AVGO new highs

U.S. futures rise after Trump pauses Hormuz mission; AMD rallies on AI-driven earnings beat: Dow Jones, S&P, Nasdaq, Wall StreetMay 6, 2026 5:27 AM
IH Market News U.S. stock futures moved higher on Wednesday after President Donald Trump paused a military initiative aimed at reopening the Strait of Hormuz and signalled progress toward a possible peace agreement with Iran.At the same time, oil prices retreated from recent highs, while strong artificial intelligence-related demand boosted earnings at Advanced Micro Devices (NASDAQ:AMD). In Asia, Samsung Electronics (USOTC:SSHNZ) surpassed a $1 trillion market valuation for the first time. Futures advance as investors welcome easing geopolitical tensions By 03:31 ET, Dow Jones futures were higher by 79 points, or 0.2%, while S&P 500 futures gained 20 points, or 0.3%. Nasdaq 100 futures climbed 186 points, or 0.7%.Wall Street indices had already closed modestly higher in the previous session as the White House attempted to calm concerns following renewed violence around the Strait of Hormuz earlier in the week.Investors were also encouraged by a generally resilient U.S. earnings season, suggesting that major companies have so far managed to withstand economic uncertainty linked to the conflict involving Iran.Attention is now turning toward another wave of quarterly earnings later this month, including results from AI chip giant Nvidia (NASDAQ:NVDA) and retail heavyweight Walmart (NYSE:WMT). Trump suspends “Project Freedom” Trump announced on Tuesday that “Project Freedom” — the U.S. military operation designed to reopen the Strait of Hormuz by escorting commercial vessels through the strategic waterway — would be halted “for a short period of time.”The mission had only recently begun and was quickly followed by fresh attacks across the strait and wider Gulf region.In a social media statement, Trump said the decision was partly made at the request of Pakistan, which has frequently acted as a mediator between Washington and Tehran. He also stated that “great progress” had been achieved toward a peace agreement with Iran.The announcement came shortly after talks between Iranian and Chinese foreign ministers. China remains a major importer of Iranian oil, and reports suggest Beijing may be attempting to discourage Tehran from escalating tensions with Washington ahead of a scheduled meeting next week between Chinese President Xi Jinping and Trump. Oil prices retreat but remain elevated Crude oil prices declined following Trump’s announcement, with Brent crude futures falling 1.5% to $108.22 per barrel.Despite the pullback, Brent prices remain significantly above pre-conflict levels near $70 per barrel.The Strait of Hormuz — through which roughly 20% of global oil supplies are transported — remains effectively closed to tanker traffic, with both the United States and Iran maintaining blockades in the area.The continued disruption to shipping routes has intensified concerns over higher global inflation and slower economic growth. AMD beats forecasts as AI demand drives data center growth Shares of Advanced Micro Devices (NASDAQ:AMD) surged in extended trading after the chipmaker reported stronger-than-expected quarterly results, driven by robust demand in its data center business.AMD posted first-quarter net income of $1.38 billion, compared with $709 million a year earlier. Adjusted earnings per share reached $1.37, ahead of Wall Street forecasts of $1.28.Revenue jumped 38% year on year to $10.25 billion, also exceeding analyst estimates. Sales within the company’s data center division rose 57%, supported by demand for EPYC processors and increased shipments of Instinct graphics processing units.Chief executive Lisa Su said server growth is expected to “accelerate meaningfully” as AMD expands supply capacity to meet strong demand.However, analysts continue to compare AMD’s competitive position against rivals including Nvidia and Broadcom (NASDAQ:AVGO).Analysts at BofA Securities noted that while they remain “big believers in AMD’s execution,” the company “is still exposed to uncertain share allocation” among competitors supplying OpenAI, the developer of ChatGPT. Samsung surpasses $1 trillion valuation Samsung Electronics (USOTC:SSHNZ) exceeded a $1 trillion market capitalisation on Wednesday for the first time, becoming only the second Asian company after Taiwan Semiconductor Manufacturing Company (NYSE:TSM) to achieve the milestone.Samsung shares have recently reached consecutive record highs and have more than doubled in value this year.Part of the latest rally was linked to a Bloomberg report indicating that Apple (NASDAQ:AAPL) has held exploratory discussions with Samsung and Intel (NASDAQ:INTC) regarding production of processors for future devices.Samsung has also benefited from strong demand for memory chips used in AI systems, particularly high-bandwidth memory products, amid tight global supply conditions.Advanced Micro Devices stock priceSamsung stock priceNvidia stock priceWalmart stock priceBroadcom stock priceTaiwan Semiconductor stock priceApple stock priceIntel stock price Original: U.S. futures rise after Trump pauses Hormuz mission; AMD rallies on AI-driven earnings beat: Dow Jones, S&P, Nasdaq, Wall Street

Broadcom Inc. to Announce Second Quarter Fiscal Year 2026 Financial Results on Wednesday, June 3, 2026May 4, 2026 8:00 AM
PR Newswire (US)

PALO ALTO, Calif., May 4, 2026 /PRNewswire/ -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced it will report its second quarter fiscal year 2026 financial results and business outlook on Wednesday, June 3, 2026 after the close of the market. Broadcom's management will host a conference call at 2:00 p.m. Pacific Time on the same day to discuss these results and business outlook.Date: Wednesday, June 3, 2026Time: 2:00 PM (PT); 5:00 PM (ET)Listen via Internet: The conference call can be accessed live online in the Investors section of the Broadcom website at https://investors.broadcom.com. Replay: An audio replay of the conference call can be accessed for one year through the Investors section of Broadcom's website at https://investors.broadcom.com.About Broadcom Inc.
Broadcom Inc. (NASDAQ: AVGO) is a technology leader that designs, develops, and supplies semiconductors and infrastructure software for global organizations' complex, mission-critical needs. Broadcom combines long-term R&D investment with superb execution to deliver the best technology, at scale. Broadcom is a Delaware corporation headquartered in Palo Alto, CA. For more information, visit www.broadcom.com.Contact: 
Broadcom Inc.
Ji Yoo
Investor Relations
650-427-6000
investor.relations@broadcom.com
(AVGO-Q)



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Original: Broadcom Inc. to Announce Second Quarter Fiscal Year 2026 Financial Results on Wednesday, June 3, 2026

Fed Decision Looms, Tech Earnings Could Drive Volatile Session: Dow Jones, S&P, Nasdaq, Wall Street FuturesApril 29, 2026 9:16 AM
IH Market News
U.S. stock index futures are pointing to a largely flat open on Wednesday, suggesting markets may struggle to find direction following the previous session’s pullback.Investors appear cautious ahead of the Federal Reserve’s latest policy decision due later in the day.According to CME Group’s FedWatch Tool, markets are pricing in a 100% probability that the Fed will keep interest rates unchanged for a third consecutive meeting.With the outcome widely expected, attention is likely to shift to the central bank’s statement for signals on the future path of rates. Still, given the Fed’s tendency to avoid detailed forward guidance, focus may instead turn to earnings from major technology companies.Alphabet Inc. (NASDAQ:GOOGL), Amazon.com Inc. (NASDAQ:AMZN), Meta Platforms Inc. (NASDAQ:META), and Microsoft Corporation (NASDAQ:MSFT) are all set to report results after the market close.As members of the so-called “Magnificent Seven,” their earnings could significantly influence sentiment, particularly as concerns around AI-related spending re-emerge.Meanwhile, markets have largely brushed aside another spike in oil prices, even as U.S. crude futures climbed above $100 per barrel following fresh threats toward Iran from President Donald Trump.“Iran can’t get their act together. They don’t know how to sign a nonnuclear deal. They better get smart soon!” Trump wrote on Truth Social, alongside an image of himself holding a rifle and the phrase “No more Mr. Nice Guy!”



Previous Session Recap



After a mixed and volatile Monday, U.S. equities moved mostly lower on Tuesday, with all major indices finishing in negative territory. The tech-heavy Nasdaq saw the sharpest decline.The Nasdaq Composite dropped 223.30 points, or 0.9%, to 24,663.80. The S&P 500 fell 35.11 points, or 0.5%, to 7,138.90, while the Dow Jones Industrial Average slipped 25.86 points, or 0.1%, to 49,141.93.The Nasdaq retreated from its recent record close as AI-linked stocks came under pressure following a report by The Wall Street Journal indicating that OpenAI had fallen short of internal targets for user growth and revenue.According to sources cited by the WSJ, the shortfall has raised concerns within the company about whether it can sustain its heavy investments in data center infrastructure.Oracle Corporation (NYSE:ORCL), a key partner in OpenAI’s infrastructure buildout, dropped 4.1%.Semiconductor stocks also came under pressure, with Broadcom Inc. (NASDAQ:AVGO), Advanced Micro Devices Inc. (NASDAQ:AMD), and NVIDIA Corporation (NASDAQ:NVDA) all posting notable losses.



Oil Surge and Geopolitical Tensions



Rising oil prices added to market concerns, with U.S. crude futures briefly topping $100 per barrel before easing.Prices have climbed sharply in recent sessions due to ongoing tensions between the U.S. and Iran.The latest rally follows signs that Trump is unlikely to accept Iran’s proposal to reopen the Strait of Hormuz and end the conflict while postponing nuclear negotiations.In another Truth Social post, Trump claimed Iran is in a “state of collapse” and is eager to reopen the Strait of Hormuz as it navigates internal leadership challenges.CNN reported that Iran is preparing a “revised proposal,” with mediators in Pakistan awaiting the updated plan.



Sector Moves



Gold-related stocks fell sharply as bullion prices dropped, with the NYSE Arca Gold Bugs Index plunging 4.6%.Semiconductor shares also saw heavy selling, dragging the Philadelphia Semiconductor Index down 3.6%.Additional weakness was seen in computer hardware, networking, and airline stocks, while energy names, particularly oil and gas companies, moved higher.Alphabet stock priceAmazon stock priceMeta stock priceMicrosoft stock price

Original: Fed Decision Looms, Tech Earnings Could Drive Volatile Session: Dow Jones, S&P, Nasdaq, Wall Street Futures

U.S. stocks seen opening lower after report on OpenAI raises concerns: Dow Jones, S&P, Nasdaq, Wall Street FuturesApril 28, 2026 9:19 AM
IH Market News
U.S. stock futures point to a weaker start on Tuesday, suggesting equities could come under pressure following a mixed and volatile session the day before.Technology shares are expected to lead declines, highlighted by a 1.3% drop in Nasdaq 100 futures.Stocks linked to artificial intelligence infrastructure may face selling pressure after The Wall Street Journal reported that OpenAI recently failed to meet its internal targets for both user growth and revenue.According to sources cited in the report, the shortfall has sparked concern among some executives about whether the company can sustain its heavy investment in data centers.Oracle (NYSE:ORCL), which has a long-term partnership with OpenAI focused on AI infrastructure, is falling 6.5% in premarket trading.Semiconductor names are also under pressure, with Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Advanced Micro Devices (NASDAQ:AMD) and Qualcomm (NASDAQ:QCOM) all posting notable premarket declines.Geopolitical tensions may further weigh on sentiment, as indications suggest the Trump administration is unlikely to accept Iran’s proposal to reopen the Strait of Hormuz while postponing discussions on its nuclear program.Following strong gains last Friday, markets delivered a subdued performance on Monday. Major indices fluctuated around the flatline throughout the session before finishing with little overall movement.The Nasdaq rose 50.50 points, or 0.2%, to 24,887.10, and the S&P 500 edged up 8.83 points, or 0.1%, to 7,173.91—both reaching fresh record closing highs. Meanwhile, the Dow slipped 62.92 points, or 0.1%, to 49,167.79.The lack of clear direction reflected investor caution amid uncertainty surrounding developments in the Middle East, particularly after U.S.-Iran talks stalled over the weekend.As negotiations enter a more uncertain phase, reports indicate Iran has proposed reopening the Strait of Hormuz and ending the conflict, while delaying talks on its nuclear program.Corporate earnings are likely to take center stage in the coming days, with five of the “Magnificent Seven” companies scheduled to release results this week.Investors are also closely watching the Federal Reserve’s policy decision due on Wednesday.While the Fed is widely expected to keep rates unchanged, its accompanying statement may offer insights into the future path of monetary policy.Sector performance on Monday was generally muted, mirroring the broader market’s lack of momentum.Airline stocks were among the biggest decliners, with the NYSE Arca Airline Index falling 2.1%.Gold-related shares also showed weakness, as the NYSE Arca Gold Bugs Index dropped 1.8%.Telecom, networking and pharmaceutical stocks moved lower as well, while banking shares posted gains.Oracle stock priceNvidia stock priceBroadcom stock priceAdvanced Micro Devices stock priceQualcomm stock price

