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Broadcom shares have struggled to recover from a December drop, down 4% in 2026. However, news from Taiwan Semiconductor Manufacturing (TSM) and Meta Platforms (META) is fueling support for the stock's outlook. TSM's strong sales growth and growth projections for AI-accelerator-specific revenues are positive signs for Broadcom. META's soon-to-be-released CapEx guidance could also impact Broadcom's shares.

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