Buy Nvidia, Broadcom and these other underappreciated AI plays, Goldman Sachs says
CNBC: Investing
JULY 10, 2025
" Schneider highlighted that early signs of AI use cases — such as driving corporate headcount reductions and greater sales — have emerged and created a path towards reinvestment into future growth. " Schneider also likes Cadence, which makes software and hardware for chip design.
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