| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-1-26 |
Named as 2.5% of the S&P 500 and 2.56% of the Nasdaq 100 in the index-weight rundown. [audio] | — | — | — |
| 2026-10-01 | MENTIONED | LOW | Rob Black Show Beginning The Month Of October 2026 |
Broadcom agreed to lease up to $40-42B of AI chips to Anthropic (per its IPO prospectus); the host says the deal is very good for Broadcom, owns the stock and feels comfortable, with shares down about 1% on the news. [audio] | — | — | — |
| 2026-09-21 | MENTIONED | LOW | Rob Black Show Stocks Rise As Oil Prices Ease |
Broadcom was cited among the obvious first-order beneficiaries of AI investment. [audio] | -3.6% | — | — |
| 2026-09-14 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-14-26 |
Broadcom was cited as being hit hard alongside NVIDIA and AMD during AI concerns. [audio] | +5.4% | — | — |
| 2026-09-04 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-4-26 |
Listed in layer two, networking and memory, of his AI investment map. [audio] | +1.1% | — | — |
| 2026-09-03 | HOLD | MEDIUM | Rob Black Show Afternoon podcast 9-3-26 |
Broadcom fell 2.7% post-earnings as elevated AI expectations outweighed what Rob still called a great report. [audio] | +1.0% | — | — |
| 2026-09-03 | HOLD | MEDIUM | Rob Black Show Mega Cap Names Doing Well Today |
Broadcom fell 3% despite beating estimates because near-term guidance disappointed, making it the example of a stock forced to justify its AI valuation today. [audio] | +1.0% | — | — |
| 2026-09-03 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-2-26 |
Monster quarter - revenue up 86% to $29.6 billion and AI chip sales up 221% - yet the stock fell about 3% after hours on margin guidance and no raise to the $100 billion 2027 outlook. [audio] | +1.0% | — | — |
| 2026-08-31 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-31-26 |
Generates $247 million a day in revenue, roughly double AMD, in Rob's revenue-per-day countdown. [audio] | -3.4% | -4.3% | — |
| 2026-08-31 | WATCH | LOW | Rob Black Show Stocks Fall After Strikes On Iran |
Named as one of the week's key earnings reports alongside Dell and Palo Alto Networks. [audio] | -3.4% | -4.3% | — |
| 2026-08-28 | MENTIONED | LOW | Rob Black Show A Very Big Week On Wall Street |
Cited with 48% revenue growth in the quarter among the fastest-growing AI names. [audio] | -3.0% | -4.2% | — |
| 2026-08-26 | WATCH | MEDIUM | Rob Black Show Inflation Remains Elevated |
Broadcom has become an AI battleground ahead of next week's report, with worries about share loss to Google's custom chips, the Apollo/Blackstone data center financing deal and political resistance to AI power demands. [audio] | +3.3% | -0.6% | — |
| 2026-08-24 | MENTIONED | LOW | Rob Black Show Attention Turning To Debt |
Named as a partner with OpenAI on the new ChatGPT-maker semiconductor. [audio] | +3.2% | -0.9% | — |
| 2026-08-21 | BUY | MEDIUM | Rob Black Show Afternoon podcast 8-21-26 |
Broadcom may finance over $100 billion of AI infrastructure and booked more than $300 billion of AI semiconductor orders against $10.8 billion shipped, showing demand far ahead of supply. [audio] | +0.1% | -2.9% | — |
| 2026-08-19 | BUY | HIGH | Rob Black Show Afternoon podcast 8-19-26 |
Named a major beneficiary as hyperscalers build their own AI chips and networking infrastructure, collecting alongside NVIDIA. [audio] | -1.9% | -1.3% | — |
| 2026-08-18 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 8-18-26 |
Broadcom dropped 3% in the AI-linked selloff. [audio] | -6.1% | -8.6% | — |
| 2026-08-18 | BUY | HIGH | Rob Black Show Trouble In Tech Land |
Rob highlighted Broadcom potentially surpassing NVIDIA in 2028 high bandwidth memory demand at 35-40 billion gigabytes, and named it one of his two favorite space picks-and-shovels plays. [audio] | -6.1% | -8.6% | — |
| 2026-08-14 | BUY | HIGH | Rob Black Show Afternoon podcast 8-14-26 |
Rob named Broadcom his other favorite picks-and-shovels space play, since more satellites in orbit means more communications, networking and advanced semiconductor content. [audio] | -6.2% | -7.9% | — |
