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- RukmanRukman
  ·12-18
  but
  Nvidia's Stock May Have Lost Its Luster, but the Rest of Tech Can Still Shine
  'Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,' an analyst saysNvidia Corp. dominated the technology s
  Nvidia's Stock May Have Lost Its Luster, but the Rest of Tech Can Still Shine
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- RukmanRukman
  ·12-18
  one day you might get the opportunity
  Nvidia's Stock May Have Lost Its Luster, but the Rest of Tech Can Still Shine
  'Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,' an analyst saysNvidia Corp. dominated the technology s
  Nvidia's Stock May Have Lost Its Luster, but the Rest of Tech Can Still Shine
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But it turns out the sector doesn&#39;t need it to survive.</p><p>Shares of Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> are in correction territory, down more than 10% from their latest bull-market peak, and they&#39;ve lost 5.4% across the three most recent trading sessions. Meanwhile, the Nasdaq Composite Index COMP has held its own, up 1% across the past three sessions and registering gains in two of them. And the PHLX Semiconductor Index <a href=\"https://laohu8.com/S/SOX\">SOX</a> saw its best two-day run in three months across Friday and Monday, buoyed by Broadcom Inc.&#39;s <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> earnings commentary.</p><p>The discrepancy reflects how the artificial-intelligence trade is alive and well, just broadening out beyond Nvidia. If investors were worried about the near-term health of AI spending, that likely would weigh on the tech sector as a whole. Instead, Wall Street has fresh confidence in the AI boom, glimpsing a wider slate of companies poised to benefit.</p><p>Investors aren&#39;t rotating out of technology, or even semiconductors. They spent Friday and Monday pouring fresh money into shares of Broadcom and Marvell Technology Inc. <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> - two makers of application-specific integrated circuits that could prove the next leg of AI chip growth - as well as shares of Micron Technology Inc. <a href=\"https://laohu8.com/S/MU\">$(MU)$</a>.</p><p>The moves seemed logical, Mizuho desk-based analyst Jordan Klein wrote last week following Broadcom&#39;s earnings report, which brought with it the projection of a $60 billion to $90 billion serviceable addressable market in semiconductors by 2027, with room for upside to that figure.</p><p>He thought investors might sell some Nvidia stock while adding to their Broadcom positions, especially as some hedge fund managers had gotten short on Broadcom&#39;s stock ahead of earnings while thinking that Nvidia and Marvell were better ways to play current AI trends. Long-only mutual funds were also probably underweight Broadcom, he added.</p><p>&#34;Many will need to play catch up on a 15-20% one-day rip,&#34; Klein wrote midday on Friday, before Broadcom shares were on to close 24% higher on the day. Further, he noted that those fund managers might be concerned about a &#34;sustained run higher&#34; into the early part of next year.</p><p>Broadcom now seems like a &#34;must-own&#34; play, in his view, with the company&#39;s longer-term story compelling. &#34;CEO Hock Tan set up the next 12 months extremely well,&#34; he wrote, but the years beyond that promise even more opportunity to capture AI spending from a likely growing stable of big customers.</p><p>There&#39;s also an Nvidia tie-in, with &#34;investors worrying about Broadcom-based XPUs capturing market share from Nvidia GPUs as hyperscalers build out their data centers with proprietary chips,&#34; according to Daniel O&#39;Regan, Mizuho&#39;s managing director of equity trading. He referred to graphics processing units as well as Broadcom&#39;s XPU AI accelerators.</p><p>As for Marvell, the stock was more loved ahead of the Broadcom report, but Klein said the stock looked better after Broadcom&#39;s commentary. The company also plays into custom silicon, the technology underpinning Broadcom&#39;s sizable market projection.</p><p>Nicholas Colas, the co-founder of DataTrek Research, noted that Nvidia shed $413 billion in market cap since its Nov. 7 high. 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But it turns out the sector doesn&#39;t need it to survive.