Here’s Why Nvidia and Broadcom Are Still Leading the Pack for AI Investing

Here’s Why Nvidia and Broadcom Are Still Leading the Pack for AI Investing

By Keithen Drury, The Motley Fool
Publication Date: 2026-04-23 12:00:00

There are countless ways to invest in artificial intelligence. While some may prefer to put money into software companies or electrical infrastructure suppliers, the way I keep circling back to is through the chip designers, notably Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO). Both of these are seen as premier AI investments, and they can be summed up with one word: profits.

These two companies are making a ton of money right now from AI, and their earnings are only expected to rise. Some software companies are still fighting for market dominance, and how those businesses will fare over the long term is still unknown. Similarly, construction and infrastructure plays may only see a one-time flash-in-the-pan boost from the current phase of the AI cycle.

Will AI create the world’s first trillionaire? Our team just released a report on a little-known company, called an “Indispensable Monopoly,” providing the critical technology Nvidia and Intel both need.

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