{
  "id": 5929725,
  "title": "Jim Cramer Says “Someone Must Know Something” About Broadcom Inc. (NASDAQ:AVGO)’s Post-Earnings Share Dip",
  "url": "https://urgent.news/2026/09/04/jim-cramer-says-someone-must-know-something-about-broadcom-inc-nasdaq",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-04T22:51:41.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-says-someone-must-225141015.html"
  },
  "original_language": "en",
  "account": "On September 3rd, Broadcom Inc. (NASDAQ:AVGO) experienced a post-earnings dip following the release of its fiscal third quarter results. The company reported $29.6 billion in revenue and $3.32 earnings per share, exceeding analyst estimates for both metrics. However, Broadcom's semiconductor revenue skyrocketed by 221% annually to reach $16.7 billion. CEO Hock Tan was praised for his performance during the earnings call, with Cramer emphasizing the need to hear his insights. Cramer also expressed optimism about Broadcom's future, citing a surge in volume and a potential AI semiconductor revenue guide for 2027 and 2028. Yet, the company's fourth-quarter revenue guidance of $34.8 billion fell short of the $35.03 consensus estimate, raising concerns about possible growth deceleration. The firm's recent partnership with major tech companies for AI accelerator development further solidifies its position in the AI infrastructure ecosystem. Despite this, Broadcom faces margin compression due to its VMware acquisition, which contrasts with Snowflake Inc. (NYSE:SNOW)'s strong performance. Snowflake's shares rose by 21% following its Q2FY27 earnings, despite reporting a $192 million net loss and 15% annual growth in R&D expenses. The company's forward P/E multiple of 161, while higher than Broadcom's 19.76, is accompanied by a greater short interest, with 5.6% of shares held short compared to AVGO's 1%.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}