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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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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.
By Gregor Stuart Hunter SINGAPORE, June 4 (Reuters) - Asian stocks fell at the start of trading on Thursday as renewed fighting between the U.S. and Iran rattled stocks, even as conflicting signs of
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
US stock futures slipped as doubts about President Trump's ability to end the war with Iran rattled Wall Street.
US stock futures slipped as doubts about President Trump's ability to end the war with Iran rattled Wall Street.
US stock futures slipped as doubts about President Trump's ability to end the war with Iran rattled Wall Street.
US stock futures slipped as doubts about President Trump's ability to end the war with Iran rattled Wall Street.
US stock futures slipped as doubts about President Trump’s ability to end the war with Iran rattled Wall Street.
This may be a time to reset expectations.
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.
The data center and networking specialist just offered definitive proof that AI adoption is soaring. The stock is down anyway.
Broadcom expects Q3 revenue at $29.4 billion, higher than the average estimate of $28.5 billion, but much lower than the top-end estimate of $37.5 billion.
Broadcom Inc. (AVGO) delivered earnings and revenue surprises of +1.82% and +0.68%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
Broadcom beat analyst estimates for its fiscal Q2 and with its outlook for the current quarter. But Broadcom stock fell in extended trading.
Broadcom (AVGO) late Wednesday reported fiscal second-quarter results above Wall Street's estimates
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