Broadcom (AVGO) shares are down nearly 10% today after investors reacted to weaker margin guidance and a sharply higher expected tax rate for fiscal 2026. This comes as President Trump signs a major executive order aimed at accelerating U.S. artificial intelligence development.<br /><br />In this video, we break down why Broadcom is selling off despite strong AI demand, what the guidance actually means, and how investors are thinking about margins, profitability timing, and AI infrastructure heading into 2026.<br /><br />Stock prices mentioned reflect levels at the time of recording.
