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Broadcom's Selloff Didn't Break The AI Trade, Says Dan Niles - Broadcom (NASDAQ:AVGO)
Dan Niles warned of a near-term semiconductor pullback amid AI-driven froth but remained bullish long term.
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benzinga.com
Gary Black Says Broadcom, Marvell Are 'Big Winners' As Focus Shifts To Custom AI Chips As Nvidia CEO Jens
Gary Black says Broadcom and Marvell are emerging as AI's biggest winners as Wall Street shifts focus from GPUs to custom chips.
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Broadcom's AI Revenue Doubled — And It May Not Even Be Halfway Done - Broadcom (NASDAQ:AVGO)
Broadcom's AI chip sales are growing rapidly, with a projected $40 billion in revenue this fiscal year and a $73 billion backlog.
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Broadcom Stock Slides On Mixed Q2 Results Despite Booming AI Semiconductor Revenue - Broadcom (NASDAQ:AVG
Broadcom Inc (NASDAQ:AVGO) posts financial results for the second quarter of fiscal 2026 after the market close on Wednesday.
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zerohedge.com
Broadcom Crashes After AI Chip Revenue Forecast Misses
Broadcom forecast that AI semiconductor revenue will be $16 billion in Q3, missing analyst estimates of $17.2 billion.
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straitstimes.com
Broadcom shares tumble after its AI chip forecast disappoints investors
Broadcom has been one of the biggest beneficiaries of the AI race. Read more at straitstimes.com. Read more at straitstimes.com.
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cryptobriefing.com
Broadcom's forecast disappoints as AI sales growth slows, stock drops 11%
Broadcom's Q2 AI revenue surged 143% to $10.8 billion, but Q3 guidance of $16 billion missed Wall Street's $17.2 billion estimate, sparking an 11-13% stock
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euronews.com
AI giant Broadcom sheds $300bn as outlook misses sky-high expectations
The American chipmaker Broadcom reported a 48% revenue surge and AI semiconductor sales up 143%, but its refusal to raise its long-term sales target sent shares tumbling more than…
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qz.com
Broadcom Q2 2026 earnings: AI chip revenue doubles, stock sinks
AI semiconductor sales hit $10.8 billion in the quarter, up 143% year over year, but shares fell on an underwhelming AI chip forecast
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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.
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businessday.co.za
Broadcom tumbles as AI boom fails to meet lofty expectations
Investors punish Broadcom as strong AI growth falls short of hopes
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economictimes.indiatimes.com
Broadcom set to shed $300 billion in value as AI results fail to impress - The Economic Times
Broadcom shares dropped significantly after its AI chip business results missed high expectations. This decline affected other chip companies too. Despite the setback, Broadcom's…
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swissinfo.ch
Nasdaq 100 Declines as Broadcom Tests AI Trade: Markets Wrap
(Bloomberg) -- A selloff in high-flying chipmakers weighed on stocks, with Broadcom Inc.’s underwhelming outlook testing the artificial-intelligence trade that has powered the…
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investors.com
Broadcom Stock Dives As AI Chip Sales Outlook Disappoints
Broadcom stock fell Thursday after the tech giant missed Wall Street's lofty estimates with its AI chip sales targets.
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Analyst Picks NVIDIA Over Every Other AI Chip Stock Right Now - NVIDIA (NASDAQ:NVDA)
Is the AI trade moving past NVDA? Wall Street eyes Broadcom and Marvell for custom chips, but KeyBanc says NVIDIA is still king.
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Broadcom Boasts $22B Q2; For Wall Street? Not Good Enough - Broadcom (NASDAQ:AVGO)
Broadcom stock fell despite upbeat Q2 results. Analysts say expectations were elevated. Raise PT on rising AI demand.
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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 …
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Broadcom price targets raised by multiple analysts post-earnings selloff
Broadcom stock dropped 14-15% after Q2 earnings despite 48% revenue growth and 143% AI chip surge. Most analysts raised price targets, calling it a buy.
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Broadcom's Selloff Didn't Break The AI Trade, Says Dan Niles - Broadcom (NASDAQ:AVGO)
Dan Niles warned of a near-term semiconductor pullback amid AI-driven froth but remained bullish long term.
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coindesk.com
Bitcoin plunges to near $62,000 as the AI trade unwinds, HYPE falls 14%
Broadcom's disappointing AI chip outlook pulled the Nasdaq lower for a third session, dragged Asian equities down with it, and took crypto along for the ride.
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silicon.co.uk
Broadcom Shares Slump Over AI Disappointment | Silicon
After two-week rally, investors wipe $285bn from Broadcom market capitalisation amid sky-high AI chip expectations