Broadcom & Meta Platforms
35 shared events · Importance 5 · Last updated Aug 23, 2026
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Tech
Broadcom: Broadcom is a founding partner and significant contributor to the Semiconductor Hub, aiming to advance U.S. leadership in semiconductor technology and empower future engineers.
Meta Platforms: Meta Platforms is investing in the Semiconductor Hub to support research in energy-efficient chip design and advanced packaging, crucial for the next era of AI.
May 21, 2026 · 6 articles
Tech
Broadcom: Broadcom is partnering with Meta to design the Iris chip, benefiting from increased collaboration and potential revenue from custom chip design services.
Meta Platforms: Meta is the central actor, developing its own AI chip to reduce costs and dependence on external suppliers, enhancing its AI capabilities and competitive position.
Apr 20, 2026 · 32 articles
Business
Broadcom: Broadcom dropped 7.9% as chip stocks faced a significant sell-off, impacting its market valuation.
Meta Platforms: Meta Platforms shares fell 5.5% following a report that the company may seek a new stock offering to fund AI infrastructure, adding to the tech sector's woes.
Jun 04, 2026 · 38 articles
Business
Broadcom: Broadcom is an AI-themed stock that saw net buying from institutions, reflecting continued interest in AI infrastructure.
Meta Platforms: Meta Platforms is part of the Roundhill Magnificent Seven ETF, with institutional investors trimming holdings in the group, indicating reduced appetite for megacap tech.
Aug 14, 2026 · 13 articles
Tech
Broadcom: Broadcom partnered with OpenAI on its Jalapeño chip, and may see increased demand for custom AI chip development.
Meta Platforms: Meta is also developing its own AI chips, representing a competitive move in the same space.
Aug 05, 2026 · 20 articles
Business
Broadcom: Fell 5.1% in one session; two-day loss of 19% after Q2 report; AI revenue doubled but guidance disappointed.
Meta Platforms: Less directly impacted; part of hyperscaler spending.
Apr 20, 2026 · 344 articles
Business
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.
Meta Platforms: Micron Technology briefly surpassed Meta Platforms in market capitalization, highlighting the rapid growth of AI-focused semiconductor companies compared to other tech giants.
May 19, 2026 · 104 articles
Business
Broadcom: Gained on AI-driven demand for networking chips. Benefited from the broader tech rally.
Meta Platforms: Reported a 91% drop in free cash flow due to AI spending, leading to a 9% stock decline. Raised its investment forecast, fueling worries about AI costs.
Jul 14, 2026 · 280 articles
Business
Broadcom: Mentioned as part of crypto investor portfolios; AI semiconductor relevance.
Meta Platforms: Included in the framework; similar to Microsoft, valuation scrutiny.
Aug 23, 2026 · 6 articles
Business
Broadcom: Alphabet Inc.'s potential deal with Marvell Technology suggests a move to diversify away from Broadcom, which could impact Broadcom's future business with Alphabet Inc..
Meta Platforms: Meta Platforms recently extended its deal with Broadcom for custom AI processors, highlighting the broader trend of Big Tech investing in custom chips, but is not directly involved in the Alphabet Inc.-Marvell talks.
Apr 20, 2026 · 7 articles
Business
Broadcom: Broadcom will provide new custom chips to Apple in an expanded partnership through 2031, benefiting from AI-related chip demand.
Meta Platforms: Meta's AI agent development has not accelerated as expected, and it is developing a cloud infrastructure business. Its AI spending benefits memory chipmakers.
Jul 07, 2026 · 13 articles
Business
Broadcom: Broadcom's stock price surged to an all-time high ahead of its Q2 earnings report, driven by strong growth in its AI business. The company is expected to continue its robust performance, but its high valuation presents a risk if growth falters.
Meta Platforms: Meta Platforms is listed as one of Broadcom's key customers for AI chips, contributing to Broadcom's projected AI revenue growth.
Jun 01, 2026 · 6 articles
Tech
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.
Meta Platforms: Meta Platforms is mentioned as a technology giant that has also invested heavily in custom AI silicon to reduce costs and optimize performance.
Jun 24, 2026 · 52 articles
Business
Broadcom: Broadcom's CEO Hock Tan's compensation is linked to the company's performance in artificial intelligence, making it one of the few to use AI as a benchmark.
Meta Platforms: Meta Platforms' CEO Mark Zuckerberg's compensation is largely attributed to security and corporate aircraft expenses.
