The AI race is going strong into 2026.The market is full of great deals for investors to take advantage of before 2026 arrives. Several companies are benefiting from the AI race, and these are the ones investors should be focused on scooping up right now.At the top of my buy list are Nvidia (NVDA +1.42%), Taiwan Semiconductor Manufacturing (TSM +1.85%), Broadcom (AVGO +3.26%), and Alphabet (GOOG 1.04%) (GOOGL 1.08%). All four of these businesses have roles to play in the AI race, and each is slated to have ...

人工智能生态系统正从训练阶段向推理阶段转型，这一趋势已成为超大规模科技公司的强劲收 入引擎，同时也为博通（Broadcom，纳斯达克代码：AVGO；加拿大多伦多证券交易所代 码：AVGO:CA）的定制芯片和网络产品带来结构性增长红利。当前市场正迫切等待大型科技 公司展示资本支出的投资回报率（ROI），而根据博通等公司的信号，这一天可能即将到来。 博通与英伟达、字母表、微软一道，纷纷指出人工智能推理需求正激增，并表示这一快速增长 将推动 2026 年下半年定制芯片需求上升，进而带动人工智能业务收入增长。 随着推理需求升温，博通凭借成功的关键要素，正稳固其人工智能领域 "明确老二" 的地位。 数百万用户频繁与人工智能助手交互，使得推理成为 OpenAI、谷歌等提供商的核心焦点。要 满足这种持续增长的需求，同时避免显著的响应延迟或停机时间，就需要更多的加速器、网络 设备和互联产品。 博通的优势不仅在于定制加速器在推理任务中的成本通常仅为英伟达 GPU 的数分之一，更在 于其定制芯片的性能每一代都在持续提升。 大型科技公司通过优化算法（软件），可以从大型 语言模型（LLMs）中榨取更高性能 —— 这有助于降低成本，同 ...

For Immediate ReleasesChicago, IL – November 28, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog includeBroadcom Inc. (AVGO) , Meta Platforms, Inc. (META) , The Coca-Cola Co. (KO) , Landmark Bancorp, Inc. (LARK) and Bridger Aerospace Group Holdings, Inc. (BAER) .Here are highlights from Friday’s Analyst Blog:Top Research ...

24 November 2025 Networking can drive further upside driven by TAM expansion: The overall AI total addressable market (TAM) is expanding beyond traditional hyperscalers into emerging hyperscalers, enterprise and sovereign AI, driving the AI networking TAM higher too. Already the market leader in Ethernet switches, Broadcom has also matched digital signal processor (DSP) market leader Marvell's roadmap with its 1.6T solution (see Marvell Technology (MRVL US): Initiate at Hold, 24 November 2025). Therefore, w ...

Core Viewpoint - Broadcom (AVGO.US) has seen its stock price rise over 66% this year, approaching a market capitalization of $2 trillion, with analysts highlighting its significant role in the AI hardware market while also noting the high expectations for Q4 performance [1][2] Group 1: Stock Performance and Analyst Ratings - Goldman Sachs analyst James Schneider raised Broadcom's target price from $380 to $435, citing strong momentum as the company enters Q4 [2] - The current price-to-sales ratio exceeds 28 times, and the price-to-earnings ratio is over 55 times, indicating a strong market valuation [2] Group 2: Market Expectations and Revenue Projections - Market expectations for Broadcom's Q4 performance include earnings per share of approximately $1.87 and revenue between $17 billion to $17.4 billion, with the company guiding towards the upper end of this range at $17.4 billion [3] - AI chip revenue is projected to reach $6.2 billion in Q4, representing a 66% year-over-year increase and accounting for over one-third of total sales [3] Group 3: Strategic Partnerships and Future Growth - Broadcom is a key partner for Google and OpenAI, providing custom AI accelerators (XPU) and is expected to benefit from their advancements in chip development [4] - The company has a record backlog of $110 billion in orders, with a newly disclosed "fourth major AI customer" placing orders exceeding $10 billion, indicating sustained growth momentum into next year [3]

Core Insights - Beth Kindig is a veteran technology analyst with over 14 years of experience in both private and public markets [1] - She is recognized for her accurate predictions in emerging tech trends, particularly in AI semiconductors, earning her the title "Queen of Nvidia" [1] - Kindig founded the Tech Insider Network, which has achieved over 210% cumulative returns since 2020, demonstrating her successful investment strategies [1] Company and Industry Analysis - The Tech Insider Network combines real tech industry experience with active portfolio management, focusing on providing high-quality research to individual investors [1] - Kindig's investment strategy includes a significant allocation in AI semiconductors, with a 45% allocation compared to other notable investors like Stanley Druckenmiller, who has a 29% allocation [1] - The technology sector has surpassed oil as the world's most valuable industry since 2010, and Kindig has been at the forefront of this transition in Silicon Valley [1]

