يتطور
Business·3 g önceملخص الذكاء الاصطناعي
小摩看好博通 5張王牌助攻 股價上看580美元
摩根大通最新報告指出，半導體大廠博通（Broadcom）在手握5大王牌下，市場顯然「嚴重低估」其晶片界霸主地位，將目標價上調至580美元，潛在上漲空間約50%，認為現在是「積極買家」的絕佳時機。
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自由时报broadcom
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Business·3 g önceملخص الذكاء الاصطناعي
Tesco Sues Broadcom Over Alleged "Abusive Conduct" After VMware Acquisition
Tesco is migrating 40,000 server workloads off VMware due to alleged "abusive conduct" by Broadcom post-acquisition. Tesco claims Broadcom refused to honor existing contracts, demanded excessive prices for software and support, and stopped security updates, forcing Tesco to seek alternatives at significant cost and risk.
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Ars Technica
يتطور
Business·4 g önceملخص الذكاء الاصطناعي
HPE Offers Free VM Essentials Software to Compete with Broadcom's VMware Pricing
HPE is offering free VM Essentials software for up to a year, including migration support, to attract customers dissatisfied with Broadcom's increased VMware pricing. This promotion aims to offer significant cost savings and reduce vendor lock-in.
A
Ars Technica
يتطور
تقنية·11.06.2026ملخص الذكاء الاصطناعي
技嘉伺服器品牌技鋼攜手博通深化合作，整合儲存介面卡搶攻AI推論商機
技嘉旗下伺服器品牌技鋼與博通合作，將儲存介面卡整合至AI伺服器，以滿足代理型AI快速發展帶動的推論運算需求，強化資料中心與邊緣運算布局。
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自由时报
خبر
06.06.2026ملخص الذكاء الاصطناعي
US-Aktienmarkt: Gewinnserie gerissen - Chipaktien verlieren stark
Der S&P 500 brach nach 9 Wochen Gewinn, Chipaktien wie Micron Technology und Broadcom verloren über 10% an Wert, Experten teilen sich zwischen Warnsignal und Verschnaufpause
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Handelsblatt
خبر
05.06.2026ملخص الذكاء الاصطناعي
Broadcom'un Zayıf Performansı Teknoloji Hisselerini Etkiledi
Broadcom'un düşük satış tahmini, teknoloji hisselerinde düşüşe neden oldu. Yatırımcılar, dayanıklı sektörlere yöneldi. Dow Jones endeksi tarihi zirvesine ulaştı.
B
Bloomberg HT
يتطور
Business·04.06.2026ملخص الذكاء الاصطناعي
Jim Cramer Says Buy Broadcom Stock Despite 15% Post-Earnings Drop
Jim Cramer advises buying Broadcom stock after a 15% post-earnings drop, suggesting investors wait a few days for stabilization. Despite strong AI semiconductor revenue and future guidance, the stock fell as investors sought higher AI revenue boosts. Analysts are divided, with some downgrading while others raise price targets.
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CNBC
يتطور
Business·04.06.2026ملخص الذكاء الاصطناعي
CrowdStrike, Broadcom, Palo Alto Stocks Dip Post-Earnings Amid High Expectations
CrowdStrike, Broadcom, and Palo Alto Networks experienced post-earnings declines despite solid results, as market expectations outpaced actual performance. Analysts largely maintain positive outlooks, but recent rallies led to overextended stock prices.
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CNBC
يتطور
Business·04.06.2026ملخص الذكاء الاصطناعي
Tech Stocks Fall, Chipmakers Lead Losses Amid AI Spending Concerns
Technology stocks, particularly chipmakers like Broadcom and Micron, declined on Thursday due to investor concerns over AI spending and market expectations catching up with the sector's strong performance. Analysts suggest a market 'rest' is due after significant gains.
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CNBC Worldيتطور
Business·04.06.2026ملخص الذكاء الاصطناعي
Tech Stocks Fall, Chipmakers Lead Losses Amid AI Spending Concerns
Technology stocks declined Thursday, led by chipmakers Broadcom, Micron, and Marvell, as investors exited the semiconductor sector. Concerns over AI spending slowdown and chip price drops contributed to the sell-off.
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CNBC World
مُلِح
Business·04.06.2026ملخص الذكاء الاصطناعي
Top 10 Things to Watch: Market Declines, Middle East Tensions, and IPOs
Markets anticipate a lower open, with chip stocks like Broadcom leading declines. Investors also watch Middle East tensions. Major IPOs from Quantinuum and potential offerings from Anthropic, SpaceX, and OpenAI are creating fundraising concerns.
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CNBCعاجل
Business·04.06.2026ملخص الذكاء الاصطناعي
Tech Stocks Fall, Chipmakers Lead Losses in Premarket Trading
Technology stocks, particularly chipmakers like Broadcom, Micron, and Marvell, experienced significant drops in premarket trading Thursday. Broadcom shares plunged 14.6% following weaker-than-expected earnings, signaling a broader retreat from the semiconductor sector.
