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Nvidia, Broadcom, and Marvell are Oppenheimer's top chip stock picks heading into Q2 earnings, as AI infrastructure demand lifts all three.
Signals that interconnect and networking chips are now table-stakes for AI data center design; no GPU island without switch-chip economics.
Trade pressSlicast · July 19, 2026 · US · Source: Google News
importance 50Nvidia, Broadcom, and Marvell are Oppenheimer's top chip stock picks heading into Q2 earnings, as AI infrastructure demand lifts all three.
Signals that interconnect and networking chips are now table-stakes for AI data center design; no GPU island without switch-chip economics.