$AVGO Broadcom Tape Reports
Per Ticker.id: $AVGO Broadcom Tape Reports — 105 podcast mentions across 20 podcasts (30 days), latest 2026-08-26 16:00 UTC.
I mean, I think you'd have to you'd have to make the call that, you know, '28 is the peak, '29 or '30 we're down. I think you'd have to make the call that these large frontier models cede share to the open source models and that the compute intensity there is significantly less and that we don't move into a world of AGI. And, you know, I think in aggregate, those are really hard bets to make in my mind. And so I would leave you with one last thought, which is semi equipment, optical, other parts of the networking market all trade at, you know, 25-plus kind of multiples, whereas Nvidia, Broadcom, you know, trade in the low teens. And I don't think that's sustainable. So, you know, if you're really making the bet that this is a peak, then, you know, I would say that defensively, you know, NVIDIA, Broadcom, others will trade better than, you know, some of the other areas that are benefiting from AI. And, you know, so in that regard, I think risk-reward either way, you know, for NVIDIA, Broadcom is, is quite strong.
CJ Muse — Squawk on the Street · 10AM Hour: Nvidia Ahead, Meta Settles, & PCE Comes In Hot 8/26/26 · 2026-08-26Graham will now face Democratic nominee Annie Andrews in November. Canada is reciprocating with new tariffs in its trade war with the U.S. Earlier, Prime Minister Mark Carney unveiled levies on American steel and aluminum products at a rate of 50%. Now that matches what the U.S. has already implemented, and there will be new Canadian tariffs on American-made milk, furniture, clothing and apparel, as well as video game consoles, smartphones and other electronics. And now we are learning The Trump administration is discussing additional trade penalties against Canada. We are told Meta Platforms and state attorneys general have discussed a possible mid-trial settlement of a case accusing the company of deliberately designing Facebook and Instagram to addict teens. The federal trial in Oakland, California features 4 lead states—California, Colorado, Kentucky, and New Jersey. They are representing a broader coalition of 29 state attorneys general who originally filed suits against Meta beginning in 2023. and by Meta's own calculations, a loss at trial could saddle the company with penalties of as much as $1.4 trillion. The key executive overseeing OpenAI's data center buildout reportedly left the company last week. The Wall Street Journal says the exit of Chris Malone is part of a wave of leadership departures ahead of a planned IPO. Now separately, OpenAI said its new processor known as Jalapeño performed better than the latest lineup from Nvidia. OpenAI created Jalapeño in partnership with Broadcom. Here is Richard Ho, Vice President of Hardware at OpenAI. It's a really good chip.
Doug Krisner — Bloomberg News Now · Darline Graham Wins South Carolina Senate Runoff, US-Canada Trade Dispute, More · 2026-08-26Graham will now face Democratic nominee Annie Andrews in November. Canada is reciprocating with new tariffs in its trade war with the U.S. Earlier, Prime Minister Mark Carney unveiled levies on a American steel and aluminum products at a rate of 50%. Now that matches what the U.S. has already implemented, and there will be new Canadian tariffs on American-made milk, furniture, clothing and apparel, as well as video game consoles, smartphones, and other electronics. And now we are learning the Trump administration is discussing additional trade penalties against Canada. We are told Meta Platforms and state attorneys general have discussed a possible mid-trial settlement of a case accusing the company of deliberately designing Facebook and Instagram to addict teens. The federal trial in Oakland, California features 4 lead states—California, Colorado, Kentucky, and New Jersey. They are representing a broader coalition of 29 state attorneys general who originally filed suits against Meta beginning in 2023. And by Meta's own calculations, a loss at trial could saddle the company with penalties of as much as $1.4 trillion. The key executive overseeing OpenAI's data center buildout reportedly left the company last week. The Wall Street Journal says the exit of Chris Malone is part of a wave of leadership departures ahead of a planned IPO. Now separately, OpenAI said its new processor known as Jalapeño performed better than the latest lineup from NVIDIA. OpenAI created Jalapeño in partnership with Broadcom. Here is Richard Ho, Vice President of Hardware, at OpenAI.