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CNBC World
مُلِح
Business·04.06.2026ملخص الذكاء الاصطناعي
Broadcom Stock Drops 12% Despite Record Results on AI Demand
Broadcom reported record Q2 revenue and AI chip sales, beating estimates. However, the stock fell over 12% after hours due to a cautious long-term AI target and a Q3 AI chip outlook below aggressive forecasts, wiping out over $300 billion in market value.
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Euronews Business
يتطور
Business·04.06.2026ملخص الذكاء الاصطناعي
Dax opens almost unchanged, Broadcom disappoints
The Dax opened almost unchanged as weak US and Asian markets dampened sentiment. Broadcom's disappointing earnings due to increased competition in custom semiconductors caused significant losses in Asian markets and impacted German chip stocks like Infineon. Puma shares rose ahead of the World Cup on positive China outlook.
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Handelsblatt
يتطور
Business·04.06.2026ملخص الذكاء الاصطناعي
Asian stock markets fall amid Middle East tensions and tech stock sell-off
Asian stock markets experienced significant losses on Thursday due to renewed Middle East tensions and a sell-off in technology stocks. The Nikkei in Tokyo fell 1.4%, with AI and chip-related stocks under pressure after a weak outlook from Broadcom.
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Handelsblatt
مُلِح
Business·04.06.2026ملخص الذكاء الاصطناعي
Borse Asia e Pacifico in calo, frenate da Broadcom e tensioni USA-Iran
Le borse asiatiche e del Pacifico registrano perdite dopo aver toccato livelli record. Le previsioni negative di Broadcom hanno indebolito il settore AI, mentre le tensioni USA-Iran hanno ridotto la propensione al rischio, influenzando negativamente anche Wall Street.
A
ANSA Economiaخبر
04.06.2026ملخص الذكاء الاصطناعي
Asiatische Börsen fallen wegen Nahost-Spannungen und KI-Aktien
Asiatische Börsen verzeichneten am Donnerstag deutliche Verluste. Geopolitische Spannungen im Nahen Osten und ein schwacher Ausblick von Broadcom setzten insbesondere KI- und Chipaktien unter Druck. Der Nikkei fiel um 1,9 Prozent.
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Handelsblatt
مُلِح
Business·04.06.2026ملخص الذكاء الاصطناعي
Broadcom Stock Plummets After Missing Revenue Estimates and Failing to Raise AI Chip Sales Outlook
Broadcom's stock dropped sharply after its fiscal Q2 revenue missed market expectations and it did not raise its annual AI chip sales forecast. Despite beating EPS estimates, the software division's performance and unchanged AI guidance led to a significant decline in its share price.
연
연합뉴스
خبر
04.06.2026ملخص الذكاء الاصطناعي
Broadcom Stock Dips Despite Strong Quarterly Results, Analysts Eye AI Growth
Broadcom reported strong quarterly results with significant AI semiconductor revenue growth, but its guidance fell short of market expectations, causing its stock to dip after hours. The company reiterated its AI revenue targets and announced new deals with major tech firms.
C
CNBC
يتطور
Business·03.06.2026ملخص الذكاء الاصطناعي
Broadcom Reports Weaker-Than-Expected Revenue, Stock Slips
Broadcom's Q2 revenue missed estimates, causing its stock to slide. CEO Hock Tan maintained the $100 billion AI chip sales target for 2026, but noted that bookings are not for immediate delivery.
C
CNBCيتطور
Business·03.06.2026ملخص الذكاء الاصطناعي
Broadcom Reports Weaker-than-Expected Q2 Revenue, Stock Dips
Broadcom's Q2 revenue fell short of estimates, causing its stock to slide. CEO Hock Tan maintained the $100 billion AI chip sales target for 2026, but noted that bookings are not for immediate delivery.
C
CNBCيتطور
Business·03.06.2026ملخص الذكاء الاصطناعي
Broadcom Reports Weaker-Than-Expected Q2 Revenue, Stock Dips
Broadcom's Q2 revenue fell short of estimates, causing its stock to slide. CEO Hock Tan maintained the company's $100 billion AI chip sales target for 2026, despite AI revenue doubling to $10.8 billion in the quarter.
C
CNBCيتطور
Business·03.06.2026ملخص الذكاء الاصطناعي
Broadcom Reports Weaker-Than-Expected Q2 Revenue, Stock Dips
Broadcom's fiscal second-quarter revenue fell short of expectations, causing its stock to slide in extended trading. Despite this, AI revenue more than doubled to $10.8 billion, and the company forecasts strong future AI revenue.
C
CNBCيتطور
Business·03.06.2026ملخص الذكاء الاصطناعي
Broadcom Reports Weaker-Than-Expected Revenue, Stock Slides
Broadcom's fiscal second-quarter revenue fell short of expectations, causing its stock to decline in extended trading. Despite this, the company anticipates strong future revenue driven by AI chip demand.
C
CNBC