Broadcom, Marvell, Synopsys: The Chips That Might Not Crumble In The Coming Storm
1. Semiconductor sector faces potential earnings revisions of 15-25%. 2. Tariff dynamics may lead to further downside in stock valuations. 3. AVGO highlighted as a top pick for AI and data infrastructure. 4. Consumer confidence is shaken by rapidly changing tariff headlines. 5. JPMorgan anticipates a 60% chance of U.S. recession impacting the sector.