By Marc Guberti, The Motley Fool
Publication Date: 2026-08-16 10:55:00
The AI chip trade has been one of the most profitable investment opportunities over the past decade, and the leaders continue to gain market share. Broadcom (NASDAQ: AVGO) and AMD (NASDAQ: AMD) have both outpaced the S&P 500 (SNPINDEX: ^GSPC) year to date.
These companies specialize in different products. While Broadcom makes most of its money from ASICs, which are custom-made chips for tech giants, AMD specializes in GPUs and CPUs.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
Here’s what investors should know when comparing both stocks.
Both companies have been delivering exceptional results
It’s not easy to choose between growth stocks like Broadcom and AMD,…



