Munro Partners, an investment management firm, released its “Munro Global Growth Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here. In the December quarter, the Fund and MAET.

Broadcom, under CEO Hock Tan, now finds itself at the epicentre of one of the world’s fastest-growing markets — AI chips

Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, sparking discussions about whether Samsung can make a comeback with HBM3E in 2025.

Broadcom also is winning thanks to its integration of cloud virtualization company VMware -- the acquisition closed a year ago. VMware operating margin has reached 70%, and Broadcom says it's on the path to delivering adjusted EBITDA that surpasses its goal of $8.5 billion after three years.

Wall St rallies as Intel, Nvidia, and SLB lead gains. Banks surge 6%, while Truist climbs on strong profits. Investors eye Trump’s policy outlook.

Broadcom's recent fiscal performance underscores its resilience, with AI-related revenue driving better-than-expected fourth-quarter results. The company anticipates $14.6 billion in revenue and an EBITDA margin of approximately 66% for the upcoming quarter, cementing its position alongside NVIDIA Corp NVDA in the AI infrastructure race.

The chipmaker, which has led a rally in artificial intelligence stocks, laid out a vision for dominating so-called physical A.I. Investors appeared impressed.

IT services company Advizex investments in 2025 are in HPE-Juniper networking, Nvidia, Broadcom-VMware services, AI and XaaS.

Nvidia still has the stock-boosting power, but its strength may be waning as some investors wonder how long it will last.

The shift toward custom AI chips has intensified competition among semiconductor giants. Companies such as Broadcom and Marvell have surged in relevance and stock value as they co

Nvidia ( NVDA -3.00%) has been the poster child of the AI revolution so far, and rightfully so. Its processors are the heart of the vast majority of AI data centers. As time marches on, though, data center operators are looking for other ways of handling even more data, and handling it even faster.

Analyst N. Quinn Bolton notes 2024's divergence in fortunes for semiconductor companies exposed to different end markets. AI stocks outperformed.