AVGOBEARISHFLIPPEDCNBC FAST MONEY · BULLISH IN AUGUST → BEARISH IN SEPTEMBER

Broadcom's guidance disappoints on AI clarity

The bearish case argued: Broadcom's stock fell despite a beat because its Q4 revenue guidance and lack of a raised 2027 AI forecast disappointed investors concerned about competition for Google's custom chip business.

CNBC Fast Money, with Venezuela

CNBC FAST MONEY CHANGED ITS VIEW

BULLISH FOR 5 DAYS, THEN THE TURN

THEN28 AUG · BULLISHThe bull case argued for Broadcom ahead of earnings, framed as a key beneficiary as hyperscalers build their own AI chips.NOW2 SEP · BEARISHThe bearish case argued: Broadcom's stock fell despite a beat because its Q4 revenue guidance and lack of a raised 2027 AI forecast disappointed investors concerned about competition for Google's custom chip business.

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