These Wall Street analysts see substantial upside in artificial intelligence stocks Nvidia and Broadcom.Semiconductor company Nvidia (NVDA -0.36%) completed a 10-for-1 stock split in June, and fellow chipmaker Broadcom (AVGO 1.19%) has a 10-for-1 stock split planned for July. Savvy investors have gravitated toward both stocks. A company's share price tends to increase about twice as fast as the S&P 500 (^GSPC -0.41%) during the year following a stock split announcement.Indeed, certain Wall Street analysts s ...

The S&P 500 closed at a record high seven times in June as a string of earnings reports from the likes of Broadcom (AVGO) and Oracle (ORCL) showed demand for artificial intelligence (AI) and the wares that make it work remained as healthy as ever.  Heading into the second half of the year, the tech sector has momentum on its side and Wall Street expects the largest names, including Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN), to continue reporting robust earnings growth. Below, we look at a few c ...

With Broadcom's stock split approaching, can it repeat Nvidia's rise?If you believe its hype, artificial intelligence (AI) is one of the most profound advances in technology ever. This may be hyperbole -- time will tell -- but it's clear already that the technology has commercial power. Its impact in the market has been enormous, with its champion, Nvidia (NVDA -0.36%), joining Apple and Microsoft as among the biggest companies in the world.Nvidia's rise led to the company splitting its stock 10-for-1, open ...

The company's technology pervades the artificial intelligence (AI) ecosystem, but is the stock a buy before July 12?When Broadcom (AVGO 1.19%) released the results of its fiscal 2024 second quarter, ended May 5, the company delivered results that sailed past Wall Street's expectations. More intriguing for shareholders, however, was another development.In conjunction with its financial report, Broadcom's management revealed a 10-for-1 stock split. Since its announcement on Jun 12, shares have climbed 6% (as ...

DNY59Dividend investing can be quite challenging in the rapidly changing world in which we find ourselves. Many times, dividend investors may focus on dividend kings and aristocrats (NOBL) with the thought that since their business models have been able to support dividend growth every year for 25 to 50 or more years without any interruptions, they are likely to continue doing so for years to come. While this principle generally holds, there are still some glaring exceptions, as evidenced by recent mass ...

Since its inception, Broadcom Inc. (AVGO) has provided generous returns to its shareholders. The company provides various services and is a market leader in data centers and AI Ethernet switching. Its stock has gone up this year mainly on AI-optimism.Over the last decade, Broadcom has expanded appreciably. In 2016, Singapore-based Avago Tech acquired Broadcom for $37 billion and took on the Broadcom brand name. Since 2018, the company has expanded by acquiring CA Technologies for $19 billion, Symantec’s ent ...

文章核心观点 - Nvidia和Broadcom都是人工智能(AI)领域的领军企业,近期进行了10比1的股票拆分 [1][2][3] - 分析师预测AI市场未来可能从目前的2000亿美元增长到1万亿美元 [3] - 两家公司都有良好的增长前景,但Broadcom相对于Nvidia更具有投资价值 [11][12][13][14] Nvidia - Nvidia是全球最高性能图形处理器(GPU)的供应商,在AI训练和推理等关键任务中占据主导地位 [4] - Nvidia的收益和收入都呈现三位数增长,得益于其芯片和相关产品在AI市场的主导地位 [5] - Nvidia虽然股价下调,但公司估值仍较高 [6] Broadcom - Broadcom是半导体和网络设备领域的专家,在AI数据中心领域增长尤为迅猛 [7][8] - Broadcom最近收购VMware,这将带来收入和利润的进一步提升 [9] - Broadcom的估值水平相对Nvidia更加合理 [10] - 投资者可以选择在Broadcom股票拆分后买入,也可以现在就买入这只AI领域的优质股票 [13][14]

文章核心观点 - 该科技公司从未进行过股票拆分 [1][2][5] - 随着人工智能(AI)需求的增长,公司收入大幅增长,股价也从未有过如此高的水平 [4][6][7] - 公司产品在AI数据中心中广受欢迎,未来增长前景看好,有可能进行股票拆分 [7][9][10] 公司概况 - 公司名称为Super Micro Computer,主要生产服务器、工作站、全机架解决方案等AI数据中心所需设备 [4] - 过去5年公司股价涨幅超过4000%,最高曾超过1000美元 [4] - 公司从未进行过股票拆分,因为过去大部分时间股价都在20美元以下 [5] - 随着AI市场的快速增长,公司收入也大幅增长,今年第一季度收入达到30亿美元 [6][7] 行业分析 - 分析师预测AI市场将从目前的2000亿美元增长到2030年的1万亿美元 [8][9] - 公司与英伟达等芯片巨头合作,能够快速集成最新创新,满足客户需求 [9] - 公司的液冷技术对于AI数据中心至关重要,未来将有更多产品采用该技术 [10]

文章核心观点 - 尽管Broadcom公司的股价近期有所下跌,但分析师仍看好该公司的定制AI芯片业务[1] 公司概况 - Broadcom公司是一家专注于定制AI芯片的公司[1] - 公司拥有10年以上的投资银行从业经验的资深研究分析师[1] - 分析师擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险[1] 行业分析 - Broadcom公司的定制AI芯片业务前景广阔[1] - 该公司在定制AI芯片领域具有竞争优势[1]

文章核心观点 - 股票拆分趋势正在卷土重来,不仅科技股拆分,也有更多消费类股票拆分[1][2] - 股票拆分虽然不会改变公司本质,但可以发出积极信号,投资者也倾向于接受[4] - 三家即将拆分股票的公司包括Chipotle、Williams-Sonoma和Broadcom[3] Chipotle Mexican Grill (CMG) - Chipotle股价已超过3,200美元,将以50:1的比例进行拆分,拆分后每股价格约64美元[5] - Chipotle业务蒸蒸日上,第一季度销售增长14%,同店销售增长7%,利润率也有所提升[6][7] - 分析师预计Chipotle未来长期盈利将以22%的复合年增长率增长,是一个不错的投资机会[8] Williams-Sonoma (WSM) - Williams-Sonoma将于7月9日进行2:1的股票拆分,将股价从300美元左右降至150美元左右[10] - 尽管公司宣称拆分是为了让股票更容易被投资者和员工购买,但公司业绩近期并未太多起色[11] - 受通胀和高利率影响,公司不得不向中低收入消费者群体拓展,销售和同店销售均有所下滑[12][13] - 在公司业绩未能显示长期增长信号之前,投资者可能需要谨慎对待[14] Broadcom (AVGO) - Broadcom将于7月15日进行10:1的股票拆分,将股价从1,600美元左右降至160美元左右[15] - Broadcom正从移动设备芯片转向数据中心基础设施,并专注于开发低功耗加速器,以满足超大规模数据中心的需求[16] - 随着人工智能业务快速增长,Broadcom未来增长潜力巨大,投资者可以考虑在拆分前后买入[17]