Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum are rising fast.

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

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.

Barclays analysts predict Marvell Technology and Nvidia to lead AI semiconductor firms in 2025, with high demand opening doors for other companies. Read more here.

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.

Marvell Technology stands out as a leader in the transition to custom silicon AI, offering efficient and cost-effective solutions. See why MRVL stock is a Buy.

Dow Jones futures rose modestly early Monday, along with S&P 500 futures and Nasdaq futures, while Bitcoin hit a record high. Donald Trump's inauguration is imminent, with the incoming president expected to issue a flurry of day one executive orders.