Original: U.S. stocks seen opening lower after report on OpenAI raises concerns: Dow Jones, S&P, Nasdaq, Wall Street Futures

AVGO, new 52 week high

AVGO, new 52 week high

AVGO, new 52 week high

Wall Street Set for Further Gains as U.S.-Iran Talk Optimism Builds: Dow Jones, S&P, Nasdaq, FuturesApril 16, 2026 9:14 AM
IH Market News
U.S. stock futures point to a slightly higher open on Thursday, suggesting equities could build on the strong rally seen in recent sessions.Markets appear poised to carry forward the positive momentum that pushed both the Nasdaq and S&P 500 to record closing highs on Wednesday.Investors remain hopeful about a potential second round of negotiations between the United States and Iran, although no official meeting has yet been confirmed.Reports indicate the two sides are weighing a two-week extension of the current ceasefire to create more room for diplomatic discussions.“It’s like the events of the past month-and-a-half have been placed in the rearview mirror by investors,” said Dan Coatsworth, head of markets at AJ Bell.He added, “The market’s sanguine perspective may be tested if the rhetoric about an end to the fighting isn’t matched by reality sooner rather than later.”Futures moved modestly higher after the Labor Department released data showing initial jobless claims in the U.S. declined more than expected in the week ending April 11.Following the early-week rally, stocks continued their upward trajectory on Wednesday, with both the Nasdaq and S&P 500 finishing at fresh record highs.The Nasdaq climbed 376.93 points, or 1.6%, to 24,016.02, while the S&P 500 gained 55.57 points, or 0.8%, to close at 7,022.95. In contrast, the Dow Jones Industrial Average slipped 72.27 points, or 0.2%, to 48,463.72.The Nasdaq’s strong performance was driven in part by gains in technology stocks, with Broadcom (NASDAQ:AVGO) leading the sector higher.Shares of Broadcom (NASDAQ:AVGO) jumped 4.2% after the company unveiled a multi-year, multi-generation partnership aimed at supporting Meta (NASDAQ:META) in scaling its artificial intelligence infrastructure.Meanwhile, the Dow’s decline was partly due to a sharp drop in Caterpillar (NYSE:CAT), with the construction equipment maker falling 3.0%.Traders continued to express confidence that tensions in the Middle East could ease, even as they await further clarity on upcoming U.S.-Iran talks.In an interview with Fox Business, President Donald Trump said the conflict is “very close to over” and repeated his view that Iran is eager to strike a deal “very badly.”Trump also forecast that the “stock market is going to boom” once the conflict involving the U.S., Israel and Iran comes to an end.Software stocks posted strong gains, with the Dow Jones U.S. Software Index surging 4.6%.Brokerage firms also performed well, reflected in a 1.9% rise in the NYSE Arca Broker/Dealer Index.On the downside, gold-related stocks declined sharply as bullion prices fell, pulling the NYSE Arca Gold Bugs Index down by 3.1%.Housing stocks also came under pressure following data showing a larger-than-expected drop in homebuilder confidence, with the Philadelphia Housing Sector Index falling 2.0%.Broadcom stock priceMeta stock priceCaterpillar stock price

Original: Wall Street Set for Further Gains as U.S.-Iran Talk Optimism Builds: Dow Jones, S&P, Nasdaq, Futures

Meta Deepens Broadcom Partnership to Advance Custom AI Chip DevelopmentApril 15, 2026 6:40 AM
IH Market News
Meta (NASDAQ:META) has expanded its collaboration with chipmaker Broadcom (NASDAQ:AVGO) to develop multiple generations of in-house artificial intelligence processors, as the company accelerates efforts to scale the infrastructure needed to support AI-driven features across its platforms.The updated agreement, announced Tuesday, runs through 2029 and includes an initial deployment exceeding one gigawatt of computing power—roughly equivalent to the electricity usage of about 750,000 average U.S. households.As part of the arrangement, Broadcom’s CEO Hock Tan will step down from Meta’s board and transition into an advisory role focused on the company’s custom silicon strategy, according to a joint statement.With demand for AI computing surging, major technology firms including Meta, Google and Amazon are increasingly investing in proprietary chip designs to reduce dependence on Nvidia’s high-cost hardware.This shift has positioned Broadcom as a key beneficiary of the generative AI boom, leveraging its expertise in custom processor design alongside its infrastructure software offerings.In after-hours trading, Broadcom shares rose 3.5%, while Meta’s stock showed little movement.The partnership will help “build out the massive computing foundation we need to deliver personal superintelligence to billions of people,” said Meta CEO Mark Zuckerberg.Meta, which recently outlined plans for four new chip designs, described the initial capacity commitment with Broadcom as “the first phase of a sustained, multi-gigawatt rollout.”Broadcom’s Ethernet networking solutions will also play a central role in linking Meta’s expanding network of AI data centres.The first processor from Meta’s Training and Inference Accelerator (MTIA) initiative, the MTIA 300, is already being used to power ranking and recommendation systems. Three additional chip generations are expected by 2027, with later versions focused on inference—enabling AI systems to generate responses to user inputs.Separately, Meta announced that board member Tracey Travis, who joined in 2020, will not seek re-election at the company’s upcoming annual shareholder meeting.Meta stock priceBroadcom stock price

Original: Meta Deepens Broadcom Partnership to Advance Custom AI Chip Development

Emerging AI-Driven Threats Prompt Renewed Focus on Enterprise CybersecurityApril 10, 2026 11:30 AM
PR Newswire (US)

Issued on behalf of Quantum Secure Encryption Corp.VANCOUVER, BC, April 10, 2026 /PRNewswire/ -- Equity-Insider.com News Commentary — Anthropic just proved that even the company building the most powerful offensive cyber tool ever created can't keep its own front door locked. A CMS misconfiguration exposed Claude Mythos, a frontier AI model that autonomously finds and exploits zero-day vulnerabilities across every major operating system and browser[1]. The Global X Cybersecurity ETF dropped 4.5% in a single session as Wall Street repriced the entire defensive stack overnight[2]. Anthropic responded with Project Glasswing: restricted Mythos Preview access for 40+ organizations to patch critical infrastructure before adversaries catch up. Five companies sit at pivotal points along that defensive rebuild: Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN8), SentinelOne (NYSE: S), Elastic (NYSE: ESTC), Rapid7 (NASDAQ: RPD), and Broadcom (NASDAQ: AVGO).







A Trusted Computing Group survey found 91% of businesses still lack a formal roadmap for quantum-safe encryption migration, even as NIST deprecation timelines and NSA compliance deadlines narrow the window to months[3]. The 2026 Thales Data Threat Report sharpens the picture: only 47% of sensitive cloud data is encrypted today, down from 51% a year ago, while 61% of organizations rank harvest-now-decrypt-later attacks as their top quantum concern[4]. Institutional capital is flowing toward the convergence of cryptographic modernization and AI-native defense, where platforms already in production carry scalable, asymmetric upside.Quantum Secure Encryption (CSE: QSE) (OTCQB: QSEGF) (FSE: VN8) just launched QPA v2, an enterprise platform that helps large organizations find the weak spots in their encryption and build a clear plan to upgrade before quantum computing turns those weak spots into open doors.The Vancouver-based company says QPA v2 moves the conversation from 'we know there's a problem' to 'here's how we fix it.' The platform includes a planning wizard for governance, budgets, and migration timelines, AI-powered modules that evaluate how ready an organization's cryptography actually is, and inventory tools that scan software, hardware, and encryption components to flag what needs replacing. An executive dashboard pulls it all together, giving leadership real-time visibility into risk levels and upgrade progress. QSE says the platform is already live and in use with both existing and prospective clients."Organizations are now moving from understanding quantum risk to actively planning for it," said Ted Carefoot, CEO of QSE. "QPA v2 is designed to support that transition by providing a structured, repeatable framework that enables enterprises and public-sector organizations to assess their current state, prioritize risk, and plan their migration toward post-quantum cryptographic standards."That shift into execution has been building since late 2025. QSE recently secured its first municipal government pilot for post-quantum cybersecurity through its membership in MISA (Municipal Information Systems Association), a national network connecting Canadian municipalities with new technology. The participating municipality is using QPA to identify which of its systems rely on encryption that future quantum computers could break, and to start planning upgrades now. QSE noted it is already in conversations with additional municipalities exploring similar assessments.Since November 2025, QSE has expanded from four to thirteen operational markets worldwide, with eleven value-added distributors now active and two more partnerships expected to close shortly. The company also joined CADSI (Canadian Association of Defence and Security Industries), opening pathways into Canadian defence and public-sector procurement.QPA v2 integrates with QSE's broader product suite, including its quantum-resilient key infrastructure, QAuth identity platform, and encrypted storage solutions. QSE is a Canadian post-quantum security company building tools to help organizations protect sensitive data from the next generation of cyberattacks that quantum computing is expected to enable, targeting commercial, enterprise, and government clients preparing for a fundamental shift in how encryption works.CONTINUED… Read this and more on QSE at: https://equity-insider.com/2025/03/18/is-scope-technologies-corp-cse-scpe-otcqb-scpcf-the-next-big-player-in-quantum-cybersecurity/Other industry developments and happenings in the market include:SentinelOne (NYSE: S) has expanded its strategic collaboration with Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) through a multi-year agreement to develop AI-powered cybersecurity solutions at global scale. The partnership integrates SentinelOne's autonomous endpoint detection and response platform with Alphabet's Google Cloud infrastructure, expanding availability across three strategic regions: North America, Frankfurt, and the Kingdom of Saudi Arabia."Customers are under growing pressure to defend increasingly complex environments and protect their highly sensitive data while reducing operational friction," said Melissa Smith, SVP of Global Strategic Partnerships & Initiatives at SentinelOne. "With Google Cloud, we have chosen a highly secure and sophisticated platform for a data sovereignty strategy, and a strategic partner for intelligence sharing."The collaboration targets enterprises operating in regulated markets, combining SentinelOne's AI-native Singularity Platform with Google Cloud's threat intelligence and generative AI capabilities to replace legacy antivirus and first-generation EDR tooling. SentinelOne currently protects nearly one-fifth of the Fortune 500 and positions the expanded partnership as a path toward autonomous security operations for the AI era.Elastic (NYSE: ESTC) has achieved FedRAMP High authorization for its Elastic Cloud Hosted platform on AWS GovCloud (US), unlocking access to the most sensitive, unclassified government workloads across law enforcement, emergency response, public health, and national security operations. The FedRAMP High baseline requires more than 400 security controls to protect controlled unclassified information, making it the program's most rigorous certification tier."FedRAMP High expands our ability to support agencies operating in highly sensitive environments and underscores Elastic's enduring commitment to help improve our national security posture while driving operational efficiencies," said Chris Townsend, global vice president of public sector at Elastic.The authorization builds on Elastic's growing federal footprint, including a collaboration with the Cybersecurity and Infrastructure Security Agency and ECS to support a unified SIEM-as-a-Service program for Federal Civilian Executive Branch Agencies, and a volume-based discount agreement with the General Services Administration to streamline procurement across federal agencies. Elastic's open, standards-based architecture supports Kubernetes, OpenTelemetry, and other cloud-native projects, helping agencies reduce vendor lock-in and meet federal data mandates while enabling GenAI use cases through retrieval augmented generation techniques.Rapid7 (NASDAQ: RPD) announced the acquisition of Kenzo Security, an agentic AI security platform built to scale autonomous security investigations, further enhancing the Rapid7 Command Platform. The deal advances Rapid7's managed detection and response capabilities from AI-assisted workflows to machine-speed security operations, with Kenzo customers reporting a 94% reduction in investigation time and alert coverage increasing from 12% to 100%."Reactive security models have reached their limits," said Corey Thomas, CEO of Rapid7. "Attackers are using AI to move faster, attack surface complexity is accelerating, and security teams are expected to improve outcomes without additional resources. Kenzo Security advances our mission to enable security operations that preempt attackers with predictive precision and machine-scale."By integrating Kenzo's entity-centric data mesh with the Rapid7 Command Platform, the combined offering will deliver full alert coverage at machine speed, 100% decision transparency, and continuous exposure management across endpoint, identity, cloud, and SaaS environments. Rapid7 does not anticipate a material impact to revenue, ARR, profitability, or free cash flows from the transaction, and the company serves more than 11,500 customers worldwide.Broadcom (NASDAQ: AVGO) announced the launch of Symantec CBX, a cloud-based extended detection and response platform that unifies Broadcom's Symantec and Carbon Black technologies into a single solution. The platform targets under-resourced security operations teams facing enterprise-grade threats without the staffing, budget, or infrastructure to deploy complex security tools."This announcement marks a major milestone as we unite the strengths of Symantec and Carbon Black into a single, robust solution," said Jason Rolleston, Vice President and General Manager, Enterprise Security Group, Broadcom. "CBX empowers organizations of all sizes with the advanced, yet intuitive capabilities to tackle modern threats with confidence and efficiency through industry-first technologies and intelligent automation."Symantec CBX combines Symantec's prevention, adaptive protection, data security, and incident prediction features with Carbon Black's endpoint detection and response technology, delivering correlated visibility across endpoints, networks, cloud, and identity attack surfaces. With 85% of incident flags now carrying AI-powered prediction recommendations, the platform is designed to accelerate investigations and reduce reliance on senior analyst expertise. Broadcom plans to make CBX available later this year through its Enterprise Security Group's Catalyst Partner Program, with migration pathways for existing customers.FURTHER READING: https://equity-insider.com/2025/03/18/is-scope-technologies-corp-cse-scpe-otcqb-scpcf-the-next-big-player-in-quantum-cybersecurity/CONTACT:
EQUITY INSIDER
info@equity-insider.

