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investorplace.com

Is Broadcom the First Crack in the AI Bull Market?

AVGO rattles Wall Street… Alphabet’s $80 billion proof point… AI just entered your brokerage account… why the smart money is betting $50 billion on the AI backbone …

giovedì 4 giugno 2026 New tab

1,996 words~9 min read

AVGO rattles Wall Street… Alphabet’s $80 billion proof point… AI just entered your brokerage account… why the smart money is betting $50 billion on the AI backbone …

As I write Thursday morning, chip stocks are selling off, pulling the AI complex down alongside it.

The culprit: Broadcom (AVGO) reported earnings last night that were, by any objective measure, extraordinary. AI semiconductor revenues climbed 143% year over year, and Q3 guidance calls for $29.4 billion in revenue.

And yet Wall Street is hammering the stock, down 13% as I write.

Why?

Other newsrooms on this story

· 10 sources

Full timeline →

benzinga.com·Jun 4, 2026 · 11 h fa
Why Is Broadcom Stock Sinking Thursday? - Broadcom (NASDAQ:AVGO)
benzinga.com·Jun 3, 2026 · 1 g fa
Broadcom's AI Revenue Doubled — And It May Not Even Be Halfway Done - Broadcom (NASDAQ:AVGO)
investors.com·Jun 4, 2026 · 8 h fa
Broadcom Stock Dives As AI Chip Sales Outlook Disappoints
qz.com·Jun 4, 2026 · 12 h fa
Broadcom Q2 2026 earnings: AI chip revenue doubles, stock sinks
markets.businessinsider.com·May 31, 2026 · 4 g fa
AVGO vs. SMCI: Analysts See Upside in One AI Stock, but 24% Downside in the Other
cryptobriefing.com·Jun 4, 2026 · 23 h fa
Broadcom's forecast disappoints as AI sales growth slows, stock drops 11%
benzinga.com·Jun 4, 2026 · 5 h fa
Broadcom Boasts $22B Q2; For Wall Street? Not Good Enough - Broadcom (NASDAQ:AVGO)
euronews.com·Jun 4, 2026 · 14 h fa
AI giant Broadcom sheds $300bn as outlook misses sky-high expectations
swissinfo.ch·Jun 4, 2026 · 2 h fa
Dow Average Hits Peak as Old-School Stocks Beat AI: Markets Wrap
benzinga.com·May 31, 2026 · 4 g fa
Broadcom Stock Priced For Perfection Ahead Of Market Defining Earnings - Broadcom (NASDAQ:AVGO)

Is Broadcom the First Crack in the AI Bull Market? — Warptech Lab News

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Why Is Broadcom Stock Sinking Thursday? - Broadcom (NASDAQ:AVGO)

Broadcom's AI revenue surges 143% to $10.8B in Q2. The chipmaker projects AI revenue to exceed $100B by 2027.

benzinga.com·11 h fa

Broadcom is joining Alphabet in the AI rally. Why investors are jumping in

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What's Going On With Broadcom Stock Friday? - Broadcom (NASDAQ:AVGO)

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benzinga.com·6 g fa

Broadcom's AI Revenue Doubled — And It May Not Even Be Halfway Done - Broadcom…

Broadcom's AI chip sales are growing rapidly, with a projected $40 billion in revenue this fiscal year and a $73 billion backlog.

benzinga.com·1 g fa

What's Going On With Broadcom Stock Thursday? - Broadcom (NASDAQ:AVGO)

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Broadcom Stock Dives As AI Chip Sales Outlook Disappoints

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investors.com·8 h fa