Broadcom & Nvidia
79 shared events · Importance 12 · Last updated Aug 23, 2026
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International
Broadcom: Broadcom expands its AI chip partnership with Samsung, securing advanced manufacturing capacity for its custom AI accelerators.
Nvidia: Nvidia is the driving force, securing memory supply and expanding AI infrastructure through multi-billion-dollar partnerships with SK Group, Naver, and others, while facing scrutiny over circular financing.
Jul 24, 2026 · 129 articles
Business
Broadcom: Fell 5.1% in one session; two-day loss of 19% after Q2 report; AI revenue doubled but guidance disappointed.
Nvidia: Fell 3.7% in one session, heaviest weight on S&P 500; lost over $300 billion in market cap in a single day.
Apr 20, 2026 · 344 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.
Nvidia: Nvidia faces increased competition and potential long-term pressure on its pricing power as OpenAI, a major customer, develops its own custom AI chips to reduce dependence on Nvidia's GPUs for inference workloads. While OpenAI will continue to use Nvidia chips for some tasks, this development signals a shift in the AI hardware landscape.
Jun 24, 2026 · 52 articles
Business
Broadcom: Broadcom>>>'s shares rebounded after a previous disappointing forecast, as investors engaged in bargain hunting following a sector-wide selloff.
Nvidia: Nvidia's stronger-than-expected quarterly report and revenue forecast, driven by demand for its AI chips, significantly boosted market sentiment and led to a rally in technology stocks across Asia and Wall Street. Despite a slight dip in after-hours trading, its performance was a key driver of the overall market gains.
May 20, 2026 · 72 articles
Business
Broadcom: Broadcom dropped 7.9% as chip stocks faced a significant sell-off, impacting its market valuation.
Nvidia: Nvidia, the largest company by market value, lost 6.2% as part of the broad sell-off in semiconductor stocks, contributing significantly to the market downturn.
Jun 04, 2026 · 38 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.
Nvidia: Nvidia, a key customer and partner of Micron Technology, relies on Micron's HBM chips for its AI processors. Nvidia's continued demand and collaboration have been instrumental in Micron's success and the broader AI infrastructure build-out.
May 19, 2026 · 104 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.
Nvidia: OpenAI's move to produce its own chips aims to reduce its reliance on Nvidia for chip supply, potentially impacting Nvidia's market share in AI chips.
Sep 05, 2025 · 6 articles
Business
Broadcom: Broadcom is a semiconductor company that ARK Investment Management added to, despite a recent pullback. Its AI business is growing, and the purchase reflects confidence in its future earnings.
Nvidia: Nvidia is the most frequently bought stock by ARK Investment Management, with purchases across multiple ETFs. The company is the leading AI chip provider, and its stock has been volatile but remains near all-time highs. Ark's buying may support its valuation.
Aug 04, 2026 · 6 articles
Domestic
Broadcom: Broadcom>>> contributed significantly to the decline of the S&P 500>>>, facing similar investor concerns about valuations in the chipmaking industry.
Nvidia: Nvidia>>> was a major drag on the S&P 500>>> as investors took profits and worried about stretched valuations in the semiconductor sector.
Jun 10, 2026 · 10 articles
Business
Broadcom: Broadcom has an extended partnership with Apple for custom silicon through 2031, including a reported $30 billion deal, positioning it as a key supplier for Apple's AI chip efforts.
Nvidia: Nvidia is currently a key supplier for Apple's AI workloads via Alphabet Inc. — Google Cloud Platform, but Apple's acquisition efforts aim to reduce dependence, posing a potential long-term competitive threat.
Jul 15, 2026 · 7 articles
International
Broadcom: Broadcom's disappointing earnings forecast and subsequent stock decline fueled doubts about AI stock valuations, contributing significantly to the tech sell-off.
Nvidia: Nvidia's stock dipped significantly, reflecting concerns over an AI bubble and contributing to the tech sell-off.
Jun 10, 2026 · 8 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.
Nvidia: Meta's move to develop its own AI chip may reduce future GPU purchases from Nvidia, potentially impacting Nvidia's revenue growth in the AI segment.
Apr 20, 2026 · 32 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.
Nvidia: Nvidia is referenced as a competitor in the AI chip market, with Broadcom's custom accelerators offering an alternative to Nvidia's general-purpose processors.
Jun 01, 2026 · 6 articles
Business
Broadcom: Broadcom is the lead arranger and guarantor of the proposed debt financing, which would support its AI chip sales and data center equipment business. The deal could significantly expand its AI infrastructure financing footprint and strengthen its competitive position against Nvidia.
Nvidia: Nvidia faces increased competition as Broadcom seeks to expand its AI chip sales through this financing. The deal could enable Broadcom to capture more market share in AI infrastructure, potentially pressuring Nvidia's dominance.
Aug 20, 2026 · 6 articles
Business
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.
