Monetizers vs manufactures: How the AI market could splinter in 2026 [CNBC]
Broadcom Inc. (AVGO)
Last broadcom inc. earnings: 3/12 04:15 pm
Check Earnings Report
US:NASDAQ Investor Relations:
investors.broadcom.com
Company Research
Source: CNBC
The rollercoaster of tech sell-offs and rallies in the fourth quarter could be early signs of differentiation. AI infrastructure companies are tipped as winners as Big Tech business models evolve. The AI market is tipped to splinter in 2026. The last three months of 2025 were a rollercoaster of tech sell-offs and rallies, as circular deals, debt issuances, and high valuations fueled concerns over an AI bubble. Such volatility may be an early sign of how AI investment is set to evolve as investors pay closer attention to who is spending money and who is making it according to Stephen Yiu, chief investment officer at Blue Whale Growth Fund. Investors, especially retail investors who are exposed to AI through ETFs, typically have not differentiated between companies with a product but no business model, those burning cash to fund AI infrastructure, or those on the receiving end of AI spending, Yiu told CNBC. So far, “every company seems to be winning,” but AI is in its early
Show less
Read more
Impact Snapshot
Event Time:
AVGO
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
AVGO alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
AVGO alerts
High impacting Broadcom Inc. news events
Weekly update
A roundup of the hottest topics
AVGO
News
- Nvidia's AI Cash Machine: The 1 Metric Proving Its Dominance Isn't Going Anywhere [Yahoo! Finance]Yahoo! Finance
- Can NVIDIA's Networking Business Power the Next Phase of Growth? [Yahoo! Finance]Yahoo! Finance
- Cantor Fitzgerald: Nvidia and Broadcom May Explode on Next-Gen AI Rollout [Yahoo! Finance]Yahoo! Finance
- WisdomTree U.S. Quality Dividend Growth Fund ETF declares $0.2327 dividend [Seeking Alpha]Seeking Alpha
- Veteran analyst has blunt message on Intel stock [Yahoo! Finance]Yahoo! Finance
AVGO
Earnings
- 12/11/25 - Beat
AVGO
Sec Filings
- 12/23/25 - Form 144
- 12/22/25 - Form 4
- 12/22/25 - Form 4
- AVGO's page on the SEC website