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Citigroup highlights Nvidia and Broadcom as top chipmakers benefiting from AI-driven data center demand, assigning strong price targets amid softening PC and smartphone markets.
Nvidia is poised for a strong move after planning a $30 billion investment in OpenAI amid broader market jitters from Middle East tensions and private equity sell-offs.
TSMC's strong January revenue growth signals robust AI hardware demand, benefiting Nvidia's outlook and driving stock gains ahead of earnings.