Rising AI Infrastructure Demand Paints A Nuanced Tale For Direxion's AVGO-Focused Bull, Bear ETFs

ZINGER KEY POINTS:

Benzinga • 3 hours ago

The Zacks Analyst Blog Broadcom, Oracle, Mastercard, Geospace and Gencor

Broadcom leads Zacks' top research picks as AI semiconductor demand, networking strength and VMware integration drive strong momentum.

Zacks Investment Research • 7 hours ago

Broadcom Set To Dominate Custom AI Chip Market With 60% Share By 2027, Counterpoint Says

Counterpoint Research says the race to build custom AI silicon is accelerating, with hyperscalers scaling internal chips to meet surging demand.

Benzinga • a day ago

Broadcom Inc. (AVGO) Outperforms Broader Market: What You Need to Know

In the latest trading session, Broadcom Inc. (AVGO) closed at $332.8, marking a +2.45% move from the previous day.

Zacks Investment Research • 17 hours ago

3 Trillion-Dollar Stocks Billionaire Philippe Laffont Can't Stop Buying

Quarterly-filed Form 13Fs allow investors to track which stocks Wall Street's savviest fund managers are buying and selling. Coatue Management's billionaire boss oversees nearly $40.8 billion in assets under management and has gravitated to industry leaders in the artificial intelligence (AI) arena.

The Motley Fool • Jan 27, 2026

Clayton Allison's Top Picks in ETN, NEE & AVGO Amid Historic AI Buildout

CapEx spending and data center spending backs Nvidia (NVDA) CEO Jensen Huang's thesis that the AI buildout could be the "biggest in human history," says Clayton Allison. He tells investors to watch for stocks tied to power generation, cooling technology, and several other industries tied to the greater AI trade.

What Is One of the Best Growth Stocks to Hold for the Next 5 Years?

Broadcom stock rose over 500% in the past five years. Broadcom's AI-specific backlog has increased to $73 billion.

The Motley Fool • Jan 26, 2026

Broadcom Holds 18-Month Edge In Custom AI Chips, 'Buy Aggressively:' JPMorgan Analyst

JPMorgan analyst Harlan Sur said Broadcom Inc's (NASDAQ: AVGO) long lead in custom artificial intelligence (AI) chips is helping its AI Application-Specific Integrated Circuit (ASIC) outlook accelerate into fiscal 2026 and fiscal 2027, with Alphabet Inc (NASDAQ: GOOGL) Google as the key driver.

Benzinga • Jan 26, 2026

3 AI Stocks That Will Trounce Palantir in 2026, According to Wall Street

Broadcom's AI-related order backlog is higher than ever. Microsoft is poised to benefit from the increasing adoption of agentic AI.

The Motley Fool • Jan 26, 2026

3 AI Chip Stocks to Buy in January: Nvidia, AMD, and Broadcom Battle for Market Share

Nvidia remains the top provider of all-purpose AI GPUs. AMD targets cost-conscious businesses with its more affordable GPUs.

The Motley Fool • Jan 26, 2026