AI Infrastructure InvestmentMETA's announcement of significant investment in AI infrastructure provides a tailwind for AVGO and NVDA, as they stand to benefit from new leading-edge data centers.
China Market ReopeningAnalyst raises estimates and price targets for NVDA, AMD, and AVGO, seeing the return to the China market as a significant driver for revenue growth.
Shopping Center GrowthThe shopping center portfolios are well-positioned from a tenant credit-reserve perspective, which is expected to drive improved growth.