Broadcom denied names of cloud providers backing VMware merger challenge
Published . Updated .
Key takeaways
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This report is about software.
Directly affected
- AVGO Broadcom-11.6% 30d
Named in this report.
Indirectly affected
- IGV iShares Expanded Tech-Software ETF+6.6% 8d
iShares Expanded Tech-Software ETF: it holds software companies. Linked by “cloud” (software) in this story.
- MSFT Microsoft+1.8% 30d
Microsoft (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.
- ORCL Oracle-17.6% 30d
Oracle (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.
- CRM Salesforce-3.1% 30d
Salesforce (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.
- GOOGL Alphabet-20.6% 30d
Alphabet (computer programming, data processing, etc.): software firms move with business tech spending. Linked by “cloud” (software) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| AVGO | +6.21% | +7.02% | base | after close | after close | after close | after close |
| IGV | +9.65% | +5.95% | base | after close | after close | after close | after close |
| MSFT | +4.85% | +4.61% | base | after close | after close | after close | after close |
| ORCL | +9.61% | +17.18% | base | after close | after close | after close | after close |
| CRM | +6.55% | +2.09% | base | after close | after close | after close | after close |
| GOOGL | +14.89% | +1.62% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Broadcom denied names of cloud providers backing VMware merger challenge The Register
Source: The Register
Price since this story was published: Ishares Tr (IGV)
| Company | When | Move | Status |
|---|---|---|---|
| AVGO | three days earlier | +7.02% | final price |
| AVGO | five days earlier | +6.21% | final price |
| Salesforce (CRM) | three days earlier | +2.09% | final price |
| Salesforce (CRM) | five days earlier | +6.55% | final price |
| Alphabet (GOOGL) | three days earlier | +1.62% | final price |
| Alphabet (GOOGL) | five days earlier | +14.89% | final price |
| Ishares Tr (IGV) | three days earlier | +5.95% | final price |
| Ishares Tr (IGV) | five days earlier | +9.65% | final price |
| Microsoft (MSFT) | three days earlier | +4.61% | final price |
| Microsoft (MSFT) | five days earlier | +4.85% | final price |
| Oracle (ORCL) | three days earlier | +17.18% | final price |
| Oracle (ORCL) | five days earlier | +9.61% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. John J McGuire III sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 40 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 41 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 32 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 34 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 36 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a dependent child), worth $1,001 - $15,000 on 30 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Salesforce (CRM), worth $1,001 - $15,000 on 24 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Salesforce (CRM), worth $15,001 - $50,000 on 17 Aug 2026. That is 78 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Tony Wied bought Salesforce (CRM) (jointly held), worth $15,001 - $50,000 on 14 Aug 2026. That is 81 days before publication. Filed 2 Sep 2026. View the filing.
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 Ishares Tr (IGV)
Companies tied to this story
- IGV Ishares Tr
Ishares Tr (IGV) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Broadcom denied names of cloud providers backing VMware merger challenge.” Reason on file: iShares Expanded Tech-Software ETF: it holds software companies. Linked by “cloud” (software) in this story
- MSFT Microsoft
In “Broadcom denied names of cloud providers backing VMware merger challenge,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story
- ORCL Oracle
In “Broadcom denied names of cloud providers backing VMware merger challenge,” Oracle (ORCL) is linked, with no stored direction, medium confidence. Reason on file: Oracle (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story
- CRM Salesforce
Salesforce (CRM) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Broadcom denied names of cloud providers backing VMware merger challenge.” Reason on file: Salesforce (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story
- GOOGL Alphabet
In “Broadcom denied names of cloud providers backing VMware merger challenge,” Alphabet (GOOGL) is linked, with no stored direction, medium confidence. Reason on file: Alphabet (computer programming, data processing, etc.): software firms move with business tech spending. Linked by “cloud” (software) in this story
Ishares Tr (IGV)
The 3 Nov 2026 story “Broadcom denied names of cloud providers backing VMware merger challenge” names Ishares Tr (IGV) because of this story.
What ties Ishares Tr (IGV) to the headline is this: iShares Expanded Tech-Software ETF: it holds software companies. Linked by “cloud” (software) in this story
Microsoft (MSFT) is here too. Its reason reads: Microsoft (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story
Dates in the story, and the Ishares Tr (IGV) price range
IGV traded between 108.83 and 112.61 across 4 sessions. The latest close on file is 112.59. MSFT traded between 505.00 and 551.08 across 20 sessions. The latest close on file is 507.15. ORCL traded between 118.43 and 148.43 across 20 sessions. The latest close on file is 119.11.
A simple score for Ishares Tr (IGV)
40 out of 100
“Broadcom denied names of cloud providers backing VMware merger challenge” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.