AVGO

After weeks of heavy selling in artificial intelligence and semiconductor stocks, UBS believes the sharp momentum unwind could be approaching its final stages, potentially opening the door for investors to gradually rebuild positions in the sector. The bank's trading desk said hedge funds have already made one of the largest reductions in momentum and semiconductor exposure on record, suggesting much of the forced selling may already be behind the market.

Chip stocks rose on Monday as investors bought the dip following last week's rout.

Broadcom AVGO stock rose 2% on Monday after Morgan Stanley reiterated its overweight rating on the semiconductor company and Nvidia, highlighting both stocks as preferred ways to gain exposure to the artificial intelligence infrastructure buildout. The brokerage said memory-related opportunities were improving but maintained that Nvidia and Broadcom continue to offer the most attractive risk-reward profile within its semiconductor coverage universe.

Micron, Texas Instruments, NVIDIA and Broadcom pair AI-driven growth with billions in free cash flow amid market volatility.

Morgan Stanley has identified seven semiconductor and AI infrastructure stocks as attractive buying opportunities following the recent selloff in memory-related equities.

A new exchange-traded fund is trying to package the biggest names in artificial intelligence into a single ticker that also pays regular income.

While the market rewards every AI story stock with a nosebleed multiple, four legacy tech names keep quietly writing checks to shareholders.

Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) were down 5% Friday morning to $477.81, leading a selloff across semiconductor stocks.

Jim Cramer told his X followers this month, “If there is going to be a turn the stock of Broadcom will let you know.

Few companies have ridden the artificial intelligence (AI) infrastructure boom as successfully as Broadcom NASDAQ: AVGO. The tech giant has been a go-to name for investors looking to play the buildout of AI data centers, and its shares are up around 40% over the past year as a result.