Core Viewpoint - Broadcom's stock has surged over 66% year-to-date, approaching a $2 trillion valuation, with Goldman Sachs analyst James Schneider raising the price target from $380 to $435, emphasizing its critical role in the AI boom [1][3][6] Group 1: Stock Performance and Analyst Insights - Broadcom's stock is under pressure due to high expectations for Q4, with investors anticipating strong results and guidance exceeding $11 billion in AI sales for fiscal 2026 [2][5] - The stock now trades at over 28 times forward sales and 55 times forward cash flows, reflecting its significant market momentum [5][6] Group 2: Q4 Expectations and Revenue Projections - Consensus estimates for Q4 indicate earnings of approximately $1.87 per share on sales between $17.0 billion and $17.4 billion, with Broadcom's own guidance at the higher end of this range [7][8] - The AI chip segment is projected to generate $6.2 billion in Q4, marking a 66% year-over-year increase and accounting for over a third of total sales [8][9] Group 3: Key Revenue Drivers - Key areas of focus for investors include AI revenue guidance for 2026, sales contributions from Google and OpenAI, and the maintenance of high margins amid rapid growth in the custom XPU business [4][6] - Infrastructure software, particularly from VMware, is expected to contribute $6.7 billion, growing at 15%, alongside a record backlog of $110 billion and new orders exceeding $10 billion from a fourth major AI customer [9]

Group 1 - The rapid development of artificial intelligence technology is creating widespread opportunities in various sectors [3] - Alibaba has launched the Quark AI glasses, which integrate the Qianwen assistant and connect with multiple core scenarios in Alibaba's ecosystem [5] - The AI company Wuwen Xinqun has completed nearly 500 million yuan in Series A+ financing, with participation from various venture capital firms [6] Group 2 - The South Korean government has established an AI working group with major companies like Samsung and Hyundai to plan the deployment of 260,000 GPUs supplied by Nvidia [7][8] - Naver and Dunamu plan to invest 10 trillion won (approximately 6.8 billion USD) over the next five years to create an AI and Web3 ecosystem [9] Group 3 - Apple is projected to ship approximately 243 million iPhones in 2025, surpassing Samsung's expected 235 million units, marking the first time in 14 years that Apple's shipments exceed Samsung's [11] - Apple is challenging India's new antitrust penalty law, facing a potential fine of up to 38 billion USD [12] Group 4 - Wedbush has included Nvidia and Microsoft among its top ten tech stocks for the year-end, emphasizing that the current AI market is not a bubble [13] - Bank of America has reiterated its buy ratings for Nvidia, AMD, and Broadcom, while Meta is considering using Google's tensor processing units to supplement its existing Nvidia GPU supply [15]

Core Insights - Sands Capital Select Growth Strategy reported a portfolio return of 6.3% in Q3 2025, underperforming the benchmark's 10.5% gain, driven by strong corporate earnings and AI enthusiasm [1] Company Highlights - Broadcom Inc. (NASDAQ:AVGO) is a leading technology company with a one-month return of 3.00% and a remarkable 148.99% increase in share value over the last 52 weeks, closing at $397.57 per share with a market capitalization of $1.877 trillion on November 26, 2025 [2] - In Q3 2025, Broadcom achieved a record revenue of $16 billion, reflecting a 22% year-over-year growth, and reported a 63% year-over-year growth in AI semiconductor revenues [4] Strategic Developments - Broadcom secured $10 billion in orders for custom semiconductor chip designs, which is expected to significantly impact 2026 revenues and strengthen its position as a preferred provider of custom AI-chip design services [3]

Market Overview - The U.S. stock market showed a significant upward trend, with major indices rising for the fourth consecutive trading day, indicating a recovery in market sentiment[9] - The CBOE Volatility Index (VIX) dropped approximately 35% over four days, marking its largest decline since mid-April[9] - The Hang Seng Index closed at 25,928, up 0.13% for the day and 29.25% year-to-date[3] Sector Performance - Large tech stocks exhibited mixed results, with Meituan surging 5.65% while Kuaishou fell nearly 3%[9] - Paper stocks led gains, with Nine Dragons Paper up 5% and Lee & Man Paper up 4.88%, driven by price hikes in packaging and cultural paper products[9] - Airline stocks performed strongly, with China Eastern Airlines rising nearly 7%[9] Economic Indicators - The Federal Reserve's Beige Book indicated a further decline in U.S. consumer spending, reflecting a stagnant economic activity[13] - Initial jobless claims in the U.S. fell to 216,000, the lowest level since mid-April, suggesting a tightening labor market[13] - Morgan Stanley economists adjusted their rate predictions, now expecting a rate cut from the Fed in December rather than January[13] International Markets - The Nikkei 225 index in Japan rose by 1.9%, driven by strong tech sector performance and expectations of a potential rate hike by the Bank of Japan[13] - The Singapore Straits Times Index showed a year-to-date performance of 0.00%, indicating a stagnant market[3]