BoA Securities analyst Vivek Arya recommends Nvidia and Broadcom as top picks for AI market growth.
BoA Securities analyst Vivek Arya tips Nvidia, Broadcom, Advanced Micro Devices, and Micron Technology as emerging contenders in the explosive AI market growth. AI adoption in accelerated servers could create volatile but fruitful opportunities among #2 vendors, including Marvell Technology, Micron Technology, and Advanced Micro Devices. Arya's top picks are Nvidia (Buy, $1,100) and Broadcom (Buy, $1,680).
April 01, 2024
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