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June 4 (Reuters) - The S&P 500 and the Nasdaq dropped at the open on Thursday, as Broadcom's revenue miss pressured chip stocks, while equity investors took a breather after a strong rally to record
Investing.com -- Investment bank Macquarie has downgraded Broadcom from Outperform to Neutral, citing growing concerns that key customer Google is increasingly developing its own artificial intelligence (AI) chip capabilities and diversifying suppliers. The firm also cut its 12-month price target on Broadcom by 15% to $437 per share, down from $513.
Hundreds of billions of dollars are set to be wiped off the value of US microchip giants amid fears that the AI boom is running out of steam.
Shares of Broadcom (NASDAQ:AVGO) are down 14% in Thursday morning trading, sinking to around $410 after closing Wednesday at $479.23. The reversal follows the company’s fiscal Q2 2026 earnings release after the close on June 3. The pain is spreading. Advanced Micro Devices (NASDAQ:AMD) is off 4% to around $521, and Intel (NASDAQ:INTC) is down ... Broadcom Sinks 14% on Soft AI Chip Outlook Despite Earnings Beat, Dragging Down AMD and Intel
Citi urged investors to buy the post-earnings dip in AVGO stock, reiterating its ‘Buy’ rating and $500 price target.
Broadcom Stock Tumbles As Investors Demand More From AI Boom
FEATURE The thing about bull markets, especially those powered by investor momentum, is that they constantly ask questions that can’t be satisfied by “more of the same.” Broadcom gave Wall Street a rare moment of tech sector clarity late Wednesday, topping second-quarter earnings forecasts but disappointing modestly on its near-term sales outlook.
Tough day for AVGO.
This under-the-radar artificial intelligence (AI) stock is now trading above $1,600 per share.
Stock Market Today: The Dow Jones index rose Thursday ahead of jobless claims. Broadcom and CrowdStrike plunged on earnings.
Pre-Market Stock Futures: Futures are trading mixed after the AI/Datacenter/Storage/Technology rally took a day off on Wednesday. By the close, all of the major indices finished the day down in a big way. The same issues that have added pressure to stocks once again showed up at the party, as rising interest rates and oil ... Here Are Thursday’s Top Wall Street Analyst Research Calls: Broadcom, CMS Energy, Commercial Metals, FedEx Freight, Medtronic, Murphy Oil, Sherwin-Williams, TeraWulf, and M
June 4 (Reuters) - What matters in U. and global markets today , Editor-at-Large, Finance and Markets The S&P; 500 failed to clock its 10th straight daily gain on Wednesday and there are some clouds gathering in markets.
Intel is teaming up with Apple supplier Foxconn to develop artificial-intelligence infrastructure—but that wasn’t enough to stop the chip manufacturer’s stock from sliding on Thursday. The selloff came after Intel and Foxconn, also known as Hon Hai Precision Industry said they would collaborate to speed up the AI buildout. “Together, we are accelerating the delivery of end-to-end platforms that unlock new capabilities and extend the impact of AI worldwide,” Intel CEO Lip-Bu Tan said.
$300 billion That's roughly how much market value Broadcom is slated to lose today after its results last night sent its shares sliding 13% premarket. The move underscores the high bar that companies tied to AI are now facing: The semiconductor and software maker logged strong quarterly revenue—fueled by demand for its AI chips—but left its 2027 outlook unchanged, sticking with guidance for AI semiconductor revenue of more than $100 billion.
Stop us if you’ve heard this one before: The White House is close to a deal with Iran to open the Strait of Hormuz. Executives from Exxon Mobil and Chevron as well as a major oil-trading firm have warned recently that inventories of oil and refined products are going to get critical in the next several weeks. Globally, though, the oil market is like a leaky bucket that’s having some water poured in at the top.
Broadcom (NASDAQ:AVGO) came under pressure in after-hours trading after reporting second-quarter results that fell slightly short of Wall Street expectations and maintaining its long-term artificial intelligence revenue targets rather than raising them. The semiconductor group reported second-quarter revenue of $22.
The American chipmaker Broadcom reported a 48% revenue surge and AI semiconductor sales up 143%, but it disappointed investors by not raising its long-term sales target, sending shares tumbling more than 12% in after-hours trading.View on euronews
Investing.com -- European semiconductor stocks fell on Thursday after Broadcom held its $100 billion artificial intelligence revenue forecast unchanged, disappointing investors and sending the U.S. chipmaker’s shares down more than 13% in premarket trading.
↘️ Broadcom (AVGO): The semiconductor and software maker logged higher revenue in its latest quarter as demand for its AI chips accelerates. Still, shares slid more than 12% premarket after it issued guidance that failed to live up to investor expectations.
Stocks looked set to slide again on Thursday after chip maker Broadcom’s third-quarter revenue guidance failed to wow Wall Street, reigniting some worries about how fast AI demand will accelerate. Futures tracking the S&P 500 declined 0.4%, and contracts tied to the tech-heavy Nasdaq 100 fell 1.0%.
Broadcom's AI revenue outlook, Cisco's AI-fueled growth and Alibaba's diversified expansion headline today's top stock reports.
Broadcom shares sank about 12% in premarket trading on Thursday, a day after the company missed quarterly revenue views and disappointed investors' lofty expectations of stronger momentum from the AI boom. The chipmaker could lose more than $285 billion in market cap at the current price of $418.83, if losses hold. Broadcom vies with Nvidia, whose graphics processors remain the gold standard for AI workloads, underscoring intensifying competition at the top of the AI chip market.
Jefferies and Morningstar raised their price targets on AVGO following the company’s report.
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