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Broadcom (AVGO)

4 articles on this topic, newest first.

Marvell's $115 Billion Lumentum Deal: Is AI's Next Bottleneck Light, Not Chips?

Marvell's purchase of Lumentum points to a contest beyond GPU speed, in data transfer and power efficiency. Whether the price is right is not yet confirmed.

Tech

Cover chart: Big Tech fell while most stocks rose in the week of Oct 26-30, 2026, with equal-weight RSP up 0.82% versus S&P 500 down 0.57%, QQQ down 1.97% and Nasdaq-100 down 1.98%, and 406 of 503 S&P 500 stocks rising on Alphabet's worst day.

Alphabet Fell 12.6% in a Day. 406 S&P 500 Stocks Rose Anyway

The S&P 500 lost 0.57% last week and the QQQ fell 1.97%, but the equal-weight RSP gained 0.82%. So far the numbers point to big-tech weakness, not a broad market decline.

Morning Brief

AI's Second Act Is Being Fought Outside the Model

China's Broadcom probe, cheaper Claude Opus 5.5 tokens, and unbroken US-China capital flows look like separate stories. Together they show the AI contest widening from "smartest model" to a full system of networks, cost, and capital.

Tech

Same AI Boom, Three Different Ways to Make Money

NVIDIA defends a platform standard, Broadcom builds custom silicon for a handful of giant customers, and Micron converts a memory bottleneck into margin. Growth rates say less than how long each kind of scarcity lasts.

Investing