By Daniel Foelber, The Motley Fool
Publication Date: 2026-03-10 23:46:00
Key Points
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Broadcom’s custom-engineered artificial intelligence chips for hyperscalers are transforming its business model.
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Nvidia’s rack-scale Rubin platform is built to be scalable and deployable.
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Both stocks are buys now.
Broadcom (NASDAQ: AVGO) and Nvidia (NASDAQ: NVDA) make up a combined 9.7% of the S&P 500 and 17.9% of the Nasdaq-100. So when they report earnings, the market listens.
Here’s what you need to know about where Broadcom and Nvidia are after their latest quarterly earnings releases and where they could be headed to help you decide which growth stock is the better buy for you.
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »
An investor in a suit is standing inside a massive enclosure of computer and networking equipment, illustrating the growing importance of artificial intelligence (AI) stocks.

