Stocks linked to artificial intelligence were struggling Monday, with Broadcom Inc. and Oracle Corp. among the worst performers in the S&P 500 — while AI-focused exchange-traded funds fell. The Dan IVES Wedbush AI Revolution ETF,

Broadcom stock fell despite record AI revenue growth as investors weigh margin pressure, valuation risks and future demand.

Broadcom is knocking on the door of joining Nvidia, Apple, Alphabet, Microsoft, and Amazon in the $2 trillion club.

Here’s what other big banks have to say about Broadcom stock. Bank of America: $500 price target, buy (39% upside). Bumped from $460 on growing AI-chip demand. Goldman Sachs: $450 price target, buy (25% upside). Boosted from $435; says Broadcom remains a long-term AI-infrastructure winner.

As the marketplace for semiconductors grows beyond Nvidia, Broadcom—a major competitor—should see its stock price grow significantly.

A selloff in shares of Broadcom Inc. last week weighed on the AI trade as stock of the custom-chip maker tallied its worst weekly showing since April, according to Dow Jones Market Data. Shares were recovering some of last week's 7.

While Nvidia and Broadcom are both benefiting from the AI boom, Wall Street sees one stock as a much better buy.

Broadcom shares fell more than 11% on Friday after the chipmaker warned growing sales of lower-margin custom AI processors were squeezing profitability, sparking worries that the business may be less lucrative.

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