AVGOBroadcom Inc.

Brent approaches $96 after Houthi tanker attacks and 12th consecutive US strike on Iran

A geopolitically active overnight session dominated by Middle East escalation, driving oil to six-week highs while Asian chip stocks rose on Alphabet's $200bn AI capex announcement.

AVGO Q3 2026: filings, holdings, and macro context

AVGO Q3 2026 update — filings and holdings

Trump declares US-Iran ceasefire over after strikes on 80 sites

A volatile European session dominated by US-Iran escalation, with oil prices surging up to 8%, equity futures falling sharply, and German Bund yields crossing 3%.

Saudi Arabia cuts crude prices for Asia by most in 26 years

A busy European session dominated by a historic Saudi crude price cut, Ukraine-Russia diplomatic activity, and technology sector positioning ahead of the US open.

AVGO Q2 2026: filings, holdings, and macro context

US June payrolls miss at 57,000 as yen surges on suspected BOJ intervention

A data-heavy European session defined by a sharp US payrolls miss, suspected Japanese intervention in the yen, and continued crude supply recovery through the Strait of Hormuz.

US stocks on track for best quarter in six years as SCOTUS reshapes tariff and Fed landscape

A busy quarter-end European session shaped by yen weakness at 40-year lows, oil's largest quarterly drop since 2020, easing eurozone inflation, and major US Supreme Court rulings on tariffs and Fed independence.

US strikes Iran; Trump threatens annihilation as Hormuz tensions escalate sharply

A highly active weekend dominated by US-Iran military escalation in the Strait of Hormuz, sweeping tariff threats against Europe, and sharp moves across equities, energy, and crypto.

US strikes Iran after Hormuz ceasefire violation as global markets convulse

A turbulent five-session week dominated by Strait of Hormuz whipsaw, a sharp global tech selloff, UK political upheaval, and surging US inflation data.

Volkswagen plans 100,000 job cuts as tech selloff and oil decline weigh on European session

A broad European session decline driven by Volkswagen restructuring news, continued oil weakness, a technology-led selloff, and sharp cryptocurrency outflows ahead of the US open.

Asian equities sold off sharply as Apple price hikes and Micron concerns hit chipmakers

A sharply negative overnight session dominated by a broad Asian tech selloff, a vessel strike in the Strait of Hormuz, and renewed AI spending doubts.

Micron, Intel, AMD gained $2 trillion market cap in Q2 2026

Micron (MU), Intel (INTC), and AMD collectively added $2 trillion in market capitalisation in Q2 2026, while the Magnificent Seven technology stocks lost a combined $2.3 trillion over the same period, according to CNBC TOP.

Micron beats earnings, raises guidance; shares surge 18%

Micron Technology shares rose approximately 18% after the company reported earnings above analyst expectations and raised forward guidance. Intel gained 4.82%, AMD rose 3.83%, and Broadcom added 1.18% on the same session; the Nasdaq advanced 676 points and the S&P 500 gained 64 points.

Micron beats earnings, lifts tech futures; Iraq threatens OPEC exit

A busy European session dominated by Micron's earnings beat lifting tech futures, oil declining on Middle East de-escalation and OPEC fractures, and fresh drone strikes on Russian refineries.

AVGO Q2 2026: filings, holdings, and macro context

AVGO Q2 2026: filings, holdings, and macro context

AVGO Q2 2026: filings, holdings, and macro context

Drone strike on Oman oil terminal pushes Brent to $95.37 as regional tensions escalate

An active overnight session dominated by a drone strike on Oman's main crude terminal and continued fallout from Broadcom's AI guidance disappointment, lifting oil prices and pressuring Asian equities.

Broadcom guidance miss pressures Nasdaq 100 futures ahead of US open

A mixed European session dominated by Broadcom's disappointing AI chip outlook, stalled Iran negotiations, and a wave of private credit stress signals.