Nvidia is rolling out Blackwell, its next-generation AI chip architecture. Meanwhile, Broadcom is chasing what could be a $90 billion opportunity by 2027.

Broadcom’s stock is bucking Friday’s tech-sector declines as a Jefferies analyst highlighted rosy pricing and earnings-growth opportunities.

Some on Wall Street see artificial intelligence-driven demand poised to push sales of Broadcom's chips to fresh highs, powering its stock higher in 2025. But others are more cautious—in the near term,

After a significant run-up, some investors have cooled on Nvidia stock. There are a number of potential catalysts on the horizon that could send the chipmaker higher. Nvidia's multiple has ticked steadily lower over the course of the year,

This year has been one of milestones for top tech company Nvidia (NASDAQ: NVDA). Nvidia also won a spot among the elite, with an invitation to join the Dow Jones Industrial Average, and the stock became the best performer on the benchmark for the year.