AVGO shuld check out a noname tiny tiny company ethical search technology, ethicalweb.AI

Broadcom introduces AI-driven fraud detection tool for payment authenticationApril 8, 2026 10:40 AM
IH Market News
Broadcom Inc. (NASDAQ:AVGO) has launched Arcot Smart Ruleset, a machine learning–based fraud detection platform designed to enhance security for 3-D Secure payment authentication.The new system replaces traditional manual rule-writing processes with automated decision logic that can adapt to evolving fraud patterns and regulatory requirements.Arcot Smart Ruleset is built on machine learning models trained using more than 20 years of transaction data collected from over 5,500 financial institutions. By evaluating real-time transaction signals, the platform automatically generates fraud prevention rules based on patterns observed across billions of transactions each year.Payments organization Velera reported that it prevented more than $2 million in additional fraud during the past six months using the technology.“The Arcot Smart Ruleset strengthens our fraud prevention by using machine learning to uncover risk patterns that complement our existing controls,” said Sergio Valencia, vice president of authentication risk management at Velera.Traditional fraud systems typically depend on fixed “if/then” rules written and updated by human analysts. According to Broadcom, these manual approaches struggle to keep pace with increasingly sophisticated fraud tactics powered by artificial intelligence and can often generate false positives that block legitimate transactions.The platform also includes a 3-D Secure Regulatory Engine designed to automatically handle protocol updates, certification processes and compliance requirements.Matt Cooke, vice president and general manager of Broadcom’s Payment Security Division, said the technology “frees fraud teams from tedious manual rule-writing so they can focus on higher value activities such as investigations and fraud strategy.”Broadcom’s Arcot business unit specializes in 3-D Secure authentication technology for digital payments. The Palo Alto–based company develops a broad range of semiconductor and infrastructure software solutions.Broadcom stock price

Original: Broadcom introduces AI-driven fraud detection tool for payment authentication

Broadcom shares jump after securing long-term AI chip and networking agreements with GoogleApril 7, 2026 6:36 AM
IH Market News
Broadcom Inc (NASDAQ:AVGO) shares rose nearly 4% in premarket trading on Tuesday after the company revealed major long-term agreements with Google (NASDAQ:GOOGL). A regulatory filing released Monday outlined an expanded partnership focused on developing custom silicon and networking infrastructure for artificial intelligence systems over the coming years.As part of the new arrangements, the two companies signed a “Long Term Agreement for Broadcom to develop and supply custom Tensor Processing Units (“TPUs”) for Google’s future generations of TPUs.” The agreement reinforces Broadcom’s position as the main design partner behind the specialized processors used to power Google’s most advanced AI models.The collaboration also includes a “Supply Assurance Agreement for Broadcom to supply networking and other components to be used in Google’s next-generation AI racks through up to 2031.” These systems are essential for linking the large clusters of chips needed to train and operate neural networks such as Google’s Gemini.The partnership will also extend beyond hardware manufacturing through a three-way expansion that includes AI developer Anthropic PBC. According to the filing, “Anthropic, beginning in 2027, will access through Broadcom approximately 3.5 gigawatts” of next-generation computing capacity built on TPU technology.The scale of this planned infrastructure highlights the accelerating investment in artificial intelligence as technology companies compete to expand their capabilities. For investors, the 2031 timeline signals a potentially stable stream of high-margin revenue for Broadcom’s custom ASIC business.“We view the announcements significantly increase AVGO’s visibility as a longer-term (5-yr) main design partner for the TPU and remove some prior stock overhang from GOOGL’s intent to insource (COT) or diversify (MediaTek),” Bank of America analyst Vivek Arya said.“Custom ASIC programs generally have stronger and longer visibility into customer deployment programs, and we believe AVGO is well-positioned to gain accelerator share in CY26 and CY27, now backed by further expansions with Google and Anthropic,” he added.Broadcom’s position within the rapidly expanding AI infrastructure market continues to attract investor attention, placing the company among the major beneficiaries of the global artificial intelligence buildout alongside sector leader Nvidia. By securing long-term partnerships with hyperscale technology companies, the chipmaker is further strengthening its role at the core of the AI supply chain.Broadcom stock price

Original: Broadcom shares jump after securing long-term AI chip and networking agreements with Google

Markets in focus: Trump’s Iran deadline approaches, Broadcom rallies on Google partnership: Dow Jones, S&P, Nasdaq, Wall Street FuturesApril 7, 2026 5:20 AM
IH Market News
U.S. stock futures moved lower on Tuesday while oil prices remained above $110 per barrel, as investors closely watched U.S. President Donald Trump’s deadline for Iran to agree to a ceasefire. Although Trump left the door open to diplomacy, he reiterated that the United States could launch strikes on key Iranian infrastructure—including bridges and power plants—if a deal is not reached by Tuesday evening. In corporate news, shares of Broadcom (NASDAQ:AVGO) surged after the chipmaker announced a new agreement with Google, while Samsung Electronics (USOTC:SSHNZ) reported strong preliminary earnings.



U.S. futures slip



U.S. equity futures declined early Tuesday as investors adopted a cautious stance ahead of Trump’s deadline for Iran to accept a ceasefire agreement or risk major military strikes.By 03:15 ET, Dow futures were down 104 points, or 0.2%. S&P 500 futures had fallen 25 points, or 0.4%, and Nasdaq 100 futures were lower by 118 points, or 0.5%.All three major Wall Street benchmarks closed the previous session in positive territory, as traders looked for signals of progress toward ending the conflict that has persisted for more than a month.While developments in the Middle East remained the central focus for markets, the war’s potential impact on the U.S. economy also drew attention. Data showed the U.S. services sector grew more slowly than expected in March, a period covering much of the ongoing conflict. Employment in the sector declined, and prices paid—an indicator closely tied to inflation—rose to their highest level since October 2022.At the same time, concerns persisted around the stability of the $1.8 trillion private credit market. Shares of Blue Owl Capital (NYSE:OWL), which has become a focal point of these worries, fell to a record closing low after the company announced restrictions on redemptions from two of its funds following a surge in withdrawal requests.



Oil remains elevated



Oil prices continued to hold at high levels, with tanker traffic through the Strait of Hormuz still heavily restricted.Brent crude futures, the global benchmark, were up 1.5% at $111.45 per barrel, while U.S. West Texas Intermediate crude futures rose 2.4% to $115.14 per barrel.The Strait of Hormuz—an essential shipping route off Iran’s southern coast through which roughly one-fifth of global oil supply passes—has been largely closed to tanker movements for several weeks, raising fears about disruptions to global crude flows. Many Asian countries rely heavily on energy shipments passing through the strait, while several European nations depend on natural gas exports from the Persian Gulf.Speaking at a press conference on Monday, Trump said any ceasefire agreement must include Iran’s commitment to reopen the waterway. If Tehran fails to meet the Tuesday deadline of 8 p.m. Eastern time, Trump warned the United States would strike bridges and power plants in Iran so severely that it would take the country “100 years to rebuild.”Still, Trump indicated that a diplomatic outcome remains possible, saying Iran would “like to make a deal.”



Broadcom jumps after Google agreement



Broadcom shares climbed in extended trading after the semiconductor company signed a long-term agreement with Google to design and support custom artificial intelligence processors optimized for next-generation applications.The company also said it will provide networking and other hardware components for Google’s AI infrastructure through 2031.In a separate development, Broadcom agreed to supply AI startup Anthropic with access to around 3.5 gigawatts of computing capacity powered by Google’s AI processors starting next year.Analysts at Vital Knowledge said in a client note that the new agreements suggest “upside risk to Broadcom’s” earlier projection of more than $100 billion in AI-related revenue by 2027.



Samsung posts strong preliminary earnings



Samsung Electronics projected a sharp increase in first-quarter profits on Tuesday, supported by surging demand for AI-related semiconductors that boosted its chip division.The company said operating profit for the January–March period is expected to reach about 57.2 trillion won ($38 billion), more than eight times higher than the 6.69 trillion won recorded a year earlier.Revenue is projected to total approximately 133 trillion won, compared with 79.14 trillion won in the same quarter last year.The outlook highlights a powerful recovery in the memory chip market, particularly as demand for high-bandwidth memory (HBM) and other AI-focused semiconductors rises alongside the rapid growth of generative AI technologies.



Pershing Square bids for Universal Music Group



Elsewhere, shares of Universal Music Group (EU:UMG) surged more than 14% in Amsterdam after Bill Ackman’s Pershing Square Capital announced a proposal to acquire the music company in a cash-and-stock transaction valued at more than €55 billion.Pershing Square said the deal would involve merging Universal with Pershing Square Sparc Holdings, creating a new Nevada-based company that would shift its stock listing to the New York Stock Exchange. Universal Music Group began trading in Amsterdam in 2021 following its spin-off from media conglomerate Vivendi (EU:VIV).Ackman said in a statement that Universal’s stock price has “languished due to a combination of issues that are unrelated” to the company’s underlying business performance and could be “addressed with this transaction.”Shares of European media groups including Vivendi and Bollore (EU:BOL) also rallied after news of the takeover proposal.Broadcom stock priceSamsung stock priceBlue Owl Capital stock price

Original: Markets in focus: Trump’s Iran deadline approaches, Broadcom rallies on Google partnership: Dow Jones, S&P, Nasdaq, Wall Street Futures

AI demand still looks like the main driver here, and management talking about more than $100 billion in AI chip sales next year is hard to ignore. The CFO change is worth noting, but it does not really change the core thesis.

