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Semiconductor stocks have been at the heart of the artificial intelligence (AI) boom. That's because the chips and equipment are necessary to handle the massive computing power needed for AI workloads.Chipmakers likeNvidia,Broadcom, andAMD, to name a few, have been juggernauts over the past several years, but they have come back to Earth a bit in 2026. For the most part, that's due more to their u

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A shift is happening in the artificial intelligence (AI) computing space. Hyperscalers and AI companies are transitioning from training large language models to putting those models to work on real-world data to unlock the productivity gains that this technology promises.A lot ofmoney has been spenton data center infrastructure that's optimized to train models using large datasets. Inference, on t

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WhileNvidiagets most of the attention as Wall Street's AI kingpin because of its prolonged dominance in AI data center GPU chips, a competitor has been building something special.Broadcom(AVGO2.70%)has landed major chip deals with various major AI companies, includingAlphabet,Meta Platforms, Anthropic, and OpenAI.With these deals, Broadcom might actually be the betterAI stockto own. The best part?

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