Nvidia: Nvidia faces increased competition as more tech companies develop custom AI chips as alternatives to its GPUs. The deal highlights the shift toward specialized silicon, potentially eroding Nvidia's dominance in AI accelerators.
Aug 19, 2026 · 18 articles
Tech
Broadcom: Broadcom partnered with OpenAI on its Jalapeño chip, and may see increased demand for custom AI chip development.
Nvidia: Nvidia is a dominant chip supplier, but Anthropic's move to custom silicon could reduce its future orders, though it remains a partner.
Aug 05, 2026 · 20 articles
Business
Broadcom: Broadcom's earnings guidance miss reset expectations for AI chip spending, contributing to a global chip sell-off that affected Qualcomm.
Nvidia: Nvidia's unveiling of new AI chips and a superchip for Windows PCs directly challenged Qualcomm's Snapdragon series, posing a significant competitive threat and contributing to Qualcomm's stock decline. Nvidia's earnings report was also a key market driver.
May 21, 2026 · 8 articles
Business
Broadcom: Broadcom is also gaining market share in AI chips, increasing competition for Nvidia.
Nvidia: Nvidia is the central company analyzed, with strong current growth but facing potential market share erosion and valuation concerns. Its long-term revenue could exceed $400 billion in data center chips by 2030.
Jun 27, 2026 · 6 articles
Business
Broadcom: Broadcom is an AI-themed stock that saw net buying from institutions, reflecting continued interest in AI infrastructure.
Nvidia: Nvidia is part of the Roundhill Magnificent Seven ETF and a key semiconductor name; Tiger Global cut its holdings, reflecting reduced institutional exposure to AI-related stocks.
Aug 14, 2026 · 13 articles
Business
Broadcom: Broadcom, a TSMC customer, gains from expanded capacity and AI-driven demand for custom accelerators.
Nvidia: As a major TSMC customer, Nvidia benefits from expanded U.S. capacity and robust AI chip demand. Its demand is a key driver of TSMC's growth.
Jul 16, 2026 · 85 articles
Business
Broadcom: Mentioned as part of crypto investor portfolios; AI semiconductor relevance.
Nvidia: Included in the framework and mentioned as part of crypto investor portfolios; high relevance.
Aug 23, 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.
Nvidia: Nvidia's stock added to its value, with its total market value exploding over $5.8 trillion, driven by the AI boom and strong demand for its chips.
May 19, 2026 · 199 articles
Business
Broadcom: Gained on AI-driven demand for networking chips. Benefited from the broader tech rally.
Nvidia: Benefited from the AI rally, with shares rising. Continued to be a key beneficiary of AI infrastructure spending.
Jul 14, 2026 · 280 articles
Business
Broadcom: Broadcom will provide new custom chips to Apple in an expanded partnership through 2031, benefiting from AI-related chip demand.
Nvidia: Nvidia is the third worst stock in the semiconductor benchmark with only a 4.9% gain, as the AI trade shifts away from the erstwhile bellwether to memory chipmakers.
Jul 07, 2026 · 13 articles
Business
Broadcom: Broadcom is listed among the top ten global companies by market capitalization.
Nvidia: Nvidia surpassed Apple Inc. to become the world's most valuable company, driven by the global AI boom and strong demand for semiconductors.
Jun 08, 2026 · 7 articles
Business
Broadcom: The articles analyze whether the current stock price of Broadcom>>> is justified by its projected growth, particularly in its AI chip and networking segments. Its valuation is under scrutiny due to high multiples and customer concentration.
Nvidia: Nvidia>>> is referenced in a companion analysis, indicating its role in the broader chip landscape and compute hardware metrics, which are relevant to Broadcom>>>'s market context.
Jun 02, 2026 · 6 articles
Business
Broadcom: Broadcom reported record AI semiconductor revenue and guided strong Q3 growth, but its stock fell 22% post-earnings due to high expectations. Its dominant position in custom AI ASICs and strong cash flow support a positive outlook.
Nvidia: Nvidia is mentioned as a benchmark for AI stock performance; an analyst who called Nvidia in 2010 named top AI stocks excluding Broadcom, but Nvidia itself is not directly involved in this event.
Jul 01, 2026 · 6 articles
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.
Nvidia: Nvidia is an AI chip specialist, benefiting from the increased demand for computing power in the AI sector.
Jun 05, 2026 · 13 articles
Business
Broadcom: Broadcom was among the AI-related assets traded, benefiting from data center demand.
Nvidia: Nvidia was among the top AI-related assets traded on RealStocks, benefiting from the AI investment theme.
Jul 28, 2026 · 6 articles
Business
Broadcom: Broadcom was battered in the selloff, reflecting sensitivity to higher long-term yields.
Nvidia: Tech stocks like Nvidia sold off sharply as higher yields raise borrowing costs and threaten AI investment outlook.
Aug 18, 2026 · 23 articles
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