On Wednesday, Broadcom, Inc. AVGO said demand tied to artificial intelligence infrastructure is boosting parts of its software business, with CEO Hock Tan dismissing concerns that the rise of AI and agentic AI could hurt long-term growth.

Today, June 4, 2026, a historic post-earnings sell-off is forcing investors to rethink AI growth assumptions across chips.

Broadcom's Q2 surged on AI, but shares slid on rich valuation, customer concentration, and VMware risks. Click here to read this AVGO stock update.

Broadcom, Inc. (AVGO) shares gain 18,932% since first institutional outlier signal in 2011, keep rising from AI growth.

Broadcom earnings for Q2 fiscal 2026 delivered $10.8 billion in AI chip revenue — up 143% year-over-year — yet AVGO fell roughly 3% after-hours after software revenue of $7.18 billion missed the $7.32 billion analyst consensus.

Broadcom is downgraded from “Buy” to “Hold” due to high expectations, recent price correction, and valuation concerns. Learn more about AVGO stock here.

Learn more The options market gives us an inkling of the sentiments surrounding a stock. The one for AI chipmaker Broadcom (AVGO), before its Q2 print, signaled a bullish overtone. However, straddles on the company's stock were also trading heavily.

The tech giant's recent sell-off is a buying opportunity.

Broadcom posted strong quarterly results after the bell on Wednesday, but didn't provide enough upside to its guidance to move the stock higher. Revenue in the fiscal second quarter of 2026, which ended May 3,

The semiconductor and software maker logged higher revenue in its latest quarter as demand for its AI chips accelerates. Still, shares tumbled about 15% premarket after it issued guidance that [failed

Fabless chip and software maker Broadcom (NASDAQ:AVGO) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 47.9% year on year to $22.19 billion. On top of that, next quarter’s revenue guidance ($29.