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Coherent, Plexus, TTM Technologies, Cogent, and Amphenol Shares Are Falling, What You Need To Know [Yahoo! Finance]
Last broadcom inc. earnings: 3/12 04:15 pm
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US:NASDAQ Investor Relations: investors.broadcom.com
Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns." Oracle triggered the alarm by missing revenue estimates while simultaneously hiking capital expenditures by $15 billion. This reignited fears that AI infrastructure spending is outpacing actual monetization. Broadcom compounded the anxiety; despite beating earnings, its stock fell as CFO Kirsten Spears cautioned that gross margins may come under pressure as product mix shifts further toward system-level AI sales. This sparked a macro rotation away from AI infrastructure and power plays. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Electronic Components & Manufacturing company Coherent (NYSE:COHR) fell 9.3%. Is now the time to buy Coherent? Access our full analysis report here, it's free for active Edge members. Electronic Components & Manufacturing company Plex
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- Analysts revamp Oracle stock price target after slump [Yahoo! Finance][Yahoo! Finance]
- Broadcom shares fall as margin warning sparks AI payoff worries [Yahoo! Finance][Yahoo! Finance]
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- Applied Digital, Benchmark, Knowles, Cognex, and Flex Stocks Trade Down, What You Need To Know [Yahoo! Finance][Yahoo! Finance]
- Super Micro (SMCI) Stock Trades Down, Here Is Why [Yahoo! Finance][Yahoo! Finance]
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