AVGO
Broadcom Inc. (AVGO)
369.25
+3.17% (+11.36)
Updated 09:30 PMAVGO
Broadcom Inc. (AVGO)
369.25
+3.17% (+11.36)
Updated 09:30 PMAVGO
369.25
+3.17% (+11.36)
Updated 09:30 PM
Overview
Broadcom now expects stronger AI chip demand than it previously projected. This signals management sees AI-related orders continuing to build well into fiscal 2027.
Updated 08:14 AM
Medium confidence09/03, 07:25 AM
Broadcom forecast fourth-quarter revenue of $34.8 billion, below the $35.1 billion analyst estimate, sending shares down about 4% after hours.
Affected assets
FirstSquawk
09/03, 07:25 AM
Related updates
FirstSquawk·09/03, 03:17 AM
Broadcom guided Q4 revenue of $34,800 million, with AI semiconductor revenue guidance of $21.70 billion, up 236% year-over-year, and Q4 FY2026 non-GAAP operating income guidance of 66% of projected revenue.
ZeroHedge·08/26, 05:04 AM
Credit default swap spreads for AVGO and NVDA widened to new record levels as bondholders reassess GPU and memory chip valuations.
ZeroHedge·08/25, 07:57 AM
Broadcom and Nvidia credit spreads (CDS) hit record highs; Zero Hedge attributes this to an off-balance-sheet SPV structure.
ZeroHedge·08/22, 08:53 AM
Broadcom CDS spreads hit a record 122 basis points and Nvidia CDS widened to new highs following news of Broadcom's $100 billion off-balance-sheet SPV debt deal.
Finnhub·08/21, 12:48 PM
Broadcom explores a $100 billion AI financing package with Apollo and Blackstone to fund custom AI chips.