Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum ...

Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, ...

Barclays analysts predict Marvell Technology and Nvidia to lead AI semiconductor firms in 2025, with high demand opening ...

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

Artificial intelligence (AI) stocks led the market higher last year as investors bet on the potential of this technology to ...

When it came to artificial intelligence (AI) infrastructure in 2024, Nvidia (NASDAQ: NVDA) reigned supreme. However, Broadcom (NASDAQ: AVGO) will be looking to challenge the chipmaker in 2025.

If you've done any exploring of investments in the world of artificial intelligence, you're probably familiar with the ...

Nvidia ( NVDA -3.00%) has been the poster child of the AI revolution so far, and rightfully so. Its processors are the heart ...

Broadcom’s premium valuation coupled with a fraction of Nvidia’s AI revenue is why this is not yet Broadcom’s Nvidia moment. Looking for more investing ideas like this one? Get them ...

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

Broadcom's recent fiscal performance underscores its resilience, with AI-related revenue driving better-than-expected ...

Nvidia supplies leading hyperscalers with AI chips, but Broadcom's latest sales figures may not bode well for the company.