Broadcom Earnings: AI, VMware & Tariffs in Focus
BullRushWednesday, Jun 4, 2025 12:20 pm ET

Broadcom's Q2 earnings are expected to exceed expectations as the company's AI-driven momentum continues, with revenue up 20% YoY and adjusted EPS up 40% YoY. Expect updates on VMware integration and the custom ASIC pipeline, which could exceed the $75 billion SAM midpoint. The stock is trading near record highs, up 85% year-to-date.
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