| 2026-08-13 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-13-26 |
Broadcom was named among the customers driving TSMC's three-nanometer order strength. [audio] | -12.9% | -13.4% | — |
| 2026-08-04 | BUY | HIGH | Rob Black Show Oil Prices Dropped Amid Optimism |
Broadcom is on Rob's list of AI compute leaders he plans to invest behind for 2026 and 2027. [audio] | -0.5% | -14.6% | — |
| 2026-07-30 | BUY | LOW | Rob Black Show Afternoon podcast 7-30-26 |
Named among semiconductor companies whose free cash flow is moving strongly up and to the right. [audio] | +8.4% | -4.9% | — |
| 2026-07-27 | MENTIONED | LOW | Rob Black Show Markets Meander As Oil Falls |
Broadcom in newest financing deal with Samsung; $200B pact to widen collaboration. [audio] | +2.4% | -7.2% | — |
| 2026-07-24 | MENTIONED | MEDIUM | Rob Black Show Broader Market Rebounded |
Broadcom is cited as an early winner in the AI picks and shovels phase. [audio] | +1.9% | -3.5% | — |
| 2026-07-23 | MENTIONED | MEDIUM | Rob Black Show Markets Lower As Tech Disappoints |
Broadcom mentioned as a beneficiary of AI infrastructure spending. [audio] | -1.2% | -6.1% | — |
| 2026-07-21 | BUY | HIGH | Rob Black Show Afternoon podcast 7-21-26 |
Broadcom discussed as having insider buying and as a beneficiary of Taiwan Semiconductor Manufacturing's chips. [audio] | -1.4% | -5.8% | — |
| 2026-07-16 | MENTIONED | LOW | Rob Black Show Chip Stocks Weighing On The Market |
Broadcom is referenced as a key customer of Taiwan Semiconductor Manufacturing. [audio] | +4.8% | +5.0% | — |
| 2026-07-14 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-14-26 |
Broadcom is mentioned as part of the chip profit pool with Micron and NVIDIA. [audio] | -0.7% | +7.4% | — |
| 2026-07-14 | BUY | MEDIUM | Rob Black Show June Inflation Data Came In Weaker Than Expected |
Broadcom mentioned as benefiting from AI capital spending by hyperscalers. [audio] | -0.7% | +7.4% | — |
| 2026-07-13 | BUY | MEDIUM | Rob Black Show Afternoon podcast 7-13-26 |
Broadcom discussed as a beneficiary of AI capital spending and poised to become a cash producing machine. [audio] | -1.5% | +8.3% | — |
| 2026-07-13 | MENTIONED | LOW | Rob Black Show Oil Gains After Trump Reimposes Blockade |
Broadcom is referenced as a customer of TSMC for AI and high-performance computing. [audio] | -1.5% | +8.3% | — |
| 2026-07-09 | MENTIONED | LOW | Rob Black Show Stocks Rose Supported By Jump In Semiconductors |
Broadcom is mentioned as a semiconductor company framing broader AI appetite. [audio] | -6.6% | +6.6% | — |
| 2026-07-08 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-8-26 |
Broadcom advanced conversations with Apple to expand their multi-year U.S. supply agreement. [audio] | +1.4% | +10.1% | — |
| 2026-07-08 | BUY | HIGH | Rob Black Show Markets Tumble As Oil Rises Due To End Of Ceasefire |
Praised for its free cash flow story and chip supply deal with Apple; suggested as a semiconductor name to add to portfolio. [audio] | +1.4% | +10.1% | — |
| 2026-07-08 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-7-26 |
Broadcom discussed as benefiting from hyperscaler spending. [audio] | +1.4% | +10.1% | — |
| 2026-07-02 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-1-26 |
Broadcom listed among AI chipmakers underperforming due to Meta's news. [audio] | +11.3% | +8.0% | -1.7% |
| 2026-06-30 | BUY | HIGH | Rob Black Show Markets Rise To Close Out First Half Of 2026 |
Broadcom cited among Magnificent Seven; trailing PE ratios falling. [audio] | -1.8% | +2.7% | -7.3% |
| 2026-06-25 | BUY | HIGH | Rob Black Show DJIA Notches Record As Market Divides |
Broadcom is discussed as a preferred semiconductor name, tied to hardware boom, and with favorable PE ratios. [audio] | -4.9% | +0.8% | -6.1% |
| 2026-06-24 | MENTIONED | LOW | Rob Black Show Oil Prices Fall Four Percent |
Broadcom performance discussed as an AI-based company affected by tech sell-off. [audio] | -3.3% | -0.0% | -4.4% |
| 2026-06-18 | MENTIONED | MEDIUM | Rob Black Show Thinking About AI Stocks |
Broadcom mentioned as an AI play. [audio] | -7.7% | -9.7% | -17.3% |
