BullishMEDIUM severitySupply Chain5d ago

Broadcom reports earnings this week. Mike Khouw says this trade could be a winner

Reported by CNBC · cnbc.com · August 31, 2026

"The stakes are high" heading into Broadcom earnings, says Mike Khouw.

What the tape says

What to watch: Supply normalization may compress the premium embedded in companies with pricing power over alternatives.

Market reaction today: $AVGO +0.21%

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