J.P. Morgan says there are three semiconductor companies that will thrive from the rising demand for artificial-intelligence services and software.
In a note to clients on Friday, analyst Harlan Sur said
Nvidia
(ticker:
NVDA
),
Broadcom
(
AVGO
), and
Marvell Technology
(
MRVL
) are best positioned to sell their chips to technology giants building AI products. He has Overweight ratings on Nvidia and Marvell, and no rating on Broadcom.
Source: https://www.barrons.com/articles/ai-chip-stocks-nvidia-broadcom-marvell-bd0f87a?siteid=yhoof2&yptr=yahoo
Nvidia, Broadcom, and Marvell Are Chip Stocks to Benefit in AI Arms Race
J.P. Morgan says there are three semiconductor companies that will thrive from the rising demand for artificial-intelligence services and software.
In a note to clients on Friday, analyst Harlan Sur said
Nvidia
(ticker:
NVDA
),
Broadcom
(
AVGO
), and
Marvell Technology
(
MRVL
) are best positioned to sell their chips to technology giants building AI products. He has Overweight ratings on Nvidia and Marvell, and no rating on Broadcom.
Source: https://www.barrons.com/articles/ai-chip-stocks-nvidia-broadcom-marvell-bd0f87a?siteid=yhoof2&yptr=yahoo