Broadcom (NASDAQ: AVGO) has had a rough year on Wall Street, with shares falling 31% from their all-time high and down 4% since the beginning of 2026. The latest setback came Friday, when Intel's disappointing fourth-quarter guidance triggered a broad sell-off in semiconductor stocks. But there's an interesting disconnect between Broadcom's stock performance and its actual business results. And I think investors should be paying attention. Back in August, I argued that Broadcom could be a compelling buy if its fiscal third-quarter earnings showed $16 billion in artificial intelligence (AI) semiconductor revenue, followed by guidance for continued growth.
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