Barclays highlighted Nvidia, Broadcom, Credo Technology, and MACOM as its top semiconductor picks, driven by AI computing demand.
Nvidia tops the list for AI leadership, CUDA moat, and a new IREN Limited partnership; Goldman Sachs reiterates Buy rating.
Broadcom ranks second, citing a diversified AI customer base—Anthropic, OpenAI, Alphabet—and launches VMware Cloud Foundation 9.1 plus Wi‑Fi 8 chips.
MACOM posted Q2 revenue of $289 million and adjusted EPS $1.09, emphasizing growth from AI data‑center, SATCOM, and defense markets.