Key Points Nvidia and Broadcom are both poised to see strong revenue growth driven by insatiable demand for AI compute power. AMD and Arm Holdings both have big opportunities with CPUs and agentic AI. Marvell is well-positioned in custom chips and optical networking. 10 stocks we like better than Nvidia › Analysts at Piper Sandler started coverage of several artificial intelligence (AI) semiconductor stocks, forecasting between 19% and 37% upside in Nvidia (NASDAQ: NVDA) , Broadcom (NASDAQ: AVGO) , Arm Holdings (NASDAQ: ARM) , Advanced Micro Devices (NASDAQ: AMD) , and Marvell Technology (NASDAQ: MRVL) . All five stocks received "overweight" ratings.
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