Sandisk, Micron, and Broadcom all have gross profit margins above 70%. These stocks can be cyclical, but they're benefiting from continued AI infrastructure investments.
The AI chipmaker's growth story is still extraordinary, but rising competition and a premium valuation make another name in the space look more attractive.
The hot new chip company has major deals with OpenAI and Amazon.
Craig Johnson, Chief Market Technician at Piper Sandler, used his CNBC Morning Call Sheet appearance to flag concerns for self-directed investors riding the AI trade.
The question surrounding Broadcom (NASDAQ:AVGO) heading into its next earnings report is not whether the company belongs among the AI trade's biggest winners. That debate ended a long time ago.
Broadcom is suing EU antitrust regulators over their requests for documents containing legal advice from its U.S. lawyers in ​a case related to VMware, which it acquired in 2023, the ‌U.S. chip co
These stocks are well positioned for the next wave of AI.
Washington is signaling renewed engagement with Beijing, and investors are trying to figure out which stocks would benefit if tariffs ease, export controls loosen, and Chinese consumer demand stabiliz

One Reason I Can't Stop Buying Broadcom Stock

09:58am, Wednesday, 13'th May 2026
I keep hitting the buy button on Broadcom (NASDAQ:AVGO | AVGO Price Prediction) because I have never watched a company sit this squarely on the single biggest capital cycle of my lifetime while acting
Broadcom Inc. (AVGO) reached $419.3 at the closing of the latest trading day, reflecting a -2.13% change compared to its last close.
The hyperscalers may not be profiting yet from their massive infrastructure spending, but the hardware companies are.
Shares of Broadcom fell sharply on Tuesday as investors took profits following a massive rally tied to artificial intelligence infrastructure demand, even as analysts continued raising price targets a
Broadcom investors should look at 2027's projections to assess the business.

Why the Nasdaq-100 Fell Nearly 2% on Tuesday

01:13pm, Tuesday, 12'th May 2026
The S&P 500 dipped today while the Nasdaq-100 plunged. Macroeconomic headwinds are weighing on big tech names.
Broadcom Inc. (AVGO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
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