Broadcom's 19.5% Collapse Exposes Asymmetric Downside Risk in AI Semiconductor Guidance Events
Broadcom fell 19.5% in two days after its Q3 FY26 guidance release on June 3. NVIDIA dropped 6% on June 5. AI semiconductor guidance events have become binary: upside is capped, downside is open, and in-line results now read as misses.
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