Developing
Business·2d agoAI summary
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
Steady40 stories9 sourcesLast updated: 2d ago
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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
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Business·3d agoAI summary
HPE Offers Free VM Essentials Software to Compete with Broadcom's VMware Pricing
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Ars Technica
Developing
Tech·6/11/2026AI summary
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
NEWS
6/6/2026AI summary
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
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6/5/2026AI summary
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.
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Bloomberg HT
Developing
Business·6/4/2026AI summary
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
Developing
Business·6/4/2026AI summary
CrowdStrike, Broadcom, Palo Alto Stocks Dip Post-Earnings Amid High Expectations
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CNBC
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Business·6/4/2026AI summary
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 WorldDeveloping
Business·6/4/2026AI summary
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
Urgent
Business·6/4/2026AI summary
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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CNBCBREAKING
Business·6/4/2026AI summary
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
Urgent
Business·6/4/2026AI summary
Broadcom Stock Drops 12% Despite Record Results on AI Demand
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Euronews Business
Developing
Business·6/4/2026AI summary
Dax opens almost unchanged, Broadcom disappoints
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Handelsblatt
Developing
Business·6/4/2026AI summary
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
Urgent
Business·6/4/2026AI summary
Borse Asia e Pacifico in calo, frenate da Broadcom e tensioni USA-Iran
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ANSA EconomiaNEWS
6/4/2026AI summary
Asiatische Börsen fallen wegen Nahost-Spannungen und KI-Aktien
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Handelsblatt
Urgent
Business·6/4/2026AI summary
Broadcom Stock Plummets After Missing Revenue Estimates and Failing to Raise AI Chip Sales Outlook
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연
연합뉴스
NEWS
6/4/2026AI summary
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.
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CNBC
Developing
Business·6/3/2026AI summary
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.
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CNBCDeveloping
Business·6/3/2026AI summary
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.
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CNBCDeveloping
Business·6/3/2026AI summary
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.
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CNBCDeveloping
Business·6/3/2026AI summary
Broadcom Reports Weaker-Than-Expected Q2 Revenue, Stock Dips
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CNBCDeveloping
Business·6/3/2026AI summary
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CNBC