Meet the Super Semiconductor Stock Crushing Nvidia in 2025. Is It a Buy, Hold, or Sell From Here?

Most artificial intelligence (AI) development happens with the help of data centers filled with purpose-designed chips and networking equipment. Nvidia (NASDAQ: NVDA) CEO Jensen Huang predicts tech giants will spend an eye-popping $4 trillion on AI data center infrastructure by 2030 to help further this AI development. That suggests a gargantuan financial opportunity for the semiconductor industry. Broadcom (NASDAQ: AVGO) wants to capture a chunk of this rapidly growing market. Tech giants are already lining up to buy the company's customizable AI accelerators (a type of data center chip) and networking equipment, and the chip designer revealed a new $10 billion deal last Thursday that sent Wall Street into a frenzy. Broadcom stock has soared by 44% in 2025, outpacing Nvidia stock, which is up by just 25%. That has led to Broadcom having a sky-high valuation, which could hamper further upside.So is Broadcom stock a buy, sell, or hold from here? The answer might depend on your time horizon.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool