Nvidia, Broadcom, Marvell Poised To Benefit From AI-Driven Semiconductor Upswing, JPMorgan Says
Benzinga·2026-01-21 17:20JPMorgan analyst Harlan Sur, in a note on Wednesday, said the semiconductor and semiconductor capital equipment group is entering the fourth quarter of 2025 earnings season with AI-driven demand and improving cyclical trends that should keep fundamentals supportive into 2026.Earnings Season Setup Supports OutperformanceSur expects companies to deliver fourth-quarter results that come in line with or modestly above expectations and to pair those reports with constructive commentary on first-quarter and full- ...