Goldman sees in Nvidia, Broadcom in the AI boom, massively on the head

July 14th – Goldman Sachs recently updated his reporting on Nvidia (Nasdaq: NVDA) and Broadcom (Nasdaq: Avgo) with “purchase” stats and high price goals.

The bank set the goal of Nvidia to 185 US dollars, citing the management of the chipmaker in the AI infrastructure, the expansion of the customer base and the fast product innovation. Nvidia's shares have increased by more than 20%. Date.

Broadcom received a target of 315 US dollars when Goldman highlighted its strength in customer -specific silicon and in the important infrastructure -software business. The company expects AI to make up more than 40% of Broadcom's sales by 2026.

Analyst James Schneider found that both companies are services and software ecosystem leaders and that they position them well in the developing AI output cycle. In view of their growth prospects and hyperskal partnerships, he sees the current reviews as attractive.

The Goldman model comes in the continued AI capital editions and the differentiation led by software. While monetization was uneven, Schneider believes that early signs of improving cost efficiency and sales growth indicate.

Other analysts repeated optimism: Citi recently raised its goals on several AI -linked semiconductors, and Morgan Stanley made both companies overweight.

This article first appeared on Gurufocus.