Broadcom stock has been nearly flat in 2026, trading around $342 and about 29% below its June 2 record close of $481.57. Bank of America, Blackstone, Citigroup and Morgan Stanley are providing $63 billion in funding to a new special purpose vehicle that will buy Broadcom's AI chips and lease them to Anthropic, with deliveries from 2027. Broadcom still keeps part of the risk, with maximum potential liability of about $43 billion in an SEC filing, and the combined liability caps of this deal and June's $35 billion financing come to about $72 billion. Broadcom reported a record $13.7 billion of free cash flow in fiscal Q3 2026. The author says the price already allows for much of the customer and financing risk and would consider buying shares a little at a time.
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BroadcomAnthropicsemiconductorsAI investmentvaluation
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NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/28/2026 | 215.39 |
| Change that session | -1.17% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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