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Broadcom Stock Dips Despite Record $18B Revenue Surge

1/2/2026

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Story summary
  • Broadcom Inc.'s stock has fallen about 15% from its all-time high after strong fiscal fourth-quarter results with record revenue of $18 billion, up 28%.
  • Analysts cite a backlog of over $73 billion in AI orders, lower than expected.
  • Gross margins are projected to decline due to a higher mix of AI products.
  • Broadcom's outlook remains positive due to accelerating AI demand and strong capital returns, signaling buying opportunities.