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NYSE:VMW News 11 December 2025 - 4 February 2026

Broadcom stock slides as AI jitters hit chipmakers; AVGO eyes March 4 earnings

Broadcom stock slides as AI jitters hit chipmakers; AVGO eyes March 4 earnings

Broadcom shares fell 2.3% to $312.87 Wednesday, tracking declines in chip stocks after AMD’s weak sales forecast reignited doubts about AI hardware demand. The drop followed a 3.3% slide Tuesday, despite Broadcom unveiling new enterprise Wi-Fi 8 products. Software and IT services stocks also slid globally after Anthropic’s AI agent launch. Broadcom will report fiscal Q1 results on March 4.
4 February 2026
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Broadcom stock price: AVGO sets March earnings date as VMware partner shake-up grabs attention

Broadcom stock price: AVGO sets March earnings date as VMware partner shake-up grabs attention

Broadcom shares edged up 0.1% to $331.54 in early trading Monday as the company set its Q1 earnings call for March 4. Reports surfaced that VMware, acquired by Broadcom in 2023, will not renew contracts with some cloud partners, raising concerns over its software strategy. Investors are watching for updates on AI chip demand and potential margin pressure. Chip stocks traded mixed, with Nvidia down and AMD up.
2 February 2026
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Broadcom stock dips again after Tuesday rout as VMware OneGov deal lands; earnings date in focus

Broadcom stock dips again after Tuesday rout as VMware OneGov deal lands; earnings date in focus

Broadcom shares fell 1.1% to $328.80 Wednesday after a 5.43% drop the previous day, as tariff threats and margin concerns rattled tech stocks. The U.S. GSA approved a OneGov deal with Broadcom, cutting prices on VMware and security software by up to 64% through May 2027. Trading volume reached about 31.7 million shares. Broadcom reports earnings March 4.
21 January 2026
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Broadcom stock heads into a long weekend: what Wall Street will watch next

Broadcom stock heads into a long weekend: what Wall Street will watch next

Broadcom shares closed up 2.6% at $351.71 Friday after analyst upgrades and higher price targets. The move followed a sharp drop earlier in the week tied to Chinese restrictions on VMware software. U.S. markets are closed Monday for Martin Luther King Jr. Day, with trading set to resume Tuesday. Broadcom has $4.5 billion in senior notes coming due Jan. 22 and Feb. 6.
19 January 2026
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Palo Alto Networks stock swings on China cybersecurity clampdown report — what to watch for PANW

Palo Alto Networks stock swings on China cybersecurity clampdown report — what to watch for PANW

Palo Alto Networks shares rose about 1% to $190.85 in premarket trading after Reuters reported China ordered local firms to stop using cybersecurity software from several U.S. and Israeli vendors, including Palo Alto, VMware, Fortinet, and Check Point. An SEC filing showed Palo Alto executive Lee Klarich sold around 120,768 shares under a pre-arranged plan. Fortinet and Check Point shares slipped, while Broadcom gained.
14 January 2026
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Broadcom stock drops as chip ETFs rise; traders parse CES AI cues and Friday jobs report

Broadcom stock drops as chip ETFs rise; traders parse CES AI cues and Friday jobs report

Broadcom shares fell 2% to $340.71 Monday, underperforming chip ETFs that closed higher. The stock swung from an early high near $355 to a low around $336. Investors watched CES headlines and weak U.S. factory data for signals on AI demand and rates. Broadcom’s next earnings are due in early March; the U.S. jobs report arrives Friday.
5 January 2026
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Broadcom Stock (AVGO) Today: After-Hours Check, AI Growth vs. Margin Worries, VMware Headlines, and Analyst Forecasts (Dec. 26, 2025)

Broadcom Stock (AVGO) Today: After-Hours Check, AI Growth vs. Margin Worries, VMware Headlines, and Analyst Forecasts (Dec. 26, 2025)

Broadcom shares closed near $352.13 Friday in New York, trading between $347.83 and $353.22 on volume of about 14.85 million. The company reported Q4 revenue of $18.015 billion, up 28% year over year, and forecast Q1 revenue of $19.1 billion. CEO Hock Tan said AI semiconductor revenue rose 74% in Q4 and expects it to double in Q1. Investors remain focused on whether rising AI sales will affect margins.
26 December 2025
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Broadcom (AVGO) Stock on December 11, 2025: AI Giant Faces Earnings Test, VMware Scrutiny and Sky‑High Expectations

Broadcom (AVGO) Stock on December 11, 2025: AI Giant Faces Earnings Test, VMware Scrutiny and Sky‑High Expectations

Broadcom Inc. (NASDAQ: AVGO) heads into its fiscal Q4 2025 earnings day sitting near all‑time highs, flush with AI demand, and under fresh regulatory fire in Europe. For investors, Broadcom stock is now the purest large‑cap bet on custom AI chips and enterprise software — but also one of the most “priced for perfection” names in the market. Below is a detailed, news‑driven and forward‑looking look at AVGO as of December 11, 2025, suitable for readers following Google News and Discover. Broadcom stock today: near records after a massive 2025 rally As of early U.S. afternoon trading on December 11,
11 December 2025
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Stock Market Today

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Shanghai, Feb 8, 2026, 10:25 CST — Market closed Shenzhen Longsys Electronics Co., Ltd.’s Class A shares head into Monday’s reopen after the memory products maker flagged new guarantees for overseas units in a late-Friday filing. It is not an earnings update. But it lands on a market that has started to look harder at cash needs, debt and offshore exposure across China’s fast-rerating chip names. For Longsys, the timing matters because the filing highlights how much of the group’s funding is still supported by parent-company guarantees, even as it runs procurement and manufacturing footprints outside mainland China. In the
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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