AMD & Broadcom
29 shared events · Importance 6 · Last updated Aug 23, 2026
Live sentiment trends, interaction importance charts, and action volume tracking available on the
Ergen Dashboard
Business
AMD: Fell up to 9% in a single session.
Broadcom: Fell 5.1% in one session; two-day loss of 19% after Q2 report; AI revenue doubled but guidance disappointed.
Apr 20, 2026 · 344 articles
Business
AMD: AMD's stock slid as part of the broader decline in semiconductor companies, contributing to the overall market slump.
Broadcom: Broadcom dropped 7.9% as chip stocks faced a significant sell-off, impacting its market valuation.
Jun 04, 2026 · 38 articles
Business
AMD: AMD joined as a new investor in DriveNets' Series D round and is collaborating with DriveNets to integrate networking and compute in multi-vendor AI environments, aiming to scale AI workloads efficiently with AMD Instinct accelerators.
Broadcom: Broadcom is collaborating with DriveNets on AI semiconductor and Ethernet switching solutions, emphasizing how open Ethernet is becoming the foundation of next-generation AI data centers.
Jun 01, 2026 · 7 articles
International
AMD: AMD dropped, adding to the negative sentiment in the semiconductor and AI-related sectors.
Broadcom: Broadcom's disappointing earnings forecast and subsequent stock decline fueled doubts about AI stock valuations, contributing significantly to the tech sell-off.
Jun 10, 2026 · 8 articles
Tech
AMD: Similar to Nvidia, AMD could see reduced demand from Meta as the company shifts to in-house chips, though the impact is less immediate.
Broadcom: Broadcom is partnering with Meta to design the Iris chip, benefiting from increased collaboration and potential revenue from custom chip design services.
Apr 20, 2026 · 32 articles
Business
AMD: Advanced Micro Devices (AMD) saw its shares rise significantly, contributing to the tech-led rally on Wall Street, benefiting from easing bond yields.
Broadcom: Broadcom>>>'s shares rebounded after a previous disappointing forecast, as investors engaged in bargain hunting following a sector-wide selloff.
May 20, 2026 · 72 articles
International
AMD: AMD's shares were dragged down in premarket trading due to Broadcom's disappointing results, reflecting broader weakness in the semiconductor sector.
Broadcom: Broadcom's stock plunged after missing revenue expectations and maintaining its sales forecast, dampening investor sentiment in the AI chip sector and impacting broader equity markets.
Jun 04, 2026 · 21 articles
Tech
AMD: AMD is another hardware partner in Anthropic's diversified stack, potentially affected by the shift to custom chips.
Broadcom: Broadcom partnered with OpenAI on its Jalapeño chip, and may see increased demand for custom AI chip development.
Aug 05, 2026 · 20 articles
Business
AMD: AMD is mentioned as having a similar deal with OpenAI, indicating a broader trend of custom AI chip partnerships. The event underscores the competitive landscape but does not directly impact AMD's near-term outlook.
Broadcom: Broadcom, Google's existing custom chip partner, saw its shares fall over 3% as investors worried about potential displacement. However, analysts view this as a growing pie rather than a competitive loss, as Google expands its supplier base.
Aug 19, 2026 · 18 articles
Business
AMD: AMD signed a multi-year deal to supply AI chips to OpenAI, which is expected to generate tens of billions in annual revenue and over $100 billion in new revenue over four years. Its shares surged over 35% on the news.
Broadcom: Broadcom's shares fell slightly. OpenAI has partnered with Broadcom for developing its own silicon for AI use, but the AMD deal does not change these plans.
Oct 06, 2025 · 7 articles
Business
AMD: Rallied on AI optimism and expanded partnership with Microsoft. Benefited from the chip sector rebound.
Broadcom: Gained on AI-driven demand for networking chips. Benefited from the broader tech rally.
Jul 14, 2026 · 280 articles
Business
AMD: Included in the framework; part of the AI semiconductor space.
Broadcom: Mentioned as part of crypto investor portfolios; AI semiconductor relevance.
Aug 23, 2026 · 6 articles
Business
AMD: OpenAI is incorporating AMD chips alongside Nvidia to meet infrastructure demands, indicating a diversification of chip suppliers.
