The number of investors betting that Nvidia, Broadcom, and Marvell Technology shares will fall has increased in December, following a year of massive gains for these semiconductor stocks. In 2024, shares of companies with heavy exposure to generative artificial intelligence saw huge increases as investors bet on the growth that the new and exciting tech could bring.

Both stocks have had strong runs in 2024. Let's consider which semiconductor looks like the better buy heading into 2025.

Broadcom estimates revenue from its three existing hyperscale customers will range from $60 billion to $90 billion in 2027, up from $12.2 billion in 2024. In other words, the company anticipates that custom AI chip sales will increase at least 70% annually in the next three years, but perhaps as quickly as 95% annually.

Broadcom Inc. (NASDAQ:AVGO) is the latest addition to the elite trillion-dollar companies club. The announcement that the company could generate revenues in the upward of $60 to $90 billion from artificial intelligence by 2027 underscores why it remains the center of attention on Wall Street.

In today's video, I discuss Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO). To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the market prices of Dec.

Broadcom Inc.'s stock surged 35% despite a mediocre Q4, as management offered investors a picturesque addressable market forecast for 2027. Read why AVGO is a Hold.

US stocks climbed on Monday, with chip stocks leading the tech sector higher while investors eyed a possible year-end rally. All three benchmark indexes ended the trading session in the green, with the tech-heavy Nasdaq Composite rising nearly 1%.

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

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

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.

Nvidia is one of the most popular AI stocks right now because of its lead in the semiconductor space. The company's graphics processing units (GPUs) have been used in data centers for years, and once tech giants began competing for generative AI dominance, the chips were even more in demand.

While Broadcom gave investors a reason to dream, it’s not the stock’s ‘Nvidia moment’ despite the surge in the stock price resembling Nvidia’s 2023 breakout. Instead, Broadcom is ...