ARKK Investment Tracker positi

ARKK Investment Tracker position change: Decreased position in Broadcom by 4,104 shares, the number of shares held decreased 2.14% compared to the previous period and now represents 1.02% of the total position.

AVGO

2026/02/20

USBroadcom

Side	Reported Price \| Filled	Portfolio changes
Sell Decrease	333.99 4,104	-2.14% Holding

Broadcom

Broadcom Beats and Buyback! Chip Giant Back to $350?

Broadcom (AVGO) shocked the market with its fiscal 2026 Q1 earnings. AI-related semiconductor revenue surged 106% year over year to $8.4 billion, far exceeding market expectations. CEO Hock Tan noted that demand for custom AI accelerators remains extremely strong and raised Q2 AI revenue guidance to $10.7 billion. The company also announced a new share buyback program, while quarterly free cash flow reached $8 billion. Is Broadcom transforming from a “networking chip giant” into the second-largest AI hardware powerhouse after Nvidia?

Disclaimer: The content is compiled based on publicly available market information. Accuracy, timeliness, and completeness of the data are not guaranteed. It is for reference purposes only and does not constitute any investment advice.

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