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Broadcom Inc. created a Backstop contingent liability for custom AI racks; maximum undiscounted potential liability upon deployment is approximately $43 billion, with exposure tied to 72.5% of outstanding lease amounts.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
Alphabet, Broadcom and SpaceX each report a large deal with a private company or customer they don't name. Read against Anthropic's S-1, the amounts, dates and terms match Anthropic's own. Amazon, which does name it, valued the same Anthropic notes $10.7 billion below Anthropic's figure at June 30, and $15.7 billion above it at September 30.
Intel's 326.7% rally has priced in a turnaround the Q2 2026 print only just began to earn, with $57.0B of TTM revenue against -$77.0M of TTM EBIT. The Q3 2026 guide of $15.8B–$16.8B revenue and $0.31 GAAP EPS is the first datapoint that will decide whether the 41.8% non-GAAP gross margin holds and a dividend reinstatement becomes credible, or whether the -28.9% drawdown from $140.94 deepens.
Advanced Micro Devices trades at 171.1× on +34.3% revenue growth against Nvidia at 31.7× on +125.9% and Broadcom at 63.6× on +143% AI semiconductor growth, with the $11.2B Q2 2026 guide and initial Helios volume in Q3 now the only thing standing between the multiple holding and a re-rating toward Broadcom's 63.6×.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| AI semiconductor revenue | 16.7B | Q3 FY2026 | — |
| Capital expenditures | 0.5B | Q3 FY2026 | — |
| Cash from operations | $14.2B | Q3 FY2026 | — |
| Free cash flow | $13.67B | Q3 FY2026 | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities $14.2B
-$532M Purchases of property, plant and equipment
= Free cash flow $13.67B
|
|||
| Free cash flow as percent of revenue | 46% | Q3 FY2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AVGO
this stock
Broadcom Inc.
|
$1.66T | +0.3% | +18.2% | 44.3 | 1.1% |
|
NVDA
Nvidia Corp
|
$3.92T | -12.7% | +65.5% | 20.6 | 1.2% |
|
TSM
Taiwan Semiconductor Manufacturing Co Ltd
|
$2.07T | +31.2% | — | — | 0.6% |
|
SKHY
SK hynix Inc.
|
$929.35B | — | — | — | 0.5% |
|
MU
Micron Technology Inc
|
$880.60B | +172.7% | +49.5% | 10.5 | 2.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Broadcom Inc. created a Backstop contingent liability for custom AI racks; maximum undiscounted potential liability upon deployment is approximately $43 billion, with exposure tied to 72.5% of outstanding lease amounts.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AVGO | +18.2% | +5.6% | -17.8% | +6.4% | +0.3% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +15.6% | +6.7% | -18.3% | +6.6% | -10.4% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
