Apple Concept

$Broadcom(AVGO.US)Broadcom started the market with a slower and more cautious tone today, and the share price has dipped slightly after recent selling pressure. The wider technology sector is also facing some uncertainty as investors watch interest rates and concerns around the pace of AI development. Broadcom’s AI-related business remains an important focus, so I’ll continue watching the market movement and the company’s latest developments closely. Hopefully, sentiment can stabilise and the share price can gradually recover.

$Corning(GLW.US)

GLW’s AI story remains compelling, but Mizuho’s $180 target cut is a reality check. Great growth can still come with a hefty price tag and execution risk.

Broadcom still falling and is currently down for the year despite solid revenue growth and slightly "below expectations" guidance, though I think it's more of inflated market expectations than Broadcom not delivering. I think this could be one worth to watch, especially if the broader market continues to fall even more during the September-October period, which is typically the weaker period of the year for stocks.