custom AI processors

2 articles
Investing.comInvesting.com··Leo Miller

Broadcom Nears $400 on Extended Meta AI Chip Deal Through 2029

Broadcom nears $400 per share boosted by expanded Meta AI partnership extending through 2029, with valuations compressing to defensible 30x forward P/E from prior 47x-49x peaks.
METAGOOGGOOGLAVGOAI chipsearnings growth
The Motley FoolThe Motley Fool··Harsh Chauhan

Marvell Technology Positioned for 66% Upside as AI Chip Demand Accelerates

Marvell Technology shows 81% earnings growth in fiscal 2026 with analyst projections for 66% upside potential to $148/share by end of 2026, driven by surging AI infrastructure spending.
METAMSFTAMZNGOOGGOOGL+1AI infrastructure spendinghyperscaler investments