These two AI names boast outperform ratings at the firm.
No one has been able to dethrone Nvidia as the top play in generative artificial intelligence, according to Bernstein. But the Wall Street firm is also watching Broadcom . Analyst Stacy Rasgon said chipmaker Nvidia is still the best pick for investing around generative AI. Rasgon pointed to the strong outlook for data centers as well as potential future upside from opportunities in software, cloud and automotives as reasons to be optimistic on the future of Nvidia.
mountain Nvidia, Broadcom and Advanced Micro Devices — CNBC's Michael Bloom contributed to this report.
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