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Broadcom and Snowflake Perfectly Sum Up the AI Trade — Barrons.com

By Callum KeownWhen the sixth most valuable U.S. company posts 221% sales growth and neither the stock, nor the broader market, gets excited then something's not quite right.Broadcom even sees artificial intelligence chip revenue doubling to $230 billion next year. But the earnings it posted last n…

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By Callum KeownWhen the sixth most valuable U.S. company posts 221% sales growth and neither the stock, nor the broader market, gets excited then something's not quite right.Broadcom even sees artificial intelligence chip revenue doubling to $230 billion next year.

But the earnings it posted last n…