| 2026-06-15 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-15-26 |
Broadcom mentioned in context of AI chip opportunities and MediaTek competition. [audio] | -0.3% | +0.2% | -8.0% |
| 2026-06-11 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-11-26 |
Broadcom referenced for its $1.85 trillion valuation in comparison to SpaceX. [audio] | +6.7% | +3.9% | -5.3% |
| 2026-06-11 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 6-10-26 |
Broadcom performance discussed, including being down 5% and AI platform backed by Apollo Group Management. [audio] | +6.7% | +3.9% | -5.3% |
| 2026-06-10 | BUY | MEDIUM | Rob Black Show Stocks Slide Amidst Surging Inflation |
Broadcom shares lower due to sector rotation, but host notes liking declines as buying opportunities. [audio] | +5.6% | +7.7% | -0.8% |
| 2026-06-08 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-8-26 |
Broadcom's earlier earnings were put into question; AI hyperscalers expected to spend a trillion dollars next year. [audio] | -0.7% | -1.8% | -9.6% |
| 2026-06-05 | MENTIONED | MEDIUM | Rob Black Show Job Growth Surged |
Shares in Broadcom lower about 3% and lost 12% yesterday; numbers were great but not 'super fantastic great' according to Wall Street. [audio] | -0.9% | -6.4% | -7.3% |
| 2026-06-04 | SELL | HIGH | Rob Black Show Afternoon podcast 6-4-26 |
Broadcom was a big loser today, down 12%; host notes it's starting to get big numbers problems like NVIDIA. [audio] | -8.0% | -13.8% | -12.2% |
| 2026-06-04 | SELL | HIGH | Rob Black Show Broadcom Problems |
Broadcom stock is sinking as the AI chip sales forecast disappointed, down 13.8% for the day; Macri downgraded Broadcom to neutral from outperform as Google shifts towards insourcing. [audio] | -8.0% | -13.8% | -12.2% |
| 2026-06-03 | SELL | MEDIUM | Rob Black Show Afternoon podcast 6-3-26 |
Host reports Broadcom is trading down 6% after earnings and plans to discuss results further, implying negative sentiment or caution. [audio] | -22.4% | -24.7% | -22.7% |
| 2026-06-02 | BUY | HIGH | Rob Black Show Afternoon podcast 6-2-26 |
Described as a critical supplier of AI connectivity chips and a big winner in semiconductor manufacturing for AI. [audio] | -18.6% | -25.0% | -23.0% |
| 2026-06-02 | BUY | HIGH | Rob Black Show Markets Start The Day With Highs |
Described as getting a 'double boost' from Google and Marvel, with plans to build data centers featuring custom chips designed by Broadcom. [audio] | -18.6% | -25.0% | -23.0% |
| 2026-06-01 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 6-1-26 |
Highlighted as a key earnings report to watch on Wednesday. [audio] | -13.8% | -19.6% | -19.7% |
| 2026-06-01 | BUY | HIGH | Rob Black Show Oil Jumps |
Broadcom is considered a critical high-tech AI stock with a buy recommendation. [audio] | -13.8% | -19.6% | -19.7% |
| 2026-05-29 | BUY | HIGH | Rob Black Show Thinking About A Shopping List |
Host lists Broadcom as a 'Fab Five' stock looking like a buy with a PE of 23. [audio] | -13.7% | -18.2% | -16.7% |
| 2026-05-28 | MENTIONED | LOW | Rob Black Show Negotiators Have Reached Deal To Extend Ceasefire |
Mentioned as a peer to Marvel in the context of AI infrastructure investments and networking bandwidth bottlenecks. [audio] | -1.8% | -14.3% | -16.5% |
| 2026-05-27 | MENTIONED | LOW | Rob Black Show Hopes Of Easing Iran Tensions |
Host mentions Broadcom unveiling a new 5G and Wi-Fi platform in collaboration with Samsung Electronics. [audio] | +13.6% | -13.3% | -15.3% |
| 2026-05-26 | MENTIONED | LOW | Rob Black Show Hope Over A Potential Deal With Iran |
Host lists Broadcom as a company with exposure to AI benefits within the S&P 500. [audio] | +14.1% | -10.1% | -14.9% |
| 2026-05-21 | BUY | MEDIUM | Rob Black Show Crude Prices Jumped |
Host mentions Broadcom guided 143% year-over-year growth for its AI segment in the next quarter, indicating strong bullish momentum. [audio] | +2.9% | -0.8% | -12.4% |
| 2026-05-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-20-26 |
