Broadcom To Challenge Nvidia Dominance? Analyst Says Jensen Huang-Led Chip Giant's Competitor Is 'Catching Up'
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Nvidia Stock Falls After Big Tech Rebound. This Will Drive Its Next Move.
US institutional investors survey: Nvidia still the most popular, Broadcom catching up, concerns with Micron, bearish on AMD.
According to Citigroup's survey, with Broadcom acquiring more AI customers and adding value from VMware, it is catching up with Nvidia as the largest holding for investors, while investor sentiment towards Nvidia has cooled down.
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Investors See Broadcom Catching up to Nvidia as the Next Big AI Play, Citi Says
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Broadcom Options Spot-On: On July 22nd, 235.74K Contracts Were Traded, With 3.4 Million Open Interest
Is the darling of chip stocks changing? Citigroup: Broadcom is catching up with Nvidia.
According to Citigroup analysts, last week's communication with investors revealed that Nvidia is still the most bullish chip stock among investors, with Broadcom close behind due to its acquisition of VMware and gaining more AI customers such as OpenAI. Meanwhile, investors are becoming somewhat tired of Nvidia.
Bullish Sentiment on Broadcom Is Catching Up to Nvidia, Citi Analysts Say
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Chasing after Nvidia! Citigroup: Broadcom may become the "hottest AI chip stock".
According to Citigroup analysts, Broadcom is "catching up" with Nvidia to become the most popular chip stock.
Morgan Stanley Maintains Broadcom(AVGO.US) With Buy Rating, Maintains Target Price $176
New Buy Rating for Broadcom (AVGO), the Technology Giant
Broadcom Is 'Catching Up' to Nvidia as Favorite Chip Stock, Analyst Says -- Barrons.com