Nvidia is one of the most popular AI stocks right now because of its lead in the semiconductor space. The company's graphics processing units (GPUs) have been used in data centers for years, and once tech giants began competing for generative AI dominance, the chips were even more in demand.
The competition for leadership in the AI chip market is intensifying, with Broadcom Inc. positioning itself as a formidable challenger to Nvidia Corporation in the years ahead.
Some on Wall Street see artificial intelligence-driven demand poised to push sales of Broadcom's chips to fresh highs, powering its stock higher in 2025. But others are more cautious—in the near term,
Blue Whale Growth Fund's Stephen Yiu highlights Broadcom's AI-driven potential amid Big Tech's chip diversification
Broadcom Inc.’s massive rally after last week’s earnings report is reminiscent of when Nvidia Corp. shares first started to take off back in 2023. The chipmaker now needs to prove it can follow through to become another giant of the artificial intelligence era.
Ben Reitzes, Melius Research head of technology research, joins 'Money Movers' to discuss Reitzes' thoughts on technology giant Nvidia, Wall Street's discussion around Jensen Huang's company and much more.
Broadcom's Q4 report was not its 'Nvidia moment', even as a rosy addressable market forecast propelled AVGO stock higher. I break down the challenges that lie ahead.
Nvidia ( NVDA 3.08%) is the top player in the market for data center graphics processing units (GPUs) that are being deployed in data centers for artificial intelligence (AI) training and inference, with some estimates putting the semiconductor giant's share of this market at 90%.
Nvidia's dominance in AI chips faces challenges from competitors and market shifts, impacting revenue and growth prospects. Read why NVDA stock is a Buy.
Nvidia stock has fallen in recent days as investors get more excited about Broadcom. Why Nvidia still holds the upper hand in AI chips.
As the marketplace for semiconductors grows beyond Nvidia, Broadcom — a major competitor — should see its stock price grow significantly.
Broadcom’s Q4 results and AI sales growth position it for success. Find out why AVGO stock is a Buy with robust cash flow and strategic acquisitions.