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AVGO Q1 Deep Dive: AI Semiconductor Demand Drives Revenue Surge, Market Reacts to Profitability Shifts
StockStory114d agobullish
AVGO Q1 Deep Dive: AI Semiconductor Demand Drives Revenue Surge, Market Reacts to Profitability Shifts

Fabless chip and software maker Broadcom (NASDAQ:AVGO) reported Q1 CY2026 results beating Wall Street’s revenue expectations, with sales up 47.9% year on year to $22.19 billion. On top of that, next quarter’s revenue guidance ($29.4 billion at the midpoint) was surprisingly good and 4.1% above what analysts were expecting. Its non-GAAP profit of $2.44 per share was 1.8% above analysts’ consensus estimates.

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Broadcom shares plunge after AI forecast disappoints
Reuters Videos114d agobearishVIDEO
Broadcom shares plunge after AI forecast disappoints

<body><p>STORY: The AI boom isn’t boosting all chip stocks equally.</p><p>Shares in Broadcom plunged as much as 13% Wednesday after its outlook for demand disappointed investors.</p><p>The U.S. firm said it expects AI chip revenue of $16 billion in the third quarter, a little below expectations.</p><p>Revenue for the previous period also fell short of Wall Street hopes.</p><p>Chief Executive Hock Tan said Broadcom was leaving its long-range forecast for AI chip sales unchanged at $100 billion.</p><p>The firm’s ability to meet demand has been strained by supply chain issues.</p><p>It also faces a growing threat from rivals like Marvell Technology, which is making inroads with sales to tech giants.</p><p>Even so, Broadcom remains a major beneficiary of the AI investment race.</p><p>Analysts say it has a strong position in custom chips.</p><p>They are in hot demand amid the rise of inference - the process by which chatbots respond to user queries.</p><p>Big Tech firms like Alphabet and Microsoft are expected to spend some $700 billion on AI infrastructure this year, with much of that money set to flow to chipmakers.</p></body>

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Stocks drop on AI, rate hike worries as Lebanon deal hits oil
AFP114d agobearish
Stocks drop on AI, rate hike worries as Lebanon deal hits oil

Stocks sank Thursday after a disappointing forecast by chip giant Broadcom stoked concerns about the AI trade, while stronger-than-expected US data compounded speculation the Federal Reserve could hike interest rates.Speculation is rising that a strong reading -- which would compound the war-fuelled spike in inflation -- could put more pressure on the Fed to hike rates.

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Bloomberg114d agoneutral
TSMC CEO Warns Chip Supply Won’t Meet AI-Fueled Demand for Years

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. Chief Executive Officer C.C. Wei said the company’s global chip supply will fall short of AI-fueled demand for years to come, sustaining revenue growth for the firm.Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtRussia Finance Officials Tell Putin War Spending Is UnaffordableTikTok Billionair

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Broadcom (AVGO) Q2 2026 Earnings Transcript
Motley Fool114d agoneutral
Broadcom (AVGO) Q2 2026 Earnings Transcript

Joining me on today's call are Hock E. Tan, President and CEO; Charlie Kawwas, president Semiconductor Solutions Group and Ram Velaga, President, Infrastructure Software Group. Also joining is Kirsten Spears, chief financial officer. Broadcom distributed a press release and financial tables after the market closed describing our financial performance for the second quarter fiscal year 26.

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Broadcom Q2 Earnings Call Highlights
MarketBeat114d agoneutral
Broadcom Q2 Earnings Call Highlights

Broadcom (NASDAQ:AVGO) reported record fiscal second-quarter 2026 revenue and issued a sharply higher outlook for the current quarter, as President and CEO Hock Tan said demand for the company’s artificial intelligence semiconductors remains “simply insatiable.” On the earnings call, Tan said total

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After-Hours Stocks to Watch: CrowdStrike, Broadcom, Five Below
The Wall Street Journal114d agoneutral
After-Hours Stocks to Watch: CrowdStrike, Broadcom, Five Below

CrowdStrike (CRWD): Shares were down around 10% in recent aftermarket trading although the cybersecurity company raised its revenue guidance for the year after swinging to a profit in the first quarter. Broadcom (AVGO): Shares of the semiconductor and software maker fell more than 13% after hours despite the company reporting a 48% in revenue and beating analysts’ estimates.

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Broadcom earnings: How sustainable is the rally behind AI build-out?
Yahoo Finance Video114d agobullishVIDEO
Broadcom earnings: How sustainable is the rally behind AI build-out?

Shares of Broadcom (AVGO) are sliding in Wednesday's extended hours in spite of the AI chipmaker beating fiscal second quarter earnings estimates and releasing third quarter guidance that outpaced Wall Street forecasts. CFRA Research senior vice president Angelo Zino reacts to Broadcom's latest earnings print and how much longer he expects the "downstream winners" of the AI infrastructure buildout to continue to gain from this phenomenon.

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Broadcom revenue hits record on AI chip surge but outlook disappoints
Proactive114d agobullish
Broadcom revenue hits record on AI chip surge but outlook disappoints

Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) reported record second-quarter revenue and earnings on Wednesday, driven by surging demand for custom AI accelerators, though shares fell more than 5% in after-hours trading as AI semiconductor guidance for the third quarter came in below some investor...

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Broadcom Revenue Climbs on AI Chip Demand
The Wall Street Journal114d agobullish
Broadcom Revenue Climbs on AI Chip Demand

The semiconductor and software maker says semiconductor revenue from AI more than doubled to $10.8 billion in the quarter, boosted by increasing demand for custom AI accelerators and AI networking, Chief Executive Hock Tan said.

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Broadcom (NASDAQ:AVGO) Beats Q1 Sales Targets But Stock Drops
StockStory114d agoneutral
Broadcom (NASDAQ:AVGO) Beats Q1 Sales Targets But Stock Drops

Fabless chip and software maker Broadcom (NASDAQ:AVGO) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 47.9% year on year to $22.19 billion. On top of that, next quarter’s revenue guidance ($29.4 billion at the midpoint) was surprisingly good and 4.1% above what analysts were expecting. Its non-GAAP profit of $2.44 per share was 1.8% above analysts’ consensus estimates.

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