Broadcom, Marvell and SanDisk Are Quietly Laying the Groundwork for a Potential AI-Driven Bull Run
Broadcom, Marvell and SanDisk are drawing renewed attention as investors look beyond the most crowded artificial intelligence names and toward the infrastructure suppliers enabling the next phase of data-center expansion. The appeal lies in improving earnings expectations, strategic exposure to AI hardware demand and the possibility that market leadership broadens as capital rotates into less obvious winners.
