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Chip Stock Investor provides a quick take of the recent earnings and future outlook for top artificial intelligence (AI) chip stocks Broadcom (AVGO) and Marvell (MRVL), focusing on their performance within the AI market. However, excluding AI chip sales, both companies’ semiconductor businesses remain in a cyclical decline as cloud and enterprise spending is weak in 2024.

Nick and Kasey go on to highlight Broadcom's strong profit margins, especially as it begins work to integrate the acquisition of VMware. Marvell's outlook was also not so great, so they discuss what investors should expect this year – including a huge stock repurchase plan that cannot be ignored!

Don’t forget our live Q&A session for members of the channel on Discord on March 12, 2024!

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Chapters:
00:00 Introduction and Upcoming Events
01:20 Broadcom's Q1 Fiscal 2024 Performance
03:01 Broadcom's Segment Analysis and Future Outlook
05:41 Marvell's Q4 Fiscal 2024 Performance
06:15 Marvell's Segment Analysis and Future Outlook
08:41 Comparing Marvell and Broadcom's Performance
11:35 Investment Analysis of Broadcom and Marvell

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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

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Nick and Kasey own shares of Broadcom and Marvell Technology