Nvidia has only slightly rebounded from six-month lows reached earlier in the week in the wake of the Trump administration’s imposition of levies on imports from Mexico, Canada,

Nvidia has led the artificial intelligence boom to become one of the stock market’s biggest companies, as tech giants continue to spend heavily on the company’s chips and data centers needed to train and operate their AI systems.

Broadcom is smaller than Nvidia, setting up a compelling growth trajectory. And the company teased new customer wins.