$Broadcom(AVGO)$ Just delivere

$Broadcom(AVGO)$ Just delivered another solid beat and raise, with the AI engine still being the main driver.

Q2 revenue came in slightly above expectations at $22.2B vs. $22.1B, EPS $2.44 vs. $2.39, EBITDA $15.2B vs. $14.9B. Free cash flow missed slightly at $10.3B vs. $11.8B, but AI semiconductor revenue surged to $10.8B, up 143% YoY.

Q3 guidance is where it gets more interesting. Revenue is guided to $29.4B vs. $28.7B, margins staying strong at 68%, and AI revenue stepping up to $16B, implying over 200% YoY growth.

This is no longer just a chip story. It's becoming an AI infrastructure cash machine with expanding visibility into demand.

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