Company
Broadcom
- Episodes
- 17
- Share
- 1.6%
- Shows
- 17
- Net sentiment
- −0.17
Up from 0.6% of episodes in the weeks before; net sentiment was +0.25.
Bullish 3Mixed 4Neutral 5Bearish 5
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on Broadcom. Longest episodes first.
Bullish 3
- Trades at a much lower forward multiple with strong expected earnings growth.Meta Makes A COMEBACK, Bond Yields SURGE Higher, Does The Market CARE? | Basis Points · Basis Points · Sep 28
- Anthropic poised to become its second biggest customer, a major win.9AM HOUR: Playbook for Q4 and October, Micron CEO Exclusive, Bond Sell-off Accelerates 10/1/26 · Squawk on the Street · Oct 1
- Reportedly committing $60 billion to help Anthropic buy custom chips.Why US hiring hit a wall · Elon Musk Podcast · Oct 4
Bearish 5
- Taking on large debt to finance TPU deals adds balance-sheet risk.Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk · Monetary Matters with Jack Farley · Oct 1
- Guarantees resale value of its own chips and may be paid in notes convertible to customer stock.The Anthropic IPO: What the $518 Billion Bill Actually Says · Deep Dive · Oct 3
- Broadcom's VMware contract changes sharply raised costs and restrictions, driving customer migrations.What Are Microsoft Enterprise Customers Thinking? · The Directions on Microsoft Briefing Podcast · Oct 1
- Its leveraged mirror also lost heavily in a short period, per the traders' notes.¿Cómo funcionan los espejos? Instrumentos Apalancados · Café y Finanzas - By Rancel Solutions · Sep 29
- Shares subtracted nearly a percent on a weak tech day.Nvidia's record-breaking stock buyback · Marketplace All-in-One · Sep 28
Mixed 4
- Its reported $60 billion loan to Anthropic raises questions about lending by corporations.Special Edition: Tim Sloan, Vice Chairman of Fortress, A Lender's View Through the Cycles · Capital Creek Partners - 3in10 · Oct 3
- Named as a competitor in specialized AI chips.Morgan Stanley Backs NVDA as Top Pick, Crude Oil & Yields Cool · Schwab Network · Oct 2
- Arranging financing for its own Anthropic chip sales, strong while demand holds, exposed if it weakens.Pennsylvania Puts Unpowered Data Centers First in the Curtailment Line; Banks and Blackstone Assemble $60B for Broadcom's Anthropic Build — October 03, 2026 · The Data Center Daily · Oct 3
- Banks raising $60 billion to finance Anthropic and other AI firms, showing funding demand.Nvidia Bubble; Nike Effect; Gold Prices; IBM Outlook; Broadcom Financing; Anthropic IPO; Blair Picks; United Status; Eurozone Inflation · The Daily Business & Finance Show · Oct 2
Neutral 5
- Partnered with OpenAI on its custom chip, contributing hard analog and physical design.Gaming Chip Pioneer Raja Koduri on China's AI Cost Advantage and Moving Beyond the GPU · TechSurge: Deep Tech Podcast · Sep 29
- Key back-end partner that helps hyperscalers and labs turn custom chip designs into products.The Future of Frontier Model Architectures with Walter Goodwin, Fractile Founder and CEO · No Priors · Oct 2
- Key ASIC design partner for hyperscaler custom chips.The Future of Frontier Model Architectures with Walter Goodwin, Fractile Founder and CEO · No Priors: Artificial Intelligence | Technology | Startups · Oct 2
- Reportedly raising $60B to lend to AI customers, highlighting financing intensity.Episode 120 - Microsoft + Nvidia Contracts… So Why Did IREN Collapse? · Personal Finance Cat · Oct 4
- Named as a design services firm that helps AI chip startups through the process.Adventures in Chip Design · Supply Chained · Sep 29
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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