
The AI Trade Just Got Less Forgiving
Broadcom's post-earnings drop shows AI demand is still real, but investors now want infrastructure bottlenecks, cash flow, and power access.
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Muhammad Zeshan Sarwar covers mobile technology, consumer electronics, and the intersection of crypto with mainstream products. He reviews phones and wearables against their shipping firmware rather than launch-day marketing, and tracks the crypto-in-app integrations Apple and Google actually allow on their platforms. His reporting spans hardware launches, iOS and Android ecosystem shifts, and the wallet and payments layer bridging both.
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Broadcom's post-earnings drop shows AI demand is still real, but investors now want infrastructure bottlenecks, cash flow, and power access.
Analyst archive
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