May 27, 2026 · 7 articles
Business
Broadcom: Broadcom is also gaining market share in AI chips, increasing competition for Nvidia.
Meta Platforms: Meta is designing in-house chips and increasing capital spending on AI infrastructure, affecting Nvidia's customer base.
Jun 27, 2026 · 6 articles
Business
Broadcom: Broadcom has partnered with Anthropic for access to five gigawatts of next-generation TPU capacity, supporting Anthropic's compute infrastructure expansion.
Meta Platforms: Meta Platforms is investing heavily in AI infrastructure, contributing to the rapid expansion and competition within the AI industry.
May 28, 2026 · 88 articles
Business
Broadcom: Broadcom gains a multi-year, $30 billion+ revenue stream from its largest customer, Apple, and expands its U.S. manufacturing footprint. Shares rose over 4% on the announcement.
Meta Platforms: Broadcom also partners with Meta on AI-specific chips, but this is not directly related to the Apple deal.
Apr 20, 2026 · 110 articles
Business
Broadcom: Broadcom is listed among the top ten global companies by market capitalization.
Meta Platforms: Meta Platforms Inc. is listed among the top ten global companies by market capitalization.
Jun 08, 2026 · 7 articles
Tech
Broadcom: Broadcom helps design TPUs and recently signed a long-term deal with Anthropic and Alphabet Inc..
Meta Platforms: Meta Platforms is mentioned as another large tech company also seeking to design its own AI chips, mirroring Anthropic's efforts.
Apr 09, 2026 · 7 articles
Business
Broadcom: Broadcom's earnings guidance miss reset expectations for AI chip spending, contributing to a global chip sell-off that affected Qualcomm.
Meta Platforms: Meta Platforms will be the first major customer for Qualcomm's new Dragonfly C1000 data center CPU, reinforcing investor optimism about Qualcomm's diversification.
May 21, 2026 · 8 articles
International
Broadcom: Broadcom>>> fell in extended trading after reporting its results.
Meta Platforms: Meta Platforms>>> was the sole gainer among the Magnificent Seven group of AI-related megacaps.
Jun 03, 2026 · 8 articles
International
Broadcom: Broadcom>>> shares plunged after missing revenue expectations, despite its top executive leaving a sales forecast unchanged.
Meta Platforms: Meta Platforms is scheduled to report earnings this week, a separate market event.
Apr 20, 2026 · 607 articles
Business
Broadcom: Broadcom is identified as a competitor in the AI chip market, designing custom AI chips for hyperscalers.
Meta Platforms: Meta Platforms is noted as pursuing in-house silicon strategies, highlighting the competitive landscape for AI hardware.
May 26, 2026 · 8 articles
Business
Broadcom: Broadcom is mentioned as a company with a market value comparable to SpaceX's projected $1.77 trillion valuation, placing SpaceX among the top valuable companies.
Meta Platforms: Meta Platforms' 2012 debut is mentioned as a cautionary tale of technical failures that exchanges and underwriters are keen to avoid with the SpaceX IPO.
Mar 09, 2018 · 538 articles
Business
Broadcom: Dr. Alexis Black Björlin served as senior vice president and general manager of the Optical Systems division at Broadcom
Meta Platforms: Dr. Alexis Black Björlin held a senior leadership role as vice president of infrastructure at Meta Platforms.
Jun 09, 2026 · 7 articles
Business
Broadcom: Broadcom is mentioned as a tech heavyweight in the trillion-dollar club, but is not directly affected by this event.
Meta Platforms: Meta is mentioned as a tech heavyweight in the trillion-dollar club, but is not directly affected by this event.
Jul 15, 2026 · 7 articles
Business
Broadcom: Broadcom's custom chips are being used in the $35 billion AI capacity expansion for Anthropic, financed by Apollo and Blackstone.
Meta Platforms: Meta Platforms is mentioned as a hyperscaler that will benefit from the integrated infrastructure solutions provided by companies like BGIN Infrastructure, LLC.
Mar 09, 2018 · 22 articles
Business
Broadcom: Broadcom is mentioned as a company Anthropic has struck deals with to secure computing capacity.
Meta Platforms: Meta Platforms is mentioned as a company making massive capital expenditures in AI, contributing to the broader market context for the upcoming IPOs. Its past IPO performance is also used as a comparative example.
Jun 01, 2026 · 134 articles
Business
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
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