Key Points AMD and Marvell are both currently in the shadows of Nvidia and Broadcom. However, AMD has a nice opportunity as the AI infrastructure market starts to shift toward inference. Marvell, meanwhile, has been winning its own custom AI chip designs with customers. 10 stocks we like better than Advanced Micro Devices › Nvidia and Broadcom have been getting all the headlines lately, and with good reason. Both companies have been seeing huge data center revenue growth as demand for artificial ...

Core Viewpoint - Nvidia has received approval from the Trump administration to resume sales of its H20 AI chip to China, marking a significant win for the company after facing export restrictions [2][3]. Group 1: Nvidia's Market Position and Financial Impact - Nvidia recorded a $4.5 billion write-off in its latest quarter due to unsold H20 chips, and resuming sales could reverse some of this loss, enhancing earnings [3]. - China generated $17 billion in revenue for Nvidia in the fiscal year ending January 2025, accounting for approximately 13% of the company's total revenue [5]. - The easing of U.S.-China tech tensions could allow Nvidia to replace gray market sales with direct sales, providing a clearer growth trajectory in China [5]. Group 2: Product Development and Compliance - Nvidia has developed a new AI chip for China, designed for factory automation and logistics, which adheres to U.S. regulations by downgrading certain features [6]. - The H20 chip, while less powerful than Nvidia's leading products, remains in high demand among Chinese clients, indicating a strong market need [2][4]. Group 3: Competitive Landscape and Future Outlook - China is a rapidly growing AI market but lags in AI hardware, creating a dependency on Nvidia's technology for its AI ambitions [4]. - The AI landscape may shift from training to inference, where efficiency and cost become more critical, potentially impacting demand for Nvidia's high-performance GPUs [9].

Group 1: Oscar Health Overview - Oscar Health is revolutionizing the health insurance industry by achieving high customer satisfaction, with a Net Promoter Score of 66, significantly higher than traditional insurers [3][4] - The company serves over 2 million members across 504 counties in 18 states, with a tech-first approach that lowers administrative costs and improves member engagement [5] - Oscar trades at a low valuation of 14.4 times projected 2027 earnings, indicating the market undervalues its growth potential and competitive advantages [6][14] Group 2: Market Context for Oscar Health - The Affordable Care Act marketplace has expanded to 24.3 million enrollees, more than double the 11.4 million in 2020, positioning Oscar to capture underserved markets [7] - Oscar's multilingual support and culturally tailored products enhance its ability to attract customers from diverse communities [7] Group 3: Advanced Micro Devices (AMD) Overview - AMD is gaining traction in the AI chip market, with its MI350 series GPU launch moved to mid-2025 due to strong demand [8][9] - The company reported data center revenue of $3.9 billion in Q4 2024, a 69% year-over-year increase, and over $5 billion in AMD Instinct accelerator revenue for the full year [10] Group 4: Market Positioning of AMD - AMD trades at 25.5 times projected 2027 earnings, which is a 13% discount compared to Nvidia's 29.2 times, presenting a compelling investment opportunity [11][14] - The company offers integrated CPU-GPU solutions, providing unique advantages in the evolving AI infrastructure market [12] Group 5: Comparative Analysis of Oscar Health and AMD - Both Oscar Health and AMD operate in large markets with innovative approaches that the market has not fully recognized [13] - They trade at significant discounts to their growth potential, making them attractive options for investors seeking value [14]

Core Viewpoint - The recent tariff relief for Apple Inc and NVIDIA Corporation has provided temporary relief from potential import cost increases, but uncertainties remain regarding future tariffs and their impact on profitability [2][6]. Group 1: Apple Inc - Apple Inc's stock has been affected by new tariffs imposed on Chinese goods, but the exemption for electronic devices has alleviated some pressure [2][6]. - Apple plans to produce over 30 million iPhones in India to meet a significant portion of American demand, which accounts for one-third of global demand [3]. - Despite the tariff relief, Apple faces challenges in shifting production from China, where most iPhones are currently manufactured, and may encounter retaliation from China [4][5]. - The company argues for increased semiconductor production in the U.S. to create high-value jobs, but a complete separation from China is unlikely due to skill shortages [5]. - Apple's stock is currently overvalued with a price/earnings (P/E) ratio of 27.4X forward earnings compared to the industry average of 26.05 [7]. Group 2: NVIDIA Corporation - NVIDIA has also benefited from tariff exemptions for critical chips produced in China, but the future remains uncertain depending on U.S. trade negotiations [8]. - The company is well-positioned for growth due to high demand for its GPUs and increasing spending on AI infrastructure, making it a more favorable investment compared to Apple [9][10]. - NVIDIA's stock is more affordable with a forward P/E ratio of 25.18, compared to the Semiconductor - General industry's 28.4X, leading to a Zacks Rank 2 (Buy) [11].

With new tariffs being imposed by President Donald Trump on Chinese goods at the beginning of April, Apple Inc (AAPL) and NVIDIA Corporation (NVDA) saw their stocks decline. However, the latest tariff relief has been a blessing in disguise for these tech behemoths, helping them prevent higher import costs and product price rises. This has prompted speculation on which stock to invest in. Let’s explore –  Apple Stock Remains Risky Bet, Even With Tariff Exemptions President Trump’s steep tariffs on goods prod ...

Core Viewpoint - The advancements in artificial intelligence (AI) have positioned NVIDIA Corporation (NVDA) favorably in the market, while Broadcom Inc. (AVGO) is also gaining attention due to its share repurchase plan and focus on AI [1][2]. Group 1: NVIDIA's Strengths - NVIDIA holds over 80% market share in the graphics processing unit (GPU) sector, providing a competitive advantage [2]. - There is significant demand for NVIDIA's new Blackwell chips due to their energy efficiency and faster AI interfaces, alongside steady demand for older Hopper chips [3]. - NVIDIA is well-positioned to benefit from the increase in AI data center spending, with top cloud computing companies investing $250 billion in AI data center infrastructure [4]. - NVIDIA's net profit margin is 55.9%, significantly higher than Broadcom's 18.5%, indicating more efficient profit generation [8]. - NVIDIA's return on equity (ROE) stands at 117.6%, outperforming Broadcom's 38.5%, showcasing better expenditure control and profitability [9]. Group 2: Broadcom's Strengths - Broadcom anticipates a surge in demand for its custom AI accelerator, with the market for execution processing units (XPUs) projected to grow from $12.2 billion last year to $60-90 billion by fiscal 2027 [5]. - Broadcom's XPUs are designed to outperform NVIDIA's GPUs on specific workloads and are more cost-effective [6]. - Broadcom has increased its dividends six times over the past five years, with a payout ratio of 52% of earnings, indicating a solid dividend-paying capability [10]. - Broadcom currently holds a Zacks Rank 1 (Strong Buy), while NVIDIA has a Zacks Rank 2 (Buy), reflecting differing market perceptions [14].

One of the most sought-after semiconductor behemoths, NVIDIA Corporation (NVDA) , recently flashed a bearish chart pattern amid regulatory headwinds. So, what’s next for NVIDIA investors? Do they sell the stock, or do they believe in NVIDIA’s inherent strength and hang on to it? Let’s find out. Death Cross Pattern Emerges; NVIDIA Stock SlumpsSeveral chip stocks, including NVIDIA, suffered losses on Wednesday. The stock slipped 5.7% yesterday, while a death cross pattern emerged last week. This means NVIDIA’ ...