Marvell Technology (MRVL, Financial) and Nvidia (NVDA, Financial) stand out as top artificial intelligence semiconductor plays for 2025, according to a Barclays report led by analyst Tom O’Malley.
Barclays highlights Broadcom (AVGO, Financial), Credo Technology (CRDO, Financial), and Lumentum Holdings (LITE, Financial) as additional AI beneficiaries. The firm upgraded Lumentum to Overweight from Underweight, setting a $125 price target, citing strong demand from hyperscalers moving to…
Article Source
https://www.gurufocus.com/news/2661186/barclays-sees-ai-chip-boom-nvidia-marvell-and-broadcom-poised-for-explosive-growth
