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AI Infrastructure · News & Analysis
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Nvidia, Broadcom, and Marvell are Oppenheimer's top chip stock picks heading into Q2 earnings, as AI infrastructure demand lifts all three.

Signals that interconnect and networking chips are now table-stakes for AI data center design; no GPU island without switch-chip economics.
Trade pressSlicast · July 19, 2026 · US · Source: MSN
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