</p><p>Shares of Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> are in correction territory, down more than 10% from their latest bull-market peak, and they&#39;ve lost 5.4% across the three most recent trading sessions. Meanwhile, the Nasdaq Composite Index COMP has held its own, up 1% across the past three sessions and registering gains in two of them. And the PHLX Semiconductor Index <a href=\"https://laohu8.com/S/SOX\">SOX</a> saw its best two-day run in three months across Friday and Monday, buoyed by Broadcom Inc.&#39;s <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> earnings commentary.</p><p>The discrepancy reflects how the artificial-intelligence trade is alive and well, just broadening out beyond Nvidia. If investors were worried about the near-term health of AI spending, that likely would weigh on the tech sector as a whole. Instead, Wall Street has fresh confidence in the AI boom, glimpsing a wider slate of companies poised to benefit.</p><p>Investors aren&#39;t rotating out of technology, or even semiconductors. They spent Friday and Monday pouring fresh money into shares of Broadcom and Marvell Technology Inc. <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> - two makers of application-specific integrated circuits that could prove the next leg of AI chip growth - as well as shares of Micron Technology Inc. <a href=\"https://laohu8.com/S/MU\">$(MU)$</a>.</p><p>The moves seemed logical, Mizuho desk-based analyst Jordan Klein wrote last week following Broadcom&#39;s earnings report, which brought with it the projection of a $60 billion to $90 billion serviceable addressable market in semiconductors by 2027, with room for upside to that figure.</p><p>He thought investors might sell some Nvidia stock while adding to their Broadcom positions, especially as some hedge fund managers had gotten short on Broadcom&#39;s stock ahead of earnings while thinking that Nvidia and Marvell were better ways to play current AI trends. Long-only mutual funds were also probably underweight Broadcom, he added.</p><p>&#34;Many will need to play catch up on a 15-20% one-day rip,&#34; Klein wrote midday on Friday, before Broadcom shares were on to close 24% higher on the day. Further, he noted that those fund managers might be concerned about a &#34;sustained run higher&#34; into the early part of next year.</p><p>Broadcom now seems like a &#34;must-own&#34; play, in his view, with the company&#39;s longer-term story compelling. &#34;CEO Hock Tan set up the next 12 months extremely well,&#34; he wrote, but the years beyond that promise even more opportunity to capture AI spending from a likely growing stable of big customers.</p><p>There&#39;s also an Nvidia tie-in, with &#34;investors worrying about Broadcom-based XPUs capturing market share from Nvidia GPUs as hyperscalers build out their data centers with proprietary chips,&#34; according to Daniel O&#39;Regan, Mizuho&#39;s managing director of equity trading. He referred to graphics processing units as well as Broadcom&#39;s XPU AI accelerators.</p><p>As for Marvell, the stock was more loved ahead of the Broadcom report, but Klein said the stock looked better after Broadcom&#39;s commentary. The company also plays into custom silicon, the technology underpinning Broadcom&#39;s sizable market projection.</p><p>Nicholas Colas, the co-founder of DataTrek Research, noted that Nvidia shed $413 billion in market cap since its Nov. 7 high. But Broadcom added $302 billion over that span, while Marvell tacked on another $27 billion.</p><p>&#34;Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,&#34; Colas wrote. &#34;They may not be as noticeable, but they continue to get the job done.&#34;</p><p>Meanwhile, Micron&#39;s story is mixed, but Klein noted highly negative sentiment that could have prompted some short covering as bearish investors feared the sort of surge that Broadcom shares saw.</p><p>The resilience of large-cap technology and the Invesco QQQ Trust QQQ in the face of Nvidia&#39;s weakness is &#34;a very reassuring sign that investor confidence is bigger than just one stock,&#34; Colas noted.