<ul><li>Nvidia's post-earnings drop has dampened AI rally hopes, but two firms, Broadcom and Marvell, could generate fresh excitement in the trade.</li><li>Bank of America analyst Vivek Arya believes that the upcoming earnings reports of Broadcom and Marvell Technologies have the potential to 're-energize interest' in semiconductor names.</li><li>Arya expects both companies to beat analyst earnings estimates and raise their full-year guidance, driven by high capital expenditure commitments from cloud companies and the growing demand for AI-related hardware.</li><li>Broadcom and Marvell are rated as 'Buy' with price targets of $250 and $150, respectively.</li></ul>

2 stocks could revive the AI trade this week after Nvidia earnings failed to generate fresh excitement

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