By Anthony Di Pizio
Publication Date: 2026-02-18 20:46:00
Wall Street is looking for another strong quarterly result from Broadcom as semiconductor demand soars from AI companies.
The semiconductor industry is the beating heart of the artificial intelligence (AI) revolution. Without advanced chips, developers wouldn’t be able to constantly improve their models, nor would they be able to serve AI software applications to their customers.
Broadcom (AVGO +0.33%) has become a top supplier of data center chips and networking equipment for AI workloads, and demand is through the roof. That’s why Broadcom stock delivered an eye-popping 49% return last year, outperforming its main rival, Nvidia, which gained 38%.
On March 4, Broadcom will release its operating results for its fiscal 2026 first quarter (ended Feb. 1), and Wall Street will be looking for continued momentum at the top and bottom lines, fueled by demand from AI customers. Should investors buy the stock ahead of the report? Read on for the surprising answer.
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