Broadcom: Broadcom is partnering with OpenAI to produce its first AI chip and has secured over $10 billion in AI infrastructure orders, widely believed to be from OpenAI, which is expected to significantly improve its AI revenue growth.
Sep 05, 2025 · 6 articles
Tech
AMD: AMD (AMD) is a key partner, with its Instinct MI355X and MI350X GPUs powering MiTAC's next-gen AI servers, contributing to the performance of the new infrastructure.
Broadcom: Broadcom is listed as a strategic alliance partner, contributing to MiTAC's comprehensive AI infrastructure solutions.
Jun 03, 2026 · 9 articles
Business
AMD: AMD, a TSMC customer, benefits from increased U.S. capacity and strong AI demand, supporting its product roadmap.
Broadcom: Broadcom, a TSMC customer, gains from expanded capacity and AI-driven demand for custom accelerators.
Jul 16, 2026 · 85 articles
International
AMD: AMD's stock sank as part of a tech sell-off on Wall Street, influenced by broader market anxieties stemming from the Middle East tensions and AI valuation worries.
Broadcom: Broadcom>>> shares plunged after missing revenue expectations, despite its top executive leaving a sales forecast unchanged.
Apr 20, 2026 · 607 articles
Business
AMD: AMD is gaining market share in AI accelerators, contributing to Nvidia's expected market share decline.
Broadcom: Broadcom is also gaining market share in AI chips, increasing competition for Nvidia.
Jun 27, 2026 · 6 articles
Tech
AMD: AMD (AMD) is mentioned as a supplier whose chips OpenAI is expected to continue using for many workloads, alongside Nvidia, despite the introduction of Jalape
no.
Broadcom: Broadcom co-developed the Jalape
no chip with OpenAI, leveraging its expertise in custom silicon design and networking technologies. This partnership expands Broadcom's presence in the AI hardware market and validates its capabilities in high-performance chip development.
Jun 24, 2026 · 52 articles
Business
AMD: AMD' stock performed robustly during a semiconductor rally, indicating positive sentiment in parts of the chip industry.
Broadcom: Broadcom's earnings guidance miss reset expectations for AI chip spending, contributing to a global chip sell-off that affected Qualcomm.
May 21, 2026 · 8 articles
Business
AMD: AMD is mentioned as a customer for whom Micron Technology designs specialized HBM chips.
Broadcom: Broadcom, a leading AI chipmaker, reported impressive revenue growth, particularly in its AI segment, and is a key player in custom silicon for hyperscalers.
May 19, 2026 · 104 articles
Business
AMD: AMD is noted as a company making inroads in the AI chip market, competing with Qualcomm.
Broadcom: Broadcom is identified as a competitor in the AI chip market, designing custom AI chips for hyperscalers.
May 26, 2026 · 8 articles
Business
AMD: AMD is a rival seeking to challenge Nvidia's dominance in high-end AI chips, though Nvidia remains the industry's top choice.
Broadcom: Broadcom is mentioned as a competitor that could potentially take market share from Nvidia, reflecting the competitive landscape in the chip industry.
Oct 29, 2025 · 14 articles
Business
AMD: AMD produces GPUs that use HBM chips, making it an indirect beneficiary of SK Hynix's capacity expansion.
Broadcom: Semiconductor company; shares declined in pre-market amid chip selloff.
Apr 20, 2026 · 247 articles
Business
AMD: AMD is mentioned as a competitor to Marvell Technology for potentially reaching a trillion-dollar market cap, with a current market cap of over $800 billion.
Broadcom: Broadcom is mentioned as a leader in ASIC technology alongside Marvell Technology, providing context for Marvell Technology's business model.
May 20, 2026 · 74 articles
Business
AMD: AMD is mentioned as a stock held by The Motley Fool, but has no direct role in this event.
Broadcom: Broadcom is mentioned as a stock held by The Motley Fool, but has no direct role in this event.
Aug 10, 2026 · 6 articles
ERGEN INTELLIGENCE
Explore this relationship live
Track how AMD and Broadcom interact across events, view sentiment trends, and discover connected entities.
Open Dashboard