Melius Research's Ben Reitzes sees upside ahead for Nvidia, Broadcom and Microsoft as enthusiasm for makers of components that are in short supply winds down.
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That's the question investors have been asking since the relief rally on the final trading day of March.
The Wedbush Securities analyst highlighted Microsoft, Nvidia and Tesla as names that will continue driving the AI revolution.
Things keep lining up against Microsoft.
Tech’s tough week may come with a silver lining: an attractive buying opportunity.
Microsoft could stage a comeback as the technology firm's AI push starts to show signs of paying off, several analysts said.
Morgan Stanley named a host of top ideas that are compelling heading into March.
