Broadcom Poised for a Major Rally After Sept. 2 Earnings

Ahead of Broadcom's fiscal Q3 results on Sept. 2, the company is expected to post about $29.4 billion in revenue and $3.24 in earnings per share, with strong growth from surging optical networking demand and AI‑chip sales. Goldman Sachs sees explosive optical networking growth (to about $154B by 2028), Broadcom's AI‑chip revenue could reach roughly $56B in 2026 while networking's share declines to ~30%, and at about 19x forward earnings the stock could rally hard if guidance exceeds expectations, aided by OpenAI's Jalapeño chip collaboration.