By Geoffrey Seiler
Publication Date: 2026-06-12 19:00:00
The artificial intelligence (AI) infrastructure market is booming, with big tech companies set to spend around $725 billion on capital expenditures (capex) this year alone. To put that in perspective, that is more than the gross domestic product (GDP) of all but 22 countries in 2025.
While AI infrastructure stocks have performed well, I think two stocks that have generally been underappreciated during this boom have been Broadcom (AVGO 0.85%) and Taiwan Semiconductor Manufacturing (TSM +0.46%). Let’s take a closer look at these two unsung AI stocks and why they look like buys.
Broadcom: An ASIC and networking leader
Today’s Change
(-0.85%) $-3.27
Current Price
$382.30
Key Data Points
Market Cap
$1.8T
Day’s Range
$377.01 – $384.95
52wk Range
$244.17 – $495.00
Volume
1.1M
Avg Vol
25.6M
Gross Margin
65.66%
Dividend Yield
0.65%
As spending on AI chips ramps to extraordinary levels, hyperscalers (owners of large data centers) have been increasingly looking for ways to save on costs. One of the best ways…
