Investors in the USA looked forward with anticipation to the quarterly figures of the semiconductor giant Broadcom, which were released on Thursday evening after the US market close. Especially amidst the AI boom, expectations were high. The company recorded strong growth in the first fiscal quarter, driven by the high demand for chips for AI applications. However, high costs associated with acquisitions weighed on profits.

Revenue increased by an impressive just over one third to 12 billion US dollars, with the acquisition of software manufacturer VMware also playing a role. The AI semiconductor sector recorded growth of 2.3 billion US dollars, which is a quadrupling compared to the previous year. Net profit fell to 1.3 billion US dollars compared to 3.8 billion in the previous year. However, the adjusted earnings per share of 10.99 dollars exceeded the analysts' expectations of 10.40 dollars.

Regarding forecasts for the current year, Broadcom confirmed earlier statements and expects revenues of around 50 billion dollars. Nevertheless, investors remained cautious as the stock fell by 1.6 percent to 1,384.50 US dollars in pre-market NASDAQ trading at times. Despite the AI boom, investors are worried about the impact of the company's acquisition strategy on profit and future prospects.

There remains a tense atmosphere in the semiconductor market, as companies like Broadcom benefit from the increasing demand for AI technologies, but also have to struggle with costs and uncertainties due to acquisitions. The future remains uncertain, but for investors, it is crucial to continue to closely monitor the quarterly figures and forecasts of companies like Broadcom in order to make informed decisions.