Broadcom

AVGO

Market cap $1.92T

Palantir's stock is down 20% on the year right now, but its revenue continues to skyrocket. Nebius Group could see revenue of nearly $10 billion next year.

Broadcom and AMD have high-profile customers and recently expanded relationships with several of them. Both companies have similar revenue growth, but Broadcom has much higher profit margin.

Broadcom is set to see huge growth from networking and custom AI chips. AMD can ride two powerful trends with inference and agentic AI.

Broadcom's expanded AI chip pact with Meta through 2029 boosts its AI ambitions and spotlights ETFs like IGM for diversified exposure to the trend.

Amazon's artificial intelligence chip business is booming. Taiwan Semiconductor is the dominant chipmaker for the AI build-out.

ROST, TEL, AVGO, GLW and ANET emerge as potential winners as markets notch new highs on truce hopes.

Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) have been spiking alongside the rest of the market in recent weeks, and with new highs and a breakout in sight, questions linger as to whether it's time to get back into the custom silicon titan, as the benefits of in-housing AI chip designs become clearer with time.

Nvidia and Broadcom are supplying a huge amount of chips to data centers. Nebius and CoreWeave are building the neocloud.

Once dominated by Nvidia, the artificial-intelligence boom is now lifting chip stocks from Broadcom and Marvell to Advanced Micro Devices and Intel.

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