Shares of Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) fell more than 14% on Thursday after the chipmaker's fiscal third-quarter AI revenue guidance and its reiteration of a full-year 2027 target fell short of investor expectations, overshadowing strong second-quarter results. Broadcom guided for AI revenue of $16 billion in the third quarter, below analyst estimates of around $17.3 billion, and reiterated its fiscal 2027 AI revenue target of more than $100 billion, a figure analysts said the market had already priced in at a considerably higher level.