Broadcom & Microsoft
44 shared events · Importance 4 · Last updated Aug 23, 2026
Live sentiment trends, interaction importance charts, and action volume tracking available on the
Ergen Dashboard
Business
Broadcom: Broadcom's shares plunged despite strong profits because its Q3 chip revenue growth forecast failed to meet high market expectations, signaling potential overpricing in the AI sector.
Microsoft: Microsoft is a 'hyperscaler' focusing on building AI data centers, benefiting from the AI boom and contributing to the tech stock rally.
Jun 05, 2026 · 13 articles
Business
Broadcom: Gained on AI-driven demand for networking chips. Benefited from the broader tech rally.
Microsoft: Reported strong quarterly earnings, with Azure growth and AI monetization reassuring investors. Stock surged to its best day in 18 years, adding $450 billion in market value.
Jul 14, 2026 · 280 articles
Business
Broadcom: Broadcom is identified as a key player in the Messaging Security Gateway market, indicating its competitive position and potential for growth within this expanding sector.
Microsoft: Microsoft is identified as a key player in the Messaging Security Gateway market, indicating its competitive position and potential for growth within this expanding sector.
Jun 04, 2026 · 7 articles
Business
Broadcom: Broadcom is an AI-themed stock that saw net buying from institutions, reflecting continued interest in AI infrastructure.
Microsoft: Microsoft is part of the Roundhill Magnificent Seven ETF, with nearly 44% of institutional filers trimming their holdings in the group, reflecting reduced exposure to megacap tech.
Aug 14, 2026 · 13 articles
International
Broadcom: Broadcom was up 4.7%, also contributing to the positive performance of technology stocks driven by AI demand.
Microsoft: Microsoft rose over 5.4%, benefiting from the general enthusiasm for artificial intelligence and strong corporate earnings.
Jun 01, 2026 · 9 articles
Business
Broadcom: Fell 5.1% in one session; two-day loss of 19% after Q2 report; AI revenue doubled but guidance disappointed.
Microsoft: Less directly impacted; part of hyperscaler spending.
Apr 20, 2026 · 344 articles
Business
Broadcom: Mentioned as part of crypto investor portfolios; AI semiconductor relevance.
Microsoft: Included in the framework; report suggests its valuation demands near-flawless execution.
Aug 23, 2026 · 6 articles
Business
Broadcom: Broadcom will provide new custom chips to Apple in an expanded partnership through 2031, benefiting from AI-related chip demand.
Microsoft: Microsoft is down 20% in 2026, with June its worst month since 2000, due to concerns over aggressive AI spending and vulnerability as a software maker. It plans to eliminate 3,200 Xbox jobs and divest four studios.
Jul 07, 2026 · 13 articles
Business
Broadcom: Broadcom>>>'s shares rebounded after a previous disappointing forecast, as investors engaged in bargain hunting following a sector-wide selloff.
Microsoft: Microsoft's stock was down, indicating some pressure on major technology companies within the software sector.
May 20, 2026 · 72 articles
Regulatory
Broadcom: Broadcom faces regulatory pressure over Broadcom — VMware licensing changes, risking interim measures that could limit pricing power and market practices.
Microsoft: As an associate member of CISPE, Microsoft may benefit if Broadcom's practices are curbed, but is not directly targeted.
Jul 15, 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.
Microsoft: Microsoft is mentioned as a technology giant that has also pursued custom chip strategies for AI. OpenAI's Jalape
no chip will be deployed in data centers operated by Microsoft and other partners.
Jun 24, 2026 · 52 articles
Business
Broadcom: Broadcom is also gaining market share in AI chips, increasing competition for Nvidia.
Microsoft: Microsoft is designing in-house chips and increasing capital spending on AI, contributing to potential demand slowdown for Nvidia.
Jun 27, 2026 · 6 articles
unfocused
Broadcom: Broadcom rose significantly due to the AI chip boom, but also experienced slumps on other days, reflecting volatility in the AI sector.
Microsoft: Microsoft climbed 5.4%, adding to the tech sector's rally and reflecting positive sentiment in software services.
May 19, 2026 · 199 articles
Business
Broadcom: Broadcom has partnered with Anthropic for access to five gigawatts of next-generation TPU capacity, supporting Anthropic's compute infrastructure expansion.
Microsoft: Microsoft is investing heavily in AI infrastructure, participating in the broader trend of major tech companies pouring capital into AI development.
May 28, 2026 · 88 articles
Business
Broadcom: Broadcom is listed among the top ten global companies by market capitalization.
