00:00So, Broadcom just reminded investors that even AI winners can get punished.
00:04Shares of Broadcom are down nearly 10% today, trading around $366,
00:09even as Donald Trump in Washington pushes harder into AI.
00:13You see, here's what's happening.
00:14President Trump just signed an executive order to create a single national framework for artificial intelligence,
00:20aimed at accelerating US AI leadership and cutting through state-level regulation.
00:25But while that's a long-term tailwind for AI infrastructure, Broadcom is dealing with short-term reality.
00:31The company delivered guidance that spooked investors pointing to shrinking gross margins
00:35and a much higher tax rate heading into fiscal 2026.
00:39That's overshadowing Broadcom's massive AI exposure and strong long-term positioning
00:45in chips, networking, and data center infrastructure.
00:48So, today's sell-off isn't about AI demand disappearing, it's about profitability timing.
00:54Broadcom is still a key player in the AI build-out, but markets are asking a simple question,
00:59how long will it take for AI growth to turn into cleaner margins?
01:03That answer will matter a lot in 2026.
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