Active managers continue to favor Nvidia as the top chip stock, though Broadcom is gaining ground.

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Nvidia continues to dominate as the most-owned chip stock among active managers, maintaining a strong presence in the market. However, Broadcom is emerging as a notable competitor, showing signs of growth and attracting attention from investors. The two companies are increasingly competing for market share, with Broadcom making strategic moves to potentially challenge Nvidia’s position in the industry. As the rivalry between the two firms intensifies, investors are keeping a close eye on both stocks to see how their performance and market presence evolve in the coming months.

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https://www.marketwatch.com/livecoverage/stock-market-today-dow-futures-dip-as-powell-comments-eyed/card/nvidia-is-still-most-owned-chip-stock-for-active-managers-but-broadcom-is-making-moves-cLqCv8I2qyZ7tY4PbqyI