According to @StockMKTNewz, Broadcom (AVGO) now has a larger market capitalization than Meta Platforms (META) as of Jan 3, 2026, highlighting AVGO’s continued ascent among mega-cap AI beneficiaries (Source: @StockMKTNewz). Despite this, the Magnificent 7 is a rules-defined basket—AAPL, MSFT, GOOGL, AMZN, NVDA, META, TSLA—set by index providers and ETF sponsors, so inclusion does not change automatically with market-cap rankings (Source: S&P Dow Jones Indices Magnificent 7 Index methodology; Roundhill Investments MAGS ETF materials). AVGO’s AI-driven fundamentals remain strong, with management previously guiding over $10 billion in AI-related revenue for FY2024, underscoring sustained data center demand that can support relative strength versus peers (Source: Broadcom Investor Relations guidance). Flow-wise, Mag-7-specific products are unlikely to add AVGO without rule changes, while broad cap-weighted benchmarks like the S&P 500 and Nasdaq-100 already reflect its size increase, affecting passive allocation and pair-trade dynamics with META (Source: S&P Dow Jones Indices; Nasdaq Indexes; Roundhill Investments). For crypto, periods of mega-cap tech leadership have coincided with risk-on behavior and a positive BTC–Nasdaq correlation in 2023–2024, so continued AI-equity momentum may bolster BTC sentiment even if AVGO remains outside Mag-7 products (Source: Coinbase Institutional Research; Kaiko Research).

According to @StockMKTNewz, Broadcom AVGO now has a larger market capitalization than Meta Platforms META. Source: @StockMKTNewz. In cap-weighted indices such as the S&P 500 and Nasdaq-100, constituent weights are based on float-adjusted market capitalization and are updated at scheduled quarterly rebalances, so a sustained rank change can shift index weights and passive ETF allocations. Sources: S&P Dow Jones Indices; Nasdaq Global Indexes. For crypto traders, leadership changes among mega-cap tech are monitored as a risk sentiment gauge given documented periods of positive BTC–Nasdaq-100 correlation, making AVGO versus META strength relevant for cross-asset positioning. Sources: Nasdaq research; Kaiko.

According to @StockMKTNewz, Morgan Stanley raised its Nvidia (NVDA) price target to 250 from 235 while maintaining an Overweight rating on Dec 1, 2025 (source: @StockMKTNewz). The firm also lifted Broadcom (AVGO) to 443 from 409 and kept an Overweight rating on the same date, highlighting updated target levels for both semiconductor leaders (source: @StockMKTNewz).

According to @StockMKTNewz, among the top 50 largest U.S. stocks, 10 year average annual returns are led by Nvidia (NVDA) up 72.8 percent, Broadcom (AVGO) up 44.6 percent, Apple (AAPL) up 26.4 percent, Microsoft (MSFT) up 26.3 percent, Alphabet (GOOGL) up 23.7 percent, Amazon (AMZN) up 21.1 percent, and Meta (META) up 19.7 percent (source: @StockMKTNewz on X, Nov 27, 2025). For crypto traders, leadership by AI and mega cap tech is a relevant risk gauge because co movement between BTC and U.S. equities has been documented to strengthen in certain regimes and moderate in others (sources: IMF, Crypto Prices Move with Stocks, Jan 2022; Kaiko Research, 2024).

According to @StockMKTNewz, citing Bloomberg, OpenAI has lined up multiple large partnerships: Broadcom (AVGO) for custom chip collaboration (source: @StockMKTNewz on X, Oct 13, 2025); AMD (AMD) to deploy billions of dollars worth of AMD chips (source: @StockMKTNewz on X, Oct 13, 2025); Nvidia (NVDA) with up to 100 billion dollars for OpenAI data centers (source: @StockMKTNewz on X, Oct 13, 2025); CoreWeave (CRWV) with payments as much as 22.4 billion dollars for cloud services (source: @StockMKTNewz on X, Oct 13, 2025); and Oracle (ORCL) with a 300 billion dollar cloud deal (source: @StockMKTNewz on X, Oct 13, 2025). The equities referenced are AVGO, AMD, NVDA, CRWV, and ORCL with the respective notional figures above (source: @StockMKTNewz on X, Oct 13, 2025). No cryptocurrencies were mentioned in the cited report; any crypto market impact would be indirect via AI infrastructure news flow (source: @StockMKTNewz on X, Oct 13, 2025).

