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,

Ben Reitzes, Melius Research head of technology research, joins 'Money Movers' to discuss Reitzes' thoughts on technology giant Nvidia, Wall Street's discussion around Jensen Huang's company and much more.

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.

Nvidia ( NVDA 3.08%) is the top player in the market for data center graphics processing units (GPUs) that are being deployed in data centers for artificial intelligence (AI) training and inference, with some estimates putting the semiconductor giant's share of this market at 90%.

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

While Nvidia is dominating the AI chip space, Broadcom is making inroads by helping customers develop custom AI chips. Its application-specific integrated circuits, or ASICs, are designed specifically for a customer's precise needs and can help with improved performance and more efficient power consumption.

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’s Q4 results and AI sales growth position it for success. Find out why AVGO stock is a Buy with robust cash flow and strategic acquisitions.

We recently published a list of Wall Street Analysts Can’t Stop Talking About These 10 AI Stocks. In this article, we are going to take a look at where Broadcom Inc (NASDAQ:AVGO) stands against other stocks Wall Street analysts can’t stop talking about.

Broadcom's ASIC AI chips offer cost advantages, but the stock appears overbought. Read why AVGO warrants caution with high P/E and technical risks.

One analyst noted that the type of AI chip Broadcom makes could pick up market share relative to “costly” graphics processing units.

Morgan Stanley said Nvidia stock is its top pick heading into 2025, and success of Blackwell should dispel investors' lingering concerns.