Nvidia, Broadcom, Marvell among Oppenheimer’s top chip picks ahead of earnings season

Ahead of earnings season, Oppenheimer reiterated that Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Marvell (NASDAQ:MRVL) and Monolithic Power Systems (NASDAQ:MPWR) are its top picks in the semiconductor space.

“Against a noisy macro/tariff backdrop, we view AI as the best/safest growth vector,” analyst Rick Schafer