‘Own Nvidia, Broadcom,’ But Avoid AMD Stock – Bernstein Weighs In on AI Chip Stocks

‘Own Nvidia, Broadcom,’ But Avoid AMD Stock – Bernstein Weighs In on AI Chip Stocks

By Shalu Saraf
Publication Date: 2026-03-24 06:50:00

Nvidia ($NVDA), Broadcom ($AVGO), and Advanced Micro Devices ($AMD) remain key players in the AI chip space, but Bernstein is drawing a clear line between the winne…