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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.
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.
Investors will monitor initial jobless claims and the Challenger job-cuts report before turning their attention to Friday's nonfarm payrolls release.
Iran struck Kuwait, stocks snapped a nine-day win streak and Bitcoin lost key support. Here is what the escalation means for markets now.
Broadcom Inc (AVGO) reports a 48% revenue increase, fueled by a 143% rise in AI semiconductor sales, despite margin pressures.
<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>
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.
(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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