New York, January 14, 2026, 16:09 EST — After-hours
- Broadcom shares dropped following reports that China has instructed local companies to halt the use of foreign cybersecurity software, including VMware, which Broadcom owns.
- The stock fell amid a wider tech-driven selloff on Wall Street.
- Broadcom priced $4.5 billion in senior notes, according to a new SEC filing that also detailed upcoming debt redemptions.
Shares of Broadcom Inc dropped Wednesday following a Reuters report that Chinese regulators have ordered local companies to halt use of cybersecurity software from over a dozen U.S. and Israeli firms, including VMware, which Broadcom owns, over national security worries. (Reuters)
The headline hurts, given VMware’s key role in Broadcom’s argument that it can combine chip growth with reliable infrastructure-software revenue. It lands at a moment when the market has begun to view China policy risk as a tradable factor again, not just a side…
