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| SAMUELI HENRYDirector | Sell | 230,031 | $81.8M | Wed, Sep 23 |
| SAMUELI HENRYDirector | Sell | 186,809 | $66.3M | Wed, Sep 23 |
| SAMUELI HENRYDirector | Sell | 85,221 | $30.4M | Wed, Sep 23 |
| SAMUELI HENRYDirector | Sell | 50,998 | $18.2M | Wed, Sep 23 |
| SAMUELI HENRYDirector | Sell | 44,618 | $16.0M | Wed, Sep 23 |
| SAMUELI HENRYDirector | Sell | 22,946 | $8.2M | Wed, Sep 23 |
| SAMUELI HENRYDirector | Sell | 22,579 | $8.1M | Wed, Sep 23 |
| SAMUELI HENRYDirector | Sell | 22,624 | $8.0M | Wed, Sep 23 |
| SAMUELI HENRYDirector | Sell | 11,309 | $4.1M | Wed, Sep 23 |
| SAMUELI HENRYDirector | Sell | 10,058 | $3.6M | Wed, Sep 23 |
| SAMUELI HENRYDirector | Sell | 6,959 | $2.5M | Wed, Sep 23 |
| SAMUELI HENRYDirector | Sell | 4,560 | $1.6M | Wed, Sep 23 |
| Gilbert Cisneros | Sell | $8.0K | Wed, Sep 16 | Fri, Oct 9 |
| Richard W. Allen | Buy | $8.0K | Wed, Aug 12 | Tue, Sep 15 |
| David J. Taylor | Buy | $16.0K | Wed, Aug 26 | Thu, Sep 3 |
| John Boozman | Buy | $8.0K | Tue, Apr 8 | Thu, Aug 20 |
| Richard W. Allen | Buy | $8.0K | Tue, Jul 14 | Mon, Aug 17 |
| David J. Taylor | Buy | $8.0K | Fri, Jul 24 | Thu, Aug 6 |
| Alan Armstrong | Sell | $32.5K | Fri, Mar 27 | Tue, Jul 21 |
| Shelley M Capito | Sell | $8.0K | Mon, Apr 13 | Thu, May 7 |
| David J. Taylor | Sell | $8.0K | Mon, Apr 27 | Fri, May 1 |
| Jared Moskowitz | Buy | $8.0K | Tue, Mar 31 | Tue, Mar 31 |
Key TakeawaysBroadcom’s new backstop on a $63 billion Anthropic rack financing carries a maximum potential liability of about $43 billion, on top of an earlier $29 billion backstop. AI semiconductor revenue rose 221% to $16.
With the euro zone still managing growth despite costly energy and higher borrowing costs, investors are again paying close attention to cash generation and valuation. Solid cash flows can act like a shock absorber when conditions turn.
Key TakeawaysBanks plan to sell as much as about $21 billion of bonds for the $63 billion package Broadcom put together to finance Anthropic’s chips, Bloomberg reported.
Key TakeawaysBank of America, Citigroup, Morgan Stanley and Blackstone committed $63 billion to a vehicle that will buy Broadcom’s AI chips and networking gear and lease them to Anthropic.
Broadcom Inc. recently reported sharp growth in AI semiconductor revenue, expanded custom accelerator work with Anthropic and Meta, and shipped 89 security fixes in TrueSource Spring Enterprise while rolling out new application security and patch automation…
The shares have sold off heavily in recent months, yet revenue continues to boom.
A bullish analyst call tied to Broadcom’s biggest AI customer isn’t enough to stop a broad chip selloff. Broadcom (NASDAQ:AVGO) shares are trading at $327.49 this morning, down 5% from its prior close.
For questions about this article or underlying research, email [email protected].
Broadcom is set to report its Q4 earnings soon, with analysts anticipating robust triple-digit year-over-year EPS growth.
A $63 billion financing deal just handed Broadcom a funded customer for its most ambitious revenue forecast yet, but Wall Street is still waiting to see if the chipmaker can actually deliver before it prices any of that in.
AI stocks are on track for a second winning day after swerving for weeks on worries about whether their boom is under threat.
Meta is looking to raise a total of $95 billion through stock-related deals that stretch into early next year.
Meta is looking to raise a total of $95 billion through stock-related deals that stretch into early next year.
Meta is looking to raise a total of $95 billion through stock-related deals that stretch into early next year.
Meta is looking to raise a total of $95 billion through stock-related deals that stretch into early next year.