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.

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here. The U.S.

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.

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