Episode
Broadcom Stock Surge After JPMorgan Rebound
- Published
- Jun 19, 2026
- Duration seconds
- 106
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Summary
Broadcom’s stock took a hit after rumors of delays in its Google chip project, but JPMorgan analyst Harlan Sur called the panic overblown, urging investors to “aggressive buy” the stock. With multi-year AI compute deals locked in with Google, Anthropic, OpenAI, and Meta — all on track through 2030 — the bank sees the market’s reaction as misplaced. A June note even projected fiscal 2028 AI revenue far above consensus, reinforcing that a single hiccup doesn’t dent Broadcom’s massive, long-term AI infrastructure growth story. Support the show: Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN: [email protected] This is an automated, high-level news summary based on public reporting. Report issues to [email protected]. View sources & latest updates: https://sources.thednn.ai/b07cf2a19cea2477