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The Latest Breaking News from Broadcom

Apollo, Blackstone back Anthropic's $35 billion capacity expansion in new Broadcom tie-up

Apollo and Blackstone are investing $35 billion to boost Anthropic's AI computing power. This expansion will utilize Broadcom's custom chips and networking. The initial phase adds one gigawatt of capacity, enough for many homes. This infrastructure will be deployed at Fluidstack-operated sites from mid-2026. The partnership aims to provide over…

The Economic Times

Nasdaq fall as tech sell off resumes on Wall St

US stocks have closed lower as technology stocks resumed a sell-off after a short-lived bounce and Donald Trump said Iran had shot down a US Apache helicopter.

AAP

US stocks: US market rises as tech shares gain, Middle East tensions ease

Wall Street indexes opened higher on Tuesday, driven by a second consecutive day of gains for chipmakers. Easing Middle East tensions also contributed to positive market sentiment. The Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all saw increases at the opening bell.

The Economic Times

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Broadcom's Sell-Off Is Overdone - Based on its FCF Margins, AVGO Could Be Worth Double

Broadcom's sell-off after strong FCF margins in its Q2 earnings is overdone. This is based on its strong FCF from AI revenue and FCF margins. Our AVGO price target is 97% higher at $782 per share.

Barchart

Nvidia next? Broadcom's value dropped by more than $440 billion as it posts disappointing forward outlook, prompting fears of AI bubble burst

Broadcom delivers stellar earnings report and in-line guidance, but investors respond by dumping shares, highlighting concerns about an AI bubble in the making.

TechRadar

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MarketBeat

3 Stocks With Fresh Catalysts to Watch Before the July 4

Broadcom, Palo Alto Networks, and Planet Labs each reported strong results and offer potential upside as investors position for the second half of 2025.

AAP

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Barchart

Broadcom Stock Dropped on Guidance Concerns, Yet Analysts Still See Significant Upside Ahead

Despite the selloff, analysts are bullish on Broadcom as investors continue to bet on its dominant position in AI networking and custom ASICs amid massive hyperscaler spending.

AAP

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Wall Street closes mixed as tech, chipmakers rebound

US stocks have closed mostly higher as investors cheered signs of easing tensions in the Middle East.

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