By Danny Vena, CPA
Publication Date: 2026-01-30 05:30:00
This semiconductor specialist continues to profit from the AI boom.
Broadcom (AVGO 0.65%) has been one of the undeniable winners of the artificial intelligence (AI) revolution, gaining nearly 500% since early 2023. In late 2024, I predicted that Broadcom would soar over the coming year, joining the $1 trillion club in 2025. Much to my surprise, the surge came much sooner than expected, with Broadcom stock gaining 39% in the weeks that followed, surpassing the trillion-dollar benchmark in December 2024.
Since then, the company has continued to outperform the broader market, gaining 63% over the past year, compared to 16% gains for the S&P 500. Broadcom currently sports a market cap of $1.56 trillion as of this writing, as demand for Broadcom’s data center and AI solutions remains strong.
After the stock’s breakout performance over the past year, here’s what I expect from Broadcom in 2026.
Image source: Getty Images.
Strong secular tailwinds
One of the byproducts of the ongoing AI…