Broadcom (NASDAQ:AVGO | AVGO Price Prediction) is the second most important name in AI infrastructure, with shares delivering a 43.48% one-year return through July 22.
Broadcom's strong AI bookings and customer commitments through 2028 give it the edge over Cerebras, a fast-growing but unprofitable rival.
Micron, Texas Instruments, NVIDIA and Broadcom pair AI-driven growth with billions in free cash flow amid market volatility.
Morgan Stanley has identified seven semiconductor and AI infrastructure stocks as attractive buying opportunities following the recent selloff in memory-related equities.
While the market rewards every AI story stock with a nosebleed multiple, four legacy tech names keep quietly writing checks to shareholders.
Top Performing Levered/Inverse ETFs Last Week These were last week's top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly.
Jim Cramer used Monday's Squawk on the Street to explain why SK Hynix's sharp overnight decline in South Korea may not signal a change in the company's underlying outlook.
Wedbush Securities tech strategist Dan Ives argued on CNBC on Monday that memory chips have become the most valuable slice of the AI supply chain, and that SK Hynix's blockbuster U.S.
I keep hitting the buy button on Broadcom (NASDAQ:AVGO | AVGO Price Prediction), and every quarter Hock Tan gives me a fresh reason to do it again.
Both Broadcom and Caterpillar are strong options for gaining exposure to the artificial intelligence (AI) buildout, with their consistent dividend payouts over time making them attractive to investors with an appetite for income.
NVDA, AVGO and QCOM slid in 1H 2026 as AI focus broadened, but product roadmaps, diversification and estimates point to potential 2H strength.
However, there are obvious concerns that are starting to bleed through to lower valuations from some of the highest-flying stocks in the market.