Broadcom, Nvidia, TI and Monolithic emerge as 'top picks' among semis after earnings: Citi

NodeGuardian · 2026-03-16T20:52:12+00:00

Citi analysts favor Broadcom, Nvidia, Texas Instruments, and Monolithic Power Systems as top semiconductor stocks, citing strong Data Center demand driven by AI as a key factor, with Broadcom and Nvidia together representing 34% of sector sales.

NodeGuardian

2026-03-16 20:52:12

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Citi analysts have identified Broadcom (AVGO), Nvidia (NVDA), Texas Instruments (TXN), and Monolithic Power Systems (MPWR) as their top picks among semiconductor stocks following recent earnings reports. The strong demand from the Data Center market, largely driven by AI, is noted as a key factor supporting Broadcom and Nvidia, which together account for 34% of semiconductor sales in this sector.

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