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AI & Robotics

Broadcom Inc.

AVGONASDAQdiversified
Market cap$1.8T
Conviction4/ 5
HQPalo Alto, CA
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For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.

Price · 1Y

$381.92

+53.6%

Thesis

Broadcom designs custom AI accelerators for hyperscalers alongside the networking silicon that connects large compute clusters. Its infrastructure software franchise adds a high-margin, recurring revenue base.

Catalysts

  • Custom-ASIC program ramps with hyperscale customers
  • AI networking attach
  • VMware monetization

Recent events

Material filings, federal awards, and regulatory activity. Impact is scored against market cap.

  • Jul 6
    OtherSEC

    Broadcom filed 8-K item 8.01 other events on 2026-07-06.

  • Jun 17
    Securities offeringSEC

    Broadcom files SEC Form 424B3 prospectus supplement.

  • Jun 11
    OtherSEC

    Broadcom filed SEC Form 8-K disclosing other events (Item 8.01) with exhibits.

  • Jun 9
    M&ASEC

    Broadcom Inc. filed Form S-4 registration statement with SEC.

  • Jun 9
    M&ASEC

    Broadcom filed Form S-4 registration statement (accession 0001193125-26-263128).

  • Jun 3
    Financial resultsSEC

    Broadcom Inc. 8-K discloses results of operations (item 2.02) and other events.

Not financial advice — research and opinion only. Disclosures