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SCS Capital Trims Broadcom Stake, Sells 3,867 Shares

SCS Capital Management LLC, led by Antony J. Abbiati, has reduced its holdings in Broadcom Inc. (AVGO) by selling 3,867 shares. TipRanks' AI Analyst, Spark, rates AVGO as "Outperform" due to its strong profitability and free cash flow, despite concerns about weak technical momentum …

Broadcom updates VMware security for AI-era threats

Broadcom has rolled out significant updates to VMware Cloud Foundation's security features, specifically enhancing VMware vDefend and VMware Avi Load Balancer. These updates are designed to combat AI-powered cyberattacks, reduce operational complexity, and lower infrastructure costs. Key improvements include guided deployment for advanced threat …

Can Microchip's Micron Alliance Help it Challenge AVGO & ALAB?

Microchip Technology announced a collaboration with Micron to showcase an end-to-end PCIe Gen 6 storage architecture, aiming to strengthen Microchip's position in the AI and enterprise data-center market. This partnership is expected to enhance Microchip's competitive edge against rivals like Broadcom and Astera Labs …

Broadcom, Nvidia Face Risk From China AI Component Ban - Broadcom (NASDAQ:AVGO), Advanced Micro Devices

A proposed U.S. ban on Chinese-made optical transceivers, critical for AI infrastructure, could negatively impact U.S. tech giants like Broadcom, Nvidia, and Advanced Micro Devices. BNP Paribas analyst Karl Ackerman warns that such a ban could disrupt the highly interconnected supply chain, leading to …

Could Broadcom (AVGO) Become the Biggest Winner From the Shift to Custom AI Chips?

Emerald Wealth Partners highlighted Broadcom (AVGO) in its Q2 2026 investor letter, noting its significant contribution to the strategy's performance. The firm believes Broadcom is well-positioned to benefit from the shift to custom AI chips due to its expertise in designing custom AI silicon, …

Radcom (RDCM) to Post Earnings on Wednesday

Radcom (NASDAQ:RDCM) is scheduled to release its Q2 2026 earnings before market open on Wednesday, August 12th. Analysts project earnings of $0.20 per share and revenue of $15.57 million. The company's stock recently traded at $10.29, significantly below its 52-week high, and has a …

Earnings Preview: Radcom (RDCM) Q2 Earnings Expected to Decline

Radcom (RDCM) is anticipated to report a year-over-year decline in Q2 2026 earnings and revenues. The company's EPS is expected to be $0.20 per share, down 20%, with revenues projected at $12 million, a 32.1% decrease. Despite a strong history of beating EPS estimates, …

If You Invested $1000 in Broadcom Inc. a Decade Ago, This is How Much It'd Be Worth Now

This article examines the hypothetical return on a $1000 investment in Broadcom Inc. (AVGO) made ten years ago. It details Broadcom's business, including its semiconductor and infrastructure software segments, and projects the investment would be worth $25,041.02 as of August 5, 2026, outperforming the …

Dime Community Bancshares stock hits all-time high at 41.66 USD

Dime Community Bancshares Inc. has reached an all-time high of $41.66, surpassing its 52-week high and showing a year-to-date return of nearly 40%. This growth follows record revenue of $126 million for Q2 2026 and a 23% increase in core earnings per share, indicating …

What Is Going on With Broadcom Stock on Tuesday?

Broadcom Inc. (AVGO) stock gained over 4% on Tuesday, fueled by Palantir Technologies Inc.'s (PLTR) strong earnings beat and raised guidance, which sparked a broader rally in AI and semiconductor stocks. Broadcom is maintaining a constructive technical posture, trading above key moving averages, and …

Broadcom Inc. (NASDAQ:AVGO) Shares Rise 7% as $128 Billion AI Deals Spotlight Funding Concerns

Broadcom's shares rose 7.1% as investors anticipate strong AI demand, with the company's equity value increasing by $132.7 billion. The article highlights Broadcom's $128.1 billion purchase commitment plan, primarily for inventory and financing customer AI deals, and reveals that significant obligations for fiscal years …

Broadcom Inc. stock outperforms competitors on strong trading day

Broadcom Inc. (AVGO) saw its stock rise by 6.61% to $418.16, marking its fourth consecutive day of gains. This strong performance occurred on a positive trading day where the S&P 500 Index and the Dow Jones Industrial Average also saw significant increases. The article …

Sei Investments Co. Increases Stock Holdings in Dime Community Bancshares, Inc. $DCOM

Broadcom Shares Jump 5% as Investors Revisit AI Growth Catalysts

Broadcom (AVGO) shares rose 5% due to renewed investor focus on the company's strong AI growth catalysts. This includes record AI semiconductor revenue in Q2 2026, a reaffirmed long-term AI revenue target, and strategic announcements such as an AI infrastructure platform with Apollo and …

Broadcom Inc Stock (AVGO) Moved Up by 4.35% on Aug 4: What Signal Does It Send?

Broadcom Inc (AVGO) stock rose by 4.35% on August 4th, driven by strong demand for AI infrastructure, successful integration of VMware, and expanded custom ASIC partnerships. The company's diversified portfolio and disciplined capital allocation also contribute to investor confidence, despite some sector-specific risks and …

What Could Push Broadcom Stock Higher Is Already Sitting In Its Order Book

Broadcom's core customers are placing AI semiconductor orders far in advance, extending the company's order visibility to 2028 and accumulating over $30 billion in new orders in Q2 2026. While these custom accelerators have lower margins, the significant order book and strong operating margin …

Broadcom cannot use US legal privilege to block EU probes, court rules

The EU General Court has ruled against Broadcom, stating the company cannot use US legal privilege to block European Commission antitrust probes related to its acquisition of VMware. This decision allows EU regulators to access documents Broadcom had attempted to shield, asserting that companies …

Broadcom: Sideways for Nearly Two Months After Earnings, Is Now a Buying Opportunity?

