenue miss keep Wall Street cautious.
ASML Hits Record Market Cap in Europe; Broadcom Decline Highlights AI Risks
ASML set a new European market value record at $691.8 billion, fueled by analyst upgrades and AI chip demand. Broadcom's stock slumped as investors sought higher AI growth.
Broadcom Tumbles as AI Chip Forecast Falls Short of Lofty Expectations
Broadcom shares fell nearly 20% last week after its AI-chip revenue forecast fell short of Wall Street expectations, sparking a broad semiconductor selloff and raising doubts about AI stock valuations.
Tech Futures Slide on Broadcom Disappointment Ahead of Jobs Data
Nasdaq 100 futures dropped 0.9% after Broadcom's revenue miss and weak AI chip guidance, with S&P 500 futures also lower ahead of the May jobs report.
Broadcom Stock Slips After AI Revenue Forecast Misses Expectations
Broadcom shares fell after its AI chip revenue forecast of $16 billion missed Wall Street estimates, despite strong year-over-year growth.
Dow Hits Record as Oil Retreats, Healthcare Surges; Broadcom Disappoints
The Dow rose 1.60% to a record 51,496.83 as oil prices eased and hopes for an end to the Iran war lifted healthcare and financial shares, offsetting weakness in AI stocks led by Broadcom.
Dow rises as AI chip stocks stumble; Broadcom plunges 15%
Broadcom shares tumbled 15% after missing revenue expectations and holding its AI-chip sales forecast steady, dragging the Nasdaq lower and sparking a selloff in chip stocks.
Intel Stock Falls Despite Foxconn AI Deal; Chip Sector Hit by Broadcom Miss
Intel shares fell 3.71% premarket despite announcing an AI infrastructure deal with Foxconn, as the broader chip sector sold off following Broadcom's disappointing results.
Broadcom's AI Chip Miss Casts Doubt on Nvidia's Growth Trajectory
Broadcom's AI chip miss dragged Nvidia shares lower, as investors question whether Nvidia can sustain its rapid growth amid sky-high expectations.