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

As the marketplace for semiconductors grows beyond Nvidia, Broadcom — a major competitor — should see its stock price grow significantly.

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

IT services company Advizex investments in 2025 are in HPE-Juniper networking, Nvidia, Broadcom-VMware services, AI and XaaS.

With earnings season set to kick off in high gear, investment firm Oppenheimer has told clients its top semiconductor stocks for 2025. Read for more.