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","LU0109392836.USD":"富兰克林科技股A","BK4503":"景林资产持仓","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","NVDA":"英伟达","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","AVGO":"博通","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","QCOM":"高通"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492102309","content_text":"'Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,' an analyst saysNvidia Corp. dominated the technology sector for much of this year. But it turns out the sector doesn't need it to survive.Shares of Nvidia $(NVDA)$ are in correction territory, down more than 10% from their latest bull-market peak, and they've lost 5.4% across the three most recent trading sessions. Meanwhile, the Nasdaq Composite Index COMP has held its own, up 1% across the past three sessions and registering gains in two of them. And the PHLX Semiconductor Index SOX saw its best two-day run in three months across Friday and Monday, buoyed by Broadcom Inc.'s $(AVGO)$ earnings commentary.The discrepancy reflects how the artificial-intelligence trade is alive and well, just broadening out beyond Nvidia. If investors were worried about the near-term health of AI spending, that likely would weigh on the tech sector as a whole. Instead, Wall Street has fresh confidence in the AI boom, glimpsing a wider slate of companies poised to benefit.Investors aren't rotating out of technology, or even semiconductors. They spent Friday and Monday pouring fresh money into shares of Broadcom and Marvell Technology Inc. $(MRVL)$ - two makers of application-specific integrated circuits that could prove the next leg of AI chip growth - as well as shares of Micron Technology Inc. $(MU)$.The moves seemed logical, Mizuho desk-based analyst Jordan Klein wrote last week following Broadcom's earnings report, which brought with it the projection of a $60 billion to $90 billion serviceable addressable market in semiconductors by 2027, with room for upside to that figure.He thought investors might sell some Nvidia stock while adding to their Broadcom positions, especially as some hedge fund managers had gotten short on Broadcom's stock ahead of earnings while thinking that Nvidia and Marvell were better ways to play current AI trends. Long-only mutual funds were also probably underweight Broadcom, he added.\"Many will need to play catch up on a 15-20% one-day rip,\" Klein wrote midday on Friday, before Broadcom shares were on to close 24% higher on the day. Further, he noted that those fund managers might be concerned about a \"sustained run higher\" into the early part of next year.Broadcom now seems like a \"must-own\" play, in his view, with the company's longer-term story compelling. \"CEO Hock Tan set up the next 12 months extremely well,\" he wrote, but the years beyond that promise even more opportunity to capture AI spending from a likely growing stable of big customers.There's also an Nvidia tie-in, with \"investors worrying about Broadcom-based XPUs capturing market share from Nvidia GPUs as hyperscalers build out their data centers with proprietary chips,\" according to Daniel O'Regan, Mizuho's managing director of equity trading. He referred to graphics processing units as well as Broadcom's XPU AI accelerators.As for Marvell, the stock was more loved ahead of the Broadcom report, but Klein said the stock looked better after Broadcom's commentary. The company also plays into custom silicon, the technology underpinning Broadcom's sizable market projection.Nicholas Colas, the co-founder of DataTrek Research, noted that Nvidia shed $413 billion in market cap since its Nov. 7 high. But Broadcom added $302 billion over that span, while Marvell tacked on another $27 billion.\"Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,\" Colas wrote. \"They may not be as noticeable, but they continue to get the job done.\"Meanwhile, Micron's story is mixed, but Klein noted highly negative sentiment that could have prompted some short covering as bearish investors feared the sort of surge that Broadcom shares saw.The resilience of large-cap technology and the Invesco QQQ Trust QQQ in the face of Nvidia's weakness is \"a very reassuring sign that investor confidence is bigger than just one stock,\" Colas noted.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383003113189592,"gmtCreate":1734502687112,"gmtModify":1734503827927,"author":{"id":"4197575862769762","authorId":"4197575862769762","name":"Rukman","avatar":"https://community-static.tradeup.com/news/ef982209ffb21fe6334d1be0149551cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197575862769762","authorIdStr":"4197575862769762"},"themes":[],"htmlText":"one day you might get the opportunity&nbsp;","listText":"one day you might get the opportunity&nbsp;","text":"one day you might get the opportunity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383003113189592","repostId":"2492102309","repostType":2,"repost":{"id":"2492102309","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1734498292,"share":"https://ttm.financial/m/news/2492102309?lang=&edition=fundamental","pubTime":"2024-12-18 13:04","market":"other","language":"en","title":"Nvidia's Stock May Have Lost Its Luster, but the Rest of Tech Can Still Shine","url":"https://stock-news.laohu8.com/highlight/detail?id=2492102309","media":"Dow Jones","summary":"'Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,' an analyst saysNvidia Corp. dominated the technology s","content":"<html><head></head><body><p>&#39;Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,&#39; an analyst says</p><p>Nvidia Corp. dominated the technology sector for much of this year. But it turns out the sector doesn&#39;t need it to survive.