Marvell, Nvidia lead AI semiconductor picks in 2025: Barclays

Jan 20, 2025 · Marvell Technology (NASDAQ:MRVL) and Nvidia (NASDAQ:NVDA) arise as leaders in artificial intelligence semiconductor firms in 2025, according to an extensive outlook by Barclays. Broadcom (NASDAQ ...

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Barclays Projects Strong Growth For AI Semiconductor ... - GuruFocus

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This growth underscores the capability of AITAM to support these firms until 2026. Barclays raised Broadcom's target stock price from $205 to $260, Marvell's from $115 to $150, and upgraded …

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Nvidia Left Out, But These Chip Stocks Make The Cut As Barclays ...

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Jan 17, 2024 · AMD To Take Lead: Barclays sees Advanced Micro Devices exiting 2024 with an AI revenue run-rate of $4 billion, which will likely increase to more than $7 billion in 2025. “We …

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Nvidia's AI Throne Under Siege? Rivals Marvell & Broadcom Are …

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Nvidia (NASDAQ:NVDA) isn't slowing down. Barclays analyst Thomas O'Malley just reaffirmed his Buy rating and hiked his price target to $175, signaling confidence in the AI giant's momentum. …

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Prediction: 2 Artificial Intelligence (AI) Stocks That Will Be Worth ...

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10 hours ago · Few companies have benefited from the rise of generative artificial intelligence (AI) as much as Nvidia (NVDA 0.90%). The chipmaker saw its stock price increase nearly eightfold …

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These 2 AI Chip Stocks Could Outperform Nvidia In 2025 - Invezz

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Jan 14, 2025 · Marvell Technology sees $1.5 billion in AI revenue in FY25 and another 66% year-on-year growth to $2.5 billion in FY26 – but a team-up with more companies could help it …

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Analysts Revise Broadcom (AVGO) Stock Price Targets - Finbold

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1 day ago · The price of AVGO stock skyrocketed from $180.66 to $250, a new all-time high (ATH), on December 16. By the end of the year, Broadcom stock closed at $231.84. However, …

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FAQs about Marvell, Nvidia lead AI semiconductor picks in 2025: Barclays Coupon?

Will Marvell Technology & Nvidia lead AI semiconductor companies in 2025?

Investing Strategies Retirement Investing Barclays analysts predict Marvell Technology and Nvidia to lead AI semiconductor firms in 2025, with high demand opening doors for other companies. Read more here. ...

What are the top artificial intelligence semiconductor plays for 2025?

Marvell Technology (NASDAQ:MRVL) and Nvidia (NASDAQ:NVDA) stand out as top artificial intelligence semiconductor plays for 2025, according to a Barclays report led by analyst Tom O'Malley. Warning! GuruFocus has detected 8 Warning Signs with MRVL. ...

Which companies are leading artificial intelligence semiconductor companies in 2025?

Play(2min) Georgijevic Marvell Technology (NASDAQ:MRVL) and Nvidia (NASDAQ:NVDA) arise as leaders in artificial intelligence semiconductor firms in 2025, according to an extensive outlook by Barclays. Broadcom (NASDAQ:AVGO), Credo Technology (CRDO) and underappreciated Lumentum Holdings (NASDAQ:LITE) also make the cut. ...

Will Nvidia have a $1 trillion AI chip market?

AI semiconductors are heading into a $1 trillion total addressable market by the end of the decade, and Nvidia won't have the whole pie to itself. While NVDA is still king, demand for lower-cost, high-efficiency AI chips is surging. Marvell, Broadcom, and Lumentum are moving in fast, and the semiconductor shake-up is just beginning. ...

Will Broadcom stock outperform Nvidia in 2025?

But he’s convinced two other AI chip stocks: Broadcom Inc (NASDAQ: AVGO) and Marvell Technology Inc (NASDAQ: MRVL) could still outperform Nvidia stock in 2025. Why is Jefferies bullish on Broadcom stock? Broadcom shares more than doubled last year but Blayne Curtis continues to see it as a top pick for 2025. ...

Will a top AI model rely on Nvidia chips in 2025?

In 2025 these experiments will still be in their early stages, but it’s possible that a standout competitor will change the assumption that top AI models rely exclusively on Nvidia chips. Underpinning this competition, the geopolitical chip war will continue. That war thus far has relied on two strategies. ...