the tape · 2026-08-21COIN▲ +8.2%FCX▲ +7.6%MRVL▼ -5.6%TSLA▲ +5.1%GS▲ +3.7%PLTR▲ +3.4%MS▲ +3.3%ORCL▲ +3.1%NEM▲ +3.1%ARM▼ -3.0%MRK▲ +2.4%INTC▼ -2.2%SPCX▲ +2.2%ABT▲ +2.2%SMCI▲ +2.0%VST▼ -2.0%DLR▼ -1.9%CRM▲ +1.8%PM▼ -1.7%DELL▲ +1.7%
AVGO
Broadcom ·
36 big moves · 5 videos · since May 2026
From the desk · Aug 19, 2026
AVGO shed 4.6 percent today, and the catalyst has a name: Google just handed Marvell a deal worth potentially 120 billion dollars in revenue, plus a warrant giving Alphabet the option to acquire a 12.2 billion dollar stake in the company. That's significant for Broadcom specifically because Google's custom AI accelerators — the TPUs — are a core piece of AVGO's hyperscaler revenue. Custom silicon isn't like buying merchant chips off a shelf; hyperscalers lock in these designs years in advance, so a deepened Google-Marvell partnership represents forward pipeline that Broadcom doesn't get. No company-specific news from Broadcom today — this was competitor spillover, plain and simple. Watch AVGO's next earnings call for any commentary on hyperscaler custom silicon bookings. That's where a Google budget shift would surface first.
Every move of 1.5% or more
2026-08-19 · SeekingAlpha
-4.6% — I Changed My Mind, Broadcom And Semiconductors Have Peaked For Now ▶ we covered it
T+1 +0.4%T+5 — pendingT+20 — pending
2026-08-18 · Benzinga
-3.2% — Competitor Analysis: Evaluating Broadcom And Competitors In Semiconductors & Semiconductor Equipment Indus ▶ we covered it
T+1 -4.6%T+5 — pendingT+20 — pending
2026-08-14 · Benzinga
-5.9% — Third Point Dissolves Share Stake In Broadcom ▶ we covered it
T+1 -0.1%T+5 -6.2%T+20 — pending
2026-08-07 · Yahoo
+1.7% — Meet the Low-Cost Vanguard ETF That Just Gained 11% Over 4 Days, Thanks to a Combined 33% Weighting in Nvidia,
T+1 -1.3%T+5 -8.1%T+20 — pending
2026-08-04 · Yahoo
+6.6% — MediaTek Wants 20% of Custom AI Chips. Alphabet (GOOGL) Could Win Before Broadcom (AVGO) Loses
T+1 +0.0%T+5 -0.5%T+20 — pending
2026-07-30 · Yahoo
+4.7% — Should Samsung’s US$200 Billion AI Chip Pact With Broadcom Reshape Action From AVGO Investors?
T+1 +0.4%T+5 +8.4%T+20 — pending
2026-07-29 · Yahoo
-2.8% — NVDA, AVGO’s AI Backstops Have One Analyst Worried — Michael Burry Says There’s A Reason Nvidia’s 5Y CDS Are G
T+1 +4.7%T+5 +13.0%T+20 — pending
2026-07-24 · no single source
-2.7% — Moved with the tape — no single reported reason that day.
T+1 +0.3%T+5 +1.9%T+20 -3.5%
2026-07-22 · Yahoo
+2.7% — Vanguard’s VIG Dividend ETF’s Top Stock Is… Broadcom? Here’s Why
T+1 -1.1%T+5 -6.7%T+20 -8.7%
2026-07-21 · Yahoo
+2.2% — This Is My Favorite Artificial Intelligence Stock to Buy Right Now (Hint: Not Nvidia, Broadcom, or Alphabet)
T+1 +2.7%T+5 -1.4%T+20 -1.7%
2026-07-20 · Yahoo
+2.0% — Broadcom Stock Has Jumped Just 7% in 2026. This Move by Meta Platforms Could Supercharge the Stock in the Seco
T+1 +2.2%T+5 +1.3%T+20 +3.8%
2026-07-16 · Yahoo
-5.0% — 1 Unstoppable Stock to Buy Before It Joins Micron and Broadcom in the $1 Trillion Club
T+1 -1.0%T+5 +4.8%T+20 +11.6%
2026-07-13 · Yahoo
-4.0% — Alphabet Vs. Broadcom: Rotate Out of AVGO and into GOOG as a Custom Chip Creator and Hyperscaler Partner
T+1 +1.3%T+5 -1.5%T+20 +10.0%
2026-07-09 · Yahoo
+3.2% — Broadcom Stock Investors Just Got Incredible News from Apple CEO Tim Cook
T+1 -0.3%T+5 -6.6%T+20 +4.9%
2026-07-06 · Yahoo
+3.7% — Wall Street closes higher as Broadcom rallies
T+1 -0.8%T+5 +2.7%T+20 +4.9%
2026-07-02 · Yahoo
-2.4% — Broadcom vs. ON Semiconductor: Which Technology Stock Is a Better Buy in 2026?
