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CNBC

A top chip stock analyst sees big things for Nvidia, Broadcom. How his case aligns with ours

Tuesday, September 22, 2026


An analyst expressed positive views on Nvidia and Broadcom. The assessment was made amid ongoing discussions about the pace of AI model development and increased investor interest in alternative segments of the AI chip market.

Original reporting: https://www.cnbc.com/2026/09/22/a-top-chip-stock-analyst-sees-big-things-for-nvidia-broadcom-how-his-case-aligns-with-ours.html

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