</p><p>Shares of Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> are in correction territory, down more than 10% from their latest bull-market peak, and they&#39;ve lost 5.4% across the three most recent trading sessions. Meanwhile, the Nasdaq Composite Index COMP has held its own, up 1% across the past three sessions and registering gains in two of them. And the PHLX Semiconductor Index <a href=\"https://laohu8.com/S/SOX\">SOX</a> saw its best two-day run in three months across Friday and Monday, buoyed by Broadcom Inc.&#39;s <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> earnings commentary.</p><p>The discrepancy reflects how the artificial-intelligence trade is alive and well, just broadening out beyond Nvidia. If investors were worried about the near-term health of AI spending, that likely would weigh on the tech sector as a whole. Instead, Wall Street has fresh confidence in the AI boom, glimpsing a wider slate of companies poised to benefit.</p><p>Investors aren&#39;t rotating out of technology, or even semiconductors. They spent Friday and Monday pouring fresh money into shares of Broadcom and Marvell Technology Inc. <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> - two makers of application-specific integrated circuits that could prove the next leg of AI chip growth - as well as shares of Micron Technology Inc. <a href=\"https://laohu8.com/S/MU\">$(MU)$</a>.</p><p>The moves seemed logical, Mizuho desk-based analyst Jordan Klein wrote last week following Broadcom&#39;s earnings report, which brought with it the projection of a $60 billion to $90 billion serviceable addressable market in semiconductors by 2027, with room for upside to that figure.</p><p>He thought investors might sell some Nvidia stock while adding to their Broadcom positions, especially as some hedge fund managers had gotten short on Broadcom&#39;s stock ahead of earnings while thinking that Nvidia and Marvell were better ways to play current AI trends. Long-only mutual funds were also probably underweight Broadcom, he added.</p><p>&#34;Many will need to play catch up on a 15-20% one-day rip,&#34; Klein wrote midday on Friday, before Broadcom shares were on to close 24% higher on the day. Further, he noted that those fund managers might be concerned about a &#34;sustained run higher&#34; into the early part of next year.</p><p>Broadcom now seems like a &#34;must-own&#34; play, in his view, with the company&#39;s longer-term story compelling. &#34;CEO Hock Tan set up the next 12 months extremely well,&#34; he wrote, but the years beyond that promise even more opportunity to capture AI spending from a likely growing stable of big customers.</p><p>There&#39;s also an Nvidia tie-in, with &#34;investors worrying about Broadcom-based XPUs capturing market share from Nvidia GPUs as hyperscalers build out their data centers with proprietary chips,&#34; according to Daniel O&#39;Regan, Mizuho&#39;s managing director of equity trading. He referred to graphics processing units as well as Broadcom&#39;s XPU AI accelerators.</p><p>As for Marvell, the stock was more loved ahead of the Broadcom report, but Klein said the stock looked better after Broadcom&#39;s commentary. The company also plays into custom silicon, the technology underpinning Broadcom&#39;s sizable market projection.</p><p>Nicholas Colas, the co-founder of DataTrek Research, noted that Nvidia shed $413 billion in market cap since its Nov. 7 high. But Broadcom added $302 billion over that span, while Marvell tacked on another $27 billion.</p><p>&#34;Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,&#34; Colas wrote. &#34;They may not be as noticeable, but they continue to get the job done.&#34;</p><p>Meanwhile, Micron&#39;s story is mixed, but Klein noted highly negative sentiment that could have prompted some short covering as bearish investors feared the sort of surge that Broadcom shares saw.</p><p>The resilience of large-cap technology and the Invesco QQQ Trust QQQ in the face of Nvidia&#39;s weakness is &#34;a very reassuring sign that investor confidence is bigger than just one stock,&#34; Colas noted.