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StonvexStonvexStonvexBroadcom reported record Q2 revenue of $22.2 billion (up 48% YoY) with AI semiconductor revenue projected to reach $56 billion in fiscal 2026 and exceed $100 billion in 2027. Despite strong results and extended customer visibility through 2028, the stock fell sharply as Wall Street had already priced in these expectations and sought official guidance upgrades rather than reiterations.
Broadcom reported record Q2 revenue of $22.2 billion (up 48% YoY) with AI semiconductor revenue expected to reach $56 billion in fiscal 2026 and exceed $100 billion in 2027. Despite these blockbuster results and extended customer visibility through 2028, the stock dropped sharply as Wall Street had already priced in perfection and was seeking an official guidance upgrade rather than a reiteration of previous targets.
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