AVGO Broadcom Inc
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Cantillon Capital slashes Broadcom stake by 95% in Q2
William Von Mueffling's Cantillon Capital Management significantly reduced its position in Broadcom (AVGO) by 95.4% during the second quarter of 2026. The...
David Tepper's Appaloosa Initiates $57M Stake in Broadcom (AVGO)
Billionaire investor David Tepper's Appaloosa Management disclosed a new position in Broadcom (AVGO), a key supplier for AI infrastructure. According to its...
Cantillon Capital Slashes Top Tech Stakes, Exits Five Positions in Q2
In its second-quarter 13F filing for the period ending June 30, 2026, William Von Mueffling's Cantillon Capital Management reported a portfolio value of...
BMO Capital Initiates Broadcom Coverage with 'Outperform' Rating
BMO Capital initiated coverage on Broadcom (AVGO) on August 21, 2026. The firm assigned an "Outperform" rating. BMO set a price target of $455.00. The firm...
Polen Capital Trims Broadcom (AVGO) Stake by 27%
In its latest 13F filing, Polen Capital Management reported a 27.3% reduction in its stake in semiconductor giant Broadcom (AVGO). The firm sold approximately...
Marvell's $12.2 Billion Google Deal Chips Away at Broadcom's Biggest Customer — How Deep Does the Threat Run?
Shares of Broadcom slid 4.3% to $363.63 Wednesday after rival Marvell Technology formalized a sweeping custom-chip partnership with Google — the same client...
🔴 Broadcom is trading 4.3% down today after Marvell announced an expanded Google custom-AI-chip partnership
Broadcom is trading 4.3% down at $363.63 after Marvell announced an expanded Google custom-AI-chip partnership, including a potential $12.2 billion equity...
Stanley Druckenmiller's Duquesne Exits Broadcom (AVGO) Stake
Billionaire investor Stanley Druckenmiller's Duquesne Family Office sold its entire position in semiconductor giant Broadcom during the second quarter of 2026,...
Dan Loeb's Third Point Exits Broadcom Stake
In a significant portfolio shift, Dan Loeb's Third Point completely sold off its position in semiconductor giant Broadcom (AVGO) during the second quarter of...
🔴 Broadcom is trading 3.6% down today amid broad semiconductor weakness
Broadcom is trading 3.6% down now at $378.46 after broad semiconductor weakness intensified amid rising bond yields, elevated oil prices, and Middle East...
Broadcom Loses Druckenmiller and Loeb, Raising AI Strategy Doubts
13F filings disclosed on August 17, 2026, show Stanley Druckenmiller and Dan Loeb completely exited their Broadcom positions. This divestment signals growing...
Broadcom shares tumble, following $370 billion AI debt financing report
Broadcom shares fell nearly 6% on August 14. A Bank of America report questioned the financing structure for AI chip sales. A customer financing vehicle could...
Broadcom shares sink 6%, as hackers exploit critical VMware software flaw
Broadcom (AVGO) shares fell as much as 6% on Friday, August 14. This decline followed reports that hackers are actively exploiting a critical security...
🔴 Broadcom is trading 4.2% down today despite sector gains
Broadcom is trading at $400.37, with a -4.18% change, despite semiconductors rising 2.72%. - No verified company-specific announcement, earnings release,...
🟢 Broadcom is trading 5.1% up today as TSMC ramps 3nm production for AI chips
Broadcom is trading 5.1% up now at $412.19, benefiting from strong AI semiconductor sentiment and favorable supply-demand dynamics. • Reports indicate that...
Citadel buys Aschenbrenner’s AI portfolio, following a 67% leveraged tech crash
Ken Griffin’s Citadel purchased the majority of Situational Awareness’s public stock portfolio. Former OpenAI researcher Leopold Aschenbrenner manages the...
Broadcom Loses Court Bid to Block EU Antitrust Document Request
Broadcom lost its legal bid to suspend a European Union antitrust demand for internal documents. The EU's General Court rejected the chipmaker's request on...
🔴 Broadcom is trading 3.1% down today as AI spending concerns trigger a sector sell-off
Broadcom is trading at $377.06 (-3.14%) as semiconductor stocks sell off broadly on renewed concerns about the sustainability of AI spending. • The move...
🟢 Broadcom is trading 3.4% up today as semiconductor stocks rebound after a sector-wide selloff
Broadcom is trading 3.4% up today at $382.76 as semiconductor stocks rebound sharply following a recent sector-wide selloff. • The move is driven by a broad...
Broadcom and Nvidia face debt risks, following Michael Burry’s AI financing warning
Wolfe Research analyst Chris Caso warned that Broadcom and Nvidia face long-term risks from financing their own AI customers. This strategy sustains the...