Why Broadcom’s earnings are clicking with investors after Nvidia’s fell flat - MarketWatch

1. Broadcom's positive guidance stands out amid a bleak semiconductor earnings landscape. 2. The company aims for a $60-90 billion AI addressable market with new customer engagements. 3. Analysts cite Broadcom’s strong foundation and execution as factors for investor confidence. 4. Broadcom’s strong earnings rally contrasts with Nvidia's disappointing margins, aiding sentiment. 5. The AI market remains a priority for enterprises, bolstering Broadcom's growth perspective.