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LATENCY: 12msALERT: HBM3E SUPPLY CONSTRAINED
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Company Detail

Broadcom (AVGO)

Live scores, intel, and hardware footprint for AVGO.

RSS for AVGO
AI HARDWARE NASDAQ NMS - GLOBAL MARKET

Broadcom

AVGO$1799.4B Cap
$363.60
-3.43%

Alpha Velocity

CURRENT ALPHA:62.4

Signal Drivers (24h)

CONFIRMED

GlobalFoundries and TSMC Sign US Manufacturing Deal for AI Packaging

2h ago•Impact: 43

Deal Activity (12mo)

SUPPLY AGREEMENTPRESS_RELEASE
with TSMC
$2.0B10/8/2026

“Multi-year $2 billion agreement will expand capacity for advanced packaging ecosystem”

hpcwire.com
CAPACITY RESERVATIONSEC_FILED
with Anthropic
$42.0B10/3/2026

“a $42 billion convertible note facility from Broadcom”

Biztoc.com
SUPPLY AGREEMENTSEC_FILED
with Anthropic
$42.0B10/3/2026

“a $42 billion convertible note facility from Broadcom”

Forkast.news
DESIGN WINREPUTABLE_NEWS
with Undisclosed U.S. AI fabless company
$0.1B9/29/2026

“signed a contract worth approximately KRW 70.3 billion (~US$52 million) with a U.S.-based AI fabless company to develop a next-generation AI inference accelerator”

hpcwire.com
PARTNERSHIPPRESS_RELEASE
with Open CPX MSA Consortium
9/17/2026

“Lightmatter today announced that it has joined the Open CPX Multi-Source Agreement (MSA)”

hpcwire.com
OTHERPRESS_RELEASE
$0.1B9/10/2026

“Ayar Labs today announced it has secured an additional $150 million in funding, bringing its total primary capital raised in 2026 to $650 million”

hpcwire.com

Alpha DNA

Financial Vitals

Revenue (TTM)
$63.9B
R&D Intensity
17.2%
Operating Margin39.9%
FCF Margin42.1%
Fiscal: 2025 FY

Valuation Reality

P/S Ratio
28.2x
FCF Yield
1.50%

Earnings Intelligence

No upcoming earnings scheduled.
Recent Results
Q4 FY2025
+2.7%BEAT
Data from Finnhub

Scholarly Research

No scholarly research data available yet. Scholarly fetch runs every 48 hours.

Social Narrative

Mentions (24h)
0
Unique Authors
0
Attention Score0
Credibility Score0
Price Coupling-26
Data from xAI Grok • 5/30/2026
CIK0001730168
Shares Out4722M
IndustrySemiconductors