Nvidia, Broadcom and AI

Will Broadcom’s stock to overtake Nvidia? Here’s what experts about the 2025 AI race
The competition for leadership in the AI chip market is intensifying, with Broadcom Inc. positioning itself as a formidable challenger to Nvidia Corporation in the years ahead.
Better AI Stock: Broadcom vs. Nvidia
Nvidia is one of the most popular AI stocks right now because of its lead in the semiconductor space. The company's graphics processing units (GPUs) have been used in data centers for years, and once tech giants began competing for generative AI dominance, the chips were even more in demand.
This Is Not Broadcom’s ‘Nvidia Moment’ Yet
Broadcom's Q4 report was not its 'Nvidia moment', even as a rosy addressable market forecast propelled AVGO stock higher. I break down the challenges that lie ahead.
Will Broadcom Stock Have Its 'Nvidia Moment' in 2025?
Some on Wall Street see artificial intelligence-driven demand poised to push sales of Broadcom's chips to fresh highs, powering its stock higher in 2025. But others are more cautious—in the near term,
Broadcom’s ‘Nvidia Moment’ Has Arrived. Now It Needs to Deliver
Broadcom Inc.’s massive rally after last week’s earnings report is reminiscent of when Nvidia Corp. shares first started to take off back in 2023. The chipmaker now needs to prove it can follow through to become another giant of the artificial intelligence era.
Broadcom has more room to run than Nvidia, says Mizuho's Vijay Rakesh
Vijay Rakesh, Mizuho senior semiconductor analyst, joins 'The Exchange' to discuss the chip wars between Nvidia and Broadcom.
Top analyst revisits Broadcom stock price target amid December surge
That outlook has triggered a host of upgrades on Broadcom stock from Wall Street analysts, including Timothy Arcuri of UBS, ...
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Broadcom CEO Hock Tan claims he has no interest in buying Intel
The boss of $1 trillion-valued chipmaking giant Broadcom Inc. has said he’s not interested in trying to acquire struggling ...
Broadcom Is Up Over 25% in the Last Month. Time to Sell?
Indeed, one might struggle to find a time when Broadcom stock performed better than it has in the last month. The stock surged 24% higher in the trading session following the company's Dec. 12 ...
Broadcom's CEO plays down an Intel bid: 'No hostile offers'
Broadcom CEO Hock Tan said in an interview that his company had its "hands very full" after riding the AI wave to a $1 ...
Nvidia and Broadcom are our top hyperscaler picks, says Melius Research's Ben Reitzes
Ben Reitzes, Melius Research head of technology research, joins 'Money Movers' to discuss Reitzes' thoughts on technology ...
Broadcom's value surged $324 billion in 2 days — then slumped by nearly $50 billion
Broadcom stock surged 38% in two days, boosting the company's market value to about $1.2 trillion, then fell 4% on Tuesday as ...
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Broadcom (AVGO) Price Prediction and Forecast 2025-2030
As the marketplace for semiconductors grows beyond Nvidia, Broadcom — a major competitor — should see its stock price grow ...
Better Artificial Intelligence (AI) Stock: Broadcom vs. Marvell Technology
Broadcom stock is up 124% this year, and Marvell stock has logged gains of 93% as of this writing. But if you had to choose ...