the tape · 2026-10-15GLND▼ -11.5%RDDT▲ +7.2%HPE▼ -7.1%DELL▼ -6.8%COIN▲ +6.3%CRWV▲ +5.9%MSTR▲ +5.6%ASTS▲ +5.5%WMB▼ -4.9%ACN▲ +4.6%CRM▲ +4.6%ADBE▲ +4.6%SLS▼ -4.5%HD▲ +4.3%NEM▲ +3.8%AMAT▼ -3.7%BULL▲ +3.7%LLY▲ +3.5%TMO▲ +3.5%QCOM▲ +3.3%
Video · 2026-08-17
AVGO down 5.9% on VMware concerns
The catalyst: VMware concerns.
Broadcom (AVGO) buy thesis: Q2 surge, AI silicon pipeline, hyperscaler deals & compelling valuation. Click to ready my analysis
As reported: “Broadcom Is Set To Rewrite The AI Narrative” — SeekingAlpha, 2026-08-17.
What happened after
T+1 -3.2%T+5 -8.6%T+20 -13.5%
More: AVGO move history · track record · that day's brief
The brief, in your inbox
One email every market morning. What moved, why, and what happened after.