Broadcom shares gapped down at the September 3 open to 351.74 from a 367.24 close and finished the session at 357.16, a 2.7% decline, despite AI revenue tripling. The stock recovered to 368.56 by September 8 and closed 364.38 on September 9. A 2.7% decline on a large beat locates the market's concern in guidance and financing cost rather than in demand.