NEW YORK, February 22, 2026, 11:16 EST — Market closed
- Broadcom ended Friday off 0.4%, trailing gains in the wider U.S. market.
- Monday’s session opens with traders looking for any signals from Nvidia’s results, set to drop midweek.
- AI infrastructure spending is grabbing headlines again, with Broadcom’s March earnings call on deck.
Broadcom Inc. closed out Friday at $332.65, slipping 0.4%. The stock moved between $329.58 and $340.11 throughout the session. Yahoo Finance data put volume at roughly 17.6 million shares. (Yahoo Finance)
U.S. markets are closed for the weekend, but all eyes are already on the next trading session and the week ahead. The spotlight is on Nvidia’s quarterly results, landing Feb. 25, a report that could set the tone for chip stocks. Broadcom (AVGO) tends to get swept up with the usual AI hardware crowd as traders calibrate bets around headline earnings numbers. (NVIDIA Investors)
Nvidia remains the go-to name for investors trying to gauge if the data-center spending boom is still fueling solid gains throughout the AI supply chain. “It’s hard for Nvidia to surprise when everyone expects it to surprise,” said Marta Norton, chief investment strategist at Empower, in a Reuters Week Ahead report. (Reuters)
Broadcom fell 0.40% Friday, according to MarketWatch data, while the S&P 500 advanced 0.69% and the Dow rose 0.47%. Semiconductor stocks posted mixed moves, with Broadcom lagging as the broader U.S. indexes climbed. (MarketWatch)
Nvidia climbed 1.0% to $189.82. Over at Marvell Technology, shares slipped 0.2% to $79.48. Arista Networks, the networking hardware player, dropped 3.2% to $132.79, highlighting just how mixed trading was among AI infrastructure stocks.
Broadcom is lining up a key event: it plans to release first-quarter fiscal 2026 numbers on March 4 after the market closes, with a conference call scheduled for 2:00 p.m. Pacific (5:00 p.m. Eastern). (Seeking Alpha)
AI’s influence is hardly a fresh story, but the edges keep sharpening. Last year, OpenAI inked an agreement with Broadcom to craft its first in-house AI chip, and according to Reuters, rollout should kick off in the back half of 2026. “Partnering with Broadcom is a critical step in building the infrastructure needed to unlock AI’s potential,” OpenAI CEO Sam Altman said at the time. (Reuters)
The capex debate isn’t fading anytime soon. OpenAI is eyeing about $600 billion in total compute spend by 2030, a person familiar told Reuters on Friday, as the company positions itself for a potential IPO. (Reuters)
Nvidia is nearing completion of a $30 billion investment in OpenAI, according to a person with knowledge of the talks, as the AI firm pushes ahead with its fundraising. The move underscores the tightening bond between chipmakers, cloud services, and AI model developers. (Reuters)
The flip side is hard to ignore. Broadcom shares took a steep dive in December when the company flagged pressure on margins from booming sales of custom AI chips that come with thinner profits—a clear signal that not every AI-driven sales surge translates directly into net income. (Reuters)
All eyes turn next to Nvidia’s earnings and call on Feb. 25. After that, Broadcom steps up on March 4. Investors want specifics: how AI demand is shaping up, what’s happening with custom chip rollouts, and any new margin talk. (nvidianews.nvidia.com)