$AVGO Has Total Debt (mrq) 66.06B and Book Value is only $16.86 overbought by 20 x over

AVGO looks overpriced
The most striking metric is its P/E ratio of ~65.7, which is extremely rich for a semiconductor and infrastructure company. Even high-growth chipmakers typically trade far lower unless they’re in an early hyper-growth phase — which Broadcom is not.

A $1.49T market cap with revenue growth that is solid but not explosive creates a valuation gap that’s hard to justify.

The stock is priced for perfection, meaning even small disappointments can trigger outsized downside.

AVGO looks overbought
Several indicators point to exhaustion in the recent rally:

The stock is trading near the top of its recent range, with a 52-week high of $414.61 and current price around $314.55 — still elevated relative to fundamentals.

The intraday high of $314.69 shows buyers pushing the limit, but the post-market slip hints at weakening momentum.

Volume is elevated (14M vs. 29M average), suggesting distribution rather than accumulation — a classic overbought signal.

AVGO shows bearish risk
A few factors lean bearish:

A stretched valuation combined with slowing momentum often precedes a correction.

The stock has run far ahead of its earnings power, making it vulnerable to macro shocks or sector rotations.

Dividend yield is only 0.83%, offering little downside cushion.

The stock’s recent inability to break meaningfully above resistance levels suggests buyers are tiring.

In short
AVGO is priced like a hyper-growth AI pure play, but it’s not one.
When valuation, momentum, and technical exhaustion all line up, the bearish case becomes hard to ignore. $AVGO

AVGO, is this the bottom

Broadcom Announces Planned Chief Financial Officer TransitionApril 2, 2026 4:15 PM
PR Newswire (US)

Amie Thuener, Experienced Technology Executive, to be Appointed as Chief Financial OfficerKirsten M. Spears to Retire as Chief Financial OfficerPALO ALTO, Calif., April 2, 2026 /PRNewswire/ -- Broadcom Inc. (Nasdaq: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced the appointment of Amie Thuener as Chief Financial Officer of Broadcom, effective June 12, 2026. This appointment follows the retirement of Kirsten M. Spears as Chief Financial Officer, who will continue in her role until that time and will serve as an advisor for nine months to ensure a smooth transition.Ms. Thuener, an experienced technology executive, joins Broadcom from Alphabet Inc., where she has served as Vice President, Corporate Controller and Chief Accounting Officer since 2018. Ms. Thuener held several leadership positions at Alphabet and has extensive experience overseeing global external reporting and financial operations. Prior to Alphabet, Ms. Thuener was at PricewaterhouseCoopers LLP and served as a Managing Director in transaction and accounting advisory services. "On behalf of the Board, I want to thank Kirsten for her significant contributions and dedication to Broadcom over the past 12 years," said Hock Tan, President and CEO of Broadcom Inc. "We are pleased to welcome Amie to Broadcom. She will bring deep experience in financial reporting, corporate governance, AI-related transactions and leading complex, global organizations to the company as we continue to focus on creating value for our shareholders." About BroadcomBroadcom Inc. (NASDAQ: AVGO) is a technology leader that designs, develops, and supplies semiconductors and infrastructure software for global organizations' complex, mission-critical needs. Broadcom combines long-term R&D investment with superb execution to deliver the best technology, at scale. Broadcom is a Delaware corporation headquartered in Palo Alto, CA. For more information, visit www.broadcom.com.Press Contact:Press.relations@broadcom.com



View original content:https://www.prnewswire.com/news-releases/broadcom-announces-planned-chief-financial-officer-transition-302733215.htmlSOURCE Broadcom Inc.

Original: Broadcom Announces Planned Chief Financial Officer Transition

AVGO, holding up in this correction

AVGO, trending sideways

AI revenue is still ripping and the VMware side keeps adding support to the story. This still feels like one of the strongest AI infrastructure names.

The Drone Revolution's Dependence on Chinese Rare Earth Processing - OilPrice.com Market CommentaryMarch 11, 2026 10:45 AM
PR Newswire (US)

NEW YORK, March 11, 2026 /PRNewswire/ -- Ukraine produced 1.2 million drones in 2024 alone. The scale is significant, as Ukraine is now deploying roughly 9,000 drones per day. But all of those drones share one vulnerability: virtually every magnet in the Ukrainian drones used in 2024 was manufactured in China. And the same is true for Western defense systems across the board.  Companies mentioned in this release include: REalloys Inc. (ALOY), Apple Inc. (NASDAQ: AAPL), Broadcom Inc. (NASDAQ:AVGO), Advanced Micro Devices, Inc. (NASDAQ: AMD), General Motors Company (NYSE: GM), Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM)Every drone motor, every missile guidance system, every fighter jet turbine starter…all of them depend on rare earth magnets that trace back to Chinese processing. That's a vulnerability most people haven't even begun to understand. And one company, REalloys (ALOY), is looking to close that gap before it's too late.REalloys operates the only proven commercial-scale platform in North America for producing the heavy rare earth metals and alloys that go into defense-grade magnets. Its facility in Euclid, Ohio, is already delivering materials under U.S. government contracts. And there's a hard deadline approaching that changes everything. On January 1, 2027, new U.S. defense procurement rules take effect that will effectively ban Chinese-origin rare earth materials from American weapons systems. That means every defense contractor currently sourcing magnets or magnet materials – for drones or any other military purpose – from China will need a compliant domestic alternative…and they'll need it fast. So the companies that get qualified into these programs now might own these supply chains for decades.China Holds the KeyChina controls approximately 90–95% of global rare earth processing. Rare earths exist in the ground across North America, South America, Greenland, and elsewhere. But the West gave up the ability to actually process those raw materials into usable metals and magnets roughly 40 years ago. China filled that void and now controls nearly the entire global supply chain.Every rare earth magnet used in Western defense systems, vehicles, electronics, and industrial equipment traces back to Chinese processing. And China maintains an incredibly strict control over its advantage, as it issues rare earth export licenses on a monthly basis. That means Beijing can throttle supply to any country at any time.When President Trump threatened 100% tariffs on China, Beijing's counter was a threat to cut off rare earth exports. This episode highlighted the strategic leverage that rare earth export controls provide to China.Notably, the United States currently maintains zero strategic stockpile of processed rare earths. Europe's stockpile? Also zero. The entire Western drone and defense industrial base operates on a just-in-time supply chain for the most critical materials on the planet…and it's sourced almost entirely from a geopolitical adversary that can turn the tap off any time it wants. This is the threat that makes what REalloys is building in Ohio and Saskatchewan so critical…not just as a business, but as a matter of national defense.Why Billions in Mining Investment Haven't Fixed AnythingThere's a reason billions of dollars in rare earth mining investment haven't made a dent in China's dominance. It's because most of the money was spent working to solve the wrong problem. Even President Trump has acknowledged this publicly, remarking at the World Economic Forum in Davos that America doesn't have a rare earth problem; it has a processing problem. Elon Musk echoed the same point, noting that there's nothing rare about rare earths except the processing and separating.Converting raw rare earth minerals into defense-grade metals and magnets is a ridiculously complex industrial challenge. It involves separating 17 individual elements through multi-stage solvent extraction…then converting oxides into metals at temperatures above 1,200 degrees…then precision alloying to exact specifications across thousands of micro-steps…and all of this must be controlled with extreme precision.Making matters worse, many companies claiming to operate supply chains outside China's influence are still quietly dependent on Chinese technology, equipment, and consumables. For example, graphite anodes, which are a critical furnace component that needs replacing several times per week, come almost exclusively from China.As one rare earth processing expert put it: 1% reliance on China is 100% reliance on China. It's a principle that REalloys and its processing partner, the Saskatchewan Research Council, built their entire operation around…and it's why their supply chain was designed from the ground up to be completely free of Chinese dependency.The Only Proven Platform in North AmericaNo other company in North America has what REalloys (ALOY) has built: a proven, commercial-scale heavy rare earth supply chain that can take raw material all the way to a finished magnet with zero reliance on Chinese technology, equipment, or critical consumables.The company controls every step of the supply chain. Upstream, it owns the Hoidas Lake rare earth project in Saskatchewan and has locked in non-binding feedstock agreements with partners in Kazakhstan, Brazil, and Greenland. Midstream, it holds an exclusive 80% offtake on production from the Saskatchewan Research Council's Rare Earth Processing Facility in Saskatoon, targeting first commercial production in late 2026 to early 2027. Downstream, it operates a metallization and magnet-manufacturing facility in Euclid, Ohio, which is a site with more than three decades of specialty metals experience and existing contracts with the U.S. Department of Defense, Department of Energy, and NASA.That Euclid facility is a critical asset. It is currently the only facility in North America with a proven track record of delivering heavy rare earth metals, alloys, and magnets to government and commercial partners. The team behind it goes back over 40 years, including eight years of hands-on collaboration with U.S. national laboratories and the Defense Logistics Agency. And the processing technology that feeds it is just as impressive. Where a comparable Chinese facility requires roughly 80 workers running manual operations around the clock, the SRC's AI-driven system runs the entire separation process with six people.When China blocked the export of processing technology in 2020, SRC built everything from the ground up…and ended up building something better. By early 2027, the combined platform is expected to produce approximately 525 tonnes per year of neodymium-praseodymium metal, roughly 30 tonnes of dysprosium oxide, and 15 tonnes of terbium oxide. At that scale, the SRC facility would be the largest source of heavy rare earth oxides outside China, sitting right in North America's backyard.Why the Next 12 Months Change EverythingOn January 1, 2027, new U.S. defense procurement rules take effect that will effectively ban Chinese-origin rare earth materials from American weapons systems. Every defense contractor that currently sources magnets or magnet materials from China will need a compliant domestic alternative. That deadline is now less than a year away, and qualification alone takes years while material is tested, stressed, retested, incorporated into components, and evaluated again after changes in scale. Any variation in chemistry, microstructure, or processing conditions can reset the entire clock.Once a supplier clears that process, replacing them becomes a technical and regulatory headache that nobody wants to take on. Defense platforms are designed to operate for decades, and suppliers are chosen early and rarely replaced.The U.S. Export-Import Bank has issued a $200 million letter of intent to support the company's supply chain development. The Japan Organization for Metals and Energy Security (JOGMEC) has signed an MOU covering technology transfer and potential financing. And the company's board reads like a who's who of defense and policy leadership: Chairman Stephen S. DuMont, President of GM Defense; General Jack Keane (Ret.), four-star general and recipient of the Presidential Medal of Freedom; former Saskatchewan Premier Brad Wall; and former Canadian Ambassador to the U.S. David MacNaughton.When the U.S. defense establishment, allied governments, and major financial institutions all start backing the same company, it usually means something. In rare earth processing, where the barriers are measured in years of expertise rather than dollars of capital, being first matters more than being biggest. REalloys got there first.Heavy rare earths are essential technology. Here are 5 companies to watch over the coming months that have exposure to the rare earth space:Apple Inc. (NASDAQ: AAPL) has essentially decoupled its hardware from the traditional rare earth mining market. As of their 2025 environmental audits, the company reached a milestone: over 99% of the rare earths used in all Apple-designed magnets are now sourced from recycled materials. This is a massive achievement powered by their proprietary disassembly robots like Daisy and Dave, which recover magnets from old iPhones that industrial shredders would normally pulverize and lose. To lock this in for the long haul, Apple signed a landmark $500 million agreement with MP Materials in mid-2025. This deal secures a domestic supply of magnets refined at Mountain Pass, California, and manufactured in Northlake, Texas.Broadcom Inc. (NASDAQ: AVGO) is the "quiet giant" of the AI hardware world, specializing in the high-speed networking chips that connect thousands of GPUs in a data center. In early 2026, they secured a massive $21 billion order from Anthropic for custom AI accelerators. These chips, and the optical transceivers that accompany them, require precision magnets and specialized alloys that have been subject to significant export delays and 45% tariffs over the last year.Broadcom's stock has been one of the top performers in the semiconductor sector, recently hitting new highs as investors realize that you can't build an AI supercomputer without Broadcom's interconnect technology. They've successfully integrated VMware into their business, shifting toward a high-margin software-plus-hardware model.Advanced Micro Devices, Inc. (NASDAQ: AMD) is currently the strongest rival to NVIDIA in the AI space, and they are doing it by leaning into an "open ecosystem" strategy. Helios is designed to be "circular-ready," meaning it's built so that rare earth magnets and other high-value metals can be easily stripped and recycled when the hardware is decommissioned after its 3-to-5-year life cycle in a data center.Financially, AMD's stock has been bolstered by its aggressive product roadmap, specifically the Instinct MI400 series GPUs. While NVIDIA has the market share, AMD has the "favored alternative" status among hyperscalers like Google and Microsoft who want to avoid vendor lock-in.General Motors Company (NYSE: GM) has expanded its upstream exposure as access to battery raw materials increasingly dictates EV scaling timelines. The automaker continues to secure direct stakes and long-term contracts across the lithium, nickel, and cobalt value chains to underpin its Ultium platform.Its investment in Lithium Americas' Thacker Pass project provides priority access to Phase 1 lithium supply, supporting full U.S. tax credit eligibility under current IRA guidelines. GM has also expanded nickel and cobalt supply arrangements with global miners to diversify sourcing.TSMC (NYSE: TSM) is the "foundry of the world," and as such, they are the single largest consumer of the high-purity chemicals and minerals used in semiconductor manufacturing. At their massive site in Phoenix, Arizona, they recently broke ground on an Industrial Water Reclamation Plant. This $20+ billion facility is designed to recapture up to 90% of the water used in chipmaking.Financially, TSMC remains a powerhouse, with early 2026 revenue projections showing nearly 30% growth. The stock continues to be a favorite for those wanting exposure to the AI boom, as every major player relies on TSMC's Taiwan and Arizona fabs. However, the company is constantly navigating the "Taiwan Risk," which is why theirBy. Josh OwensOilprice Intelligence brings you the inside view on where the next gains will come from, breaking down the market's biggest growth driver with analysis from oilmen and experts. Click here to get this intel for freeIMPORTANT NOTICE AND DISCLAIMER FORWARD LOOKING STATEMENTS
This publication contains forward-looking statements, including statements regarding expected continual growth of the featured companies and/or industry. The Publisher notes that statements contained herein that look forward in time, which include everything other than historical information, involve risks and uncertainties that may affect the companies' actual results of operations. Factors that could cause actual results to differ include, but are not limited to, changing governmental laws and policies concerning, among other things, recreational and medical cannabis sales, success of the company's proprietary technology, the size and growth of the market for the company's products and services, the company's ability to fund its capital requirements in the near term and long term, pricing pressures, etc.SHARE OWNERSHIP
Neither the author nor the publisher, Oilprice.com, was paid to publish this communication concerning REalloys (ALOY). However, the owner of Oilprice.com owns shares and/or stock options of the featured company and therefore has an incentive to see the featured company's stock perform well. The owner of Oilprice.com may buy or sell shares of the featured company at any time including at or near the time you receive this communication. This share ownership should be viewed as a major conflict with our ability to be unbiased. This is why we stress that you conduct extensive due diligence as well as seek the advice of your financial advisor or a registered broker-dealer before investing in any securities. This communication is not, and should not be construed to be, an offer to sell or a solicitation of an offer to buy any security. Neither this communication nor the Publisher purport to provide a complete analysis of any company or its financial position. The Publisher is not, and does not purport to be, a broker-dealer or registered investment adviser. This communication is not, and should not be construed to be, personalized investment advice directed to or appropriate for any particular investor. Any investment should be made only after consulting a professional investment advisor and only after reviewing the financial statements and other pertinent corporate information about the company. Further, readers are advised to read and carefully consider the Risk Factors identified and discussed in the advertised company's SEC, SEDAR and/or other government filings. Investing in securities is speculative and carries a high degree of risk. Past performance does not guarantee future results. This communication is based on information generally available to the public and does not contain any material, non-public information. The information on which it is based is believed to be reliable. Nevertheless, the Publisher cannot guarantee the accuracy or completeness of the information.INDEMNIFICATION/RELEASE OF LIABILITY
By reading this communication, you acknowledge that you have read and understand this disclaimer, and further that to the greatest extent permitted under law, you release the Publisher, its affiliates, assigns and successors from any and all liability, damages, and injury from this communication. You further warrant that you are solely responsible for any financial outcome that may come from your investment decisions.TERMS OF USE
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Oilprice.com is the Publisher's trademark. All other trademarks used in this communication are the property of their respective trademark holders.  The Publisher is not affiliated, connected, or associated with, and is not sponsored, approved, or originated by, the trademark holders unless otherwise stated. No claim is made by the Publisher to any rights in any third-party trademarks.OilPrice.com
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View original content:https://www.prnewswire.com/news-releases/the-drone-revolutions-dependence-on-chinese-rare-earth-processing---oilpricecom-market-commentary-302711142.html

