https://www.live-feeds.com/feed/cramer-warns-broadcom-s-30-billion-ai-bet-depends-on-a-stock-you-cannot-buyContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/cramer-warns-broadcom-s-30-billion-ai-bet-depends-on-a-stock-you-cannot-buyhttps://www.live-feeds.com/feed/cramer-warns-broadcom-s-30-billion-ai-bet-depends-on-a-stock-you-cannot-buy#u63752Thu, 10 Sep 2026 08:45:10 +0000Broadcom projects AI semiconductor revenue to hit $115 billion in fiscal year 2027 and $230 billion in fiscal year 2028, bolstered by secured supply. The company joins Nvidia as a top market pick amid surging capital expenditures from hyperscalers. At the same time, Broadcom presents a significant competitive threat to rivals like AMD by locking in the same hyperscaler customers through custom chip demand. Meanwhile, Jim Cramer shifted his stance on artificial intelligence investments following safety warnings from a researcher at Anthropic.Why it mattersThe artificial intelligence market reli https://www.live-feeds.com/feed/cramer-warns-broadcom-s-30-billion-ai-bet-depends-on-a-stock-you-cannot-buyhttps://www.live-feeds.com/feed/cramer-warns-broadcom-s-30-billion-ai-bet-depends-on-a-stock-you-cannot-buy#u57706Sat, 05 Sep 2026 03:48:16 +0000Broadcom shares fell in after-hours trading and extended a downward trend for investors despite reporting a surge in third-quarter profits. The company raised its AI chip forecast, driven by increased spending from Big Tech and demand for custom chips. While Broadcom predicts a surge in AI chip sales over the next two years, the stock is currently being dragged down by the company's latest sales outlook. Some analysts suggest the firm could see 230 billion dollars in AI revenue by 2028, though certain risks remain unresolved.Why it mattersBroadcom is a major supplier of custom AI accelera