Buy Nvidia, Broadcom and these other underappreciated AI plays, Goldman Sachs says
CNBC: Investing
JULY 10, 2025
He's optimistic on the company's broadening customer base, product leadership and rapid new releases as well as its attractive valuation that he thinks can drive stock outperformance in the medium term. Nvidia will remain the biggest beneficiary of the ongoing AI infrastructure buildout, Schneider said.
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