Broadcom's AI Business Is Growing Fast. Here's Why the Stock Is Tanking Anyway.
博通博通(US:AVGO) Investopedia·2025-12-13 02:40

Key Takeaways Broadcom's custom AI chip business is growing rapidly. Wall Street, however, is wary about how much upside that growth suggests. Broadcom (AVGO) on Thursday predicted its AI-related revenue will double year-over-year to 8.2billioninthecurrentquarter.Thatwouldbeanaccelerationfromthemostrecentquarter,whenitgrew748.2 billion in the current quarter. That would be an acceleration from the most recent quarter, when it grew 74% to 6.5 billion. But the forecast came with a caveat—and that weighed on the shares today. The stock was recently down about 10% in intraday trading. Broadcom expec ...