Stocks like Nvidia and Apple have more room to run this summer, according to Wall Street analysts. They include: Broadcom , Uber, Apple, Datadog and Nvidia. Reitzes called Broadcom a "must-own" AI stock even as competition remains fierce from companies like Nvidia. We see Nvidia as one of the most attractive secular growth stories in large-cap semis." ... .Broadcom is one of the must-own AI stocks due to its leadership as a fabless semiconductor provider across many categories.

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Persons: Ben Reitzes, Reitzes, Hock Tan, Tan, Koji Ikeda, Datadog, Ikeda, Oppenheimer, Jason Helfstein, Helfstein, Wells Fargo, Goldman Sachs, DDOG, Uber Organizations: Nvidia, Apple, Wall Street, Nasdaq, CNBC, Broadcom, Uber, Broadcom Melius, VMware, Bank of America, Melius Research, Retail Locations: AVGO