According to @OpenAI, the company is designing its own AI chips, bringing frontier model learnings directly into hardware to meet growing AI demand while continuing other hardware partnerships; this was announced alongside Episode 8 of the OpenAI Podcast. source: OpenAI on X, Oct 13, 2025. The episode features Sam Altman (@sama) and Greg Brockman (@gdb) with Broadcom’s Hock Tan and Charlie Kawwas, hosted by @andrewmayne, to discuss how OpenAI-designed chips will power AI demand. source: OpenAI on X, Oct 13, 2025. The announcement did not disclose timelines, performance specs, supply details, or any cryptocurrency integrations, so direct impacts on crypto assets or semiconductor equities were not specified. source: OpenAI on X, Oct 13, 2025.

According to @gdb, OpenAI announced a partnership with Broadcom to build an OpenAI chip, enabling customized performance for specific workloads; source: Greg Brockman on X, Oct 13, 2025. The announcement adds Broadcom to previously announced partnerships with NVIDIA and AMD in recent weeks; source: Greg Brockman on X, Oct 13, 2025. The post emphasizes that the world needs more compute, underscoring continued AI infrastructure buildout; source: Greg Brockman on X, Oct 13, 2025. For traders, this confirms OpenAI’s current hardware partners span Broadcom (AVGO), NVIDIA (NVDA), and AMD (AMD) as of Oct 13, 2025; source: Greg Brockman on X, Oct 13, 2025. The post includes a link to an OpenAI Newsroom announcement and does not mention cryptocurrencies or digital assets; source: Greg Brockman on X, Oct 13, 2025.

According to @PelosiTracker_, a user copy-traded $1.25M on JoinAutopilot, allocating $234K to Nvidia (NVDA), $198K to Broadcom (AVGO), $151K to Google (GOOGL), and $122K to Vistra (VST) — source: @PelosiTracker_. Based on these disclosed amounts, the four buys total $705K or about 56.4% of the stated capital, with no other positions mentioned in the post — source: @PelosiTracker_. For trade sizing context, the listed allocations approximate 18.7% NVDA, 15.8% AVGO, 12.1% GOOGL, and 9.8% VST of the $1.25M, making NVDA the largest disclosed position — source: @PelosiTracker_.

According to @stocktalkweekly, the seven most valuable companies globally are all American for the first time in over 20 years, after Broadcom surpassed Saudi Aramco this year (source: @stocktalkweekly, Sep 14, 2025). The source highlights Broadcom’s climb past Saudi Aramco as the catalyst for the shift in the global market-cap leaderboard (source: @stocktalkweekly, Sep 14, 2025). No crypto-specific impacts were provided by the source (source: @stocktalkweekly, Sep 14, 2025).

According to @StockMKTNewz, OpenAI plans to produce its own AI chips next year in a design partnership with Broadcom (AVGO). Source: @StockMKTNewz on X; Financial Times. Broadcom CEO Hock Tan said a new unnamed customer has committed to $10 billion in custom chip orders, without disclosing the identity. Source: Financial Times. For traders, the reported $10 billion commitment underscores a potential multibillion-dollar custom-accelerator revenue stream for AVGO that can influence order backlog expectations and stock sentiment. Source: Financial Times. AI-chip headlines have previously coincided with rallies in AI-linked crypto tokens such as RNDR and FET following Nvidia earnings, so crypto traders may monitor AI infrastructure catalysts for sentiment spillovers. Source: Reuters. The Financial Times report did not mention any cryptocurrencies or token integrations. Source: Financial Times.

According to @stocktalkweekly, OpenAI will start mass production of its in-house AI chips co-designed with Broadcom, with shipments planned next year. Source: @stocktalkweekly. The post explicitly tags AVGO, linking the development to Broadcom’s stock. Source: @stocktalkweekly. No specifications, pricing, or volume details were disclosed in the post. Source: @stocktalkweekly. The post does not mention any cryptocurrencies or crypto market implications. Source: @stocktalkweekly.