The hardest thing about making custom AI chips for large, demanding customers might be the expectations that go with it. Shares of Marvell Technology slid Thursday morning following its quarterly report.

Stocks Analysis by Investing.com (Damian Nowiszewski) covering: Intel Corporation, Broadcom Inc. Read Investing.com (Damian Nowiszewski)'s latest article on Investing.com

Broadcom investors evidently don't like the idea of the company potentially using Intel as its manufacturer, and sent the stock down by as much as 4.2% today. Broadcom's shares fell by 2.2% as of 11:25 a.m. ET.

Artificial Intelligence is a hot theme today. It has electrified markets and led to a massive surge in investments and impressive advancements in the AI space. However, I think the AI industry is still in the growth stage and the transformation is only beginning.

With its stock plunging -20% YTD, Broadcom's investors must be a nervous bunch heading into its Q1 2025 report. See why I upgrade AVGO from sell to hold.

The broader market has seen a considerable decline over the past week as investors re-assessed tech names. Wall Street’s change of mind about AI already drove down stocks. Still, as the Trump administration announced more tariffs for China and remained stubborn on slapping tariffs on both Canada and Mexico,

Discover why Broadcom Inc.'s fundamentals, fair valuation, and low RSI signal exciting opportunities ahead of its Q1 earnings. Click for more on AVGO.