The number of investors betting that Nvidia, Broadcom, and Marvell Technology shares will fall has increased in December, following a year of massive gains for these semiconductor stocks. In 2024, shares of companies with heavy exposure to generative artificial intelligence saw huge increases as investors bet on the growth that the new and exciting tech could bring.

Broadcom estimates revenue from its three existing hyperscale customers will range from $60 billion to $90 billion in 2027, up from $12.2 billion in 2024. In other words, the company anticipates that custom AI chip sales will increase at least 70% annually in the next three years, but perhaps as quickly as 95% annually.

Broadcom's custom silicon market opportunity in AI XPUs appears promising. But read why investors may want to exercise some caution when looking at Broadcom stock.

While Broadcom gave investors a reason to dream, it’s not the stock’s ‘Nvidia moment’ despite the surge in the stock price resembling Nvidia’s 2023 breakout. Instead, Broadcom is ...

Nvidia stock has fallen in recent days as investors get more excited about Broadcom. Why Nvidia still holds the upper hand in AI chips.

US stocks climbed on Monday, with chip stocks leading the tech sector higher while investors eyed a possible year-end rally. All three benchmark indexes ended the trading session in the green, with the tech-heavy Nasdaq Composite rising nearly 1%.

O enorme rali da Broadcom após o balanço divulgado na semana passada é uma reminiscência de quando as ações da Nvidia começaram a disparar em 2023. A fabricante de chips agora precisa provar que pode seguir em frente para se tornar outra gigante da era da inteligência artificial.

Chip stocks Nvidia and Broadcom are rising, while U.S. Steel tumbles as Nippon Steel’s plan to acquire the U.S. steel company is referred to President Biden, who has opposed the deal.

Chip stocks Nvidia and Broadcom are rising, while U.S. Steel tumbles as Nippon Steel’s plan to acquire the U.S. steel company is referred to President Biden, who has opposed the deal.

Broadcom Inc. (NASDAQ:AVGO) is the latest addition to the elite trillion-dollar companies club. The announcement that the company could generate revenues in the upward of $60 to $90 billion from artificial intelligence by 2027 underscores why it remains the center of attention on Wall Street.

Nvidia has ridden the generative AI boom to record-breaking revenues and profits over the past two years, and while it remains well ahead of its competitors, the company is facing growing pressure - not only from rival AMD but also from hyperscalers which have traditionally relied on Nvidia GPUs but are now looking to reduce their dependence on its hardware.