Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed
Published . Updated .
Broadcom CEO Hock Tan said demand for AI infrastructure remains strong despite growing concerns about increasingly powerful models.
Directly affected
- AVGO Broadcom
Named in this report.
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
- SUPX SUPERX AI TECHNOLOGY LTD
GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
Broadcom CEO Hock Tan said demand for AI infrastructure remains strong despite growing concerns about increasingly powerful models.
Source: CNBC Top
How far Broadcom (AVGO) has moved since 14 Sep 2026
Since the first closing price after “Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed,” Broadcom (AVGO) is -1.37%. The S&P 500 fund (SPY) is +1.21% over the same days, a -2.58% difference versus the market.
Disclosure records for Broadcom (AVGO) within two months of 14 Sep 2026
- Rohit Khanna sell Broadcom (AVGO) ($1,001 - $15,000). That is 11 days after publication, inside 30 days. The filing is listed beside the story “Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed.”
- Rohit Khanna sell Broadcom (AVGO) ($15,001 - $50,000). That is 9 days after publication, inside 30 days. The filing is listed beside the story “Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed.”
- Gilbert Cisneros sell Broadcom (AVGO) ($1,001 - $15,000). That is 2 days after publication, inside 30 days. The filing is listed beside the story “Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed.”
- Rohit Khanna sell Broadcom (AVGO) ($1,001 - $15,000). That is 10 days before publication, inside 30 days. The filing is listed beside the story “Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed.”
- Donald J Trump buy Aecom (ACM) ($1,001 - $15,000). That is 17 days before publication, inside 30 days. The filing is listed beside the story “Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed.”
- Donald J Trump sell Broadcom (AVGO) ($1,001 - $15,000). That is 17 days before publication, inside 30 days. The filing is listed beside the story “Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed.”
- David J. Taylor buy Broadcom (AVGO) ($1,001 - $15,000). That is 19 days before publication, inside 30 days. The filing is listed beside the story “Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed.”
- Donald J Trump sell Aecom (ACM) ($1,001 - $15,000). That is 21 days before publication, inside 30 days. The filing is listed beside the story “Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Broadcom (AVGO)
Companies mentioned with this story
- AVGO Broadcom
In “Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed,” Broadcom (AVGO) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names BROADCOM INC in the headline; GA resolved that company to AVGO
- SUPX SuperX AI Technology
SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence in the 14 Sep 2026 story “Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed.” Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ABAT American Battery Technology
In “Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ACM Aecom
For “Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AOSL Alpha & Omega Semiconductor
For “Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AQN Algonquin Power & Utilities
In “Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed,” Algonquin Power & Utilities (AQN) is linked, with no stored direction, medium confidence. Reason on file: GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BBAI BigBear.ai Holdings
BigBear.ai Holdings (BBAI) is linked, with no stored direction, medium confidence in the 14 Sep 2026 story “Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed.” Reason on file: GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Broadcom (AVGO)
Broadcom (AVGO) is the company in “Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed,” the 14 Sep 2026 this story story.
For Broadcom (AVGO), the reason on file says The reported development directly names BROADCOM INC in the headline; GA resolved that company to AVGO
A second company, SuperX AI Technology (SUPX), is listed for a different reason: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates in the story, and the Broadcom (AVGO) price range
ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. AVGO traded between 328.68 and 380.84 across 20 sessions. The latest close on file is 334.65. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.
What the saved facts support for Broadcom (AVGO)
46 out of 100
“Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.