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Stock May Have Lost Its Luster, but the Rest of Tech Can Still Shine</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Stock May Have Lost Its Luster, but the Rest of Tech Can Still Shine\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-12-18 13:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>&#39;Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,&#39; an analyst says</p><p>Nvidia Corp. dominated the technology sector for much of this year. But it turns out the sector doesn&#39;t need it to survive.</p><p>Shares of Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> are in correction territory, down more than 10% from their latest bull-market peak, and they&#39;ve lost 5.4% across the three most recent trading sessions. Meanwhile, the Nasdaq Composite Index COMP has held its own, up 1% across the past three sessions and registering gains in two of them. And the PHLX Semiconductor Index <a href=\"https://laohu8.com/S/SOX\">SOX</a> saw its best two-day run in three months across Friday and Monday, buoyed by Broadcom Inc.&#39;s <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> earnings commentary.</p><p>The discrepancy reflects how the artificial-intelligence trade is alive and well, just broadening out beyond Nvidia. If investors were worried about the near-term health of AI spending, that likely would weigh on the tech sector as a whole. Instead, Wall Street has fresh confidence in the AI boom, glimpsing a wider slate of companies poised to benefit.</p><p>Investors aren&#39;t rotating out of technology, or even semiconductors. They spent Friday and Monday pouring fresh money into shares of Broadcom and Marvell Technology Inc. <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> - two makers of application-specific integrated circuits that could prove the next leg of AI chip growth - as well as shares of Micron Technology Inc. <a href=\"https://laohu8.com/S/MU\">$(MU)$</a>.</p><p>The moves seemed logical, Mizuho desk-based analyst Jordan Klein wrote last week following Broadcom&#39;s earnings report, which brought with it the projection of a $60 billion to $90 billion serviceable addressable market in semiconductors by 2027, with room for upside to that figure.</p><p>He thought investors might sell some Nvidia stock while adding to their Broadcom positions, especially as some hedge fund managers had gotten short on Broadcom&#39;s stock ahead of earnings while thinking that Nvidia and Marvell were better ways to play current AI trends. Long-only mutual funds were also probably underweight Broadcom, he added.</p><p>&#34;Many will need to play catch up on a 15-20% one-day rip,&#34; Klein wrote midday on Friday, before Broadcom shares were on to close 24% higher on the day. Further, he noted that those fund managers might be concerned about a &#34;sustained run higher&#34; into the early part of next year.</p><p>Broadcom now seems like a &#34;must-own&#34; play, in his view, with the company&#39;s longer-term story compelling. &#34;CEO Hock Tan set up the next 12 months extremely well,&#34; he wrote, but the years beyond that promise even more opportunity to capture AI spending from a likely growing stable of big customers.</p><p>There&#39;s also an Nvidia tie-in, with &#34;investors worrying about Broadcom-based XPUs capturing market share from Nvidia GPUs as hyperscalers build out their data centers with proprietary chips,&#34; according to Daniel O&#39;Regan, Mizuho&#39;s managing director of equity trading. He referred to graphics processing units as well as Broadcom&#39;s XPU AI accelerators.</p><p>As for Marvell, the stock was more loved ahead of the Broadcom report, but Klein said the stock looked better after Broadcom&#39;s commentary. The company also plays into custom silicon, the technology underpinning Broadcom&#39;s sizable market projection.</p><p>Nicholas Colas, the co-founder of DataTrek Research, noted that Nvidia shed $413 billion in market cap since its Nov. 7 high. But Broadcom added $302 billion over that span, while Marvell tacked on another $27 billion.</p><p>&#34;Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,&#34; Colas wrote. &#34;They may not be as noticeable, but they continue to get the job done.&#34;</p><p>Meanwhile, Micron&#39;s story is mixed, but Klein noted highly negative sentiment that could have prompted some short covering as bearish investors feared the sort of surge that Broadcom shares saw.