BofA analyst Vivek Arya raised his price target on Nvidia shares to $300 from $250 after hosting a dinner at CES with several members of Nvidia's executive team, including CFO Colette Kress, head of Gaming Jeff Fisher, head of Edge Compute Deepu Talla and VP of Autonomous Machines Rob Csongo. Arya tells investors in a research note that the tone of the meeting was positive and increased his confidence that Nvidia is ahead of a substantial growth re-acceleration in CY20. In his 2020 playbook, he flags Nvidia as his top large cap pick due to its leading growth at a still reasonable valuation and due to its exposure to his favorite end markets in semis.

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Barclays analyst Tom O'Malley raised the firm's price target on Broadcom (AVGO) to $1,500 from $1,405 and keeps an Overweight rating on the shares after hosting management for meetings. Broadcom is one of the unique companies that has a comprehensive view of the semis industry while also capable of providing an "intimate look" at the artificial intelligence market via custom silicon, the analyst tells investors in a research note. The firm says management highlighted the company's inroads with the consumer-facing AI world, providing a differing viewpoint versus Nvidia's (NVDA) vision of the world - pointing to a two-part market of consumer and enterprise that could grow to a 50/50 split over time. Barclays came away from the meetings "with a valuable second opinion on the future of AI and a greater appreciation for the company's many ways to win."