Broadcom Inc (AVGO) — the earnings record

Long reads

• Where to Invest in the AI Chip Constraint ChainDossier · $29 · 3 Mar 2026The risk isn't demand — it's that AMD, Broadcom custom ASICs, and hyperscaler in-house chips gradually erode GPU monopoly by 2028–2030.
• Optical Interconnects — The Toll Nobody KeepsReport · 13 Aug 2026It is an oligopoly floor: Marvell and Broadcom collect a silicon toll on a large share of the world's high-speed pluggables.

101 and glossary

• NVIDIA Investor's Timeline: Hopper to Blackwell to Rubin and Beyond101The investment question is not "is NVIDIA a good company?" — it's "is NVIDIA's stock a good risk-adjusted investment at this price?" Key Companies NVDA NVIDIA Architecture owner — Hopper/Blackwell/Rubin TSM TSMC Fabrication + CoWoS…

Dailies

• Nasdaq — a record print at 27,272, chips extend, software sold from its highs; AMD joins the trillion clubMidday 10 · 22 Sept 2026Reporting counts it as the fourth US chip company to reach the mark after Nvidia, Broadcom and Micron; Micron checks out at $1.15 trillion on 1.13 billion shares.
• Asian Chips — Korea’s chip exports more than tripled and the Kospi touched 7,000, with Tokyo shutMorning 10 · 21 Sept 2026SanDisk $1,791.82, +11.0% on the day and +9.7% on the week; Micron $1,015.80, +3.9% and +4.2%, its first close above $1,000 since 9 September; Nvidia $222.27, +1.3%; Broadcom $357.61, +3.0%; ASML $1,679.92, +3.1%
• Chips and Crypto — Arm +14%, Intel +13% and bitcoin at 85,700, with bonds bid and gold soldMidday 10 · 21 Sept 2026The chip complex did not rise so much as rearrange: Arm +14.2%, Intel +12.7%, AMD +9.7% and Qualcomm +6.0%, while Broadcom, Texas Instruments, Analog Devices, ON and NXP all gained under a percent.
• Expiry Friday — the equipment names join at last: Applied +4.4%, Lam +5.2%, memory ETF over $58, 10-year back at 5%Midday 10 · 18 Sept 2026At midday on the September expiry they are joining: Applied Materials +4.4%, Lam Research +5.2%, KLA +2.7%, the three largest gainers in the group after four sessions of lagging the designs, with Coherent +4.9% and Broadcom +2.3%…
• Yen — the Bank of Japan hikes and the dollar holds 157: the carry trade pays, the lines held, chips +3.4% over $505Morning 10 · 18 Sept 2026Chips, the sort paused: semiconductor ETF +3.4% to $519.10; design bought wide — Astera Labs +9.1%, Arm +8.6%, Intel +7.7%, AMD +6.4% to $545.09, SanDisk +6.2%, Micron +5.5% to $977.50, Marvell +4.8%, TSMC +3.0%, Nvidia +2.5% to $219.34…
• Day after the hike — yields fall and the lines are retaken: 10-year 4.95%, chips +3% over $505, S&P ETF above $757.83Midday 10 · 17 Sept 2026Equities are trading the same reading: the S&P 500 ETF $762.12, +1.1%, back above Thursday's $757.83 after two closes under it; the Nasdaq-100 fund $716.33, +1.6%, above $708.69; the semiconductor ETF $518.02, +3.2%, above $505 for the…
• Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69Midday 10 · 16 Sept 2026Chips reclaim $505 on the day rates fall: SOXX +2.0% to $508.60 — AMD +4.2% to $525.62, Marvell +3.3%, Arm +2.8%, Nvidia +1.9% to $216.19, TSMC +1.3%, Broadcom +1.0% — and the equipment names green with the designers: KLA +1.5%, Lam…
• Rates — Fed day at a 5% 10-year: the hike is priced, the cycle is not; Yardeni cuts the S&P target to 7,900Morning 10 · 16 Sept 2026The sort, day two, softened at the close: semiconductor ETF +1.0% to $502.07, still under $505 — AMD +2.8% to $507.32, Marvell +2.4%, Arm +1.7%, Nvidia +1.1% to $213.38, Micron +0.9%, memory ETF +1.9% to $55.85; the equipment names…