By John Ballard
Publication Date: 2026-03-21 00:30:00
The rapid adoption of artificial intelligence (AI) is creating generational wealth-building opportunities for investors. Demand for the chips powering this technology remains strong, yet the leading semiconductor stocks are trading at discounts relative to their expected earnings growth.
For investors with extra cash they can commit to a long-term investing strategy, here are two chip stocks to consider buying right now.
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1. Broadcom
The top AI companies spent a combined $410 billion on capital expenditures in 2025, up 80% from 2024, according to research from The Motley Fool. While there is always the risk of a slowdown in data center spending, the competition among these companies to stay on the cutting edge of AI is driving a massive infrastructure boom. This should continue to benefit Broadcom (AVGO +4.08%).
Broadcom provides cloud software, networking, and semiconductor components for data centers. In the fiscal first quarter of 2026, its AI chip…