</p><p>The resilience of large-cap technology and the Invesco QQQ Trust QQQ in the face of Nvidia&#39;s weakness is &#34;a very reassuring sign that investor confidence is bigger than just one stock,&#34; Colas noted.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","LU0109392836.USD":"富兰克林科技股A","BK4503":"景林资产持仓","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","NVDA":"英伟达","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","AVGO":"博通","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","QCOM":"高通"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492102309","content_text":"'Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,' an analyst saysNvidia Corp. dominated the technology sector for much of this year. But it turns out the sector doesn't need it to survive.Shares of Nvidia $(NVDA)$ are in correction territory, down more than 10% from their latest bull-market peak, and they've lost 5.4% across the three most recent trading sessions. Meanwhile, the Nasdaq Composite Index COMP has held its own, up 1% across the past three sessions and registering gains in two of them. And the PHLX Semiconductor Index SOX saw its best two-day run in three months across Friday and Monday, buoyed by Broadcom Inc.'s $(AVGO)$ earnings commentary.The discrepancy reflects how the artificial-intelligence trade is alive and well, just broadening out beyond Nvidia. If investors were worried about the near-term health of AI spending, that likely would weigh on the tech sector as a whole. Instead, Wall Street has fresh confidence in the AI boom, glimpsing a wider slate of companies poised to benefit.Investors aren't rotating out of technology, or even semiconductors. They spent Friday and Monday pouring fresh money into shares of Broadcom and Marvell Technology Inc. $(MRVL)$ - two makers of application-specific integrated circuits that could prove the next leg of AI chip growth - as well as shares of Micron Technology Inc. $(MU)$.The moves seemed logical, Mizuho desk-based analyst Jordan Klein wrote last week following Broadcom's earnings report, which brought with it the projection of a $60 billion to $90 billion serviceable addressable market in semiconductors by 2027, with room for upside to that figure.He thought investors might sell some Nvidia stock while adding to their Broadcom positions, especially as some hedge fund managers had gotten short on Broadcom's stock ahead of earnings while thinking that Nvidia and Marvell were better ways to play current AI trends. Long-only mutual funds were also probably underweight Broadcom, he added.\"Many will need to play catch up on a 15-20% one-day rip,\" Klein wrote midday on Friday, before Broadcom shares were on to close 24% higher on the day. Further, he noted that those fund managers might be concerned about a \"sustained run higher\" into the early part of next year.Broadcom now seems like a \"must-own\" play, in his view, with the company's longer-term story compelling. \"CEO Hock Tan set up the next 12 months extremely well,\" he wrote, but the years beyond that promise even more opportunity to capture AI spending from a likely growing stable of big customers.There's also an Nvidia tie-in, with \"investors worrying about Broadcom-based XPUs capturing market share from Nvidia GPUs as hyperscalers build out their data centers with proprietary chips,\" according to Daniel O'Regan, Mizuho's managing director of equity trading. He referred to graphics processing units as well as Broadcom's XPU AI accelerators.As for Marvell, the stock was more loved ahead of the Broadcom report, but Klein said the stock looked better after Broadcom's commentary. The company also plays into custom silicon, the technology underpinning Broadcom's sizable market projection.Nicholas Colas, the co-founder of DataTrek Research, noted that Nvidia shed $413 billion in market cap since its Nov. 7 high. But Broadcom added $302 billion over that span, while Marvell tacked on another $27 billion.\"Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,\" Colas wrote. \"They may not be as noticeable, but they continue to get the job done.\"Meanwhile, Micron's story is mixed, but Klein noted highly negative sentiment that could have prompted some short covering as bearish investors feared the sort of surge that Broadcom shares saw.The resilience of large-cap technology and the Invesco QQQ Trust QQQ in the face of Nvidia's weakness is \"a very reassuring sign that investor confidence is bigger than just one stock,\" Colas noted.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}