Broadcom’s recent earnings-fueled rally brought its stock to record highs and its market cap above the $1 trillion mark. The surge recalls Nvidia’s meteoric rise, with both stocks more than doubling this year as demand for artificial intelligence ...

The newest member of the trillion-dollar market-cap club is looking ahead to a “likely sharp new product ramp” in the second half of 2025, according to an analyst.

Broadcom Inc.’s massive rally after last week’s earnings report is reminiscent of when Nvidia Corp. shares first started to take off back in 2023. The chipmaker now needs to prove it can follow through to become another giant of the artificial intelligence era.

Vijay Rakesh, Mizuho senior semiconductor analyst, joins 'The Exchange' to discuss the chip wars between Nvidia and Broadcom.