Jim Cramer Says He Is “Not That Worried About Broadcom”

Group 1 - Broadcom Inc. experienced a significant stock drop of 11.4% following its earnings report, which was poorly received, similar to Oracle's 10.8% decline [1] - Despite the stock drop, Broadcom reported a healthy top and bottom-line beat, along with strong sales and EBITDA guidance for the current quarter [1] - The company supplies semiconductor devices and infrastructure software for various applications, including data centers, telecommunications, and AI networking [2] Group 2 - There is a belief that certain AI stocks may offer greater upside potential and carry less downside risk compared to Broadcom [3] - The article suggests that there are undervalued AI stocks that could benefit from current market trends, including tariffs and onshoring [3]