Original: The Drone Revolution's Dependence on Chinese Rare Earth Processing - OilPrice.com Market Commentary

AVGO, dollar cost average

Broadcom tops expectations, forecasts $10.7 bln in AI chip revenue; shares climbMarch 5, 2026 6:49 AM
IH Market News
Broadcom (NASDAQ:AVGO) shares surged more than 6% in U.S. premarket trading on Thursday after the artificial intelligence chipmaker reported quarterly results that beat expectations on both revenue and profit, while issuing stronger-than-anticipated guidance for the current quarter.The company also unveiled a new share repurchase authorization of up to $10 billion.For its fiscal first quarter, Broadcom reported adjusted earnings of $2.05 per share on revenue of $19.31 billion. Analysts had forecast earnings of $2.02 per share and revenue of $19.21 billion.Looking ahead, the chipmaker said it expects second-quarter revenue of roughly $22 billion, comfortably above the consensus estimate of $20.4 billion. AI semiconductor revenue is projected to reach $10.7 billion.“Broadcom achieved record first quarter revenue on continued strength in AI semiconductor solutions. Q1 AI revenue of $8.4 billion grew 106% year-over-year, above our forecast, driven by robust demand for custom AI accelerators and AI networking,” CEO Hock Tan said in a statement.Headquartered in Palo Alto, California, Broadcom is a major supplier of semiconductor components and infrastructure software solutions. The company develops artificial intelligence chips alongside a wide range of semiconductor products used in networking, wireless devices, servers, storage systems and broadband technologies. Its infrastructure software portfolio also serves markets including private cloud computing, cybersecurity and enterprise software.Broadcom competes with major chip designers such as Nvidia (NASDAQ:NVDA) and Qualcomm (NASDAQ:QCOM). In recent years, the company has become an increasingly credible alternative to Nvidia for hyperscale cloud operators such as Alphabet and Meta Platforms, which are adopting custom application-specific integrated circuits (ASICs) for their data centers.“The last four quarters for AVGO have seen ASICs move from a second source to a real competitive option for major customers – especially Google who has begun to sell externally as well,” Jefferies analyst Blayne Curtis said in an earnings preview note last week.Broadcom’s results arrive at a time when enthusiasm around the AI trade has recently cooled. Over the past several weeks, investor sentiment has shifted from the idea that AI would broadly lift the technology sector to a view that the technology will produce clear winners and losers. Industries such as software, enterprise services and even food delivery have been flagged as areas potentially facing major disruption from AI.AI heavyweight Nvidia last week also reported strong quarterly results and issued revenue guidance that topped expectations. Nevertheless, the report failed to fully calm investor concerns about the returns on AI investments and the scale of spending required to support the technology.“Broadcom and Nvidia have been unable to shake the overarching capex/macro fears, with NVDA down on a borderline perfect print,” Jefferies’ Curtis had noted.“We still fundamentally believe both Broadcom and Nvidia are poised for breakouts as valuations are too depressed. NVDA earnings suggest the print will not be that catalyst, but we continue to view AVGO and NVDA as the most certain AI winners in our space trading at basement bargain multiples,” he had added.

Original: Broadcom tops expectations, forecasts $10.7 bln in AI chip revenue; shares climb

US stock futures turn lower as oil price surge keeps Iran fears in play: Dow Jones, S&P, Nasdaq, Wall StreetMarch 5, 2026 6:05 AM
IH Market News
U.S. stock index futures moved lower late Wednesday after a sharp rise in oil prices reignited worries about the inflationary effects of the Iran conflict.Futures erased earlier gains and slipped into negative territory following a positive trading day on Wall Street, where strong economic data and reports suggesting Iran was open to further dialogue had briefly lifted risk sentiment.However, Tehran largely rejected claims that it had sought renewed talks with Washington, pushing oil prices sharply higher during the Asian session on Thursday. Brent and WTI futures jumped between 3% and 4%.S&P 500 Futures declined 0.16% to 6,869.50 points by 23:43 ET. Nasdaq 100 Futures dropped 0.16% to 25,085.75 points, while Dow Jones Futures fell 0.3% to 48,649.0 points.



Oil prices surge as Iran conflict rages on



Oil prices climbed steeply during Asian trading on Thursday after Iran launched a barrage of missiles at Israel, marking the sixth straight day of fighting in the Middle East.The attack occurred only hours after the U.S. Senate rejected a proposal intended to limit President Donald Trump’s authority to launch military strikes against Iran.Energy-driven inflation has been a major concern surrounding the Iran conflict, particularly after military activity in the Strait of Hormuz disrupted oil flows that supply a significant share of global markets, pushing commodity prices higher.These developments have heightened fears that a prolonged conflict could keep energy prices elevated, fueling inflation and prompting a more hawkish response from major central banks worldwide.Oil’s surge on Thursday also followed statements from Iranian officials denying they had approached Washington to discuss de-escalation.



Broadcom rises on strong AI-fueled outlook



Broadcom Inc. (NASDAQ:AVGO) jumped more than 5% in after-hours trading after reporting fiscal first-quarter results that exceeded expectations for both revenue and profit.The company also projected second-quarter revenue of $22 billion, above the $20.4 billion expected, with nearly half expected to come from sales of its advanced AI chips.Broadcom’s results reinforced confidence that the AI investment theme remains intact, particularly for semiconductor companies positioned to benefit from rapidly expanding demand.Rival NVIDIA Corporation (NASDAQ:NVDA) rose 0.3% in after-hours trading. The chipmaker’s CEO, Jensen Huang, said earlier Wednesday that AI-driven chip demand was “higher than very high.”Software company CrowdStrike Holdings Inc. (NASDAQ:CRWD) climbed more than 4% on Wednesday after reporting quarterly earnings that exceeded expectations, easing some concerns about AI-related disruption across the enterprise software sector.