Broadcom was up 7.5% today, driven by semiconductor sector momentum. [audio] | +1.0% | -1.5% | -8.9% |
| 2026-05-19 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-19-26 |
Named as one of the top 10 stocks in the current S&P 500. [audio] | +2.7% | +0.1% | -4.4% |
| 2026-05-19 | BUY | HIGH | Rob Black Show Stocks Slide Under Pressure From Higher Rates |
Price target lifted to $582 by Evercore; host states 'I own shares' and notes it is a front-runner in optical networking technology. [audio] | +2.7% | +0.1% | -4.4% |
| 2026-05-18 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 5-18-26 |
Broadcom is added to the list of stocks accounting for too much of the S&P 500, implying a warning about concentration risk. [audio] | -1.6% | -6.6% | -6.4% |
| 2026-05-18 | MENTIONED | HIGH | Rob Black Show Big Week With Nvidia Earnings |
Broadcom is mentioned as part of the AI investment wave with significant upside expected. [audio] | -1.6% | -6.6% | -6.4% |
| 2026-05-14 | BUY | HIGH | Rob Black Show Stocks Rise Led By Tech Investments |
Host notes a big price target upgrade from Wells Fargo to $545 and mentions the success of Google's TPU chips as a windfall for Broadcom. [audio] | -5.7% | -13.1% | -5.2% |
| 2026-05-13 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-13-26 |
Listed as a top valuable company. [audio] | +0.2% | -8.3% | -0.0% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Stocks Move After High Inflation Reading |
Host mentions Broadcom's valuation (23.9 times earnings) in a comparison of AI chip stocks. [audio] | -2.0% | -8.0% | +0.9% |
| 2026-05-11 | BUY | MEDIUM | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Host mentions Broadcom as a stock that has enjoyed double-digit growth. [audio] | -1.8% | -13.1% | +0.0% |
| 2026-05-08 | MENTIONED | HIGH | Rob Black Show Good Year In The Stock Market So Far |
Listed as a dominant U.S. company in AI models, cloud computing, and semiconductor design. [audio] | -1.1% | -10.3% | -2.0% |
| 2026-05-07 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 5-7-26 |
Host discusses Broadcom's financial difficulties regarding OpenAI chip financing and notes the stock was hit down 17 bucks. [audio] | +6.6% | -6.5% | +1.5% |
| 2026-05-07 | MENTIONED | LOW | Rob Black Show Oil Continues Pullback |
Mentioned as emerging as a player in the AI chip space. [audio] | +6.6% | -6.5% | +1.5% |
| 2026-05-06 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 5-6-26 |
Highlighted as a deeper name in the AI trade, not part of the 'Magnificent Seven', with strong performance implied by the context of the rally. [audio] | -2.0% | -9.3% | -1.6% |
| 2026-05-05 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-5-26 |
Mentioned in comparison to AMD's rally, noting they are matching step for step. [audio] | -1.9% | -2.0% | -8.1% |
| 2026-04-29 | MENTIONED | LOW | Rob Black Show Oil Prices Continue Their Rally |
Broadcom was gaining a little bit, falling back a little bit. [audio] | +4.9% | +10.2% | -5.9% |
| 2026-04-27 | MENTIONED | MEDIUM | Rob Black Show The Performance Of Semiconductor Stocks |
Broadcom is mentioned in relation to Open AI's previous announcement about building an AI device. [audio] | -0.4% | +0.9% | -8.5% |
| 2026-04-24 | MENTIONED | LOW | Rob Black Show Afternoon podcast 4-23-26 |
Texas Instruments does not make the kind of high-end chips that NVIDIA or AMD or Broadcom does. [audio] | -0.3% | -2.0% | -7.0% |
| 2026-04-23 | MENTIONED | MEDIUM | Rob Black Show Stocks Mixed After New All Time Highs |
The biggest weightings in the SOX index, NVIDIA, Broadcom, Micron, and AMD. Broadcom up 45 percent. [audio] | -0.6% | -1.4% | -5.4% |
| 2026-04-22 | MENTIONED | LOW | Rob Black Show Afternoon podcast 4-22-26 |
Broadcom stock was up 4%. [audio] | -4.1% | -2.0% | -8.4% |
| 2026-04-21 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 4-21-26 |
Broadcom is mentioned as part of the sector elite. [audio] | -0.6% | +3.1% | -5.8% |
| 2026-04-20 | MENTIONED | LOW | Rob Black Show Stocks Sag After Iran Ceasefire Setback |
Mentioned as one of the tech stocks down slightly from recent highs. [audio] | +4.6% | +4.5% | -7.1% |