By Rimmi Singhi
Publication Date: 2026-09-22 12:48:00
The chip industry started the week on a strong note, with falling oil prices and Treasury yields lifting semiconductor and AI stocks. Advanced Micro Devices AMD stood out from the pack, jumping nearly 10% yesterday, hitting a new 52-week high and pushing its market cap to the $1 trillion mark for the first time. This made AMD the fourth U.S. chipmaker to join the trillion-dollar club, after NVIDIA NVDA, Broadcom AVGO and Micron Technology MU. But all four stocks don’t offer the same opportunity from here. Here is how the four compare.
Broadcom: Strong AI Exposure but Plenty Priced In
Broadcom has built a powerful position in AI infrastructure through custom AI accelerators and networking products. Its relationships with major hyperscalers and multiyear engagements with several XPU customers provide visibility as AI infrastructure spending expands. Ethernet adoption, VMware’s software contribution and strong free cash flow further strengthen the…
