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Posted by
Two Blokes Jun 9 -
Filed in
Stock
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2 views
AI semiconductors are the clear growth engine, with accelerating revenue and strong 2026 guidance, reinforcing Broadcom's long-term upside. Non-AI chip and software segments are decelerating, with little sign of near-term improvement, capping EPS growth outside AI. Broadcom's AI networking portfolio is a key differentiator, gaining share as hyperscaler demand for inference and bandwidth rises.
