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, ...

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

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

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.

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

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 ...

Palantir, Nvidia and Broadcom are the best-performing tech stocks in the S&P 500 in 2024. These forecasters are sticking out their necks on the outlook in 2025. Why I Backed Up the Truck and Just ...

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

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. Both ...