The Motley Fool·2025-12-11 08:45Group 1: Broadcom - Broadcom is positioned for strong growth in 2026, particularly in AI infrastructure, driven by its data center networking portfolio [3][6] - The company’s ASICs business, which focuses on custom chips for specific tasks, is expected to be a major growth driver, with partnerships leading to significant opportunities [5][6] - Broadcom has identified a potential $90 billion opportunity in fiscal 2027 from custom AI chip customers and has secured a $10 billion order from a fourth customer [6][7] Group 2: UiPath - UiPath is transforming into a key player in agentic AI, leveraging its expertise in robotic process automation (RPA) to manage both software bots and AI agents [9][10] - The company’s Maestro platform allows users to create AI agents and manage tasks efficiently, which is expected to reduce costs for companies [11] - With the return of its founder as CEO, UiPath has stabilized and is experiencing revenue growth, with a 16% increase last quarter and a 45% surge in adjusted EPS [12]