Networking & Optics checks positive for Broadcom, Nvidia: Evercore

Networking & Optics checks positive for Broadcom, Nvidia: Evercore

By Ravikash Bakolia
Publication Date: 2026-02-23 15:16:00

Evercore said its AI channel checks related to Networking and Optics are positive for Nvidia (NVDA), Broadcom (AVGO), Astera, Marvell and Macom.