Are AMD and Broadcom the real winners of the Nvidia spy scandal?

AMD and Broadcom saw significant share price increases following the Nvidia spy scandal, suggesting investors may view these companies as safer alternatives amid potential regulatory scrutiny for Nvidia. Analysts warn that AMD and Broadcom could also face increased regulatory attention over their sales practices. This shift in market perception highlights broader implications for the semiconductor industry, as companies adjust strategies to navigate a potentially more restrictive environment. The situation underscores the delicate balance between innovation and regulatory compliance in the tech sector.