Ticker
$AVGO
10 developments in the last 30 days and 2 calls that name it.
News and context about developments that touch this company. Not investment advice.
Opportunities
- Amazon opens PyTorch on Trainium, and CUDA's moat is attacked at the framework layerRunning PyTorch code unchanged on non-Nvidia chips, paid for by hyperscalers and model labs buying cheaper compute.First flagged 2026-10-12
- Token Watch: find where your company's stock is being tokenised without youMonitors chains and venues for tokens claiming to represent an issuer's shares. Corporate secretaries and transfer agents pay.First flagged 2026-10-19
Developments
Last 30 days- JP Morgan’s Ethereum Play: Why The Big Money Is Moving NowUnder the SEC innovation exemption, issuers including Broadcom have objected to their shares being traded as tokens on OKX's venue. Yahoo Finance · 2026-10-20 AVGO NDAQ
- SEC tokenized stock framework faces issuer pushback as Broadcom, Verizon object to OKX-ICE listingBroadcom and Verizon have objected to the OKX-ICE tokenized stock listing, putting pressure on the SEC's tokenized stock framework. CoinDesk · 2026-10-20 AVGO VZ ICE
- CoreWeave, Broadcom, Verizon among nine companies objecting to tokenized trading of their shares on OKXICECoreWeave, Broadcom and others object to tokenized trading of their shares on OKX. The Block · 2026-10-18 CRWV AVGO VZ
- AI Capex, Gamble or Jackpot?: Market SnapshotBroadcom's CEO called the AI market a 'casino', and strong ASML and TSMC results did not stop the tech rout. Bloomberg Television · 2026-10-16 AVGO ASML TSM
- Chip stocks slide after Broadcom boss warns of ‘casino’ mentality in AI investingChip stocks slid after Broadcom's CEO warned of a 'casino' mentality in AI investing. FT Markets · 2026-10-15 AVGO
- Topgolf saved over $11.3 million after leaving VMwareTopgolf says it saved over $11.3M by leaving VMware, more evidence of customers moving off VMware since Broadcom bought it. Ars Technica · 2026-10-15 AVGO
- Intel, Broadcom CEOs warn capital crunch could become AI's biggest bottleneckThe CEOs of Intel and Broadcom warn that access to capital could become the AI boom's biggest bottleneck. CNBC Technology · 2026-10-14 INTC AVGO
- A global chip stock sell-off deepens after Broadcom's CEO likened AI investing to a casino, with Samsung down as much as 8.8%, SK Hynix down 9.2%, and Micron 4% (Financial Times)Chip stocks fell worldwide after Broadcom's CEO likened AI investing to a casino; SK Hynix dropped as much as 9.2%. Techmeme · 2026-10-13 AVGO MU 005930.KS 000660.KS
- Speaking in Singapore, Broadcom CEO Hock Tan and Intel CEO Lip-Bu Tan warn that access to capital and rising borrowing costs could become AI's main bottleneck (Lee Ying Shan/CNBC)The Broadcom and Intel CEOs warn that access to capital and borrowing costs may become AI's main bottleneck. Techmeme · 2026-10-12 AVGO INTC
- Broadcom, SpaceX and Oracle's AI debt spree: Is AI crowding out the market?A string of AI debt deals, including Broadcom's reported $50B financing for OpenAI chips, SpaceX's $40B raise and Oracle's borrowing talks, raises questions about AI crowding out other capital. Yahoo Finance · 2026-10-09 AVGO ORCL