Google and Meta Just Rewrote Broadcom’s AI Story—While Shares Drop

Broadcom logo over a blurred circuit board background. Key Points Artificial intelligence semiconductor leader Broadcom has seen a big-time drop in its share price since December. At the same time, some of the firm's largest customers plan to ramp up their AI spending much more than anticipated. Together, these dynamics provide significant support to the outlook on Broadcom shares. Interested in Broadcom Inc.? Here are five stocks we like better. Early in 2026, shares of semiconductor giant Broadco ...