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%
Video · 2026-08-17
AVGO down 5.9% on VMware concerns
The catalyst: VMware concerns.
Broadcom (AVGO) buy thesis: Q2 surge, AI silicon pipeline, hyperscaler deals & compelling valuation. Click to ready my analysis
As reported: “Broadcom Is Set To Rewrite The AI Narrative” — SeekingAlpha, 2026-08-17.
What happened after
T+1 -3.2%T+5 — pendingT+20 — pending
More: AVGO move history · track record · that day's brief
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