Microsoft: Microsoft Corp. is listed among the top ten global companies by market capitalization.
Jun 08, 2026 · 7 articles
Business
Broadcom: Broadcom was among the AI-related assets traded, benefiting from data center demand.
Microsoft: Microsoft was a well-known large cap that drew broad participation on RealStocks.
Jul 28, 2026 · 6 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.
Microsoft: Microsoft has signed long-term cloud contracts with IREN, indicating its investment in data center capacity for AI workloads.
May 19, 2026 · 104 articles
Tech
Broadcom: Broadcom was an early partner in Claude (language model), using Claude (AI model) to identify security flaws.
Microsoft: Microsoft>>> was among the initial 50 partners in Project Glasswing, using Anthropic>>>'s Mythos AI to uncover security weaknesses.
May 19, 2026 · 83 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.
Microsoft: Microsoft announced layoffs of about 4,800 jobs, which was seen as a negative by the market, but unrelated to the Apple-Broadcom deal.
Apr 20, 2026 · 110 articles
Business
Broadcom: Broadcom partnered with OpenAI to develop its first custom AI chip, the 'Intelligence Processor.' Anthropic also signed a long-term deal with Broadcom for TPU compute.
Microsoft: Microsoft is a partner with OpenAI for installing custom chips in large-scale data centers. Anthropic is also studying processors developed by Microsoft as it evaluates approaches to expanding its computing infrastructure.
Jul 02, 2026 · 23 articles
Business
Broadcom: Broadcom is part of an existing compute agreement with Anthropic and Alphabet Inc..
Microsoft: Microsoft has a strategic partnership with Anthropic, providing Azure capacity.
May 21, 2026 · 68 articles
International
Broadcom: Broadcom>>> shares plunged after missing revenue expectations, despite its top executive leaving a sales forecast unchanged.
Microsoft: Microsoft is due to report earnings this week, a separate market event.
Apr 20, 2026 · 607 articles
Business
Broadcom: Broadcom is mentioned as a popular chipmaker that led infrastructure opportunities, but Western Digital — Sandisk has now 'stolen the show' in the memory sector.
Microsoft: Microsoft is a company where Manuvir Das previously held a senior leadership position, indicating his relevant experience in the tech industry.
Apr 20, 2026 · 95 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.
Microsoft: SpaceX's market capitalization is nearing that of Microsoft, indicating its rapid ascent in market value following the IPO.
Mar 09, 2018 · 538 articles
Business
Broadcom: Semiconductor company; shares declined in pre-market amid chip selloff.
Microsoft: Microsoft is a major hyperscaler investing in AI infrastructure, driving demand for SK Hynix's memory chips.
Apr 20, 2026 · 247 articles
Business
Broadcom: Broadcom is identified as a competitor in the AI chip market, designing custom AI chips for hyperscalers.
Microsoft: Microsoft is noted as pursuing in-house silicon strategies, highlighting the competitive landscape for AI hardware.
May 26, 2026 · 8 articles
Business
Broadcom: Mentioned as prior employer of Sudeep Bhoja, indicating industry experience.
Microsoft: Mentioned as prior employer of Gopal Raghavan, not directly affected by this event.
Aug 03, 2026 · 6 articles
Business
Broadcom: Broadcom is listed as a company with upcoming earnings and is available for CFD trading on Bybit TradFi. The event may increase trading interest in its CFDs.
Microsoft: Microsoft is one of the tech stocks available for CFD trading on Bybit TradFi, but it is not specifically highlighted in the earnings season context. The event may slightly increase trading activity in its CFDs.
Jul 20, 2026 · 6 articles
Business
Broadcom: Broadcom is mentioned as a leader in ASIC technology alongside Marvell Technology, providing context for Marvell Technology's business model.
Microsoft: Microsoft>>> is likely a major tier-1 XPU customer for Marvell Technology>>>, contributing to the projected growth in Marvell Technology>>>'s custom AI accelerator business.
May 20, 2026 · 74 articles
Business
Broadcom: Broadcom is mentioned as a company Anthropic has struck deals with to secure computing capacity.
Microsoft: Microsoft is mentioned as a strategic partner with Anthropic through cybersecurity and AI infrastructure initiatives.
Jun 01, 2026 · 134 articles
+ 14 more events
View on Dashboard
ERGEN INTELLIGENCE
Explore this relationship live
Track how Broadcom and Microsoft interact across events, view sentiment trends, and discover connected entities.
Open Dashboard