On Tuesday, Broadcom Inc ( NASDAQ: ) announced Incident Prediction, a security capability that extends , Adaptive Protection, a feature of , Symantec Endpoint Security Complete ( SES-C), by leveraging AI to identify and disrupt living-off-the-land ( LOTL ) attacks and .
Trained on a library of over 500, 000 real-world attack chains built by the Symantec Threat Hunter Team, Incident Prediction predicts attackers ‘ behaviors, prevents their next move in the attack chain even when using legitimate software, and then immediately returns the business to its normal state. With Incident Prediction, SES-C delivers cyber resilience against determined enemies.
Even Read: Broadcom Flourishes with 114 % Stock Surge in AI Boom, While Intel Faces Steep Decline
Broadcom, the engineer, company, and global semiconductor and system software product provider, has lost 23 % in value year-to-date, coinciding with U. S. President Donald Trump’s January opening.
The Nasdaq-100 lost over 10 %, and the S&, P 500 is down over 8 %.
For context, the Biden administration’s silicon sanctions on China and other countries were now taking a toll on semiconductor businesses, in addition to concerns over the sustainability of the huge artificial intelligence opportunities.
Additionally, Trump impose tariffs on imported semiconductors. However, he promised flexibility with some companies in the sector. Trump stressed the country’s focus on domestic production of chips and semiconductors. He also announced a national security trade probe into the semiconductor sector.
JPMorgan analyst , Harlan Sur noted already taken a 25–30 % hit amid intensifying trade tensions. He highlighted the potential for a further ~10 % downside (5-15 % ) over the next six months, which could mark the final flush before a rebound.
Sur picked Broadcom as a favorite, backed by strong fundamentals with exposure to AI, design software, and increasing chip complexity. However, he also warned that semiconductor stocks may not be done falling, but with earnings resets coming soon, the worst might be behind us.
After Broadcom’s first-quarter report, Cantor Fitzgerald analyst CJ Muse said Broadcom XPU customers, possibly Arm Holdings ( NASDAQ: ), OpenAI, Apple Inc ( NASDAQ: ) and a fourth that could be Oracle Corp ( NYSE: ), Microsoft Corp ( NASDAQ: ), Amazon. Com Inc ( NASDAQ: ), or xAI.
Muse expects it to add to the company’s AI revenue outlook and should boost its Serviceable Addressable Market ( SAM ) of$ 60 billion-$ 90 billion into fiscal 2027.