Bloomberg Technology
Broadcom Slides as AI Backlog, Margins Scrutinized
Broadcom, a chip company vying with Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the market failed to meet investors’ lofty expectations. Karl Ackerman, managing director of semiconductors and networking hardware at BNP Paribas, joins Ed Ludlow and Caroline Hyde to discuss on “Bloomberg Tech.”…
@blub-x7w
December 12, 2025 at 4:51 pm
backlog of which hardware component? and why is a bnp paribas MD dodging the question immediately?
@blub-x7w
December 12, 2025 at 4:54 pm
yeeesh not a good look for semis MD to go in this direction on Bloomberg news. he must know that’s literally playing in the background on many trading floors or sales floors.
@blub-x7w
December 12, 2025 at 4:55 pm
maybe the sales floors wouldn’t notice. but yea the traders would.
@blub-x7w
December 12, 2025 at 4:56 pm
hmm maybe they have a position they need to get out of without tanking the stock even further in this interview. dang.
@blub-x7w
December 12, 2025 at 4:58 pm
during trading hours to. sorry about it.