Doug Krisner — Bloomberg News Now · Darline Graham Wins GOP Senate Runoff in South Carolina, US-Canada Trade Tensions, More · 2026-08-26News when you want it with Bloomberg News Now, I'm Doug Krizner. U.S. Senator Darlene Graham has won the Republican nomination to replace her late brother on South Carolina's general election ballot. Graham has defeated U.S. Representative Ralph Norman in a special GOP runoff after the two were top finishers in a 10-way primary race. Here is Graham's victory speech. South Carolina Republicans, I humbly accept your nomination to serve as the Republican nominee for the United States Senate from the great state of South Carolina. Thank you, thank you, thank you. Graham will now face Democratic nominee Annie Andrews in November. Canada is reciprocating with new tariffs in its trade war with the U.S. Earlier, Prime Minister Mark Carney unveiled levies on American steel and aluminum products at a rate of 50%. Now that matches what the U.S. has already implemented, and there will be new Canadian tariffs on American-made milk, furniture, clothing and apparel, as well as video game consoles, smartphones and other electronics. And now we are learning The Trump administration is discussing additional trade penalties against Canada. We are told Meta Platforms and state attorneys general have discussed a possible mid-trial settlement of a case accusing the company of deliberately designing Facebook and Instagram to addict teens. The federal trial in Oakland, California features four lead states—California, Colorado, Kentucky, and New Jersey. They are representing a broader coalition of 29 state attorneys general who originally filed suits against Meta beginning in 2023. And by Meta's own calculations, a loss at trial could saddle the company with penalties of as much as $1.4 trillion. The key executive overseeing OpenAI's data center buildout reportedly left the company last week. The Wall Street Journal says the exit of Chris Malone is part of a wave of leadership departures ahead of a planned IPO. Now separately, OpenAI said its new processor known as Jalapeño performed better than the latest lineup from Nvidia. OpenAI created Jalapeño in partnership with Broadcom. Here is Richard Ho, Vice President of Hardware at OpenAI.
Doug Krisner — Bloomberg News Now · Darline Graham Wins South Carolina Runoff, US-Canada Trade Fight, More · 2026-08-26The key executive overseeing OpenAI's data center buildout reportedly left the company last week. The Wall Street Journal says the exit of Chris Malone is part of a wave of leadership departures ahead of a planned IPO. Now separately, OpenAI said its new processor known as Jalapeño performed better than the latest lineup from NVIDIA. OpenAI created Jalapeño in partnership with Broadcom. Here is Richard Ho, Vice President of Hardware at OpenAI.
Doug Krisner — Bloomberg News Now · Darline Graham Wins GOP Senate Runoff, US Weighs More Trade Measures Against Canada, More · 2026-08-26That is Ontario Premier Doug Ford speaking on Bloomberg's Balance of Power. Now, Canada's retaliatory tariffs are set to take effect September 8th. Prime Minister Carney also unveiled today new programs to support Canadian businesses hurt by the trade war. The key executive overseeing OpenAI's data center buildout reportedly left the company last week. The Wall Street Journal says the exit of Chris Malone as part of a wave of leadership departures ahead of a planned IPO. Now separately, OpenAI said its new processor known as Jalapeño performed better than the latest lineup from Nvidia. OpenAI created Jalapeño in partnership with Broadcom. Here is Richard Ho, vice president of hardware at OpenAI.
Doug Krisner — Bloomberg News Now · Country Icon Dolly Parton Dies, Canada Announces Retaliatory Tariffs, More · 2026-08-26That is Ontario Premier Doug Ford speaking on Bloomberg's Balance of Power. Now, Canada's retaliatory Tariffs are set to take effect September 8th. Prime Minister Carney also unveiled today new programs to support Canadian businesses hurt by the trade war. The key executive overseeing OpenAI's data center buildout reportedly left the company last week. The Wall Street Journal says the exit of Chris Malone is part of a wave of leadership departures ahead of a planned IPO. Now separately, OpenAI said its new processor known as Jalapeño performed better than the latest lineup from Nvidia. OpenAI created Jalapeño in partnership with Broadcom. Here is Richard Ho, vice president of hardware at OpenAI.
Doug Krisner — Bloomberg News Now · Dolly Parton Dead at 80, Carney Matches Trump Tariffs, More · 2026-08-25That is Ontario Premier Doug Ford speaking on Bloomberg's Balance of Power. Now, Canada's retaliatory tariffs are set to take effect September 8th. Prime Minister Carney also unveiled today new programs to support Canadian businesses hurt by the trade war. The key executive overseeing OpenAI's data center buildout reportedly left the company last week. The Wall Street Journal says the exit of Chris Malone is part of a wave of leadership departures ahead of a planned IPO. Now separately, OpenAI said its new processor known as Jalapeño performed better than the latest lineup from NVIDIA. OpenAI created Jalapeño in partnership with Broadcom. Here is Richard Ho, vice president of hardware at OpenAI.
Doug Krisner — Bloomberg News Now · Country Music Star Dolly Parton Dies, Canada Matches US Tariffs, More · 2026-08-25