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What happened: Semiconductor stocks, including Intel (INTC), AMD (AMD), Arm Holdings (ARM), and Marvell Technology (MRVL), fell more than 3% pre-market on Thursday as the broader chip sector came under pressure following a disappointing outlook from custom AI chip designer Broadcom (AVGO).
High-flying memory and storage names Micron (MU) and SanDisk (SNDK) also tumbled 6% and 4% respecitvely in p
2026-06-04
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2026-06-04
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Technology stocks fell in premarket trading Thursday, with chipmakers Broadcom
, Micron Technology
and Marvell Technology
leading the losses as investors fled the semiconductor space.
Broadcom shares were down 14.6% ahead of the market open after the company, which designs and makes customized AI chips for other technology names, reported weaker-than-expected earnings on Wednesday.
The fall wa
2026-06-04
sherwood.news
2026-06-04
Sherwood News
Claire Yubin Oh
10M
Micron and Sandisk drop on double dose of bad news — blame Broadcom and SK Hynix
MicronMU $1,008.45 (1.45%) and SandiskSNDK $1,730.00 (6.79%)are both down more than 6% on Thursday, as Broadcom's underwhelming results weigh on the entire AI complex.
But the two memory giants might be under more pressure than others for another reason, too. Reuters reported that Korean rival SK
2026-06-04
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2026-06-04
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2026-06-04
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2026-06-04
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Broadcom's (AVGO) -13% post-earnings selloff has renewed attention on valuations across the semiconductor sector, where many of the industry's largest companies now carry some of the market's least attractive valuation grades despite benefiting from the ongoing AI boom.
The rapid adoption of artificial intelligence has fueled a powerful rally in chip stocks over the past two years, driving many s
2026-06-04
www.telecompaper.com
2026-06-04
Telecompaper
Broadcom CEO Hock Tan said the company achieved record revenue, operating profit and free cash flow in its second fiscal quarter to 03 May, driven by accelerating growth in AI semiconductor turnover and strong operating leverage. Its Q2 semiconductor income from AI climbed by 143 percent year on year to USD 10.8 billion, driven by rising demand for custom AI accelerators and AI networking. It expe
2026-06-04
m.techflowpost.com
2026-06-04
深潮TechFlow
Broadcom’s Q3 guidance misses expectations by $1.2 billion, plunging over 13% after hours—has the AI narrative “cooled”?
2026.06.04
- 14 minutes ago
Share
TechFlow Selected TechFlow Selected
Broadcom’s Q3 guidance
misses expectations by $1.…
For the A-share optical module sector, Chen Fuyang’s remarks on AI networking business during the conference call may be more damaging than the overall AI g
2026-06-04
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2026-06-04
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Broadcom Drops After Earnings, as Its AI Chips Are Doubted. What's Next?
84K Views · 56 Posts
Moomoo Insights
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Broadcom's AI Guide Missed. Google And Nvidia Fears Made It Worse
$Bro
2026-06-04
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2026-06-04
MSN
Earnings Call Insights: Broadcom (AVGO) Q2 fiscal 2026
Management View
"In our fiscal Q2 2026, total revenue reached a record $22.2 billion, up 48% year-on-year, above our guidance on strength in AI semiconductors." (President, CEO & Executive Director Hock Tan)
"During the quarter, bookings for AI semiconductors were over $30 billion against the $10.8 billion we shipped." (President, CEO & Execu