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NASDAQ:AVGO News 10 January 2026 - 13 January 2026

Broadcom stock nudges higher after CPI as traders eye Fed and March earnings

Broadcom stock nudges higher after CPI as traders eye Fed and March earnings

Broadcom shares rose 0.6% to $354.15 in early New York trading Tuesday, outperforming other chip stocks during a volatile session. U.S. consumer prices increased 0.3% in December, keeping inflation and Fed rate expectations in focus ahead of the Jan. 27-28 policy meeting. Investors await Broadcom’s quarterly results set for March 4, with attention on AI chip margins.
13 January 2026
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Broadcom (AVGO) stock rises after the bell as ARK buys in — CPI and chip earnings loom

Broadcom (AVGO) stock rises after the bell as ARK buys in — CPI and chip earnings loom

Broadcom shares rose 2.1% to $352.21 in after-hours trading Monday, following news that ARK Invest bought 31,573 shares valued at about $10.5 million. CEO Hock Tan projects AI chip revenue to double to $8.2 billion this quarter, but the company warned of margin pressure from lower-margin custom AI processors. The stock remains 15% below its December peak. Investors await U.S. inflation data Tuesday and TSMC results Thursday.
12 January 2026
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AMD stock jumps as Bernstein stays cautious on chipmaker and Wall Street frets Fed fight

AMD stock jumps as Bernstein stays cautious on chipmaker and Wall Street frets Fed fight

AMD shares rose 2.6% to $208.44 by 10:31 a.m. EST Monday, outperforming a slightly lower Nasdaq 100. Analyst Stacy Rasgon kept AMD at “market perform,” citing Nvidia’s growing lead in AI chips. Nvidia was flat, Broadcom gained 1.9%, and Intel fell 1.1%. AMD reports quarterly results Feb. 3.
12 January 2026
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Semiconductor stocks hit a record high — CPI day and supply-chain politics loom

Semiconductor stocks hit a record high — CPI day and supply-chain politics loom

U.S. semiconductor stocks hit a record Friday, with the PHLX index up 2.7% as Lam Research jumped 8.7% and Intel surged nearly 11%. Broadcom rose 3.8%. Investors now await inflation data and earnings reports that could shift interest-rate expectations. The sector also faces new supply-chain risks as the U.S. expands its “Pax Silica” alliance with Qatar and the UAE.
11 January 2026
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Global stock markets hit record highs — CPI, bank earnings and a tariff ruling are next tests

Global stock markets hit record highs — CPI, bank earnings and a tariff ruling are next tests

Global stocks hit record highs Friday, with the S&P 500 closing up 0.65% at 6,966.28 and the STOXX 600 up 1%. Chipmakers led U.S. gains, while Glencore surged 10% in Europe. Investors await U.S. CPI data and major bank earnings this week. Global equity funds saw $6.07 billion in outflows, while money market funds drew $161.27 billion.
11 January 2026
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AMD stock slid Friday as chip index hit record — what to watch before Monday’s open

AMD stock slid Friday as chip index hit record — what to watch before Monday’s open

AMD shares fell 0.7% to $203.17 Friday, lagging a 2.7% surge in the Philadelphia Semiconductor Index, which hit a record high. U.S. payrolls rose by 50,000 in December, missing forecasts, while the unemployment rate edged down to 4.4%. The S&P 500 and Dow closed at record highs. Qatar and the UAE will join a U.S.-led semiconductor supply chain pact next week.
11 January 2026
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Semiconductor stocks hit a record — here’s what could move SOXX next week

Semiconductor stocks hit a record — here’s what could move SOXX next week

U.S. semiconductor stocks pushed Wall Street to record highs Friday, with the SOXX ETF up 2.9% and Intel surging nearly 11% after praise from Donald Trump. Lam Research jumped 8.7% on a broker’s price target hike. TSMC reported Q4 revenue up 20.45% year-on-year, beating estimates. Traders await U.S. inflation data due Jan. 13 and TSMC’s guidance on Jan. 15.
10 January 2026
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Global stocks hit record highs after U.S. jobs data; CPI and bank earnings up next

Global stocks hit record highs after U.S. jobs data; CPI and bank earnings up next

Global stocks closed at record highs Friday, led by chipmakers and a weaker U.S. jobs report. The MSCI world index rose 0.53% to 1,034.87. The dollar and two-year Treasury yields climbed, while the U.S. added 50,000 jobs in December, missing forecasts. Investors await Tuesday’s U.S. CPI data and major bank earnings next week.
10 January 2026
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Broadcom stock jumps after Mizuho lifts target; CPI week sets up next test for AVGO

Broadcom stock jumps after Mizuho lifts target; CPI week sets up next test for AVGO

Broadcom shares jumped 3.7% to $344.97 Friday, lifting the PHLX Semiconductor Index to a record. Mizuho raised its price target on Broadcom to $480, citing “attractive valuations.” Cathie Wood’s ARK Invest bought 31,573 shares, while Broadcom’s legal chief sold 30,000 shares. The stock remains 17% below its 52-week high after a December warning on profit margins.
10 January 2026
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Dow and S&P 500 hit fresh record closes as chip rally shrugs off tariff noise

Dow and S&P 500 hit fresh record closes as chip rally shrugs off tariff noise

U.S. stocks closed at record highs Friday, with the S&P 500 finishing up 0.65% and the Dow up 0.48%, led by gains in chipmakers. The PHLX semiconductor index jumped 2.7% to a record after Meta agreed to buy power from Vistra’s nuclear plants. Investors trimmed bets on near-term Fed rate cuts after December payrolls rose by 50,000 and unemployment dipped to 4.4%. Markets watched for a Supreme Court ruling on tariffs.
10 January 2026
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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