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Broadcom

4 briefings
The $1 Trillion Correction: Why Wall Street Is Finally Pulling the Plug on the AI Hype
AI Bubble

The $1 Trillion Correction: Why Wall Street Is Finally Pulling the Plug on the AI Hype

As US tech giants shed over $1 trillion in value, the market confronts a harsh reality: massive AI spending has yet to deliver the promised returns.

Dec 18, 2025 4 min read
Global Markets Pivot: Investors Flee Overextended AI Stocks Amid Mounting Bubble Fears
AI Bubble

Global Markets Pivot: Investors Flee Overextended AI Stocks Amid Mounting Bubble Fears

A sharp rotation away from Big Tech is underway as earnings reports from Oracle and Broadcom expose the high costs of the AI boom, triggering warnings from central banks and industry leaders.

Dec 16, 2025 3 min read
Broadcom's 5% Slide: Why 'Guidance Optics' Spooked the AI Market
Broadcom

Broadcom's 5% Slide: Why 'Guidance Optics' Spooked the AI Market

Despite a massive $73 billion backlog and improving debt ratios, Broadcom stock faces headwinds as investors scrutinize fiscal guidance in a jittery AI semiconductor market.

Dec 14, 2025 3 min read
Broadcom Shares Slide as Margin Pressures Dampen AI Euphoria
Broadcom

Broadcom Shares Slide as Margin Pressures Dampen AI Euphoria

Despite reporting record revenues and a doubling of AI chip sales, Broadcom (AVGO) stock tumbled 11% as investors reacted to dipping margins and growing 'AI angst' in the semiconductor sector.

Dec 13, 2025 3 min read