Wall St aided by strong data



Wall Street indexes finished higher on Wednesday, partly supported by stronger-than-expected private payrolls data for February, which indicated continued expansion in the labor market.Separately, the purchasing managers’ index for the U.S. services sector published by Institute for Supply Management rose to its highest level in more than three years in February, pointing to solid domestic demand. Meanwhile, the Federal Reserve’s Beige Book indicated the central bank maintained a broadly positive outlook on the economy.The releases come ahead of Challenger job cuts data due Thursday and the closely watched nonfarm payrolls report scheduled for Friday, which investors will monitor for further signals on the path of interest rates.The S&P 500 gained 0.8% on Wednesday, the NASDAQ Composite advanced 1.3%, while the Dow Jones Industrial Average rose 0.5%.Broadcom stock priceNvidia stock priceCrowdstrike stock price

Original: US stock futures turn lower as oil price surge keeps Iran fears in play: Dow Jones, S&P, Nasdaq, Wall Street

Broadcom Inc. Announces First Quarter Fiscal Year 2026 Financial Results and Quarterly DividendMarch 4, 2026 4:15 PM
PR Newswire (US)

Revenue of $19,311 million for the first quarter, up 29 percent from the prior year periodGAAP net income of $7,349 million for the first quarter; Non-GAAP net income of $10,185 million for the first quarterAdjusted EBITDA of $13,128 million for the first quarter, or 68 percent of revenueGAAP diluted EPS of $1.50 for the first quarter; Non-GAAP diluted EPS of $2.05 for the first quarterCash from operations of $8,260 million for the first quarter, less capital expenditures of $250 million, resulted in $8,010 million of free cash flow, or 41 percent of revenueQuarterly common stock dividend of $0.65 per shareSecond quarter fiscal year 2026 revenue guidance of approximately $22.0 billion, an increase of 47 percent from the prior year periodSecond quarter fiscal year 2026 Adjusted EBITDA guidance of approximately 68 percent of projected revenue (1)New $10 billion share repurchase programPALO ALTO, Calif., March 4, 2026 /PRNewswire/ -- Broadcom Inc. (Nasdaq: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today reported financial results for its first quarter of fiscal year 2026, ended February 1, 2026, provided guidance for its second quarter of fiscal year 2026 and announced its quarterly dividend."Broadcom achieved record first quarter revenue on continued strength in AI semiconductor solutions. Q1 AI revenue of $8.4 billion grew 106% year-over-year, above our forecast, driven by robust demand for custom AI accelerators and AI networking," said Hock Tan, President and CEO of Broadcom Inc. "Our AI revenue growth is accelerating, and we expect AI semiconductor revenue to be $10.7 billion in Q2.""Consolidated revenue grew 29% year-over-year to a record $19.3 billion. Adjusted EBITDA increased 30% year-over-year to a record $13.1 billion, representing 68% of revenue. In Q2 we expect revenue growth to increase 47% year-over-year to $22.0 billion, with adjusted EBITDA of 68%," said Kirsten Spears, CFO of Broadcom Inc. "Consistent with our commitment to return excess cash to shareholders, we returned $10.9 billion in the first quarter through $3.1 billion of cash dividends and $7.8 billion of stock repurchases." 
(1) The Company is not readily able to provide a reconciliation of the projected non-GAAP financial information presented to the relevant projected GAAP measure without unreasonable effort.First Quarter Fiscal Year 2026 Financial Highlights

GAAP
Non-GAAP(Dollars in millions, except per share data)
Q1 26
Q1 25
Change   
Q1 26
Q1 25
Change   Net revenue
$19,311
$14,916
+29%
$19,311
$14,916
+29%Net income
$7,349
$5,503
+34%
$10,185
$7,823
+30%Earnings per common share - diluted
$1.50
$1.14
+32%
$2.05
$1.60
+28%


















(Dollars in millions)










































Q1 26
Q1 25
Change   Cash flow from operations










































$8,260
$6,113
+35%Adjusted EBITDA










































$13,128
$10,083
+30%Free cash flow










































$8,010
$6,013
+33%



















































Net revenue by segment




















































(Dollars in millions)






































Q1 26
Q1 25
Change   Semiconductor solutions






































$12,515
65%
$8,212
55%
+52%Infrastructure software







































6,796
35


6,704
45

+1%Total net revenue






































$19,311
100%
$14,916
100%


The Company's cash and cash equivalents at the end of the fiscal quarter were $14,174 million, compared to $16,178 million at the end of the prior fiscal quarter.During the first fiscal quarter, the Company generated $8,260 million in cash from operations and spent $250 million on capital expenditures, resulting in $8,010 million of free cash flow.On December 31, 2025, the Company paid a cash dividend of $0.65 per share, totaling $3,086 million.The differences between the Company's GAAP and non-GAAP results are described generally under "Non-GAAP Financial Measures" below and presented in detail in the financial reconciliation tables attached to this release.Second Quarter Fiscal Year 2026 Business OutlookBased on current business trends and conditions, the outlook for the second quarter of fiscal year 2026, ending May 3, 2026, is expected to be as follows:Second quarter revenue guidance of approximately $22.0 billion; andSecond quarter Adjusted EBITDA guidance of approximately 68 percent of projected revenue.The guidance provided above is only an estimate of what the Company believes is realizable as of the date of this release. The Company is not readily able to provide a reconciliation of projected Adjusted EBITDA to projected net income without unreasonable effort. Actual results will vary from the guidance and the variations may be material. The Company undertakes no intent or obligation to publicly update or revise any of these projections, whether as a result of new information, future events or otherwise, except as required by law.Quarterly DividendsThe Board of Directors of Broadcom has approved a quarterly cash dividend of $0.65 per share. The dividend is payable on March 31, 2026 to stockholders of record at the close of business (5:00 p.m. Eastern Time) on March 23, 2026.New Share Repurchase ProgramThe Board of Directors of Broadcom has authorized a new share repurchase program to repurchase up to $10 billion of its common stock through December 31, 2026. Repurchases under the new share repurchase authorization may be made through a variety of methods, including open market or privately negotiated purchases. The timing and amount of shares repurchased will depend on the stock price, business and market conditions, corporate and regulatory requirements, alternative investment opportunities, acquisition opportunities and other factors. Broadcom is not obligated to repurchase any specific amount of shares of common stock, and the share repurchase program may be suspended or terminated at any time.Financial Results Conference CallBroadcom Inc. will host a conference call to review its financial results for the first quarter of fiscal year 2026 and to discuss the business outlook today at 2:00 p.m. Pacific Time.To Listen via Internet: The conference call can be accessed live online in the Investors section of the Broadcom website at https://investors.broadcom.com/.Replay: An audio replay of the conference call can be accessed for one year through the Investors section of Broadcom's website at https://investors.broadcom.com/.Non-GAAP Financial MeasuresThe non-GAAP measures should not be considered as a substitute for, or superior to, measures of financial performance prepared in accordance with GAAP. A reconciliation between GAAP and non-GAAP financial data is included in the supplemental financial data attached to this press release to the extent available without unreasonable effort. Broadcom believes non-GAAP financial information provides additional insight into the Company's on-going performance. Therefore, Broadcom provides this information to investors for a more consistent basis of comparison and to help them evaluate the results of the Company's on-going operations and enable more meaningful period to period comparisons. In addition to GAAP reporting, Broadcom provides investors with net income, operating income, gross margin, operating expenses, cash flow and other data on a non-GAAP basis. This non-GAAP information excludes amortization of acquisition-related intangible assets, stock-based compensation expense, restructuring and other charges, acquisition-related costs, including integration costs, non-GAAP tax reconciling adjustments, and other adjustments. Management does not believe that these items are reflective of the Company's underlying performance. Internally, these non-GAAP measures are significant measures used by management for purposes of evaluating the core operating performance of the Company, establishing internal budgets, calculating return on investment for development programs and growth initiatives, comparing performance with internal forecasts and targeted business models, strategic planning, evaluating and valuing potential acquisition candidates and how their operations compare to the Company's operations, and benchmarking performance externally against the Company's competitors. The exclusion of these and other similar items from Broadcom's non-GAAP financial results should not be interpreted as implying that these items are non-recurring, infrequent or unusual.Free cash flow measures have limitations as they omit certain components of the overall cash flow statement and do not represent the residual cash flow available for discretionary expenditures. Investors should not consider presentation of free cash flow measures as implying that stockholders have any right to such cash. Broadcom's free cash flow may not be calculated in a manner comparable to similarly named measures used by other companies.About BroadcomBroadcom Inc. (NASDAQ: AVGO) is a technology leader that designs, develops, and supplies semiconductors and infrastructure software for global organizations' complex, mission-critical needs. Broadcom combines long-term R&D investment with superb execution to deliver the best technology, at scale. Broadcom is a Delaware corporation headquartered in Palo Alto, CA. For more information, visit www.broadcom.com. Cautionary Note Regarding Forward-Looking Statements This announcement contains forward-looking statements (including within the meaning of Section 21E of the United States Securities Exchange Act of 1934, as amended, and Section 27A of the United States Securities Act of 1933, as amended) concerning Broadcom. These statements include, but are not limited to, statements that address our expected future business and financial performance, our plans and expectations with regard to our share repurchases, and other statements identified by words such as "will," "expect," "believe," "anticipate," "estimate," "should," "intend," "plan," "potential," "predict," "project," "aim," and similar words, phrases or expressions. These forward-looking statements are based on current expectations and beliefs of Broadcom's management, current information available to Broadcom's management, and current market trends and market conditions and involve risks and uncertainties that may cause actual results to differ materially from those contained in forward-looking statements. Accordingly, undue reliance should not be placed on such statements.Particular uncertainties that could materially affect future results include risks associated with: global economic conditions and uncertainty; government regulations, trade restrictions and trade tensions; global political and economic conditions relating to our international operations; any loss of our significant customers and fluctuations in the timing and volume of significant customer demand; our dependence on contract manufacturing and outsourced supply chain; the slow or unsuccessful return on our investments, expansion of our business strategy or adoption of new business models; cyclicality in the semiconductor industry or in our target markets; dependence on senior management and our ability to attract and retain qualified personnel; our ability to protect against cybersecurity threats and a breach of security systems; our ability to accurately estimate customers' demand and adjust our manufacturing and supply chain accordingly; our dependency on a limited number of suppliers; prolonged disruptions of our, our customers' or our suppliers' facilities or other significant operations; our ability to maintain appropriate manufacturing capacity and quality; our ability to continue winning business in the semiconductor solutions industry; dependence on and risks associated with distributors and other channel partners of our products; ability of our software products to manage and secure IT infrastructures and environments; demand for our data center virtualization products and customer acceptance of our products, services and business strategy; compatibility of our software products with operating environments, platforms or third-party products; our ability to enter into satisfactory software license agreements; use of open source software in our products; sales to government customers; our ability to manage products and services lifecycles; our competitive performance; quarterly and annual fluctuations in operating results; our ability to maintain or improve gross margin; any acquisitions or dispositions we may make, such as delays, challenges and expenses associated with receiving governmental and regulatory approvals and satisfying other closing conditions, and with integrating acquired businesses with our existing businesses and our ability to achieve the benefits, growth prospects and synergies expected by such acquisitions; involvement in legal proceedings; our ability to protect our intellectual property and the unpredictability of any associated litigation expenses; any expenses or reputational damage associated with resolving customer product warranty and indemnification claims, or other undetected defects or bugs; our compliance with privacy and data security laws; corporate responsibility matters; our provision for income taxes and overall cash tax costs; our ability to maintain tax concessions in certain jurisdictions; potential tax liabilities as a result of acquiring VMware; our significant indebtedness and the need to generate sufficient cash flows to service and repay such debt; the amount and frequency of our share repurchase program; and other events and trends on a national, regional, industry-specific and global scale, including those of a political, economic, business, competitive and regulatory nature. We are not obligated to repurchase any specific amount of shares of common stock, and the share repurchase program may be suspended or terminated at any time.Our filings with the SEC, which are available without charge at the SEC's website at https://www.sec.gov, discuss some of the important risk factors that may affect our business, results of operations and financial condition. Actual results may vary from the estimates provided. We undertake no intent or obligation to publicly update or revise any of the estimates and other forward-looking statements made in this announcement, whether as a result of new information, future events or otherwise, except as required by law.Contact:
Ji Yoo
Broadcom Inc.
Investor Relations
650-427-6000
investor.relations@broadcom.com(AVGO-Q)  BROADCOM INC.CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - UNAUDITED(IN MILLIONS, EXCEPT PER SHARE DATA)





















Fiscal Quarter Ended

 February 1, 
 November 2, 
 February 2, 

2026
2025
2025









Net revenue
$19,311
$18,015
$14,916Cost of revenue:








Cost of revenue

4,679

4,213

3,273Amortization of acquisition-related intangible assets

1,462

1,545

1,484Restructuring charges

13

8

14Total cost of revenue

6,154

5,766

4,771Gross margin

13,157

12,249

10,145Research and development

2,965

2,981

2,253Selling, general and administrative

1,019

1,107

949Amortization of acquisition-related intangible assets

507

507

511Restructuring and other charges

103

146

172Total operating expenses

4,594

4,741

3,885Operating income

8,563

7,508

6,260Interest expense

(801)

(761)

(873)Other income, net

433

122

103Income before income taxes

8,195

6,869

5,490Provision for (benefit from) income taxes

846

(1,649)

(13)Net income
$7,349
$8,518
$5,503









Net income per share:








Basic
$1.55
$1.80
$1.17Diluted
$1.50
$1.74
$1.14









Weighted-average shares used in per share calculations:








Basic

4,741

4,732

4,695Diluted

4,888

4,889

4,836









Stock-based compensation expense:








Cost of revenue
$236
$237
$153Research and development

1,447

1,456

822Selling, general and administrative

493

502

305Total stock-based compensation expense
$2,176
$2,195
$1,280 BROADCOM INC.FINANCIAL RECONCILIATION: GAAP TO NON-GAAP - UNAUDITED(IN MILLIONS)





















Fiscal Quarter Ended

 February 1, 
 November 2, 
 February 2, 

2026
2025
2025






  ?

