New York, Jan 26, 2026, 17:04 EST — After-hours
- Broadcom shares rose 1.5% Monday, ending a four-day losing streak.
- The stock surged past several chip peers while the broader market climbed ahead of mega-cap earnings.
- Attention shifts to the Fed on Wednesday, with upcoming tech earnings set to shake up the AI trade.
Shares of Broadcom Inc. climbed Monday, bouncing back after a rough patch. The stock stayed close to its closing price in after-hours trading.
This matters because Broadcom is caught between two hot trades: big-cap tech leadership and the AI infrastructure boom. Investors are gearing up for a packed week of earnings and a Fed policy update.
The move comes after a rocky start to 2026 for chip stocks, with guidance driving price swings more than nearly any other factor.
Broadcom finished 1.5% higher at $324.85, edging out Nvidia, Qualcomm, and Intel in gains for the day. Trading volume hit roughly 24.8 million shares, falling short of its 50-day average. The stock still trades over 20% below its December peak. 1
The broader market held firm. The S&P 500 and Nasdaq notched a fourth consecutive gain as investors prepared for earnings reports from major mega-cap firms due later this week, Reuters reported. 2
Chris Zaccarelli, chief investment officer at Northlight Asset Management, noted that communications and technology sectors were “trading well today” ahead of their earnings reports. He described investors as “cautiously optimistic” as earnings season kicks off. 2
Broadcom’s stock is frequently seen as a barometer for data-center demand. Its semiconductor division supplies networking and custom chips to cloud providers, and the VMware acquisition has boosted its infrastructure software segment.
That mix works in steady markets. But when conditions sour, it’s a double-edged sword: a miss or cautious outlook from a major customer can quickly ripple through expectations on orders, pricing, and margins throughout the AI supply chain.
Investors are also watching the Fed meeting wrapping up Wednesday. Traders largely expect rates to stay put but will be scrutinizing any hints about future moves. 2
Broadcom’s earnings report is due March 5, with the market watching closely for fresh details on AI-driven revenue, software performance, and guidance on spring demand. 3
