semiconductor valuation AI
Broadcom’s Record Quarter Crashed the Semiconductor Sector, the EU Clock Is Ticking, and Anthropic Warned About Its Own Technology
Broadcom reported the best quarter in its history on June 3. Revenue up 48%. AI chip sales up 143%. A $100 billion semiconductor revenue forecast for fiscal 2027. The stock fell 14% the following day. By June 5, the semiconductor sector had lost $1.3 trillion in market cap and the Nasdaq had posted its worst…