Gross margin on GAAP basis
$13,157
$12,249
$10,145Amortization of acquisition-related intangible assets

1,462

1,545

1,484Stock-based compensation expense

236

237

153Restructuring charges

13

8

14Gross margin on non-GAAP basis
$14,868
$14,039
$11,796









Research and development on GAAP basis
$2,965
$2,981
$2,253Stock-based compensation expense

1,447

1,456

822Research and development on non-GAAP basis
$1,518
$1,525
$1,431









Selling, general and administrative expense on GAAP basis
$1,019
$1,107
$949Stock-based compensation expense

493

502

305Acquisition-related costs

2

12

107Selling, general and administrative expense on non-GAAP basis
$524
$593
$537









Total operating expenses on GAAP basis
$4,594
$4,741
$3,885Amortization of acquisition-related intangible assets

507

507

511Stock-based compensation expense

1,940

1,958

1,127Restructuring and other charges

103

146

172Acquisition-related costs

2

12

107Total operating expenses on non-GAAP basis
$2,042
$2,118
$1,968









Operating income on GAAP basis
$8,563
$7,508
$6,260Amortization of acquisition-related intangible assets

1,969

2,052

1,995Stock-based compensation expense

2,176

2,195

1,280Restructuring and other charges

116

154

186Acquisition-related costs

2

12

107Operating income on non-GAAP basis
$12,826
$11,921
$9,828









Interest expense on GAAP basis
$(801)
$(761)
$(873)Loss on debt extinguishment

55

20

65Interest expense on non-GAAP basis
$(746)
$(741)
$(808)









Other income, net on GAAP basis
$433
$122
$103Excise tax benefit

(315)

-

-(Gains) losses on investments

-

(6)

4Other

-

-

(31)Other income, net on non-GAAP basis
$118
$116
$76









Provision for (benefit from) income taxes on GAAP basis
$846
$(1,649)
$(13)Non-GAAP tax reconciling adjustments (1)

1,167

3,231

1,286Provision for income taxes on non-GAAP basis
$2,013
$1,582
$1,273









Net income on GAAP basis
$7,349
$8,518
$5,503Amortization of acquisition-related intangible assets

1,969

2,052

1,995Stock-based compensation expense

2,176

2,195

1,280Restructuring and other charges

116

154

186Acquisition-related costs

2

12

107Loss on debt extinguishment

55

20

65Excise tax benefit

(315)

-

-(Gains) losses on investments

-

(6)

4Other

-

-

(31)Non-GAAP tax reconciling adjustments (1)

(1,167)

(3,231)

(1,286)Net income on non-GAAP basis
$10,185
$9,714
$7,823









Net income on GAAP basis
$7,349
$8,518
$5,503Non-GAAP Adjustments:








Amortization of acquisition-related intangible assets

1,969

2,052

1,995Stock-based compensation expense

2,176

2,195

1,280Restructuring and other charges

116

154

186Acquisition-related costs

2

12

107Loss on debt extinguishment

55

20

65Excise tax benefit

(315)

-

-(Gains) losses on investments

-

(6)

4Other

-

-

(31)Non-GAAP tax reconciling adjustments (1)

(1,167)

(3,231)

(1,286)Other Adjustments:








Interest expense

746

741

808Provision for income taxes on non-GAAP basis

2,013

1,582

1,273Depreciation

150

148

142Amortization of purchased intangibles and right-of-use assets

34

33

37Adjusted EBITDA
$13,128
$12,218
$10,083









Weighted-average shares used in per share calculations - diluted on GAAP basis

4,888

4,889

4,836Non-GAAP adjustment (2)

69

80

59Weighted-average shares used in per share calculations - diluted on non-GAAP basis
4,957

4,969

4,895









Net cash provided by operating activities
$8,260
$7,703
$6,113Purchases of property, plant and equipment

(250)

(237)

(100)Free cash flow
$8,010
$7,466
$6,013





















Fiscal 
Quarter Ending 







 May 3, 







2026





Expected average diluted share count (3): 

















Weighted-average shares used in per share calculation - diluted on GAAP basis
4,875





Non-GAAP adjustment (2)
69





Weighted-average shares used in per share calculation - diluted on non-GAAP basis4,944
















(1) For the fiscal quarter ended November 2, 2025, non-GAAP tax reconciling adjustments included a one-time discrete non-cash tax benefit
of $2.1 billion from the impact of lapses of statutes of limitations.(2) Non-GAAP adjustment for the number of shares used in the diluted per share calculations excludes the impact of stock-based
compensation expense expected to be incurred in future periods and not yet recognized in the financial statements, which would otherwise be assumed to be used to repurchase shares under the GAAP treasury stock method.(3) Excludes the effects of potential share repurchases. BROADCOM INC.CONDENSED CONSOLIDATED BALANCE SHEETS - UNAUDITED(IN MILLIONS)















February 1,
November 2,

2026
2025






ASSETS












Current assets:





Cash and cash equivalents
$14,174
$16,178Trade accounts receivable, net

8,460

7,145Inventory

2,962

2,270Other current assets

6,466

5,980Total current assets

32,062

31,573






Long-term assets:





Property, plant and equipment, net

2,599

2,530Goodwill

97,801

97,801Intangible assets, net

30,302

32,273Other long-term assets

7,139

6,915Total assets
$169,903
$171,092













LIABILITIES AND EQUITY












Current liabilities:





Accounts payable
$2,112
$1,560Employee compensation and benefits

864

2,129Short-term debt

2,252

3,152Other current liabilities

11,631

11,673Total current liabilities

16,859

18,514






Long-term liabilities:





Long-term debt

63,805

61,984Other long-term liabilities

9,367

9,302Total liabilities

90,031

89,800






Stockholders' equity:





Preferred stock

-

-Common stock

5

5Additional paid-in capital

73,135

71,308Retained earnings

6,520

9,761Accumulated other comprehensive income

212

218Total stockholders' equity

79,872

81,292  Total liabilities and equity
$169,903
$171,092 BROADCOM INC.CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - UNAUDITED(IN MILLIONS)











Fiscal Quarter Ended

 February 1, 
 November 2, 
 February 2, 

2026
2025
2025Cash flows from operating activities:








Net income
$7,349
$8,518
$5,503Adjustments to reconcile net income to net cash provided by operating activities:








Amortization of intangible and right-of-use assets

2,003

2,085

2,032Depreciation

150

148

142Stock-based compensation

2,176

2,195

1,280Deferred taxes and other non-cash taxes

(455)

(3,025)

(696)Loss on debt extinguishment

55

20

65Non-cash interest expense

72

71

97Other

15

36

41Changes in assets and liabilities, net of acquisitions and disposals:








  Trade accounts receivable, net

(1,315)

(651)

(539)  Inventory

(692)

(90)

(148)  Accounts payable

534

118

241  Employee compensation and benefits

(1,261)

410

(908)  Other current assets and current liabilities

(692)

(809)

26  Other long-term assets and long-term liabilities

321

(1,323)

(1,023)Net cash provided by operating activities

8,260

7,703

6,113









Cash flows from investing activities:








Purchases of property, plant and equipment

(250)

(237)

(100)Purchases of investments

(114)

(336)

(105)Sales of investments

244

101

18Other

5

105

13Net cash used in investing activities

(115)

(367)

(174)









Cash flows from financing activities:








Proceeds from long-term borrowings

4,474

4,971

2,986Payments on debt obligations

(3,650)

(3,638)

(8,090)Proceeds from (repayments of) commercial paper, net

-

(488)

3,980Payments of dividends

(3,086)

(2,797)

(2,774)Repurchases of common stock - repurchase program

(7,850)

-

-Shares repurchased for tax withholdings on vesting of equity awards

-

-

(2,036)Issuance of common stock

-

103

-Other

(37)

(27)

(46)Net cash used in financing activities

(10,149)

(1,876)

(5,980)









Net change in cash and cash equivalents

(2,004)

5,460

(41)Cash and cash equivalents at beginning of period

16,178

10,718

9,348Cash and cash equivalents at end of period
$14,174
$16,178
$9,307









Supplemental disclosure of cash flow information:








Cash paid for interest
$619
$699
$671Cash paid for income taxes
$782
$755
$404  



View original content:https://www.prnewswire.com/news-releases/broadcom-inc-announces-first-quarter-fiscal-year-2026-financial-results-and-quarterly-dividend-302704490.htmlSOURCE Broadcom Inc.

Original: Broadcom Inc. Announces First Quarter Fiscal Year 2026 Financial Results and Quarterly Dividend

$AVGO just dropped the numbers, and while the "Main Street" headlines are screaming "BEAT!", the smart money is looking at the cracks in the armor.

The Good (The Bait):

AI Revenue: $8.4B (106% YoY). Massive.

Buyback: A fresh $10B to keep the floor from falling.

Guidance: $22B for Q2 looks like a dream.

The Bad (The "Black Swan" stuff):

The Margin Trap: Operating margins are feeling the heat. Moving from high-margin Software (VMware) to custom AI ASICs (Google/Meta chips) is a "volume over value" play. They are working harder for every dollar.

The VMware Fog: Integration is taking longer than Hock promised. If you strip away the AI hype, the legacy infrastructure business is basically a "zombie" segment right now.

Inventory Overhang: Networking clients are sitting on a mountain of chips. The "double ordering" ghost of 2024 is coming back to haunt the H2 2026 outlook.

Five key market themes investors are watching this weekMarch 2, 2026 11:03 AM
IH Market News
Geopolitical tensions in the Middle East are dominating attention heading into the new trading week, after U.S. and Israeli strikes on Iran triggered a selloff in equities and a sharp rally in oil prices. Alongside the geopolitical backdrop, markets will also focus on major economic data releases and corporate earnings, including the February U.S. jobs report and quarterly results from Broadcom (NASDAQ:AVGO) and Target (NYSE:TGT). Meanwhile, the White House is expected to convene major technology firms to address rising artificial-intelligence-related energy costs.



1. Iran conflict remains center stage



Geopolitical developments are expected to drive market sentiment as investors assess the fallout from U.S. and Israeli military action against Iran.Over the weekend, Washington and Tel Aviv confirmed coordinated strikes across Iranian targets that reportedly killed several senior officials, including Supreme Leader Ayatollah Ali Khamenei. U.S. President Donald Trump has called on Iranian opposition forces to challenge the country’s long-standing political system, though Reuters reported that many senior U.S. officials remain doubtful that regime change is imminent.Questions also remain about how long the United States intends to stay engaged militarily. Trump told the New York Times operations could continue for “four to five weeks.” He added that he has “three very good choices” for Iran’s future leadership but “won’t be revealing them now,” according to the newspaper.Iran responded with retaliatory strikes across the region, targeting locations tied to U.S. allies in energy-producing Gulf nations. Media reports citing U.S. Central Command said three American servicemembers were killed and five seriously injured, while Trump warned additional casualties could occur.Signs of escalation beyond Iran have also emerged, with Israel striking Hezbollah-linked positions in Lebanon. The Wall Street Journal reported that at least one U.S. aircraft had been downed in Kuwait.Markets reacted swiftly: U.S. stock futures dropped, oil prices surged amid fears Iran could disrupt shipping through the Strait of Hormuz, and gold prices climbed as investors sought safe-haven assets.“So far, the immediate market response follows a well-worn script,” said Lauren Hyslop, Fund Manager at Mattioli Woods.“What makes this moment particularly watchable is the fork in the road ahead. A swift de-escalation would allow markets to shake off the initial losses with relative ease. Prolonged disruption to shipping and insurance, the more plausible near-term outcome, keeps energy prices elevated and sentiment fragile.”



