By Adria Cimino, The Motley Fool
Publication Date: 2026-03-30 09:25:00
Key Points
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Broadcom and Oracle both are delivering enormous levels of growth thanks to their AI strengths.
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These companies are likely to play a major role in the AI story moving forward.
A couple of years ago, everyone wanted to get in on artificial intelligence (AI) stocks. These players roared higher week after week as companies spoke of the technology’s potential — and in some cases, even started delivering spectacular revenue growth. AI companies continue to deliver fantastic growth, but in recent times, investors have cooled on this investment theme.
Why the change? Investors have worried about the high AI spending levels, and general economic and geopolitical concerns have also weighed on sentiment. But it’s important to remember that the long-term AI growth story remains intact: Demand for AI products and services continues to march on, and the technology is delivering results for many companies that apply it to their needs.
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