Early in 2026, shares of semiconductor giant Broadcom (NASDAQ: AVGO) are continuing on their negative trajectory that characterized the end of 2025. As of the Feb. 5 close, AVGO stock has fallen 10% on the year. Overall, shares are now down 23% since the company last reported earnings on Dec. 11, 2025. However, the outlooks provided by key U.S. hyperscalers make this drop in shares look like an opportunity.
With hyperscaler capital expenditure (CapEx) guidance coming in much higher than anticipated, Broadcom’s future looks bright amid the sell-off.
