Investors tend to overlook business-to-business enterprises, even when they succeed.The rise of Broadcom (AVGO -3.89%) seemed to come out of nowhere. Amid the stock's rise, Broadcom's market cap now exceeds $800 billion, making it the 11th-largest company trading on the U.S. market.Still, this is not among the top stocks in the semiconductor and software industries, as the average consumer has little direct contact with its products. Hence, the question for investors is how they might have missed this stock ...

Zacks Thematic Screens lets you dive into 30 dynamic investment themes shaping the future. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes help you invest in ideas that matter to you.For those interested in viewing the Thematic lists, please click here >>> Thematic Screens – Zacks Investment Research.Let’s take a closer look at the Artificial Intelligence theme and analyze a few stocks that the screen returned, such as Broadcom (AVGO) and Palanti ...

A fantastic AI technology stock is hiding in plain sight (and no, it's not Nvidia).When investors run through their mental catalog of the market's biggest-ever winners, names like Nvidia and Amazon come to mind. And rightfully so. Nvidia's tech is at the heart of most artificial intelligence (AI) platforms, while Amazon is largely responsible for ushering in the era of e-commerce. Their stocks' millionaire-making gains are well justified.There's another less obvious name with a similarly impressive track re ...

Susquehanna International's Jeff Yass sent more than 52 million shares of Nvidia to the chopping block during the second quarter in favor of Wall Street's favorite artificial intelligence (AI) networking stock. Earnings season is officially kicking into high gear. Over the span of roughly six weeks, a majority of America's most-important publicly traded companies will spill the beans to Wall Street and investors regarding their operating performance over the prior quarter. While corporate profit growth is v ...

This player says AI revenue is going strong.Nvidia (NVDA 3.13%) has been a pretty sure bet for investors over the past few years. The artificial intelligence (AI) chip giant has delivered triple-digit gains in earnings quarter after quarter, and that has prompted the stock to skyrocket. Nvidia shares have climbed more than 2,500% over the past five years and are heading for an increase of more than 160% in 2024.All of this sounds great, but you may be wondering if this AI star will continue to rocket higher ...

Temperatures are cooling -- and so is enthusiasm for AI stocks for some inside the Beltway. With election season in full swing, politicians are focused on their election campaigns, stumping for other candidates, legislative duties, and other responsibilities. This doesn't mean they're ignoring their investment portfolios, though. In fact, the same enthusiasm for artificial intelligence (AI) that is sweeping through the market is also visible among those in Congress. But not everyone is bullish on AI stocks. ...

These leading AI players all pay dividends to their shareholders. Many companies retain all their profit to finance their expansion. However, some are so profitable that they have more money than they need to grow their businesses. That enables them to return some cash to their investors, which they can do by repurchasing shares and paying dividends. Despite investing billions of dollars into artificial intelligence (AI), leaders such as Broadcom (AVGO -2.27%), Microsoft (MSFT 0.11%), and Meta Platforms (ME ...

Nvidia and AI Market Overview - Nvidia has been a dominant player in the AI chip market, with its stock surging 539% over the past three years and trading at 62 times earnings [1] - However, Nvidia faces increasing competition as major customers develop their own in-house AI accelerators, potentially impacting its market position [1] Broadcom's Role in AI - Broadcom is a key player in the AI chip market, providing essential technologies for custom AI ASICs used by major cloud providers and tech companies like Meta Platforms [2] - Broadcom's custom ASIC revenue grew more than 3.5 times (350%) year over year last quarter, indicating strong demand for its AI-related technologies [3] - The company is also expanding its AI-focused empire through acquisitions and has a growing 1.2% dividend, making it a solid value in the AI space [4] Lam Research's Position in AI Chip Manufacturing - Lam Research is a leading semiconductor equipment company, specializing in etch and deposition machines crucial for producing next-generation AI chips and memory [5] - The company's machines are essential for producing vertical through-silicon vias (TSV) in high bandwidth memory (HBM) for AI applications, which is expected to drive increased capital spending [6] - Lam Research anticipates an extra $1 billion in revenue from gate-all-around transistors this year, with strong growth expected in its AI-focused segments and NAND flash business [7]

These stocks have doubled over the last year and can hit new highs in 2025 and beyond. Investors can find monster winners in the stock market by focusing on the rate of a company's growth. It's no secret that artificial intelligence (AI) is fueling strong returns for some companies. SoundHound AI (SOUN 4.54%) and Broadcom (AVGO -0.14%) are two stocks that have soared over the last year based on rapid growth for AI-related products. The good news is that Wall Street analysts still see some upside for these g ...

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