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Nvidia Could Remain a Big Earnings Winner - Along With These Other Chip Stocks
By Emily Bary Cantor Fitzgerald likes Micron and Broadcom - but also Marvell, which has struggled to see stock gains in the wake of its most recent earnings reports Some of the semiconductor industry'
AI-leveraged Semis Remain Clear Leaders Heading Into Earnings Season
Should You Consider Adding Marvell Technology (MRVL) to Your Portfolio?
Chip stock earnings season is coming, Citigroup remains bullish.
As the earnings season is approaching its climax, Citigroup is still bullish on the semiconductor sector.
TD Cowen: AI dominance is not just limited to Nvidia, companies such as AMD (AMD.US), Broadcom(AVGO.US) etc. will also have good growth opportunities.
Research institution TD Cowen indicates that the theme of generative artificial intelligence (GenAI) has been dominated by a few giants, especially Nvidia (NVDA.US), but this team appears to be expanding.
Better AI Chip Stock: Broadcom Vs. Marvell Technology
Broadcom (NASDAQ: AVGO) and Marvell Technology (NASDAQ: MRVL) usually don't attract as much attention as higher-growth chipmakers like Nvidia (NASDAQ: NVDA).But like Nvidia, both diversified chip specialists are benefiting from the rapid expansion of the artificial intelligence (AI) market. Let's examine the AI-driven tailwinds for both companies and see which stock is a better chipmaking play right now.