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Key Points With tariff uncertainties remaining, some of yesterday’s biggest rebounders are some of today’s biggest losers.
META). Broadcom's networking segment is also expected to benefit as AI data centers expand, while its strategic VMware acquisition should boost growth, margins, and cash flow. Analysts ...
The tariffs have created even more uncertainty in tech stocks that are tied to hardware sales, causing a violent pullback. Their fall from grace has been especially harsh, with stocks like Nvidia Corp ...
As long as the AI infrastructure buildout continues, Nvidia is well positioned to be one of the biggest beneficiaries. Spending on AI infrastructure remains on the rise, and Nvidia predicts data ...
The Motley Fool has positions in and recommends Meta Platforms and Palantir Technologies. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy. This article contains ...
On top of that, Broadcom works directly with tech giants like Meta to design their application-specific integrated circuits (ASICs). Custom AI chips are gaining steam since they can perform AI ...
META). Broadcom's networking segment is also expected to benefit as AI data centers expand, while its strategic VMware acquisition should boost growth, margins, and cash flow. Analysts, however, ...
At GTC 2025, Nvidia CEO Jensen Huang projected $1 trillion in global data center CapEx by 2028. At this pace, data center ...