Broadcom's Q3 earnings beat just isn't 'enough' to keep investors happy

Broadcom reported modest Q3 earnings, beating Wall Street estimates with a $300 million revenue beat, a $120 million guidance raise, and 10 cents upside on EPS. Analysts say this modest improvement falls short of investor expectations set by Nvidia's stronger print, while competitors like Marvel also delivered similar moderate gains, raising concerns about future competition from Qualcomm, ARM, and others.