Posted 3/10/2024, 8:56:31 AM
Chipmakers Poised to Benefit from AI Momentum, Analysts Say
- Buy Apple ahead of GTC event, trim Nvidia shares - Lynx analyst
- BofA analysts expect acceleration for Broadcom in 2H2024 based on AI and other drivers
- Melius Research raises estimates and price target for AMD due to AI and data center strength
- Mizuho hikes price targets for ARM, NVDA, AMD, and AVGO, calling NVDA the "biggest near-term AI winner"
- Wedbush sees Palantir's AIP platform as a "launching pad" for enterprise AI use cases