T+1 +3.7%T+5 +11.0%T+20 +8.0%
2026-07-01 · Yahoo
-2.2% — UBS Reaffirms Buy Rating on Broadcom (AVGO) Amid AI ASIC Demand and OpenAI, Anthropic Growth
T+1 -2.4%T+5 +8.6%T+20 +5.0%
2026-06-29 · no single source
+2.0% — Moved with the tape — no single reported reason that day.
T+1 +1.4%T+5 -0.4%T+20 +2.3%
2026-06-26 · no single source
-3.7% — Moved with the tape — no single reported reason that day. ▶ we covered it
T+1 +2.0%T+5 +2.4%T+20 +5.0%
2026-06-23 · no single source
-3.1% — Moved with the tape — no single reported reason that day.
T+1 +0.5%T+5 -0.6%T+20 +4.4%
2026-06-22 · no single source
-4.7% — Moved with the tape — no single reported reason that day.
T+1 -3.1%T+5 -5.0%T+20 -1.4%
2026-06-18 · no single source
+4.7% — Moved with the tape — no single reported reason that day.
T+1 -4.7%T+5 -11.3%T+20 -8.1%
2026-06-17 · no single source
+4.3% — Moved with the tape — no single reported reason that day.
T+1 +4.7%T+5 -3.6%T+20 -5.6%
2026-06-16 · no single source
-4.4% — Moved with the tape — no single reported reason that day.
T+1 +4.3%T+5 +1.4%T+20 -0.6%
2026-06-15 · no single source
+3.1% — Moved with the tape — no single reported reason that day.
T+1 -4.4%T+5 -3.5%T+20 +0.1%
2026-06-11 · no single source
+3.6% — Moved with the tape — no single reported reason that day.
T+1 -0.9%T+5 +6.7%T+20 -0.4%
2026-06-10 · no single source
-5.1% — Moved with the tape — no single reported reason that day.
T+1 +3.6%T+5 +5.6%T+20 +7.5%
2026-06-08 · no single source
+2.8% — Moved with the tape — no single reported reason that day.
T+1 -1.1%T+5 -0.7%T+20 -2.0%
2026-06-05 · no single source
-7.9% — Moved with the tape — no single reported reason that day.
T+1 +2.8%T+5 -0.9%T+20 -3.9%
2026-06-04 · no single source
-12.6% — Moved with the tape — no single reported reason that day.
T+1 -7.9%T+5 -8.0%T+20 -10.7%
2026-06-02 · no single source
+4.7% — Moved with the tape — no single reported reason that day.
T+1 -0.5%T+5 -18.6%T+20 -23.3%
2026-06-01 · no single source
+3.0% — Moved with the tape — no single reported reason that day.
T+1 +4.7%T+5 -13.8%T+20 -17.9%
2026-05-29 · no single source
+4.7% — Moved with the tape — no single reported reason that day.
T+1 +3.0%T+5 -13.7%T+20 -16.6%
2026-05-26 · Yahoo
+1.9% — Cisco Soars 32% in a Month, Arista Falls 10%, Broadcom Drifts: The AI Networking Trade Has a Clear Winner
T+1 -0.0%T+5 +14.1%T+20 -9.5%
2026-05-20 · Simply Wall St.
+1.6% — Broadcom Deepens LSEG Ties While Targeting US$100b In Custom AI Chips
T+1 -0.8%T+5 +2.1%T+20 -1.5%
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