2. Focus turns to U.S. nonfarm payrolls



Beyond geopolitics, investors will closely monitor a busy calendar of economic data releases.The February nonfarm payrolls report will be the week’s headline indicator, offering fresh insight into the strength of the U.S. labor market early in 2026.Artificial intelligence continues to influence labor-market discussions, with analysts increasingly debating whether automation could accelerate layoffs. Concerns intensified after payments company Block announced plans last week to cut roughly 40% of its workforce.Federal Reserve policymakers remain focused on employment trends, keeping interest rates unchanged while awaiting clearer signals on economic momentum.Economists currently expect the U.S. economy added about 58,000 jobs in February, down from January’s 130,000 increase.



3. Broadcom earnings in focus



On the corporate side, semiconductor group Broadcom will draw significant attention as investors look for updates on its artificial-intelligence chip strategy.While AI demand is widely viewed as a major growth driver, some analysts worry that expanding AI infrastructure could pressure margins and increase operating costs. CEO Hock Tan previously said the company holds a $73 billion backlog covering roughly the next 18 months, though management has cautioned margins may tighten.Analysts cited by Reuters have also raised concerns about customer concentration, noting that a large portion of Broadcom’s AI revenue depends on a small group of hyperscale clients, including Meta Platforms and Alphabet.The results arrive amid broader uncertainty about when heavy AI investment by hyperscalers will translate into stronger shareholder returns. Software stocks have already faced pressure from fears of disruption tied to emerging AI tools.The S&P 500 Information Technology index has declined more than 5% so far this year.



4. Target earnings to shed light on consumers



Retailer Target is also scheduled to report results, providing another gauge of U.S. consumer health amid ongoing affordability pressures.Although President Trump has described the economy as “roaring,” recent polling suggests consumer sentiment remains cautious. A Reuters/Ipsos survey last month found that 68% of respondents — including many Republicans — disagreed with that characterization.Economic growth slowed more than expected in the fourth quarter, though many economists attributed the weakness to a temporary government shutdown, pointing instead to resilient household and business spending.Target has struggled to match stronger performance from competitors such as Walmart, as budget-conscious consumers cut discretionary purchases. The company’s profits have declined roughly 14% over the past five years, prompting increasing scrutiny from shareholders, including major pension funds.



5. White House meeting with AI leaders



The AI narrative will shift to Washington later this week, where Trump is expected to host leading artificial intelligence and data-center companies at the White House.Microsoft, Amazon and Meta are reportedly among the participants and are expected to formalize an agreement aimed at shielding customers from rising electricity costs tied to AI infrastructure expansion, according to Reuters. AI startup Anthropic is also expected to attend, despite tensions with the administration over safeguards built into its systems.While the administration has strongly supported expanding U.S. AI capabilities to compete with China, the rapid buildout of power-hungry data centers has raised concerns about electricity prices ahead of November’s midterm elections.Analysts cited by Reuters cautioned that limiting energy price increases tied to AI expansion may prove difficult in practice.Broadcom stock priceTarget stock price

Original: Five key market themes investors are watching this week

AVGO, buy the dip

AMD shares jump on expanded AI infrastructure partnership with MetaFebruary 24, 2026 10:52 AM
IH Market News
Advanced Micro Devices (NASDAQ:AMD) shares climbed 9% on Tuesday after earlier surging as much as 14% following news of an expanded multi-year collaboration with Meta (NASDAQ:META) focused on supplying graphics processing units for artificial intelligence infrastructure.Under the agreement, AMD will provide Instinct GPUs as part of a large-scale deployment expected to reach up to 6 gigawatts of capacity. Initial shipments supporting the first gigawatt of deployment are slated to begin in the second half of 2026. The rollout will feature a customized AMD Instinct GPU built on the MI450 architecture alongside 6th-generation AMD EPYC processors, code-named Venice.The infrastructure will be based on AMD’s Helios rack-scale architecture, introduced at the 2025 Open Compute Project Global Summit and jointly developed by AMD and Meta through the Open Compute Project collaboration.As part of the partnership, AMD granted Meta a warrant allowing the purchase of up to 160 million shares of AMD common stock. Vesting of the warrant is tied to specific shipment milestones, beginning with the initial 1-gigawatt deployment and continuing in stages as Meta scales purchases toward the full 6-gigawatt target.Meta has already incorporated AMD EPYC CPUs and Instinct MI300 and MI350 GPUs into its data center infrastructure and is expected to serve as a lead customer for AMD’s upcoming 6th Gen EPYC processors, including the workload-optimized Verano chip.AMD Chief Financial Officer Jean Hu said the partnership is expected to support multi-year revenue expansion and contribute positively to non-GAAP earnings per share.Wedbush analyst Matt Bryson said the announcement helps ease investor concerns about potential delays in MI450 deployment timelines as well as uncertainty tied to reduced investment expectations from OpenAI. “We view AMD’s success in the immediate future as having limited ramifications for NVDA given the companies’ differences in scale as well as tight supply chain characteristics that we believe necessarily moderate near to intermediate share shifts,” Bryson wrote. “Longer-term, a more competitive AMD could eventually weigh on NVDA’s growth.”Wolfe analyst Chris Caso said the agreement appears comparable in scale to AMD’s previously disclosed OpenAI deal, which he estimates could generate between $15 billion and $20 billion in revenue per gigawatt. Assuming a 35% operating margin, Caso estimated the partnership could contribute roughly $3 in earnings per gigawatt after accounting for warrant-related dilution.He noted that Meta is already an AMD AI customer, meaning the agreement is not entirely incremental to revenue forecasts for 2026 and 2027. “We don’t think there is more than a few $billion in META AI revenue in CY27 consensus, so we expect most of what’s been announced in this deal to be incremental to consensus EPS, and therefore very significant for AMD’s fundamentals and the stock,” Caso wrote.Caso added that the deal could carry negative implications for Broadcom (NASDAQ:AVGO), which currently supplies silicon for Meta’s custom XPU systems. He previously estimated roughly $5.4 billion in Broadcom revenue tied to Meta’s custom silicon in 2027 — modest compared with his expectation of more than $67 billion from Alphabet — though he said it remains unclear whether AMD’s expanded role will materially alter those assumptions.Advanced Micro Devices stock priceMeta stock price

Original: AMD shares jump on expanded AI infrastructure partnership with Meta

AVGO, buy the dip

AVGO, buy the dip

AVGO, buy the dip

Broadcom Inc. to Announce First Quarter Fiscal Year 2026 Financial Results on Wednesday, March 4, 2026February 2, 2026 8:00 AM
PR Newswire (US)

PALO ALTO, Calif., Feb. 2, 2026 /PRNewswire/ -- Broadcom Inc. (NASDAQ: AVGO), a technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced it will report its first quarter fiscal year 2026 financial results and business outlook on Wednesday, March 4, 2026 after the close of the market. Broadcom's management will host a conference call at 2:00 p.m. Pacific Time on the same day to discuss these results and business outlook.Date: Wednesday, March 4, 2026Time: 2:00 PM (PT); 5:00 PM (ET)Listen via Internet: The conference call can be accessed live online in the Investors section of the Broadcom website at https://investors.broadcom.com. Replay: An audio replay of the conference call can be accessed for one year through the Investors section of Broadcom's website at https://investors.broadcom.com.About Broadcom Inc.
Broadcom Inc. (NASDAQ: AVGO) is a technology leader that designs, develops, and supplies semiconductors and infrastructure software for global organizations' complex, mission-critical needs. We combine long-term R&D investment with superb execution to deliver the best technology, at scale. Broadcom is a Delaware corporation headquartered in Palo Alto, CA. For more information, visit www.broadcom.com.Contact: 
Broadcom Inc.
Ji Yoo
Investor Relations
650-427-6000
investor.relations@broadcom.com
(AVGO-Q)



View original content:https://www.prnewswire.com/news-releases/broadcom-inc-to-announce-first-quarter-fiscal-year-2026-financial-results-on-wednesday-march-4-2026-302675501.htmlSOURCE Broadcom Inc.

Original: Broadcom Inc. to Announce First Quarter Fiscal Year 2026 Financial Results on Wednesday, March 4, 2026

AVGO, hanging in there

..China drives out UStech while free to buy NVDA??...

Broadcom significantly underperforming broader semiconductor space, trading with sizable losses while Intel (INTC), Micron (MU), Arm Holdings (ARM), Western Digital (WDC) and others post solid gains
11:43:17 AM ET, 01/20/2026 - Briefing.com
Broadcom (AVGO) is badly lagging its semiconductor peers as the stock digests a combination of geopolitical and operational headwinds, including a recent Chinese regulatory directive targeting its high-margin VMware software business.This directive, which Reuters reported on last week, mandates that domestic firms phase out foreign virtualization software, directly threatening a key growth engine for AVGO and risking an erosion of the high-margin recurring revenue targets that underpinned the $69 bln VMware acquisition.While other chipmakers are benefiting from a broader sector rally, AVGO is facing "margin anxiety" as its revenue mix shifts toward lower-margin custom AI hardware at the expense of its legacy software segments.Investor sentiment has also been dampened by the company's recent $4.5 bln senior note offering and reports of high-profile position trimming by institutional heavyweights.

Recent analyst upgrades are leaning on continued AI semiconductor upside into 2026, but the stock is still a “show me” story each quarter, guidance and execution will decide the next leg.

AVGO, dollar cost average

AVGO, not much movement this week

so jensen's speech today at 4pm might need to include avgo? or if not, i'll keep this information in mind.

not a great time to be selling avgo. my guesses.

gemini ai says, "1. The "Secret" Chipmaker (The Custom ASIC Role)
You don't see "Broadcom" on the cell tower, but they are inside it.

The Partnership: Broadcom is the primary partner for Nokia's "ReefShark" chipsets and Ericsson's custom silicon.

The Role: When Nokia claims they have a "New AI-Powered 5G Chip," it is often a custom ASIC designed and manufactured by Broadcom's custom silicon division.

Why it's overlooked: Broadcom allows Nokia/Ericsson to slap their own brand on the chip.

Strategic Value: While NVIDIA is trying to replace the traditional RAN chips with GPUs, Broadcom is powering the traditional RAN chips. They win no matter who builds the tower.

2. The Transport: Jericho3-AI (The "Nervous System")
We discussed the Jericho Switch earlier. This is Broadcom's crown jewel in the AI-RAN.

The Conflict: NVIDIA wants you to use their interconnects (InfiniBand/Spectrum-X). Broadcom argues that Standard Ethernet (powered by Jericho) is cheaper and more scalable.

The "Lossless" Network: The AI-RAN cannot tolerate "Packet Loss." If a chunk of the AI model arrives late, the whole calculation fails.

Jericho3-AI creates a "Scheduled Fabric" that guarantees packets don't crash into each other.

Connection to 8x8: When the 8x8 Orchestrator decides to "Switch Paths" (Disparate Path Patent), the Jericho switch is the hardware that physically re-routes the massive flow of data from the 5G pipe to the Wi-Fi pipe without dropping a single frame.

3. The Software Layer: VMware Telco Cloud (The "Landlord")
This is the biggest piece people forget: Broadcom owns VMware.

The Application: Most of the world's virtualized RAN (vRAN) runs on VMware Telco Cloud.

The SoftBank Connection: SoftBank's 5G network heavily relies on VMware to run its "Virtual Network Functions" (VNFs)."

does jericho work with quantum relay?

AVGO, ended 2025 with a slight gain

AVGO, still under the 50 sma

AVGO is going back to $410s (& maybe $30 beyond that).

AVGO, hanging in there

Based on the earning and outlook AVGO should have stayed around $400/share instead of crashing $90/share.