AISeeking Alphaabout 4 hours ago
Broadcom: Slight Crack In AI Story Overblown
1 min read
Broadcom reported Q2 AI semiconductor sales of $10.8B, up 143% from the prior year. FQ2 total sales reached $22B, a 48% increase. The company maintained FY27 AI semiconductor revenue guidance of $100B+ with potential upside to $200B based on 10 GW shipment targets. The stock dropped $100 following market overreaction to the guidance.
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