KI: Starke Broadcom-Zahlen überzeugen Anleger nicht – Kommt die KI-Fantasie an ein Ende?
Der Chiphersteller übertrifft die Erwartungen der Analysten, doch Anlegern genügt das offenbar nicht. Aktien mit KI-Bezug liegen längst nicht mehr nahe ihrer Rekordstände.
Broadcom's strong financial figures and optimistic outlook failed to convince investors on Thursday. Liquidity appears to be dwindling for companies with high hopes in AI, traders noted. Market participants had hoped for stronger signals regarding revenue growth during the market session. Broadcom's stock price dropped more than six percent in US trading on Thursday.
One broker emphasized that the result slightly exceeded expectations in the third fiscal quarter. However, the forecast for the final quarter matched market estimates, yet it did not impress investors sufficiently. They had already adjusted to the expectation of even stronger short-term results. The targets were seen as solid but less convincing than those of the larger competitor Nvidia, which saw its share price rise slightly in pre-market trading on Thursday.
The market mood was not helped by Broadcom's prediction of another boom in two years, fueling hopes that Nvidia might be challenged in a lucrative market. For the current fiscal year, the AI chip target was modestly raised to $58 billion. Revenue from AI-related products was expected to grow to $115 billion in the following fiscal year and reach $230 billion by 2028.
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