Growth stocks have been leading the market higher for much of the past two decades, and with artificial intelligence (AI) looking like one of the biggest technological innovations of our lifetimes, that pattern could persist well into the future. So if you have $3,000 to add to your portfolio now, I'd suggest sticking to growth stocks that are market leaders that have strong moats and that are trading at reasonable valuations. In particular, you could split that investment between these three unstoppable ...

The hottest part of the market right now is artificial intelligence (AI) infrastructure. Five companies are set to spend a total of a whopping $700 billion on AI data centers this year. Meanwhile, famed portfolio manager Cathie Wood has predicted that AI infrastructure spending will rise to $1.4 trillion in 2030. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » This is great news for t ...

Alphabet's massive capital expenditure plans are great news for computing providers.Listening to other companies' earnings reports outside of the ones you invest in is an important task for investors. You can pick up lots of useful information, especially from the customers of companies that you're invested in.One of the companies to report earnings recently dropped a bombshell that should make Nvidia (NVDA 2.21%) and Broadcom (AVGO 1.87%) investors jump for joy. Alphabet (GOOG 1.10%) (GOOGL 1.06%) told inv ...

Core Viewpoint - Nvidia is currently the largest company by market capitalization, but its future growth may be challenged due to high P/E ratios, competition from customers, and reliance on AI infrastructure spending [1][2]. Group 1: Nvidia's Market Position - Nvidia has experienced rapid growth, particularly in the AI sector, making it a significant player in the market [1]. - The company's current market cap stands at $4.6 trillion, with a P/E ratio of 46, indicating a premium valuation [2][12]. Group 2: Amazon's Strategy - Amazon is one of Nvidia's largest customers, investing heavily in AI-related chips for its AWS business [4]. - The company is diversifying its chip procurement by developing in-house brands, which may reduce its reliance on Nvidia over time [5]. - Amazon's revenue from North American commerce grew 10% year-over-year to $127 billion, while AWS revenue increased 24% year-over-year to $35.6 billion [7]. Group 3: Alphabet's Competitive Edge - Alphabet, the parent company of Google, has invested in its own chips, specifically Tensor Processing Units (TPUs), which are used in its data centers and cloud infrastructure [8]. - Like Amazon, Alphabet remains a customer of Nvidia but is also working to reduce its dependency on third-party chips [9]. - Alphabet's Google Search revenue rose 17%, and Google Cloud revenue increased 48%, benefiting from the AI trend [11].

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 ...

Company Overview - Broadcom is a leading manufacturer of AI chips, focusing on application-specific integrated circuits (ASICs) designed for specific workloads, making them more affordable and efficient compared to general-purpose GPUs [2][3] - The company has established a partnership with Alphabet to develop Tensor Processing Units (TPUs) as an alternative to Nvidia's GPUs, which has been ongoing since 2016 [4] Financial Outlook - Alphabet plans to invest approximately $185 billion in capital expenditures related to AI this year, with a significant portion expected to benefit Broadcom [5] - Broadcom secured a $10 billion deal with Anthropic for custom chips, followed by an additional $11 billion order in December [5] Analyst Sentiment - Broadcom stock is covered by 50 analysts, with 40 buy ratings and 9 strong buy ratings, indicating a strong consensus among analysts, as only one analyst has a hold rating and none recommend selling [6]

Core Insights - Alphabet remains a dominant player in the search engine market, holding approximately 90% global market share, with search revenue constituting 55% of its total revenue in 2025 [3][4] - The company has a significant competitive advantage due to its distribution channels, owning the leading web browser (Chrome) and smartphone operating system (Android), both with around 70% market share [5][6] - Google Cloud is identified as the primary growth driver for Alphabet, with a notable revenue increase of 48% last quarter, reaching $17.7 billion [7][8] - Alphabet's custom AI chips, known as tensor processing units (TPUs), provide a structural cost advantage in cloud computing, enhancing its competitive position against other providers [9] Group 1 - Alphabet's search business remains its core revenue source, with a 17% growth in search revenue in Q4, showing consistent acceleration throughout the previous year [4] - The company's search moat is reinforced by its partnership with Apple, ensuring it remains the default search engine on Apple devices [5][6] Group 2 - Google Cloud's operating income more than doubled from $2.1 billion to $5.3 billion last quarter, indicating strong operational leverage [8] - The development of TPUs over the past decade has allowed Alphabet to optimize its cloud services, providing a competitive edge that is difficult for others to replicate [9]

Coming off an incredible 2025, Broadcom is poised for a repeat performance.There are currently a dozen companies that are worth $1 trillion or more, but only four are currently members of the elite $3 trillion club: Nvidia at $4.6 trillion, Apple at $4 trillion, Alphabet at $3.9 trillion, and Microsoft at $3 trillion.I am convinced that Broadcom (AVGO +3.46%) has what it takes to join this exclusive fraternity in the years to come. The company plays a pivotal role in the data center space, and the current b ...

Core Viewpoint - Broadcom Inc. (NASDAQ:AVGO) is recognized as one of the best extremely profitable stocks to invest in, with a consensus price target of $460, indicating a potential upside of 38.55% as of February 2, 2026 [1]. Analyst Sentiment - Wolfe Research has raised its price target for Broadcom to $400 and upgraded the stock from 'Neutral' to 'Buy', driven by increasing demand for Alphabet's Tensor Processing Units (TPUs), which are expected to reach 7 million units annually by 2028 [2]. - Wells Fargo upgraded Broadcom to 'Overweight' and increased its price target to $430, citing sustained momentum in AI semiconductors and strong growth in infrastructure software [4]. Market Position and Financial Outlook - Broadcom is positioned as a key beneficiary of structural changes in the AI chip market, particularly due to Google's strategy to offer TPUs to external clients [3]. - Wolfe Research has improved its long-term outlook for Broadcom, projecting revenues of $154.5 billion and earnings per share (EPS) of $16 by 2027 [3]. - AI networking revenue is expected to grow by 75% this year, with AI chip revenue projected to reach $44 billion by 2026 [3]. Company Focus - Broadcom specializes in designing and supplying semiconductors and infrastructure software for data centers, networking, AI computing, and enterprise technology platforms globally [5].

Core Viewpoint - Broadcom Inc. (NASDAQ:AVGO) is recognized as one of the best extremely profitable stocks to invest in, with a consensus price target of $460, indicating a potential upside of 38.55% as of February 2, 2026 [1]. Analyst Sentiment - Wolfe Research upgraded Broadcom from 'Neutral' to 'Buy' and raised its price target to $400, driven by increasing demand for Alphabet's Tensor Processing Units (TPUs), which are expected to reach 7 million units annually by 2028 [2]. - Wells Fargo also upgraded Broadcom to 'Overweight' and increased its price target to $430, citing sustained momentum in AI semiconductors and strong growth in infrastructure software [4]. Market Position and Financial Outlook - Broadcom is positioned as a key beneficiary of structural changes in the AI chip market, particularly due to Google's strategy to offer TPUs to external clients [3]. - Wolfe Research anticipates Broadcom will achieve $154.5 billion in revenue and $16 EPS by 2027, with AI networking revenue expected to grow by 75% this year and AI chip revenue projected to reach $44 billion by 2026 [3]. Company Focus - Broadcom specializes in designing and supplying semiconductors and infrastructure software for data centers, networking, AI computing, and enterprise technology platforms globally [5].