Broadcom's (NASDAQ: AVGO) stock rallied nearly 600% over the past five years. Most of that growth was driven by its aggressive acquisitions and its brisk sales of AI chips. Let's see why it could still be one of the best stocks to buy in 2026 as the AI market continues to expand. Why is Broadcom growing so rapidly? From fiscal 2020 to fiscal 2025 (which ended last November), Broadcom's revenue grew at a 22% CAGR from $23.9 billion to $63.9 billion. Its adjusted earnings before interest, taxes, depreciatio ...

TSMC (NYSE: TSM), the world's largest and most advanced contract chipmaker, might not initially seem like a high-growth artificial intelligence (AI) stock. Yet over the past five years, its shares have rallied by more than 170% as AI chipmakers lined up to use its plants. Let's see why it could still be one of the best AI stocks hiding in plain sight for 2026 and beyond. Why is TSMC a top AI stock? TSMC, based in Taiwan and operating plants in other countries, manufactures the world's smallest, densest, ...

Advancements in Artificial Intelligence (AI) continue to disrupt industries. Investors have witnessed this with the software sell-off earlier this month. OpenAI has now released its latest model called GPT-5.3-Codex, while Anthropic has come up with its Claude Opus 4.6 model. And these systems aren’t improving linearly; each is exponentially better than the last one. Moreover, these new models can write code better than humans. So as a consequence, they are much better equipped to improve themselves. The ...

Alongside this, Broadcom has built a serious infrastructure software arm, anchored in long-term, mission-critical relationships. That combination of high-margin chips plus sticky enterprise software gives it a deep competitive moat in networking, wireless, and custom silicon.Founded in 1961, Palo Alto-based Broadcom has grown into one of the most dominant forces in global technology. With a market capitalization of over $1.6 trillion, the company now sits firmly among the world’s elite. Its semiconductors a ...

Core Insights - The article discusses the trend of investment in AI infrastructure, highlighting that funding often follows specific constraints, starting with GPUs, then custom silicon, and currently focusing on memory technology [1] Group 1: Investment Trends - Investment in AI infrastructure is evolving, with a historical focus on GPUs, followed by custom silicon, and now shifting towards addressing the memory wall [1] Group 2: Analyst Background - The author is a finance student at St. John's University, pursuing a Bachelor's degree in Finance and plans to obtain a CFA certification, aiming to become an equity analyst focused on innovation-driven sectors such as tech, semiconductors, and biotech [1]

算笔账 一批十万的呆料压在库存 每月仓储费➕资金成本至少5k 放半年就亏3万 有料单不知道怎么推广？ 芯片超人已经 累计服务2.2万用户 ，打折清库存，最快半天完成交易！ 找不到，卖不掉，价格还想再好 点 ，都可以来找我们！ | 优势物料，特价出售 | | | | | --- | --- | --- | --- | | 品牌 | 型号 | 年份 | 数量 | | 华邦 | W988D6FBGX6I | 25+ | 6K | | 华邦 | W25Q16JVBYIQ | 22+ | 90K | | 华邦 | W25Q40CLWI | 22+ | 30K | | 英飞凌 | BTS724G | 两年内 | 10k | | --- | --- | --- | --- | | SKYWORKS | RFX2401C | 两年内 | 10k | | 三星 | KLM8G1GETF B041 | 两年内 | 10k | | | CXDB4CBAM | | | | CXMT/长鑫 | ML-A | 两年内 | 10k | | 三星 | K4B4G1646E BYMA | 24+ | 10k | | 三星 | K4B4G164 ...

此外，美国劳动力市场仍存在持续下修的阴影，2025年每个月数据都被向下修正。结合年度基准修订和全年各月调整后，去年平均每月新 增就业岗位仅为1.5万个。 Janus Henderson Investors投资组合经理布拉德·史密斯表示："在预测者长期因劳动力市场疲软而对经济持谨慎态度之后，这份数据为经 济强劲增长、劳动力市场改善以及支持消费支出的工资增长提供了有力证据。" 他补充称："美联储在下月决定是否维持利率不变时，会将这一数据纳入考量。鉴于其'观望并依赖数据'的立场，这无疑会增强维持利率不 变的可能性。" 美东时间周三， 1月非农就业报告一度提振投资者情绪，但未能推动市场持续走高，三大股指最终均小幅收跌。 截至收盘，道琼斯指数跌0.13%，报50,121.40点；标普500指数微跌0.34点，报6,941.47点；纳斯达克指数跌0.16%，报23,066.47点。 盘前公布的数据显示，美国1月新增就业岗位13万个，远超市场预期的5.5万；失业率为4.3%，略低于经济学家预测的4.4%。 尽管报告显示就业增幅创一年多来新高，但增长仍集中在少数行业，主要是医疗保健领域，该领域新增岗位12.4万个，是2025 ...

Economic Data - The U.S. added 130,000 jobs in January, significantly exceeding the market expectation of 55,000 [1] - The unemployment rate stands at 4.3%, slightly below the economists' forecast of 4.4% [1] - Job growth is primarily concentrated in the healthcare sector, which added 124,000 jobs, double the normal growth rate for 2025 [1] - There is a persistent downward revision in the labor market data, with the average monthly job addition for last year adjusted to only 15,000 [1] Company News - Apple is reportedly facing setbacks in the development of an upgraded version of Siri, which may delay the release of several anticipated AI features [3] - Meta has begun construction on a new data center in Lebanon, Indiana, with an investment exceeding $10 billion, aimed at enhancing its AI infrastructure [5] - Google is integrating AI shopping features into its search engine and Gemini chatbot, allowing consumers to purchase products directly through AI-driven answers [7] - T-Mobile anticipates service revenue to reach approximately $77 billion by 2026, with plans to achieve 18 to 19 million broadband users by 2030 [8] - Ancora Capital has increased its stake in Warner Bros. Discovery and plans to oppose the company's deal with Netflix regarding its production and streaming assets [9] - Kraft Heinz has paused its planned spin-off, focusing instead on improving company performance under the new CEO Steve Cahillane [10]

每经AI快讯，周三美股三大股指收盘涨跌不一，道指跌0.15%，纳指跌0.16%，标普跌0.03%。英伟达、 苹果涨近1%，谷歌、微软跌超2%，亚马逊跌超1%，Meta微跌，博通、特斯拉微涨，卡特彼勒涨超 4%，美光科技涨近10%。 ...

Group 1 - Major tech stocks experienced a broad increase, with SanDisk rising over 8%, Oracle up 2%, and NVIDIA increasing by more than 1% [1][2] - Other notable gainers included Tesla, Broadcom, Apple, and Amazon, all showing positive movement [1] - The three major U.S. stock indices opened higher, with the Nasdaq up 0.77%, the Dow Jones up 0.41%, and the S&P 500 up 0.62% [3] Group 2 - Chinese concept stocks mostly rose, with Kingsoft Cloud increasing by over 11%, Bilibili up more than 3%, and Century Internet and Beike both rising over 2% [2][4] - Storage-related stocks rebounded, with Micron Technology rising over 6% and Western Digital increasing by more than 4% [4]