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Broadcom stock falls at the open as year-end rally cools and AI margin worries linger

Broadcom stock falls at the open as year-end rally cools and AI margin worries linger

By Khadija Saeed
Publication Date: 2025-12-29 15:02:00

NEW YORK, December 29, 2025, 09:39 ET — Regular session

  • Broadcom shares fell about 1.4% in early trading after closing Friday at $352.13. Investing
  • Wall Street opened lower as the late-December rally paused, with the Nasdaq down about 0.8% at the bell, Reuters reported. Reuters
  • Chip stocks were in focus after a filing showed Nvidia took a roughly $5 billion stake in Intel. Reuters

Broadcom shares fell about 1.4% to $347.37 in early New York trading on Monday, underperforming a softer tech sector as investors turned cautious in the final week of 2025. Investing.com+1

The move matters now because Broadcom sits in the middle of the market’s crowded “AI infrastructure” trade, where investors have been quick to reprice stocks when growth comes with lower profitability. Broadcom has been trying to convince investors that surging sales tied to artificial intelligence will translate into durable earnings, not just bigger revenue. Reuters

Broader equities offered little support. Wall…

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