NEW YORK, December 28, 2025, 18:20 ET — Market closed.
- Broadcom shares last closed up 0.6% at $352.13 in the most recent session on Friday. 1
- U.S. stocks dipped slightly in thin, post-Christmas trading, leaving chip names to drift with the broader tape. 2
- Investors remain keyed on Broadcom’s AI-driven growth versus pressure on profit margins flagged in its latest outlook. 3
Broadcom Inc. shares ended Friday’s session up 0.6% at $352.13, in subdued post-Christmas trading before U.S. markets shut for the weekend. 1
The muted move matters because Broadcom has become a bellwether for the market’s “AI infrastructure” trade — a bet that heavy spending on data centers will keep powering chip and networking demand into 2026. 4
It also comes as investors head into the so-called Santa Claus rally period — the last five trading days of the year and first two of the new one — when volumes can thin and price swings can look bigger than the news flow. 2
On Friday, Wall Street closed slightly lower, with the S&P 500 down 0.03% and the Nasdaq Composite down 0.09%, Reuters reported. Trading volume on U.S. exchanges was well below recent averages, the report said. 2
Chip stocks were steadier. The Philadelphia semiconductor index edged up 0.05% on Friday. 5
Nvidia gained 1% after a licensing deal with Groq and hiring its CEO, a move that kept attention on the AI hardware complex more broadly, Reuters said. 2
Broadcom’s last major catalyst remains its December results and outlook. The company reported fourth-quarter revenue of $18.0 billion, up 28% from a year earlier, and guided for first-quarter fiscal 2026 revenue of about $19.1 billion. 4
“AI semiconductor revenue increasing 74% year-over-year,” CEO Hock Tan said in the company’s release. 4
But the same update sharpened investor focus on profitability. Broadcom said gross margins would dip as AI-related revenue becomes a larger share of the mix, Reuters reported, with CFO Kirsten Spears pointing to about a 100-basis-point sequential decline. 3
Broadcom generates revenue from both semiconductor solutions and infrastructure software, the company said, a combination investors have leaned on for cash flow as hardware demand cycles. 4
The board declared a quarterly cash dividend of $0.65 per share, payable on Dec. 31, the company said. 4
From a chart-watching perspective, Broadcom ended Friday below its 50-day moving average of about $362 but well above its 200-day moving average near $287, according to Yahoo Finance data. 6
Before the next session, investors will be watching whether the year-end “Santa Claus” window can keep the broader market near record levels, after the S&P 500 finished Friday just shy of 7,000. 2
For Broadcom, the next key milestone is its fiscal first quarter ending Feb. 1, 2026, with the next earnings update expected in early March; Yahoo Finance’s calendar lists March 4 after the close. 4
Traders say the near-term debate is unchanged: whether AI-driven sales growth can keep accelerating while Broadcom manages the margin trade-offs that spooked the stock after its latest outlook. 3
