Broadcom, under CEO Hock Tan, now finds itself at the epicentre of one of the world’s fastest-growing markets — AI chips

The shift toward custom AI chips has intensified competition among semiconductor giants. Companies such as Broadcom and Marvell have surged in relevance and stock value as they co

Wall St rallies as Intel, Nvidia, and SLB lead gains. Banks surge 6%, while Truist climbs on strong profits. Investors eye Trump’s policy outlook.

Nvidia ( NVDA -3.00%) has been the poster child of the AI revolution so far, and rightfully so. Its processors are the heart of the vast majority of AI data centers. As time marches on, though, data center operators are looking for other ways of handling even more data, and handling it even faster.

Broadcom shares more than doubled in 2024 amid market excitement around the ‘custom silicon’ wave ahead. Read why I upgrade AVGO stock from hold to buy.

Analyst N. Quinn Bolton notes 2024's divergence in fortunes for semiconductor companies exposed to different end markets. AI stocks outperformed.

Broadcom's recent fiscal performance underscores its resilience, with AI-related revenue driving better-than-expected fourth-quarter results. The company anticipates $14.6 billion in revenue and an EBITDA margin of approximately 66% for the upcoming quarter, cementing its position alongside NVIDIA Corp NVDA in the AI infrastructure race.

SoftBank-backed Qraft Technologies has three AI-powered exchange-traded funds, including its momentum fund AMOM.

Nvidia still has the stock-boosting power, but its strength may be waning as some investors wonder how long it will last.

For investors concerned about NVIDIA’s possible overvaluation or the company’s inability to single-handedly satisfy the explosive AI-driven semiconductor demand, Broadcom is an alternative ...

Quantum computing stocks soared in the last month before a recent pullback. Some tech CEOs are skeptical that quantum computing will be impactful soon. AI stocks are also seeing strong growth. Investors should be aware that quantum computing is still an emerging technology.

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