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Wall Street’s Top AI Chip Pick: Nvidia, AMD, or Broadcom?

Wall Street’s Top AI Chip Pick: Nvidia, AMD, or Broadcom?

Author:

Global Cryptocurrency

Published:

2025-11-16 17:25:01

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BTCCSquare news:

High valuations in the tech and AI sectors have dampened investor sentiment, yet analysts maintain bullish outlooks on select chip stocks. Nvidia (NVDA), Advanced Micro Devices (AMD), and Broadcom (AVGO) emerge as key contenders, with Wall Street scrutinizing their earnings power and demand trends.

Nvidia dominates the AI GPU market despite competition and geopolitical uncertainties. Its strategic partnerships, including a notable collaboration with OpenAI, and sovereign AI opportunities bolster its position. The upcoming Q3 earnings report, expected to show a 54.3% year-over-year EPS increase, will be a critical test of its momentum.

By:

Morgan Stanley Raises Nvidia Price Target Ahead of Q3 Earnings

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