Since the start of the tariff war, investors have been nervous about microchip stocks. That feeling wasn't much in evidence with Broadcom ( AVGO 2.67% ) on Monday, however, as the company's shares added 3% in value that trading session. A confident and bullish analyst note helped boost sentiment, and power Broadcom to a win over the S&P 500 's ( ^GSPC 0.41% ) 0.4% daily gain.

Optimistic about the chip sector

That note -- a weekly update on leading semiconductor titles -- was published by white-shoe investment bank Morgan Stanley Monday morning. It covered several notable chip stocks, and although this week's edition mainly focused on the sector's current darling Nvidia , it also addressed cutting-edge companies Broadcom and Marvell .

According to reports, Morgan St

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