Daily Digest
Daily Digest
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Everything Pomegra has published on AVGO: 30 news articles and 15 market briefs, newest first.
Nvidia (NVDA) fell 5.5% to $168.89 and 17.5% in five days as its board probes CEO Jensen Huang's tie to an alleged Chinese spy and a shareholder suit lands.
1d ago
Nvidia (NVDA) fell 9% as Democrats' wins in data-center states fueled fears for the AI infrastructure buildout
3d ago
Nvidia (NVDA) led chip stocks lower as the semiconductor index dropped about 10% on AI spending doubts.
Nov 5
Philadelphia Semiconductor Index (SOX) fell 7.2% as SOXX lost 17% in October on AI spending doubts.
Nov 1
Meta (META) will sell $35B of stock now and up to $60B later, with shares down 1.8% early, to pay for AI.
Oct 26
Semiconductor index (SOX) lost $1.64T in six sessions as China's CXMT and Broadcom's CEO rattled AI investors.
Oct 19
Nasdaq (^IXIC) slid about 2% Friday after a flat open, with the S&P 500 off 1.2% on AI borrowing worries.
Oct 16
Nvidia (NVDA) fell 3.2% as RBC joined Deutsche Bank in trimming tech and favoring health care.
Oct 15
Broadcom (AVGO) closed at $354.73 as Hock Tan's AI 'casino' comment hit chips; South Korea's Kospi fell 5.5%.
Oct 13
Nvidia (NVDA) slips as Microsoft (MSFT) may deploy over 1 million Maia 300 chips next year to cut reliance.
Oct 12
Marvell (MRVL) raised its fiscal 2028 sales goal to $20B vs the $18.2B consensus, on AI chip demand
Oct 6
Nvidia (NVDA) now has $235B of buyback room through fiscal 2028 as its forward P/E hits its lowest since 2015.
Oct 1
Nasdaq 100 (QQQ) fell 1.1% in Sunday futures on Amodei's AI pacing essay, with SK Hynix sinking 5.4% in Asia.
Sep 14
Broadcom (AVGO) shares extended gains after guiding AI chip sales to $115B in fiscal 2027, $230B by 2028.
Sep 8
Meta plans to start making its custom Iris AI chip in September, aiming to double data center power to 14 gigawatts by 2027 and cut reliance on Nvidia.
Sep 6
AMD gained about 3% to 4% and Broadcom 5% to 6% on Nov. 12 as investors shifted out of Nvidia after CEO Jensen Huang resigned, and William Blair upgraded AMD to outperform.
AI stocks fell sharply after the midterms as voters backed data-center limits in 40 of 41 measures and Democrats won Texas, Ohio and Georgia governorships.
Nvidia (NVDA) shares fell about 4% Monday and 5.5% Tuesday to a low since March as the board probes CEO Jensen Huang and a new shareholder suit lands.
Nvidia shares fell 4.3% to $178.67 after its board opened an inquiry into CEO Jensen Huang's ties to a suspected Chinese spy, and a class action followed.
Broadcom (AVGO) climbed 8.8% to $319.48 on Nov. 9 as AI stocks rebounded and the Philadelphia semiconductor index logged its best day since late July.
Wall Street posted its best day since April on Monday, with the Dow up 2.2% as Brent crude fell below $93 and chip stocks rebounded.
Marvell Technology stock fell 13% and Lumentum 19% after the $115 billion all-stock AI optical networking deal, as investors questioned the price paid.
Bitcoin stalls below $76,000 as spot ETFs shed $1.28 billion in a week and altcoins slide, tracking the risk-off mood across financial markets today.
Bitcoin dropped below $76,000 from above $80,000 as a tech rout hit risk assets, with about $1.1 billion of leveraged crypto positions liquidated in 24 hours.
KOSPI fell as much as 5% on Nov 5 as SK Hynix and Samsung dropped 7-9% on fears a Democratic Congress will curb US data-center construction and permitting.
Meta plans to raise up to $95B in equity for AI, with Nvidia, AMD and Broadcom as potential anchor buyers after its first negative free cash flow in a decade.
Nasdaq-100 futures fell about 2% in Friday premarket trading after Amazon and Intel results sharpened investor doubts over AI spending, hitting chipmakers from AMD to Nvidia.
Meta upsized its equity offering to $97.5 billion, with Nvidia committing $3 billion and AMD $1 billion, tying chip suppliers to the company's AI spending.
SK Hynix posted record Q3 2026 operating profit of 83.3 trillion won and a 100 trillion won payout plan, lifting Micron technology stock and AI chip peers.
Meta (META) launched $35B of stock offerings and plans a $60B at-the-market program in 2027 to fund AI, with Nvidia, AMD and Broadcom eyeing up to $5B.
Anthropic's public S-1 shows $16.3B in first-half revenue and an $80.7B net loss, and Nvidia, Broadcom and Micron rallied as the ANT listing came into view.
The Nasdaq is on track for its worst week since late June, down about 4.5%, as AI financing worries and Brent crude near $110 pressured tech and chip stocks.
The Philadelphia semiconductor index fell eight sessions straight, its longest losing run since 2008, before rebounding on Monday as Micron regained $1 trillion.
OpenAI's annualized revenue is about $50B, not the $70B figure circulated, and its IPO has slipped into 2027, rattling AI stocks and funding assumptions.
OpenAI's annualized revenue of about $50B sits $20B below earlier signals and its IPO slips to 2027, pressuring AI stocks and global funding assumptions.
CoreWeave (CRWV) shares fell about 25% this week as credit default swaps topped 1,000 basis points, putting its $51 billion AI debt load under scrutiny.
Nvidia (NVDA) fell 3.2% to $221.30 and led a global chip selloff after hot CPI, as CEO Jensen Huang said it would cut off buyers developing unsafe AI.
SoftBank fell about 8.8% and Japan's Nikkei 2.6% on Oct. 13 as an AI stocks selloff spread across Asia on worries over AI financing and chip competition.
Microsoft's Maia 300 chip promises about 40% more output per unit of power than leading GPU systems, pressuring Nvidia and AI stocks as 2027 deployment nears.
Bank of America, Citigroup and Morgan Stanley are syndicating a record $60B debt package for Anthropic's Google TPU lease, with Broadcom as guarantor.
Nvidia, Oracle, CoreWeave, AMD and Micron fell after OpenAI's annualized revenue was put near $50 billion, not $70 billion, reviving AI spending doubts.
Broadcom (AVGO) is arranging over $50 billion in private financing with Apollo and Blackstone to fund OpenAI's custom AI chips, and shares slipped premarket.
Marvell Technology stock rose about 6% after investor day lifted its fiscal 2028 revenue goal to $20 billion and set a $70-90 billion fiscal 2031 target.
The KBW Bank Index fell 0.7% on Thursday and sits about 13% below its August peak as surging Treasury yields weigh on lenders and the Dow ends a rough September.
Anthropic's leaked IPO prospectus shows a $42B loss on $4.6B revenue, $518B in compute commitments and valuation above $2T, plus existential-risk warnings.
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