Broadcom just made the AI debate harder to ignore

Broadcom (AVGO) stock is down about 8% year to date, but its latest quarter made one thing hard to ignore. The AI trade may not be cooling as much as investors feared. Broadcom is now generating real AI-driven revenue from hyperscalers, not just talking about future potential. At the same time, VMware is shifting the business toward more recurring software revenue, helping support margins and stability. The question now is whether this momentum can continue. In simple terms, Broadcom helps power the ...