$250B Wipeout Exposes Broadcom’s AI Chip Forecast Miss

Broadcom’s 143% AI chip growth wasn’t enough. A soft forecast erased $250B and reset the AI trade’s risk bar.

Key takeaways

• If Broadcom can grow AI semiconductor revenue 143% year over year and still lose more than $250 billion in market value, what level of growth is now “enoug...
• That is the real question behind the selloff. Broadcom reported fiscal second-quarter 2026 results on June 3, with AI semiconductor revenue reaching **$10.8 billio...
• This was not a collapse in the business. It was a collision between strong results and stronger expectations.
• How did 143% AI revenue growth turn into a $250 billion punishment?

👉 Read the full breakdown on MLXIO

Canonical source: https://mlxio.com/finance/broadcom-ai-chip-forecast