By Dave Kovaleski
Publication Date: 2026-02-05 20:15:00
These two AI heavyweights belong in just about every portfolio, but one has more upside.
Few chipmakers have benefited more from the outsized enthusiasm for all things artificial intelligence (AI) than Micron Technology (MU +0.78%) and Broadcom (AVGO +0.80%).
The returns have been staggering for both. Last year, Micron was one of the best-performing stocks on the market, and it continues to churn higher in 2026. Micron stock is up 38% year to date as of Feb. 4 and 338% over the past 12 months. Over the past three-year bull market, it has had an average annualized return of 84.4%, and over the past five years, it has gained 37.7% per year.
Broadcom has slipped a bit so far this year, down about 9.7% year to date and up 43.5% over the past 12 months. But its longer-term numbers are similar to Micron’s, with average annualized returns of 73.4% over the past three years and 46.3% over the past five years.
Image source: Getty Images.
Both are chipmakers and AI stocks, but they aren’t…
