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NASDAQ:AVGO 23 June 2026 - 8 July 2026

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Broadcom Inc. (NASDAQ:AVGO) Shares Rise 7% as $128 Billion AI Deals Spotlight Funding Concerns
Broadcom (NASDAQ:AVGO) holds supplier deal, waits on AI gains

Broadcom (NASDAQ:AVGO) holds supplier deal, waits on AI gains

Broadcom’s latest rally is all about the longer timeline. Apple for the first time put a number on a supply extension Broadcom had already flagged with U.S. regulators. According to Broadcom’s SEC filing, the two are set to work into 2031, supplying custom ASIC silicon for new generations of Apple products. Apple now says the extended deal could add up to more than $30 billion, with the hope of making over 15 billion U.S.-made chips.
8 July 2026
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AI stocks mixed in Q3 as memory slump pressures cash flow after capex surge

AI stocks mixed in Q3 as memory slump pressures cash flow after capex surge

Seeking Alpha’s summary flagged memory as the first pressure point. Odaily said Q3 flows are leaving broad AI and moving into storage, optical, power, and data center names. Investing.com described the quarter as a divergence, with results, AI spending, and the Fed dragging the market in opposite directions. Wednesday’s price action backed up that idea: AI is splitting into more trades.
8 July 2026
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Apple (NASDAQ:AAPL), Broadcom (NASDAQ:AVGO) $30 billion U.S. chip deal puts $2-per-chip math in focus

Apple (NASDAQ:AAPL), Broadcom (NASDAQ:AVGO) $30 billion U.S. chip deal puts $2-per-chip math in focus

Apple will spend more than $30 billion with Broadcom under a U.S. chip supply deal that gives investors a clearer dollar figure on a supplier relationship that had been hard to size. The contract is expected to produce more than 15 billion U.S.-made chips and support Broadcom’s $1.5 billion expansion in Fort Collins, Colorado, Apple said.
8 July 2026
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S&P 500 gains narrow after hours as Rivian (NASDAQ:RIVN) drops, Fiserv (NASDAQ:FISV) rises

S&P 500 gains narrow after hours as Rivian (NASDAQ:RIVN) drops, Fiserv (NASDAQ:FISV) rises

U.S. stocks climbed Monday, but futures were more muted after the bell. The S&P 500 closed up 0.72% at 7,537.43, Nasdaq added 1.12% to 26,121.16, and the Dow rose 0.29% to 53,055.91. Shares of Broadcom Inc jumped 3.7% after the company and Apple Inc extended their custom-chip agreement through 2031. Even so, S&P 500 decliners led advancers by 1.3-to-1.
7 July 2026
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Broadcom (NASDAQ:AVGO) climbs after Apple (NASDAQ:AAPL) supply deal eases 2031 revenue risk

Broadcom (NASDAQ:AVGO) climbs after Apple (NASDAQ:AAPL) supply deal eases 2031 revenue risk

Broadcom Inc. traded higher in premarket on Monday after saying it will extend its chip partnership with Apple Inc. through 2031. The new deal makes Broadcom more of a long-term supplier to Apple, aiming at contract length instead of just another AI-chip move. Broadcom will supply a range of custom chips to Apple, which makes up around 20% of Broadcom’s yearly sales, analysts told Reuters.
6 July 2026
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OpenAI proposal could hand $42.6 billion in AI equity to U.S. government

OpenAI proposal could hand $42.6 billion in AI equity to U.S. government

OpenAI has reportedly offered the U.S. government a 5% stake, which at the company’s latest $852 billion valuation would value the holding at $42.6 billion. That potential piece would be bigger than most recent direct government stakes in U.S. companies and could be key for IPO buyers to watch. OpenAI in March said it closed $122 billion in committed capital.
3 July 2026
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AI shares June 2026: memory and power plays go different ways

AI shares June 2026: memory and power plays go different ways

U.S. AI stocks closed out June showing a more defined split than earlier in the month. On one side were suppliers with signed AI orders. On the other, big spenders and software names trading at high multiples. NVIDIA, Broadcom, Micron Technology and Vertiv gave investors new operating numbers tied to their AI business. Microsoft, Alphabet, Amazon.com and Meta Platforms remained key to demand, but the market focus moved in June to how the spending gets funded and what kind of payback investors can expect.
29 June 2026
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Nvidia Stock Drops as 362-Kilowatt Rack Puts Investor Risk in Focus

Nvidia Stock Drops as 362-Kilowatt Rack Puts Investor Risk in Focus

Nvidia shares dropped 3.6% to around $201.10 late Tuesday, pushing the chipmaker’s valuation under $5 trillion. A product detail from Monday is likely more important for investors though. Rolling out Nvidia’s next systems could hinge not just on processor demand but on power and cooling requirements.
23 June 2026
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Korea Slides 10%, Nasdaq Futures Down 2.7% as Chip Stocks Sink Worldwide

Korea Slides 10%, Nasdaq Futures Down 2.7% as Chip Stocks Sink Worldwide

Semiconductor stocks around the world fell sharply Tuesday, with South Korea’s KOSPI down 9.99%. Chipmakers in Europe dropped too, and Nasdaq 100 futures shed 2.7% ahead of the Wall Street open. “Former generals … appear to have lost momentum,” said Chris Weston, head of research at Pepperstone.
23 June 2026
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