NEW YORK, December 29, 2025, 4:05 ET — After-hours
- Broadcom shares closed down 0.8% as chip stocks eased with Big Tech.
- Holiday-thinned trading left investors focused on macro catalysts and January positioning.
- Traders are watching Fed minutes, jobless claims and Broadcom’s next earnings date.
Broadcom Inc. (AVGO) shares fell on Monday as profit-taking hit chip stocks in the final week of the year, ending regular trading down 0.8% at $349.39. 1
The stock traded between $344.69 and $350.33 during the session, hovering near the psychologically important $350 level heading into after-hours. 1
The dip matters now because Broadcom remains a heavily owned AI-infrastructure name, and price swings tend to amplify into year-end when liquidity is thinner and portfolio managers rebalance. 2
It also comes as the tech trade shows signs of fatigue after last week’s push that left the S&P 500 near record highs, with investors scanning for 2026 positioning clues rather than fresh company-specific news. 2
On Monday, the Nasdaq fell 0.6% and chip-linked leaders were broadly softer, with Nvidia down about 1.5%, Reuters reported. 2
The iShares Semiconductor ETF was modestly lower on the day, underscoring the sector-wide tone.
For Broadcom, investors have been balancing strong AI demand against concerns aired earlier this month that a higher mix of custom AI processors and systems could pressure margins in the near term. 3
Some traders have also kept an eye on insider activity after a Form 4 filing showed CEO Hock E. Tan sold 130,000 shares on Dec. 18 at $326.02, with the filing noting the shares were contributed into an exchange fund. 4
Income-focused holders have a nearer-term calendar item: Broadcom’s quarterly cash dividend of $0.65 per share is payable on Dec. 31 to stockholders of record as of Dec. 22, the company said. 5
“This is (not) the beginning of the end of the tech dominance, it’ll turn out to be a buying opportunity,” Hank Smith, director and head of investment strategy at Haverford Trust, told Reuters, describing the broader tech pullback. 2
Before Tuesday’s session, investors will watch Federal Reserve meeting minutes and weekly jobless claims in an otherwise data-light week, Reuters reported, with U.S. markets shut on Thursday for New Year’s Day. 2
For Broadcom specifically, the next major catalyst is its upcoming earnings report, listed on Yahoo Finance’s calendar for March 4 after the close, when investors will scrutinize AI-related revenue mix, margin commentary and any update to near-term demand trends. 6
