Broadcom & Qualcomm
16 shared events · Importance 3 · Last updated Aug 19, 2026
Live sentiment trends, interaction importance charts, and action volume tracking available on the
Ergen Dashboard
Business
Broadcom: Fell 5.1% in one session; two-day loss of 19% after Q2 report; AI revenue doubled but guidance disappointed.
Qualcomm: Fell about 2% in premarket.
Apr 20, 2026 · 344 articles
Business
Broadcom: Broadcom's earnings guidance miss reset expectations for AI chip spending, contributing to a global chip sell-off that affected Qualcomm.
Qualcomm: Qualcomm's shares experienced significant volatility and declines due to various market factors, including competitor product launches, broader semiconductor sell-offs, and macroeconomic concerns. The company is attempting to diversify its revenue streams beyond smartphones into the AI data center market.
May 21, 2026 · 8 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.
Qualcomm: Qualcomm's stock soared after it projected substantial sales from its data center business, indicating its expansion beyond smartphone chips into the AI market.
May 19, 2026 · 104 articles
International
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.
Qualcomm: Qualcomm's shares were dragged down in premarket trading due to Broadcom's disappointing results, reflecting broader weakness in the semiconductor sector.
Jun 04, 2026 · 21 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.
Qualcomm: Qualcomm rose after reportedly reaching a deal with ByteDance to supply chips, boosting its stock performance.
May 19, 2026 · 199 articles
Business
Broadcom: Broadcom, a TSMC customer, gains from expanded capacity and AI-driven demand for custom accelerators.
Qualcomm: Qualcomm, a TSMC customer, benefits from increased U.S. manufacturing capacity and robust demand for advanced chips.
Jul 16, 2026 · 85 articles
Business
Broadcom: Broadcom dropped 7.9% as chip stocks faced a significant sell-off, impacting its market valuation.
Qualcomm: Qualcomm>>> fell, contributing to the overall decline in chip stocks.
Jun 04, 2026 · 38 articles
Business
Broadcom: Broadcom is identified as a competitor in the AI chip market, designing custom AI chips for hyperscalers.
Qualcomm: Qualcomm secured a significant deal with ByteDance to supply AI chips, marking a major expansion into the AI infrastructure market beyond its traditional smartphone processor business. This deal is expected to boost its revenue and stock price.
May 26, 2026 · 8 articles
Business
Broadcom: Gained on AI-driven demand for networking chips. Benefited from the broader tech rally.
Qualcomm: Forecast weak profit, leading to a stock decline. Faced headwinds from Apple product revenue decline.
Jul 14, 2026 · 280 articles
Business
Broadcom: Broadcom announced an AI chip production deal with Samsung in July, benefiting from Samsung's capacity expansion.
Qualcomm: Qualcomm is a customer of Samsung's SF4 line, facing higher chip prices but ensuring supply.
Aug 19, 2026 · 9 articles
International
Broadcom: Broadcom>>> fell in extended trading after reporting its results.
Qualcomm: Qualcomm>>> outperformed among chipmakers.
Jun 03, 2026 · 8 articles
Business
Qualcomm: Qualcomm rose after reportedly reaching a deal with ByteDance to supply chips, boosting its stock performance.
May 26, 2026 · 9 articles
ERGEN INTELLIGENCE
Explore this relationship live
Track how Broadcom and Qualcomm interact across events, view sentiment trends, and discover connected entities.
Open Dashboard