America NOW! covers NVIDIA, Broadcom, Advanced Micro Devices, Marvell Technology, and Cerebras Systems A as five AI semiconductor-related stocks, highlighting their outlooks and expected revenue growth for the next fiscal year.
The US stock market fluctuated last week against the backdrop of long-term interest rate movements and comments from monetary authorities. This week, August inflation data, developments in the Middle East, and Apple's new product launch event are attracting market attention, with a focus on the next fiscal year's revenue outlooks for AI semiconductor-related stocks, including NVIDIA and Broadcom.
The article covers five stocks: NVIDIA, Broadcom, Advanced Micro Devices, Marvell Technology, and Cerebras Systems A, outlining key points concerning each company's revenue outlook and growth potential for the next fiscal year. NVIDIA's revenue is expected to increase by approximately 70% next fiscal year, while Broadcom's AI semiconductor revenue is expected to nearly double both next fiscal year and the following fiscal year.
AMD has indicated that its data center revenue is expected to double, while Marvell Technology has raised its guidance for data center revenue. Cerebras is reported to be benefiting from expanding demand for innovative AI semiconductors. The article also states that these five stocks rose sharply on 4 September amid a broad market decline.
Events scheduled for this week include Apple's new product launch event, the release of August inflation data, and the publication of the US Producer Price Index and Consumer Price Index. Developments in the Middle East also warrant attention.