Broadcom's stock has traded sideways for nearly two months despite strong earnings, primarily due to unmet market expectations for more aggressive AI growth guidance and concerns over Google TPU supply share. The company's fundamentals remain robust, driven by AI semiconductors, stable traditional chip businesses, …

CPI | Broadcom Loses Bid to Halt EU Antitrust Document Request

A European Union court has rejected Broadcom's request to temporarily halt an EU antitrust demand for legal documents located in the United States. This ruling is a setback for the chipmaker as regulators investigate issues related to VMware, a company Broadcom acquired in 2023. …

Broadcom loses court bid to suspend EU antitrust request for US legal papers

Broadcom's attempt to suspend an EU antitrust request for US legal documents has been rejected by Europe's General Court. The EU competition enforcer sought documents related to Broadcom's 2023 acquisition of VMware, which Broadcom argued were protected by US attorney-client privilege. The court ruled …

RADCOM Announces Preliminary Second Quarter Revenue and Updated Full-Year Guidance

RADCOM (RDCM) has announced preliminary second-quarter revenue of approximately $12 million, lower than anticipated due to customer deployment delays affecting purchasing decisions. Consequently, the company has reduced its full-year 2026 revenue outlook to $57-$63 million but still expects to remain profitable on a non-GAAP …

Broadcom Inc. to Announce Third Quarter Fiscal Year 2026 Financial Results on Wednesday, September 2, 2026

Broadcom Inc. has announced it will release its financial results for the third quarter of fiscal year 2026 on Wednesday, September 2, 2026. This announcement serves as a heads-up for investors and the public regarding the upcoming financial disclosure.

Insider Selling: Dime Community Bancshares (NASDAQ:DCOM) Director Sells $2,160,280.00 in Stock

What Broadcom (AVGO)'s Upgraded Earnings Forecasts Mean For Shareholders

William Blair Maintains Radcom(RDCM.US) With Buy Rating

William Blair has reiterated its Buy rating on Radcom (RDCM.US). This indicates a continued positive outlook from the firm regarding the company's stock performance.

DCBG SEC Filings - Dime Commercial Bancshares, Inc. /NY/ 10-K, 10-Q, 8-K Forms

Radcom (NASDAQ:RDCM) Lowered to Hold Rating by Wall Street Zen

Wall Street Zen has downgraded Radcom (NASDAQ:RDCM) from a "Buy" to a "Hold" rating. Despite the downgrade, Radcom's shares opened at $10.24, near its 52-week low, and the company slightly beat earnings estimates with $0.28 EPS against $0.27 consensus, though revenue fell just short. …

Broadcom And 2 AI Infrastructure Stocks For Higher For Longer Rates

If You Invested $1000 In Broadcom Stock 5 Years Ago, You Would Have This Much Today

Broadcom (NASDAQ: AVGO) has significantly outperformed the market over the last five years, with an annualized return of 51.56%. An initial investment of $1000 in AVGO stock five years ago would now be worth $8,031.69. This demonstrates the powerful effect of compounded returns on …

Insight CTO On VMware By Broadcom ‘Chaos,’ ‘Pain’ And ‘Confusion,’ Even As VMware Technology Has ‘Never Been Better’

Juan Orlandini, CTO of Insight Enterprises, discusses the "chaos," "pain," and "confusion" customers are experiencing due to Broadcom's acquisition of VMware, despite the technology itself being stronger than ever. He notes that the changes have reinvigorated the software-defined infrastructure market, making Nutanix a more …

Broadcom No Longer Sells Itself As A Chip Cycle Story

Broadcom's business narrative has shifted significantly from a cyclical semiconductor story to one dominated by AI. While the company's non-AI semiconductor revenue is showing signs of recovery and exceeded shipments in Q2 2026, AI semiconductor revenue has become the primary growth driver, expected to …

How Much Upside is Left in Broadcom Inc. (AVGO)? Wall Street Analysts Think 33.73%

Wall Street analysts project a 33.73% upside for Broadcom Inc. (AVGO), with a mean price target of $518.66. While price targets alone can be misleading, the strong agreement among analysts on upward earnings estimate revisions, combined with AVGO's Zacks Rank #2 (Buy), suggests a …

Radcom trims FY forecast to reflect lower Q2 turnover due to purchasing delays

Radcom has revised its full-year sales forecast downwards due to lower-than-expected second-quarter revenues caused by delayed purchase orders. The company reported preliminary Q2 revenues of approximately USD 12 million, a 32.2 percent decrease from the previous year. Consequently, Radcom now projects 2026 revenues to …

Radcom cuts 2026 revenue outlook on customer deployment delays By Investing.com

RADCOM Ltd. announced preliminary second-quarter revenue of approximately $12 million and subsequently reduced its full-year 2026 revenue guidance to $57 million to $63 million due to customer deployment delays. CEO Benny Eppstein confirmed these delays, which are linked to higher component costs and supply …

Form 144 Dime Community Bancshares For: 30 July By Investing.com

This article announces the filing of Form 144 for Dime Community Bancshares on July 30. It provides a brief update on insider trading for the company. The content primarily serves as a notice, embedding the information within a larger financial news portal.

AI Accelerators and Networking Fuel Broadcom's Growth: What's Ahead?

Broadcom's Semiconductor Solutions business is experiencing significant growth driven by strong demand for AI accelerators and advanced networking products, with AI semiconductor revenues jumping 143% year over year in Q2 fiscal 2026. The company faces tough competition from NVIDIA and Advanced Micro Devices, which …