Broadcom's AI revenue is resilient to trade wars and sanctions, unlike Nvidia, making it a better investment in the current climate. Read more about AVGO stock here.

Broadcom stock is struggling for direction Tuesday after the chipmaker fell sharply Monday following the release of DeepSeek, a cheap AI chatbot.

Google’s custom TPUs give it an edge over Nvidia. See why GOOG stock may outperform as it leads AI hardware innovation in a competitive big tech landscape.

What Happened? Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 13.6% in the morning session as stocks heavily tied to the AI market took a hit after Chinese artificial intelligence startup DeepSeek released a new large language model (DeepSeek-R1) that ranks competitively on key global benchmarks (coding competitions,

Broadcom Inc., the global semiconductor and infrastructure software giant, is facing backlash from its clients over significant changes to VMware's licensing model.

Nvidia is the gold standard and leading provider of the graphics processing units (GPUs) used to train and run AI systems. The company is believed to control as much as 98% of the data center GPU market, according to semiconductor analyst firm TechInsights. If AI models can be trained on lower-cost, inferior chips, Nvidia has a lot to lose.

Synaptics signed a licensing agreement with Broadcom that it says will accelerate its AI strategy. The agreement includes Wi-Fi 8, ultra-wideband, Wi-Fi 7, advanced Bluetooth and next-generation global positioning system/global navigation satellite system products and technology.

The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains its stronghold as the premier AI GPU provider,

Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, sparking discussions about whether Samsung can make a comeback with HBM3E in 2025.

Investors dumped technology stocks in premarket trading Monday, sending U.S. indexes sharply lower after Chinese artificial intelligence startup DeepSeek demonstrated a chatbot that it says rivals the

Broadcom’s business relies heavily on their networking products, which are crucial for data transfer in AI systems. If the market for premium AI chips experiences a downturn, amid the rise of DeepSeek, it could create a domino effect, potentially hurting sales of Broadcom’s supporting technologies and components.

Bernstein keeps an Outperform rating with $175 price target on Nvidia (NVDA) and an Outperform rating with $220 price target on Broadcom