By Rafael Müller
Publication Date: 2026-09-23 11:21:00
Broadcom shares changed hands at EUR 318.05 in German trading on Tuesday, a marginal 0.1% decline that says little about the forces actually shaping the stock. The session carried a technical wrinkle: Monday marked the first day the equity traded ex-dividend, reflecting the latest quarterly payout of $0.65 per share. That adjustment, not any shift in sentiment, accounts for the modest dip.
What investors are really chewing on is whether the custom-silicon boom underpinning Broadcom’s valuation can hold its pace.
Tan Pushes Back on Slowdown Talk
Doubts had crept into the market after Dario Amodei, chief executive of AI developer Anthropic, published an essay urging a more measured approach to building advanced AI models. His caution fueled speculation that the big technology firms might throttle back their enormous hardware spending.
Hock Tan, Broadcom’s CEO, would have none of it. Appearing on CNBC on September 14, he rejected the premise outright when asked…
