Broadcom's AI Momentum Hits a Speed Bump

Broadcom's Q2 revenue hit $15 billion, up 20% year-over-year. But quarter-over-quarter growth stalled: just $88 million added, or 0.6%. That's a sharp slowdown from Q1 and breaks the normal seasonal pattern. For investors banking on endless AI infrastructure spending, it's a warning sign that near-term growth has lost steam, even if guidance hints at recovery ahead.