Nvidia and Marvell shares fell after earnings. Will Broadcom’s stock fare better?
1. MRVL aims for 60% AI revenue growth next year amid high investor expectations. 2. Melius suggests buying MRVL on weakness as AI leadership is scarce. 3. Broadcom projected to have impressive AI growth, potentially impacting MRVL's market. 4. Investors wary as AI stocks fell post-earnings despite strong projections. 5. Key customers like Google and Meta are increasing AI chip investments.